401(k) · DOL Form 5500 · 2024
Iso New England Inc. 401(k) Plan
Data updated 2026-08-11
- $321M
- Total assets
- 626
- Participants
- 96th
- Percentile by assets
- $513,243
- Avg per participant
Official DOL plan name: Iso New England Inc. Supplemental Retirement and Savings Plan · Sponsored by Iso New England Inc. · Massachusetts · Utilities
$321M in assets, 626 participants
Iso New England Inc.'s Iso New England Inc. Supplemental Retirement and Savings Plan reported $321M in total assets and 626 participants in its 2024 DOL Form 5500 filing, ranking in the 96th 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.
- 96th percentile by assets (of 123,622 plans)
- #555 in Utilities (732 peers)
Utilities sector rank
Within Utilities, Iso New England Inc. Supplemental Retirement and Savings Plan ranks #555 of 732 2024 filers by assets (167% of the sector average)-$321M for 626 participants.
- $321M
- total plan assets (2024 EOY)
- 626
- covered participants
- 96th
- percentile by assets (of 123,622 plans)
- $513,243
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Iso New England Inc. Supplemental Retirement and Savings Plan end-of-year assets rose from $276M in the plan year 2023 filing to $321M in the plan year 2024 filing.
- Iso New England Inc. Supplemental Retirement and Savings Plan reported participants rose from 590 in the plan year 2023 filing to 626 in the plan year 2024 filing.
- Iso New England Inc. Supplemental Retirement and Savings Plan reported net income rose from $45M in the plan year 2023 filing to $46M in the plan year 2024 filing.
Rank #555 in Utilities
Among 732 Utilities plans that filed a Form 5500 for plan year 2024, Iso New England Inc. Supplemental Retirement and Savings Plan ranks #555 by end-of-year assets - about 167% of the sector average of $537M. Nationally it sits in the 96th percentile, a weaker position within its industry than across all filers.
Utilities filing particulars
| Total Assets (Beginning of Year) | $276M |
|---|---|
| Net Assets (End of Year) | $321M |
| Net Income | $46M |
| Employer EIN | 043372500 |
| Plan Effective Date | 1997-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Iso New England Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 900 | $426M |
| 2023 | 2 | 896 | $436M |
| 2024 | 2 | 915 | $498M |
Nearby 401(k) Plans in Massachusetts
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Iso New England Inc. Supplemental Retirement and Savings Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
- 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
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Iso New England Inc. Supplemental Retirement and Savings Plan by total assets, not by location.
- Resourcing Edge Retirement Savings Plan (TX) $321M · 8,232
- Tdindustries, Inc. 401(k)/ESOP Retirement Plan (TX) $321M · 2,683
- Michael Best 401(k) Plan (WI) $321M · 691
- New York Independent System, Inc. 401(k) Retirement Plan (NY) $321M · 605
Frequently Asked Questions
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Filing takeaways
Ways to act on Iso New England Inc. Supplemental Retirement and Savings Plan's numbers.
- By total assets, Iso New England Inc. Supplemental Retirement and Savings Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Massachusetts. Compare plans
- Iso New England Inc.'s sponsor-wide assets have grown 16.8% since 2022 across 3 plan years on file. More Utilities plans