401(k) · DOL Form 5500 · 2024
Isaacson Miller 401(k) Plan
Data updated 2026-08-25
- $48M
- Total assets Below avg plan size
- 266
- Participants Below avg headcount
- 84th
- Percentile by assets National rank
- $181,948
- Avg per participant Above avg balance/head
Official DOL plan name: Isaacson Retirement Plan · Sponsored by Isaacson Miller · Massachusetts · Administrative & Support Services
$48M in assets, 266 participants
Isaacson Miller's Isaacson Retirement Plan reported $48M in total assets and 266 participants in its 2024 DOL Form 5500 filing, ranking in the 84th 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.
- #4,011 in Administrative & Support Services (4,368 peers)
Coverage in Massachusetts
Isaacson Retirement Plan covers 266 participants in Massachusetts, about 40% of the average Massachusetts filer (state average ~659 per filing). Assets: $48M.
- #4,011
- in Administrative & Support Services (4,368 peers)
- +13.9%
- assets growth YoY
- 0.5×
- vs typical plan assets (national mean)
Isaacson Retirement Plan's outsized position by total assets
Isaacson Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$48,398,187 Top 16% higher than 84% 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
Isaacson Retirement Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Isaacson Retirement Plan sits mid-pack in the medium band (266 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Isaacson Retirement Plan end-of-year assets rose from $42M in the plan year 2023 filing to $48M in the plan year 2024 filing.
- Isaacson Retirement Plan reported net income fell from $7M in the plan year 2023 filing to $6M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 043061714 · Isaacson Miller PY 2024 · 401(k)
Isaacson Retirement Plan · $48M · 266 · 84th
- EIN $48M
- EIN 266
- EIN 84th
- EIN 401(k)
- EIN near Clover Environmental Solutions LLC 401(k) Plan
- EIN ind #4011
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 Massachusetts →
Isaacson Retirement Plan in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $42M |
|---|---|
| Net Assets (End of Year) | $48M |
| Net Income | $6M |
| Employer EIN | 043061714 |
| Plan Effective Date | 1985-12-30 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Isaacson Miller)
Sponsor-wide plan assets over time
All Isaacson Miller plans reported in each filing year
- Latest sponsor-wide plan assets
- $77M 26.747623885536516% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 462 | $61M |
| 2023 | 2 | 551 | $73M |
| 2024 | 2 | 526 | $77M |
Nearby 401(k) Plans in Massachusetts
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fidelity Retirement Savings Plan $34.2B · 66,907
- Liberty Mutual 401(k) Plan $11.4B · 34,618
- Massachusetts Institute of Technology Supplemental 401(k) Plan $7.7B · 14,762
- Boston Scientific Corporation 401(k) Retirement Savings Plan $6.8B · 20,639
- State Street Salary Savings Program $6.5B · 12,777
Isaacson Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Massachusetts, the nearest 401(k) by assets is Clover Environmental Solutions LLC 401(k) Plan in IL ($48M); by covered participants it is Full-O-Pep Appliances, Inc. 401(k) Savings Plan in IN (266 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($48M here).
- Clover Environmental Solutions LLC 401(k) Plan (IL) $48M · 471
- Anuvu Retirement Plan (IL) $48M · 413
- Browning & Associates Savings Plan (UT) $48M · 141
- Robertson Heating Supply Company 401(k) Profit Sharing Plan (OH) $48M · 340
Similar participant headcount
Nearest other-state filings by covered participants (266 participants); asset peers above are excluded.
- Full-O-Pep Appliances, Inc. 401(k) Savings Plan (IN) 266 · 0 off
- Grayback Forestry, Inc. Retirement Savings Plan (OR) 266 · 0 off
- Organically Grown Company 401(k) Plan (OR) 266 · 0 off
- Mckenzie Retirement Readiness 401(k) Plan (IN) 266 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.