401(k) · DOL Form 5500 · 2024

Insurance Services Office, Inc. 401(k) Plan

Data updated 2026-07-24

$2.3B
Total assets: 4,830
Participants: 99th
Percentile by assets: $469,944
Avg per participant

Official DOL plan name: Iso 401(k) Savings and Employee Stock Ownership Plan · Sponsored by Insurance Services Office, Inc. · New Jersey · Finance & Insurance

$2.3B in assets, 4,830 participants

Insurance Services Office, Inc.'s Iso 401(k) Savings and Employee Stock Ownership Plan reported $2.3B in total assets and 4,830 participants in its 2024 DOL Form 5500 filing, ranking in the 99th 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.

99th percentile by assets (of 116,472 plans)

Coverage in New Jersey

Iso 401(k) Savings and Employee Stock Ownership Plan covers 4,830 participants in New Jersey, 5.6x the typical New Jersey plan (state average ~865 per filing). Assets: $2.3B.

$2.3B
total plan assets (2024 EOY): 4,830
covered participants: 99th
percentile by assets (of 116,472 plans): $469,944
avg assets per participant

Iso 401(k) Savings and Employee Stock Ownership Plan reported net income fell from $321M in the plan year 2023 filing to $91M in the plan year 2024 filing.
Iso 401(k) Savings and Employee Stock Ownership Plan end-of-year assets rose from $2.2B in the plan year 2023 filing to $2.3B in the plan year 2024 filing.
Iso 401(k) Savings and Employee Stock Ownership Plan reported participants rose from 4,794 in the plan year 2023 filing to 4,830 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

New Jersey

Industry

Finance & Insurance

Participants vs New Jersey filers

In New Jersey, the average filing covers about 865 participants across 3,927 plans. Iso 401(k) Savings and Employee Stock Ownership Plan reports 4,830 participants - 5.6x that state average ($2.3B EOY assets).

New Jersey filing particulars

Total Assets (Beginning of Year)	$2.2B
Net Assets (End of Year)	$2.3B
Net Income	$91M
Employer EIN	133131412
Plan Effective Date	1997-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Insurance Services Office, Inc.)

Total plan assets by year, all Insurance Services Office, Inc. plans on file

Year	Plans	Participants	Total Assets
2022	1	5,476	$1.9B
2023	1	4,794	$2.2B
2024	1	4,830	$2.3B

Nearby 401(k) Plans in New Jersey

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

Iso 401(k) Savings and Employee Stock Ownership Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants

JPMorgan Chase 401(k) Savings Plan $52.9B · 185,532
Verizon Savings Plan for Management Employees $29.4B · 69,218
Johnson and Johnson Savings Plan $23.6B · 42,583
Ernst & Young Retirement Savings Plan $18.3B · 56,714
Merck US Savings Plan $15.0B · 27,956

Compare Iso 401(k) Savings and Employee Stock Ow… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Iso 401(k) Savings and Employee Stock Ownership Plan by total assets, not by location.

Bjc 401(k) Plan (MO) $2.3B · 32,042
United Rentals 401(k) Investment Plan (CT) $2.3B · 22,716
AT&T Savings and Security Plan (TX) $2.3B · 25,236
Parsons Corporation Retirement Savings Plan (VA) $2.3B · 10,395

Frequently Asked Questions

How did Iso 401(k) Savings and Employee Stock Ownership Plan assets move in 2024? ▼

Iso 401(k) Savings and Employee Stock Ownership Plan edged up modestly - up 4.2% during 2024, from $2.2B to $2.3B. Reported net income was $91M.

How have Insurance Services Office, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Insurance Services Office, Inc.'s sponsor-wide assets grew 22.2%, from $1.9B to $2.3B.

Where does Iso 401(k) Savings and Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼

Iso 401(k) Savings and Employee Stock Ownership Plan ranks in the 99th percentile by end-of-year assets among 116,472 plans that reported assets for plan year 2024 (among the largest 1% of all filed plans).

Which 401(k) plans are similar in size to Iso 401(k) Savings and Employee Stock Ownership Plan? ▼

Among 401(k) plans in other states, the closest by assets is Bjc 401(k) Plan in MO ($2.3B, 32,042 participants).

Next read for Iso 401(k) Savings and Employee Stock Ow…

Filing takeaways

Ways to act on Iso 401(k) Savings and Employee Stock Ownership Plan's numbers.

By total assets, Iso 401(k) Savings and Employee Stock Ownership Plan ranks among the largest 1% of all filed plans. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in New Jersey. Compare plans
Insurance Services Office, Inc.'s sponsor-wide assets have grown 22.2% since 2022 across 3 plan years on file. More Finance & Insurance plans

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 133131412.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.