Other · DOL Form 5500 · 2024

International Society of Automation Retirement Plan

Data updated 2026-08-11

$24M
Total assets: 68
Participants: 74th
Percentile by assets: $351,562
Avg per participant

Official DOL plan name: International Society of Automation Section 403(b)(7) Retirement Plan · Sponsored by International Society of Automation · North Carolina · Other Services

$24M in assets, 68 participants

International Society of Automation's International Society of Automation Section 403(b)(7) Retirement Plan reported $24M in total assets and 68 participants in its 2024 DOL Form 5500 filing, ranking in the 74th 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.

74th percentile by assets (of 123,622 plans)
#6,626 in Other Services (7,719 peers)

International Society of Automation multi-year trail

International Society of Automation's plans moved +39.2% in assets from 2022 to 2024; this filing shows International Society of Automation Section 403(b)(7) Retirement Plan at $24M / 68 participants.

$24M
total plan assets (2024 EOY): 68
covered participants: 74th
percentile by assets (of 123,622 plans): $351,562
avg assets per participant

Where International Society of Automation Section 403(b)(7) Retirement Plan sits by total assets

International Society of Automation Section 403(b)(7) Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$23,906,211 Top 26% higher than 74% 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

International Society of Automation Section 403(b)(7) Retirement Plan end-of-year assets rose from $21M in the plan year 2023 filing to $24M in the plan year 2024 filing.
International Society of Automation Section 403(b)(7) Retirement Plan reported participants fell from 78 in the plan year 2023 filing to 68 in the plan year 2024 filing.
International Society of Automation Section 403(b)(7) Retirement Plan reported net income fell from $4M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

North Carolina

Industry

Other Services

International Society of Automation across 3 plan years on file

Across the 3 plan years International Society of Automation has on file (2022-2024), sponsor-wide plan assets have moved from $17M to $24M, a gain of 39.2%, while reported participants moved from 72 to 68 (-5.6%). Peak year by sponsor assets: 2024 ($24M); trough: 2022 ($17M).

International Society of Automation multi-year asset trail

Total plan assets by year, all International Society of Automation plans on file

Year	Plans	Participants	Total Assets
2022	1	72	$17M
2023	1	78	$21M
2024	1	68	$24M

International Society of Automation filing trail (2024)

Total Assets (Beginning of Year)	$21M
Net Assets (End of Year)	$24M
Net Income	$3M
Employer EIN	250921042
Plan Effective Date	1989-03-01
Filing Status	FILING RECEIVED

Nearby Other Plans in North Carolina

Peer Other plans, same state, same plan type, ranked by total assets.

International Society of Automation Section 403(b)(7) Retirement Plan vs. nearby Other plans in North Carolina, assets vs. participants

The Duke University Faculty and Staff Retirement Plan $11.0B · 48,377
Wake Forest Baptist Medical Center 403(b) Retirement Savings Plan $3.6B · 19,745
The Moses H. Cone Memorial Hospital Voluntary Savings Plan $1.6B · 13,533
Wake Forest University Retirement Plan $889M · 3,215
Caromont Health, Inc. Retirement Savings Plan $511M · 4,913

Compare International Society of Automation Sect… side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to International Society of Automation Section 403(b)(7) Retirement Plan by total assets, not by location.

Care Dimensions, Inc. 403(b) Plan (MA) $24M · 585
St. Luke Community Hospital and Nursing Home 403(b) Plan (MT) $24M · 414
Olivet College DC Retirement Plan (MI) $24M · 248
Goldey-Beacom College 403(b) Plan (DE) $24M · 121

Frequently Asked Questions

How did International Society of Automation Section 403(b)(7) Retirement Plan assets move in 2024? ▼

International Society of Automation Section 403(b)(7) Retirement Plan grew sharply - up 15.4% during 2024, from $21M to $24M. Reported net income was $3M.

How have International Society of Automation plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), International Society of Automation's sponsor-wide assets grew 39.2%, from $17M to $24M.

Which Other plans are similar in size to International Society of Automation Section 403(b)(7) Retirement Plan? ▼

Among Other plans in other states, the closest by assets is Care Dimensions, Inc. 403(b) Plan in MA ($24M, 585 participants).

Next read for International Society of Automation Sect…

Multi-year trail

Ways to act on International Society of Automation Section 403(b)(7) Retirement Plan's numbers.

By total assets, International Society of Automation Section 403(b)(7) Retirement Plan ranks above the median plan by assets. See the largest plans
Compare it side-by-side against 3 similar Other plans in North Carolina. Compare plans
International Society of Automation's sponsor-wide assets have grown 39.2% since 2022 across 3 plan years on file. More Other Services plans

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 250921042.