401(k) · DOL Form 5500 · 2024

Issuer Direct Corporation 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
67
Participants Small participant base
36th
Percentile by assets National rank
$53,372
Avg per participant Low balance/head
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Official DOL plan name: Issuer Direct Corporation 401(k) Plan · Sponsored by Issuer Direct Corporation · North Carolina · Professional & Technical Services

$4M in assets, 67 participants

Issuer Direct Corporation's Issuer Direct Corporation 401(k) Plan reported $4M in total assets and 67 participants in its 2024 DOL Form 5500 filing, ranking in the 36th 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.

  • #6,724 in Professional & Technical Services (20,173 peers)

Issuer Direct Corporation multi-year trail

Issuer Direct Corporation's plans moved +59.7% in assets from 2022 to 2024; this filing shows Issuer Direct Corporation 401(k) Plan at $4M / 67 participants.

#6,724
in Professional & Technical Services (20,173 peers)
+27.2%
assets growth YoY

Issuer Direct Corporation 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Issuer Direct Corporation 401(k) Plan vs every filed plan by assets

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

$3,575,896 36th percentile higher than 36% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Issuer Direct Corporation 401(k) 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. Issuer Direct Corporation 401(k) Plan is a small filing (67 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Issuer Direct Corporation 401(k) Plan reported net income rose from $572K in the plan year 2023 filing to $764K in the plan year 2024 filing.
  • Issuer Direct Corporation 401(k) Plan end-of-year assets rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Issuer Direct Corporation 401(k) Plan reported participants fell from 68 in the plan year 2023 filing to 67 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 261331503 · Issuer Direct Corporation PY 2024 · 401(k)

Issuer Direct Corporation 401(k) Plan · $4M · 67 · 36th

  • EBSA $4M
  • EBSA 67
  • EBSA 36th
  • EBSA 401(k)
  • EBSA near Morley and Associates, Inc. 401(k) Profit Sharing Plan
  • EBSA ind #6724

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 North Carolina →

Issuer Direct Corporation 401(k) Plan in the asset neighbourhood

Issuer Direct Corporation 401(k) PlanIssuer Direct Corporation 40…$4MMorley and Associates, Inc. 401(k) Profit Sharing PlanMorley and Associates, Inc. …$4MNexgen 401(k) Plan$4MA & M Tool & Die Co Inc Employees Savings PlanA & M Tool & Die Co Inc Empl…$4MXcellent Technology Solutions 401(k) Profit Sharing Plan & TrustXcellent Technology Solution…$4M
End-of-year total assets ($M) among Issuer Direct Corporation 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Issuer Direct Corporation multi-year asset trail

Sponsor-wide plan assets over time

All Issuer Direct Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$4M 59.68940044174874% vs 2022
2024 filing year
$2M$2.5M$3M$3.5M$4M 202220232024 $2.24M $3.58M ▲ +59.8%
Year Plans Participants Total Assets
2022 1 42 $2M
2023 1 68 $3M
2024 1 67 $4M

Issuer Direct Corporation filing trail (2024)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$764K
Employer EIN261331503
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in North Carolina

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Issuer Direct Corporation 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -20020406080 Total assets ($B) Participants Issuer Direct Corporation 401(k) Plan, Total assets ($B): 0.003575896 · Participants: 67Issuer Direct Corporation 401(k) PlanThe Bank of America 401(k) Plan, Total assets ($B): 62.902405616 · Participants: 168963The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 16.316486587 · Participants: 39468Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 11.269744 · Participants: 27341Duke Energy Retirement Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 9.349291649 · Participants: 27070Nucor Corporation Profit Sharing and Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 9.231001739 · Participants: 52699Truist Financial Corporation 401(k) Savings Plan
Issuer Direct Corporation 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Issuer Direct Corporation 401(k) Plan side-by-side with 3 peers →

Issuer Direct Corporation 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Morley and Associates, Inc. 401(k) Profit Sharing Plan in IN ($4M); by covered participants it is Heidler Roofing Services, Inc 401(k) Profit Sharing Plan in PA (67 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (67 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Issuer Direct Corporation 401(k) Plan assets move in 2024? ▼
Issuer Direct Corporation 401(k) Plan grew sharply - up 27.2% during 2024, from $3M to $4M. Reported net income was $764K.
How have Issuer Direct Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Issuer Direct Corporation's sponsor-wide assets grew 59.7%, from $2M to $4M.
Which 401(k) plans are similar in size to Issuer Direct Corporation 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Morley and Associates, Inc. 401(k) Profit Sharing Plan in IN ($4M, 30 participants).
Which 401(k) plans cover a similar participant headcount to Issuer Direct Corporation 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Heidler Roofing Services, Inc 401(k) Profit Sharing Plan in PA (67 participants, N/A in assets).

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 261331503.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.