401(k) · DOL Form 5500 · 2024
Iso New England Inc. 401(k) Plan
Data updated 2026-08-25
- $321M
- Total assets Above avg plan size
- 626
- Participants Below avg headcount
- 96th
- Percentile by assets National rank
- $513,243
- Avg per participant High balance/head
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.
- #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.
- #555
- in Utilities (732 peers)
- +16.6%
- assets growth YoY
- 3.2×
- vs typical plan assets (national mean)
Iso New England Inc. Supplemental Retirement and Savings Plan's outsized position by total assets
Iso New England Inc. Supplemental Retirement and Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$321,290,141 Top 4% higher than 96% 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
Iso New England Inc. Supplemental Retirement and Savings 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. Supplemental Retirement and Savings Plan sits mid-pack in the medium band (626 participants).
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.
DOL schedule card
Filing strip 043372500 · Iso New England Inc. PY 2024 · 401(k)
Iso New England Inc. Supplemental Retirement and Savings Plan · $321M · 626 · 96th
- BOOK $321M
- VS-ST 626
- BOY 96th
- SCH 401(k)
- EBSA near Resourcing Edge Retirement Savings Plan
- PART ind #555
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. Supplemental Retirement and Savings Plan in the asset neighbourhood
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.)
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
| 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.
- 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
Iso New England Inc. Supplemental Retirement and Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Massachusetts, the nearest 401(k) by assets is Resourcing Edge Retirement Savings Plan in TX ($321M); by covered participants it is Thermo Fisher 401(k) Retirement Plan for Employees of Puerto Rico in PA (626 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($321M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (626 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.