401(k) · DOL Form 5500 · 2024
Isaacs & Isaacs, Psc 401(k) Plan
Data updated 2026-08-25
- $10M
- Total assets Small plan by assets
- 80
- Participants Small participant base
- 55th
- Percentile by assets National rank
- $119,239
- Avg per participant Near avg balance/head
Official DOL plan name: Isaacs & Isaacs, Psc 401(k) Plan · Sponsored by Isaacs & Isaacs, Psc · Kentucky · Professional & Technical Services
$10M in assets, 80 participants
Isaacs & Isaacs, Psc's Isaacs & Isaacs, Psc 401(k) Plan reported $10M in total assets and 80 participants in its 2024 DOL Form 5500 filing, ranking in the 55th 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.
- #10,692 in Professional & Technical Services (20,173 peers)
2024 asset change
Isaacs & Isaacs, Psc 401(k) Plan grew at a solid clip 11.6% in 2024 ($9M → $10M) for 80 participants.
- #10,692
- in Professional & Technical Services (20,173 peers)
- +11.6%
- assets growth YoY
Isaacs & Isaacs, Psc 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers
Isaacs & Isaacs, Psc 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$9,539,102 Top 45% higher than 55% 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
Isaacs & Isaacs, Psc 401(k) Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Isaacs & Isaacs, Psc 401(k) Plan is a small filing (80 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Isaacs & Isaacs, Psc 401(k) Plan reported net income rose from -$588K in the plan year 2023 filing to $994K in the plan year 2024 filing.
- Isaacs & Isaacs, Psc 401(k) Plan end-of-year assets rose from $9M in the plan year 2023 filing to $10M in the plan year 2024 filing.
- Isaacs & Isaacs, Psc 401(k) Plan reported participants fell from 84 in the plan year 2023 filing to 80 in the plan year 2024 filing.
DOL schedule card
Filing strip 611231778 · Isaacs & Isaacs, Psc PY 2024 · 401(k)
Isaacs & Isaacs, Psc 401(k) Plan · $10M · 80 · 55th
- RANK $10M
- PHOTO 80
- IND 55th
- EOY 401(k)
- 5500 near Lineage Capital, LLC 401(k) Plan
- ASSETS ind #10692
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 Professional & Technical Services retirement plans → · Plans in Kentucky →
Isaacs & Isaacs, Psc 401(k) Plan in the asset neighbourhood
Isaacs & Isaacs, Psc years around the 2024 move
Sponsor-wide plan assets over time
All Isaacs & Isaacs, Psc plans reported in each filing year
- Latest sponsor-wide plan assets
- $10M 4.452195755709961% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 74 | $9M |
| 2023 | 1 | 84 | $9M |
| 2024 | 1 | 80 | $10M |
2024 asset-move particulars
| Total Assets (Beginning of Year) | $9M |
|---|---|
| Net Assets (End of Year) | $10M |
| Net Income | $994K |
| Employer EIN | 611231778 |
| Plan Effective Date | 1999-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Kentucky
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Commonspirit Health 401(k) Retirement Savings Plan $8.8B · 90,345
- Humana Retirement Savings Plan $7.7B · 45,706
- UPS/Ipa 401(k) Savings Plan $1.5B · 3,064
- Scionhealth 401(k) Plan $1.3B · 23,753
- Lexmark Savings Plan $1.2B · 1,919
Isaacs & Isaacs, Psc 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Kentucky, the nearest 401(k) by assets is Lineage Capital, LLC 401(k) Plan in MA ($10M); by covered participants it is Lewa America Inc 401(k) Profit Sharing Plan & Trust in MA (80 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($10M here).
- Lineage Capital, LLC 401(k) Plan (MA) $10M · 10
- Child Start, Inc. Employee Retirement Savings Plan (CA) $10M · 214
- Vct Holdings LLC 401(k) Plan (NJ) $10M · 133
- Exo, Inc. 401(k) Plan (CA) $10M · 152
Similar participant headcount
Nearest other-state filings by covered participants (80 participants); asset peers above are excluded.
- Lewa America Inc 401(k) Profit Sharing Plan & Trust (MA) 80 · 0 off
- Rmcp 401(k) (CO) 80 · 0 off
- Gana-A'yoo, Limited 401(k) Retirement Plan (AK) 80 · 0 off
- Sojitz De Puerto Rico Corporation 1165(e) Plan (PR) 80 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.