Other · DOL Form 5500 · 2024
International Society of Automation Retirement Plan
Data updated 2026-08-25
- $24M
- Total assets Small plan by assets
- 68
- Participants Small participant base
- 74th
- Percentile by assets National rank
- $351,562
- Avg per participant High balance/head
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.
- #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.
- #6,626
- in Other Services (7,719 peers)
- +15.4%
- assets growth YoY
International Society of Automation Section 403(b)(7) Retirement Plan's outsized position 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 among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. International Society of Automation Section 403(b)(7) Retirement 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
- 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.
DOL schedule card
Filing strip 250921042 · International Society of Automation PY 2024 · Other
International Society of Automation Section 403(b)(7) Retirement Plan · $24M · 68 · 74th
- BOY $24M
- BOY 68
- BOY 74th
- BOY Other
- BOY near Care Dimensions, Inc. 403(b) Plan
- BOY ind #6626
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 Other Services retirement plans → · Plans in North Carolina →
International Society of Automation Section 403(b)(7) Retirement Plan in the asset neighbourhood
International Society of Automation multi-year asset trail
Sponsor-wide plan assets over time
All International Society of Automation plans reported in each filing year
- Latest sponsor-wide plan assets
- $24M 39.176175829201725% vs 2022
- 2024 filing year
| 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.
- 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
International Society of Automation Section 403(b)(7) Retirement Plan's out-of-state Other peers by assets and headcount
Outside North Carolina, the nearest Other by assets is Care Dimensions, Inc. 403(b) Plan in MA ($24M); by covered participants it is Oregon Museum of Science and Industry Retirement Plan in OR (68 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($24M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (68 participants); asset peers above are excluded.
- Oregon Museum of Science and Industry Retirement Plan (OR) 68 · 0 off
- Keiro Northwest 403(b) Plan (WA) 68 · 0 off
- Oak Spring Garden, LLC 403(b) Plan (VA) 68 · 0 off
- Elgin Academy Defined Contribution Retirement Plan (IL) 68 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.