401(k) · DOL Form 5500 · 2024

MISO 401(k) Plan

Data updated 2026-08-25

$421M
Total assets Above avg plan size
1,086
Participants Near avg headcount
97th
Percentile by assets National rank
$387,836
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Miso Employees' Retirement Savings Plan · Sponsored by MISO · Indiana · Utilities

$421M in assets, 1,086 participants

MISO's Miso Employees' Retirement Savings Plan reported $421M in total assets and 1,086 participants in its 2024 DOL Form 5500 filing, ranking in the 97th 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.

  • #578 in Utilities (732 peers)

Coverage in Indiana

Miso Employees' Retirement Savings Plan covers 1,086 participants in Indiana, 2.0x the typical Indiana plan (state average ~541 per filing). Assets: $421M.

#578
in Utilities (732 peers)
+16.4%
assets growth YoY
4.2×
vs typical plan assets (national mean)

Miso Employees' Retirement Savings Plan's outsized position by total assets

Miso Employees' Retirement Savings Plan vs every filed plan by assets

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

$421,189,434 Top 3% higher than 97% 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

Miso Employees' Retirement Savings Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Miso Employees' Retirement Savings Plan lands in the large band (1,086 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Miso Employees' Retirement Savings Plan end-of-year assets rose from $362M in the plan year 2023 filing to $421M in the plan year 2024 filing.
  • Miso Employees' Retirement Savings Plan reported participants rose from 1,028 in the plan year 2023 filing to 1,086 in the plan year 2024 filing.
  • Miso Employees' Retirement Savings Plan reported net income rose from $58M in the plan year 2023 filing to $59M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 431827033 · MISO PY 2024 · 401(k)

Miso Employees' Retirement Savings Plan · $421M · 1,086 · 97th

  • EOY $421M
  • EOY 1,086
  • EOY 97th
  • EOY 401(k)
  • EOY near Haworth 401(k) Plan
  • EOY ind #578

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 Utilities retirement plans → · Plans in Indiana →

Miso Employees' Retirement Savings Plan in the asset neighbourhood

Multiplan, Inc. 401(k) Plan$423MMiso Employees' Retirement Savings PlanMiso Employees' Retirement S…$421MHaworth 401(k) Plan$421MTravelport Employee Savings PlanTravelport Employee Savings …$421MOmnicell, Inc. 401(k) Plan$421M
End-of-year total assets ($M) among Miso Employees' Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Indiana filing particulars

Total Assets (Beginning of Year)$362M
Net Assets (End of Year)$421M
Net Income$59M
Employer EIN431827033
Plan Effective Date1999-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (MISO)

Sponsor-wide plan assets over time

All MISO plans reported in each filing year

Latest sponsor-wide plan assets
$421M 38.804529315957055% vs 2022
2024 filing year
$250M$300M$350M$400M$450M 202220232024 $303M $421M ▲ +38.8%
Year Plans Participants Total Assets
2022 1 977 $303M
2023 1 1,028 $362M
2024 1 1,086 $421M

Nearby 401(k) Plans in Indiana

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

Miso Employees' Retirement Savings Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Miso Employees' Retirement Savings Plan, Total assets ($B): 0.421189434 · Participants: 1086Miso Employees' Retirement Savings PlanThe Lilly Employee 401(k) Plan, Total assets ($B): 13.056609955 · Participants: 19977The Lilly Employee 401(k) PlanElevance Health 401(k) Plan, Total assets ($B): 12.109864062 · Participants: 73120Elevance Health 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 6.366370789 · Participants: 30272Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 4.481656061 · Participants: 38460Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.996436059 · Participants: 9385Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
Miso Employees' Retirement Savings Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Miso Employees' Retirement Savings Plan side-by-side with 3 peers →

Miso Employees' Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is Haworth 401(k) Plan in MI ($421M); by covered participants it is Cass Information Systems, Inc. 401(k) Plan in MO (1,086 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($421M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,086 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 Miso Employees' Retirement Savings Plan assets move in 2024? ▼
Miso Employees' Retirement Savings Plan grew sharply - up 16.4% during 2024, from $362M to $421M. Reported net income was $59M.
How have MISO plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), MISO's sponsor-wide assets grew 38.8%, from $303M to $421M.
Where does Miso Employees' Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Miso Employees' Retirement Savings Plan ranks in the 97th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Miso Employees' Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Haworth 401(k) Plan in MI ($421M, 2,686 participants).
Which 401(k) plans cover a similar participant headcount to Miso Employees' Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cass Information Systems, Inc. 401(k) Plan in MO (1,086 participants, $124M 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 431827033.

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.