401(k) · DOL Form 5500 · 2024
Institutional Shareholder Services 401(k) Plan
Data updated 2026-08-11
- $191M
- Total assets
- 763
- Participants
- 94th
- Percentile by assets
- $250,091
- Avg per participant
Official DOL plan name: Institutional Shareholder Services Inc. 401(k) Retirement Savings Plan · Sponsored by Institutional Shareholder Services · New York · Finance & Insurance
$191M in assets, 763 participants
Institutional Shareholder Services's Institutional Shareholder Services Inc. 401(k) Retirement Savings Plan reported $191M in total assets and 763 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.
- 94th percentile by assets (of 123,622 plans)
- #7,747 in Finance & Insurance (8,549 peers)
Where Institutional Shareholder Services Inc. 401(k) Retirement Savings Plan sits by assets
Institutional Shareholder Services Inc. 401(k) Retirement Savings Plan sits in the top 10% of all filed plans by assets, $191M for 763 participants (~$250,091/participant), up 18.7% in 2024.
- $191M
- total plan assets (2024 EOY)
- 763
- covered participants
- 94th
- percentile by assets (of 123,622 plans)
- $250,091
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Institutional Shareholder Services Inc. 401(k) Retirement Savings Plan end-of-year assets rose from $161M in the plan year 2023 filing to $191M in the plan year 2024 filing.
- Institutional Shareholder Services Inc. 401(k) Retirement Savings Plan reported net income fell from $32M in the plan year 2023 filing to $30M in the plan year 2024 filing.
Institutional Shareholder Services Inc. 401(k) Retirement Savings Plan vs the 2024 asset distribution
By assets, Institutional Shareholder Services Inc. 401(k) Retirement Savings Plan outranks 94% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 1.9x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $161M |
|---|---|
| Net Assets (End of Year) | $191M |
| Net Income | $30M |
| Employer EIN | 061541449 |
| Plan Effective Date | 2014-04-22 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Institutional Shareholder Services)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 658 | $128M |
| 2023 | 1 | 762 | $161M |
| 2024 | 1 | 763 | $191M |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Institutional Shareholder Services Inc. 401(k) Retirement Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants
- IBM 401(k) Plan $60.4B · 52,674
- Morgan Stanley 401(k) Plan $22.2B · 53,860
- Pfizer Savings Plan $22.0B · 33,309
- The Pepsico Savings Plan $14.9B · 137,398
- The Goldman Sachs 401(k) Plan $12.8B · 23,227
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Institutional Shareholder Services Inc. 401(k) Retirement Savings Plan by total assets, not by location.
- Red Wing Shoe Company, Inc. 401(k) Profit Sharing Plan (MN) $191M · 2,011
- Agero, Inc. Retirement Plan (MA) $191M · 1,858
- The Rh 401(k) Plan (CA) $191M · 5,463
- Belgioioso Cheese, Inc. 401(k) Profit Sharing Plan (WI) $191M · 1,143
Frequently Asked Questions
How did Institutional Shareholder Services Inc. 401(k) Retirement Savings Plan assets move in 2024? ▼
How have Institutional Shareholder Services plan assets changed over time? ▼
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Ways to act on Institutional Shareholder Services Inc. 401(k) Retirement Savings Plan's numbers.
- By total assets, Institutional Shareholder Services Inc. 401(k) Retirement Savings Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in New York. Compare plans
- Institutional Shareholder Services's sponsor-wide assets have grown 48.5% since 2022 across 3 plan years on file. More Finance & Insurance plans