401(k) · DOL Form 5500 · 2024

Isolved, Inc. 401(k) Plan

Data updated 2026-08-25

$109M
Total assets Near avg plan size
2,182
Participants Above avg headcount
91st
Percentile by assets National rank
$49,778
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Isolved 401(k) Plan · Sponsored by Isolved, Inc. · North Carolina · Administrative & Support Services

$109M in assets, 2,182 participants

Isolved, Inc.'s Isolved 401(k) Plan reported $109M in total assets and 2,182 participants in its 2024 DOL Form 5500 filing, ranking in the 91st 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.

  • #4,181 in Administrative & Support Services (4,368 peers)

Coverage in North Carolina

Isolved 401(k) Plan covers 2,182 participants in North Carolina, 2.7x the typical North Carolina plan (state average ~819 per filing). Assets: $109M.

#4,181
in Administrative & Support Services (4,368 peers)
+24.7%
assets growth YoY
1.1×
vs typical plan assets (national mean)

Isolved 401(k) Plan's outsized position by total assets

Isolved 401(k) Plan vs every filed plan by assets

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

$108,615,465 Top 9% higher than 91% 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

Isolved 401(k) 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. Isolved 401(k) Plan lands in the large band (2,182 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Isolved 401(k) Plan reported net income fell from $31M in the plan year 2023 filing to $22M in the plan year 2024 filing.
  • Isolved 401(k) Plan end-of-year assets rose from $87M in the plan year 2023 filing to $109M in the plan year 2024 filing.
  • Isolved 401(k) Plan reported participants rose from 2,048 in the plan year 2023 filing to 2,182 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 382976613 · Isolved, Inc. PY 2024 · 401(k)

Isolved 401(k) Plan · $109M · 2,182 · 91st

  • BOOK $109M
  • VS-ST 2,182
  • BOY 91st
  • SCH 401(k)
  • EBSA near Dm Intermediate Parent Ps & 401(k) Plan
  • PART ind #4181

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 Administrative & Support Services retirement plans → · Plans in North Carolina →

Isolved 401(k) Plan in the asset neighbourhood

Harbert Retirement Plan$109MDm Intermediate Parent Ps & 401(k) PlanDm Intermediate Parent Ps & …$109MIsolved 401(k) Plan$109MMcneilus Steel, Inc. 401(k) and Profit Sharing PlanMcneilus Steel, Inc. 401(k) …$109MReaderlink Distribution Services, LLC Retirement Savings PlanReaderlink Distribution Serv…$109M
End-of-year total assets ($M) among Isolved 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

North Carolina filing particulars

Total Assets (Beginning of Year)$87M
Net Assets (End of Year)$109M
Net Income$22M
Employer EIN382976613
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Isolved, Inc.)

Sponsor-wide plan assets over time

All Isolved, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$109M 92.53903829063293% vs 2022
2024 filing year
$40M$60M$80M$100M$120M 202220232024 $56.4M $109M ▲ +92.6%
Year Plans Participants Total Assets
2022 1 1,863 $56M
2023 1 2,048 $87M
2024 1 2,182 $109M

Nearby 401(k) Plans in North Carolina

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

Isolved 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -20020406080 Total assets ($B) Participants Isolved 401(k) Plan, Total assets ($B): 0.108615465 · Participants: 2182Isolved 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
Isolved 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Isolved 401(k) Plan side-by-side with 3 peers →

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

Outside North Carolina, the nearest 401(k) by assets is Dm Intermediate Parent Ps & 401(k) Plan in MI ($109M); by covered participants it is Williams International Employees Savings Plan in MI (2,182 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,182 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 Isolved 401(k) Plan assets move in 2024? ▼
Isolved 401(k) Plan grew sharply - up 24.7% during 2024, from $87M to $109M. Reported net income was $22M.
How have Isolved, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Isolved, Inc.'s sponsor-wide assets grew 92.5%, from $56M to $109M.
Where does Isolved 401(k) Plan rank by assets among Form 5500 filers? ▼
Isolved 401(k) Plan ranks in the 91st percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Isolved 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Dm Intermediate Parent Ps & 401(k) Plan in MI ($109M, 714 participants).
Which 401(k) plans cover a similar participant headcount to Isolved 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Williams International Employees Savings Plan in MI (2,182 participants, $274M 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 382976613.

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.