401(k) · DOL Form 5500 · 2024
Isdaner & Company, LLC 401(k) Plan
Data updated 2026-08-25
- $17M
- Total assets Small plan by assets
- 68
- Participants Small participant base
- 67th
- Percentile by assets National rank
- $243,876
- Avg per participant Above avg balance/head
Official DOL plan name: Isdaner & Company, LLC 401(k) Tax Sheltered Savings Plan · Sponsored by Isdaner & Company, LLC · Pennsylvania · Professional & Technical Services
$17M in assets, 68 participants
Isdaner & Company, LLC's Isdaner & Company, LLC 401(k) Tax Sheltered Savings Plan reported $17M in total assets and 68 participants in its 2024 DOL Form 5500 filing, ranking in the 67th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- #13,239 in Professional & Technical Services (20,173 peers)
Isdaner & Company, LLC multi-year trail
Isdaner & Company, LLC's plans moved +23.1% in assets from 2022 to 2024; this filing shows Isdaner & Company, LLC 401(k) Tax Sheltered Savings Plan at $17M / 68 participants.
- #13,239
- in Professional & Technical Services (20,173 peers)
- +21.6%
- assets growth YoY
Isdaner & Company, LLC 401(k) Tax Sheltered Savings Plan's outsized position by total assets
Isdaner & Company, LLC 401(k) Tax Sheltered Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$16,583,592 Top 33% higher than 67% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Isdaner & Company, LLC 401(k) Tax Sheltered Savings Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Isdaner & Company, LLC 401(k) Tax Sheltered Savings Plan is a small filing (68 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Isdaner & Company, LLC 401(k) Tax Sheltered Savings Plan reported net income rose from $174K in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Isdaner & Company, LLC 401(k) Tax Sheltered Savings Plan end-of-year assets rose from $14M in the plan year 2023 filing to $17M in the plan year 2024 filing.
- Isdaner & Company, LLC 401(k) Tax Sheltered Savings Plan reported participants rose from 65 in the plan year 2023 filing to 68 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 236410283 · Isdaner & Company, LLC PY 2024 · 401(k)
Isdaner & Company, LLC 401(k) Tax Sheltered Savings Plan · $17M · 68 · 67th
- ASSETS $17M
- ASSETS 68
- ASSETS 67th
- ASSETS 401(k)
- ASSETS near Cooperative Home Care Associates, Inc. 401(k) Plan
- ASSETS ind #13239
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Professional & Technical Services retirement plans → · Plans in Pennsylvania →
Isdaner & Company, LLC 401(k) Tax Sheltered Savings Plan in the asset neighbourhood
Isdaner & Company, LLC multi-year asset trail
Sponsor-wide plan assets over time
All Isdaner & Company, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $17M 23.135387437163878% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 57 | $13M |
| 2023 | 1 | 65 | $14M |
| 2024 | 1 | 68 | $17M |
Isdaner & Company, LLC filing trail (2024)
| Total Assets (Beginning of Year) | $14M |
|---|---|
| Net Assets (End of Year) | $17M |
| Net Income | $3M |
| Employer EIN | 236410283 |
| Plan Effective Date | 1987-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Pennsylvania
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Comcast Corporation Retirement - Investment Plan $19.7B · 90,495
- The Cigna Group 401(k) Plan $14.2B · 63,634
- The Vanguard Retirement and Savings Plan $11.1B · 18,066
- Thermo Fisher Scientific Inc. 401(k) Retirement Plan $10.3B · 36,150
- The PNC Financial Services Group, Inc. Incentive Savings Plan $10.2B · 54,604
Isdaner & Company, LLC 401(k) Tax Sheltered Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Pennsylvania, the nearest 401(k) by assets is Cooperative Home Care Associates, Inc. 401(k) Plan in NY ($17M); by covered participants it is Cleverbridge, Inc. 401(k) Plan in IL (68 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($17M here).
- Cooperative Home Care Associates, Inc. 401(k) Plan (NY) $17M · 1,479
- Mersino Dewatering, LLC 401(k) Plan (MI) $17M · 395
- Jack Doheny Company 401(k) Plan (MI) $17M · 177
- Miller Paint 401(k) Savings Plan (OR) $17M · 330
Similar participant headcount
Nearest other-state filings by covered participants (68 participants); asset peers above are excluded.
- Cleverbridge, Inc. 401(k) Plan (IL) 68 · 0 off
- E-Technology LLC 401(k) Profit Sharing Plan & Trust (TX) 68 · 0 off
- Arland Tool & Manufacturing Inc. 401(k) Plan (MA) 68 · 0 off
- Mpc 401(k) Plan (TX) 68 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.