401(k) · DOL Form 5500 · 2024

Island Transportation Corp. 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
233
Participants Below avg headcount
45th
Percentile by assets National rank
$25,063
Avg per participant Low balance/head
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Official DOL plan name: Island Transportation Corp. Union Plan · Sponsored by Island Transportation Corp. · New York · Transportation & Warehousing

$6M in assets, 233 participants

Island Transportation Corp.'s Island Transportation Corp. Union Plan reported $6M in total assets and 233 participants in its 2024 DOL Form 5500 filing, ranking in the 45th 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.

  • #1,514 in Transportation & Warehousing (3,299 peers)

Coverage in New York

Island Transportation Corp. Union Plan covers 233 participants in New York, about 29% of the average New York filer (state average ~798 per filing). Assets: $6M.

#1,514
in Transportation & Warehousing (3,299 peers)
+43.2%
assets growth YoY

Island Transportation Corp. Union Plan's mid-pack asset rank among Transportation & Warehousing and all filers

Island Transportation Corp. Union Plan vs every filed plan by assets

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

$5,839,657 45th percentile higher than 45% 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

Island Transportation Corp. Union 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. Island Transportation Corp. Union Plan sits mid-pack in the medium band (233 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Island Transportation Corp. Union Plan end-of-year assets rose from $4M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • Island Transportation Corp. Union Plan reported participants rose from 191 in the plan year 2023 filing to 233 in the plan year 2024 filing.
  • Island Transportation Corp. Union Plan reported net income rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 111701549 · Island Transportation Corp. PY 2024 · 401(k)

Island Transportation Corp. Union Plan · $6M · 233 · 45th

  • BOOK $6M
  • VS-ST 233
  • BOY 45th
  • SCH 401(k)
  • EBSA near Performance Modalities, Inc. 401(k) Profit Sharing Plan and Trust
  • PART ind #1514

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 Transportation & Warehousing retirement plans → · Plans in New York →

Island Transportation Corp. Union Plan in the asset neighbourhood

Island Transportation Corp. Union PlanIsland Transportation Corp. …$6MPerformance Modalities, Inc. 401(k) Profit Sharing Plan and TrustPerformance Modalities, Inc.…$6MServaas Laboratories, Inc. Safe Harbor 401(k) PlanServaas Laboratories, Inc. S…$6MRhodes Management Services, LLC 401(k) PlanRhodes Management Services, …$6MThe Hershey Company Puerto Rico 401(k) PlanThe Hershey Company Puerto R…$6M
End-of-year total assets ($M) among Island Transportation Corp. Union Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$6M
Net Income$2M
Employer EIN111701549
Plan Effective Date2017-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Island Transportation Corp.)

Sponsor-wide plan assets over time

All Island Transportation Corp. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 124.67037112416037% vs 2022
2024 filing year
$2M$3M$4M$5M$6M$7M 202220232024 $2.6M $5.84M ▲ +124.6%
Year Plans Participants Total Assets
2022 1 212 $3M
2023 1 191 $4M
2024 1 233 $6M

Nearby 401(k) Plans in New York

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

Island Transportation Corp. Union Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Island Transportation Corp. Union Plan, Total assets ($B): 0.005839657 · Participants: 233Island Transportation Corp. Union PlanIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Island Transportation Corp. Union Plan vs. nearby 401(k) plans in New York, assets vs. participants

Island Transportation Corp. Union Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Performance Modalities, Inc. 401(k) Profit Sharing Plan and Trust in WA ($6M); by covered participants it is Mccloud Inc. 401(k) Plan in KY (233 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (233 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 Island Transportation Corp. Union Plan assets move in 2024?
Island Transportation Corp. Union Plan surged - up 43.2% during 2024, from $4M to $6M. Reported net income was $2M.
How have Island Transportation Corp. plan assets changed over time?
Across 3 plan years on file (2022-2024), Island Transportation Corp.'s sponsor-wide assets grew 124.7%, from $3M to $6M.
Which 401(k) plans are similar in size to Island Transportation Corp. Union Plan?
Among 401(k) plans in other states, the closest by assets is Performance Modalities, Inc. 401(k) Profit Sharing Plan and Trust in WA ($6M, 224 participants).
Which 401(k) plans cover a similar participant headcount to Island Transportation Corp. Union Plan?
Among 401(k) plans in other states, the closest by covered participants is Mccloud Inc. 401(k) Plan in KY (233 participants, $151K in assets).