401(k) · DOL Form 5500 · 2024
Insurance Services of San Francisco, Inc. 401(k) Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 45
- Participants Small participant base
- 41st
- Percentile by assets National rank
- $107,215
- Avg per participant Below avg balance/head
Official DOL plan name: Isu San Francisco 401(k) Plan · Sponsored by Insurance Services of San Francisco, Inc. · South Carolina · Finance & Insurance
$5M in assets, 45 participants
Insurance Services of San Francisco, Inc.'s Isu San Francisco 401(k) Plan reported $5M in total assets and 45 participants in its 2024 DOL Form 5500 filing, ranking in the 41st 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.
- #2,372 in Finance & Insurance (8,549 peers)
What the 2024 filing shows
Isu San Francisco 401(k) Plan holds $5M for 45 participants - about $107,215 per participant, in the lower half of filed plans by assets.
- #2,372
- in Finance & Insurance (8,549 peers)
- $654K
- reported net income
Isu San Francisco 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers
Isu San Francisco 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$4,824,685 41st percentile higher than 41% 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
Isu San Francisco 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. Isu San Francisco 401(k) Plan is a small filing (45 participants) on this national headcount ladder.
DOL schedule card
Filing strip 943095924 · Insurance Services of San Francisco, Inc. PY 2024 · 401(k)
Isu San Francisco 401(k) Plan · $5M · 45 · 41st
- SCH $5M
- EBSA 45
- PART 41st
- TYPE 401(k)
- NET near Skils'kin 401(k) Plan
- BOOK ind #2372
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 Finance & Insurance retirement plans → · Plans in South Carolina →
Isu San Francisco 401(k) Plan in the asset neighbourhood
Filing particulars (2024)
| Total Assets (Beginning of Year) | N/A |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | $654K |
| Employer EIN | 943095924 |
| Plan Effective Date | 2024-01-12 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in South Carolina
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Michelin 401(k) Savings Plan $4.5B · 15,095
- The Savannah River Nuclear Solutions, LLC Defined Contribution Plan $2.8B · 9,296
- Sonoco Retirement & Savings Plan $1.7B · 11,813
- Blue Cross Blue Shield of Sc Employee Savings and Salary Reduction Plan $1.5B · 11,878
- The Milliken Retirement Plan $1.4B · 5,733
Isu San Francisco 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside South Carolina, the nearest 401(k) by assets is Skils'kin 401(k) Plan in WA ($5M); by covered participants it is Coact, Inc. 401(k) Plan in MD (45 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
- Skils'kin 401(k) Plan (WA) $5M · 172
- Jre Golf Cars, LLC 401(k) Plan (TX) $5M · 91
- Seachrome Corporation 401(k) Plan (CA) $5M · 160
- 403(b) Thrift Plan for Employees of Pinebrook Family Answers (PA) $5M · 183
Similar participant headcount
Nearest other-state filings by covered participants (45 participants); asset peers above are excluded.
- Coact, Inc. 401(k) Plan (MD) 45 · 0 off
- Tlm Associates, Inc. 401(k) Plan (TN) 45 · 0 off
- Air T, Inc. 1165(e) Plan (NC) 45 · 0 off
- Sud 123 Inc 401(k) Profit Sharing Plan & Trust (NY) 45 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.