401(k) · DOL Form 5500 · 2024

Ispecimen Inc. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
53
Participants Small participant base
30th
Percentile by assets National rank
$40,750
Avg per participant Low balance/head
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Official DOL plan name: Ispecimen Inc. 401(k) Profit Sharing Plan and Trust · Sponsored by Ispecimen Inc. · Massachusetts · Professional & Technical Services

$2M in assets, 53 participants

Ispecimen Inc.'s Ispecimen Inc. 401(k) Profit Sharing Plan and Trust reported $2M in total assets and 53 participants in its 2024 DOL Form 5500 filing, ranking in the 30th 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.

  • #5,269 in Professional & Technical Services (20,173 peers)

Ispecimen Inc. multi-year trail

Ispecimen Inc.'s plans moved -21.8% in assets from 2022 to 2024; this filing shows Ispecimen Inc. 401(k) Profit Sharing Plan and Trust at $2M / 53 participants.

#5,269
in Professional & Technical Services (20,173 peers)
-23.5%
assets change YoY

The plan reported a net loss of $665K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Ispecimen Inc. 401(k) Profit Sharing Plan and Trust among the smaller filed plans by assets

Ispecimen Inc. 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$2,159,727 30th percentile higher than 30% 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

Ispecimen Inc. 401(k) Profit Sharing Plan and Trust among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ispecimen Inc. 401(k) Profit Sharing Plan and Trust is a small filing (53 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Ispecimen Inc. 401(k) Profit Sharing Plan and Trust reported net income fell from $64K in the plan year 2023 filing to -$665K in the plan year 2024 filing.
  • Ispecimen Inc. 401(k) Profit Sharing Plan and Trust reported participants fell from 75 in the plan year 2023 filing to 53 in the plan year 2024 filing.
  • Ispecimen Inc. 401(k) Profit Sharing Plan and Trust end-of-year assets fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 270480143 · Ispecimen Inc. PY 2024 · 401(k)

Ispecimen Inc. 401(k) Profit Sharing Plan and Trust · $2M · 53 · 30th

  • SCH $2M
  • EBSA 53
  • PART 30th
  • TYPE 401(k)
  • NET near Bam 401(k) Plan
  • BOOK ind #5269

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 Massachusetts →

Ispecimen Inc. 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Ispecimen Inc. 401(k) Profit Sharing Plan and TrustIspecimen Inc. 401(k) Profit…$2MBam 401(k) Plan$2MTvb Corporation Defined Contribution PlanTvb Corporation Defined Cont…$2MTucson Country Club 401(k) Savings PlanTucson Country Club 401(k) S…$2MSt. Mary's 401(k) Plan$2M
End-of-year total assets ($M) among Ispecimen Inc. 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Ispecimen Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Ispecimen Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 21.769854766937065% vs 2022
2024 filing year
$2M$2.2M$2.4M$2.6M$2.8M$3M 202220232024 $2.76M $2.16M ▼ -21.7%
Year Plans Participants Total Assets
2022 1 61 $3M
2023 1 75 $3M
2024 1 53 $2M

Ispecimen Inc. filing trail (2024)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$2M
Net Income-$665K
Employer EIN270480143
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

Ispecimen Inc. 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Ispecimen Inc. 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.002159727 · Participants: 53Ispecimen Inc. 401(k) Profit Sharing Plan and TrustFidelity Retirement Savings Plan, Total assets ($B): 34.201609937 · Participants: 66907Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 11.352606499 · Participants: 34618Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 7.720373045 · Participants: 14762Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 6.775289067 · Participants: 20639Boston Scientific Corporation 401(k) Retirement Savings PlanState Street Salary Savings Program, Total assets ($B): 6.532301643 · Participants: 12777State Street Salary Savings Program
Ispecimen Inc. 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Ispecimen Inc. 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

Ispecimen Inc. 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Bam 401(k) Plan in IN ($2M); by covered participants it is Belmont Day School, Corp 401(k) Plan in VA (53 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

Similar participant headcount

Nearest other-state filings by covered participants (53 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 Ispecimen Inc. 401(k) Profit Sharing Plan and Trust assets move in 2024? ▼
Ispecimen Inc. 401(k) Profit Sharing Plan and Trust declined sharply - down 23.5% during 2024, from $3M to $2M. Reported net income was -$665K.
How have Ispecimen Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ispecimen Inc.'s sponsor-wide assets declined 21.8%, from $3M to $2M.
Which 401(k) plans are similar in size to Ispecimen Inc. 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Bam 401(k) Plan in IN ($2M, 145 participants).
Which 401(k) plans cover a similar participant headcount to Ispecimen Inc. 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Belmont Day School, Corp 401(k) Plan in VA (53 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 270480143.

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.