Defined Benefit (Pension) · DOL Form 5500 · 2024

Iso New England Inc. Pension Plan

Data updated 2026-08-25

$176M
Total assets Near avg plan size
289
Participants Below avg headcount
94th
Percentile by assets National rank
$609,848
Avg per participant High balance/head
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Official DOL plan name: Iso New England Inc. Retirement Plan · Sponsored by Iso New England Inc. · Massachusetts · Utilities

$176M in assets, 289 participants

Iso New England Inc.'s Iso New England Inc. Retirement Plan reported $176M in total assets and 289 participants in its 2024 DOL Form 5500 filing, ranking in the 94th 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.

  • #498 in Utilities (732 peers)

Coverage in Massachusetts

Iso New England Inc. Retirement Plan covers 289 participants in Massachusetts, about 44% of the average Massachusetts filer (state average ~659 per filing). Assets: $176M.

#498
in Utilities (732 peers)
+9.8%
assets growth YoY
1.8×
vs typical plan assets (national mean)

Iso New England Inc. Retirement Plan's outsized position by total assets

Iso New England Inc. Retirement Plan vs every filed plan by assets

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

$176,246,120 Top 6% higher than 94% 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

Iso New England Inc. 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. Iso New England Inc. Retirement Plan sits mid-pack in the medium band (289 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Iso New England Inc. Retirement Plan reported net income rose from -$35M in the plan year 2023 filing to $16M in the plan year 2024 filing.
  • Iso New England Inc. Retirement Plan end-of-year assets rose from $160M in the plan year 2023 filing to $176M in the plan year 2024 filing.
  • Iso New England Inc. Retirement Plan reported participants fell from 306 in the plan year 2023 filing to 289 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 043372500 · Iso New England Inc. PY 2024 · Defined Benefit (Pension)

Iso New England Inc. Retirement Plan · $176M · 289 · 94th

  • NET $176M
  • NET 289
  • NET 94th
  • NET Defined Benefit (Pension)
  • NET near Columbia University Retirement Plan - Local 241, Transport Workers Union of America
  • NET ind #498

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 Massachusetts →

Iso New England Inc. Retirement Plan in the asset neighbourhood

Ingersoll Rand Industrial U.S., Inc. Pension PlanIngersoll Rand Industrial U.…$176MIso New England Inc. Retirement PlanIso New England Inc. Retirem…$176MColumbia University Retirement Plan - Local 241, Transport Workers Union of AmericaColumbia University Retireme…$176MDavis Polk Partner Defined Benefit Pension PlanDavis Polk Partner Defined B…$176MHawaii Iron Workers' Pension PlanHawaii Iron Workers' Pension…$176M
End-of-year total assets ($M) among Iso New England Inc. Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Massachusetts filing particulars

Total Assets (Beginning of Year)$160M
Net Assets (End of Year)$176M
Net Income$16M
Employer EIN043372500
Plan Effective Date1997-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Iso New England Inc.)

Sponsor-wide plan assets over time

All Iso New England Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$498M 16.758806783519407% vs 2022
2024 filing year
$400M$450M$500M$550M 202220232024 $426M $498M ▲ +16.8%
Year Plans Participants Total Assets
2022 2 900 $426M
2023 2 896 $436M
2024 2 915 $498M

Nearby Defined Benefit (Pension) Plans in Massachusetts

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Iso New England Inc. Retirement Plan vs. nearby Defined Benefit (Pension) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Iso New England Inc. Retirement Plan, Total assets ($B): 0.17624612 · Participants: 289Iso New England Inc. Retirement PlanConsolidated Cash Balance Program of Mass General Brigham and Member Organizations, Total assets ($B): 11.586293172 · Participants: 60621Consolidated Cash Balance Program of Mass General Brigham and Member OrganizationsNew England Teamsters Pension Fund, Total assets ($B): 9.093299462 · Participants: 21577New England Teamsters Pension FundLiberty Mutual Retirement Benefit Plan, Total assets ($B): 6.250686483 · Participants: 34910Liberty Mutual Retirement Benefit PlanMassachusetts Institute of Technology Basic Retirement Plan, Total assets ($B): 5.888715533 · Participants: 12533Massachusetts Institute of Technology Basic Retirement PlanN. Atlantic States Carp. Pension Fund, Total assets ($B): 5.086051556 · Participants: 16946N. Atlantic States Carp. Pension Fund
Iso New England Inc. Retirement Plan vs. nearby Defined Benefit (Pension) plans in Massachusetts, assets vs. participants
Compare Iso New England Inc. Retirement Plan side-by-side with 3 peers →

Iso New England Inc. Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Massachusetts, the nearest Defined Benefit (Pension) by assets is Columbia University Retirement Plan - Local 241, Transport Workers Union of America in NY ($176M); by covered participants it is Dupont Community Credit Union Defined Benefit Plan in VA (289 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (289 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 Iso New England Inc. Retirement Plan assets move in 2024? ▼
Iso New England Inc. Retirement Plan grew at a solid clip - up 9.8% during 2024, from $160M to $176M. Reported net income was $16M.
How have Iso New England Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Iso New England Inc.'s sponsor-wide assets grew 16.8%, from $426M to $498M.
Where does Iso New England Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Iso New England Inc. Retirement Plan ranks in the 94th 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 Defined Benefit (Pension) plans are similar in size to Iso New England Inc. Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Columbia University Retirement Plan - Local 241, Transport Workers Union of America in NY ($176M, 969 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Iso New England Inc. Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Dupont Community Credit Union Defined Benefit Plan in VA (289 participants, $44M 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 043372500.

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.