ESOP · DOL Form 5500 · 2024

Isaacson Miller, Inc. ESOP

Data updated 2026-08-25

$29M
Total assets Below avg plan size
260
Participants Below avg headcount
77th
Percentile by assets National rank
$111,109
Avg per participant Below avg balance/head
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Official DOL plan name: Isaacson Miller, Inc. Employee Stock Ownership Plan · Sponsored by Isaacson Miller, Inc. · Massachusetts · Administrative & Support Services

$29M in assets, 260 participants

Isaacson Miller, Inc.'s Isaacson Miller, Inc. Employee Stock Ownership Plan reported $29M in total assets and 260 participants in its 2024 DOL Form 5500 filing, ranking in the 77th 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.

  • #3,845 in Administrative & Support Services (4,368 peers)

Coverage in Massachusetts

Isaacson Miller, Inc. Employee Stock Ownership Plan covers 260 participants in Massachusetts, about 39% of the average Massachusetts filer (state average ~659 per filing). Assets: $29M.

#3,845
in Administrative & Support Services (4,368 peers)
-5.6%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Isaacson Miller, Inc. Employee Stock Ownership Plan's outsized position by total assets

Isaacson Miller, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$28,888,268 Top 23% higher than 77% 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

Isaacson Miller, Inc. Employee Stock Ownership 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. Isaacson Miller, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (260 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Isaacson Miller, Inc. Employee Stock Ownership Plan reported net income fell from $6M in the plan year 2023 filing to -$1M in the plan year 2024 filing.
  • Isaacson Miller, Inc. Employee Stock Ownership Plan reported participants fell from 284 in the plan year 2023 filing to 260 in the plan year 2024 filing.
  • Isaacson Miller, Inc. Employee Stock Ownership Plan end-of-year assets fell from $31M in the plan year 2023 filing to $29M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 043061714 · Isaacson Miller, Inc. PY 2024 · ESOP

Isaacson Miller, Inc. Employee Stock Ownership Plan · $29M · 260 · 77th

  • ASSETS $29M
  • PCT 260
  • EIN 77th
  • RANK ESOP
  • PHOTO near 2015 Amended and Restated Waterstone Bank Ssb Employee Stock Ownership Plan
  • IND ind #3845

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 What is an ESOP? → · Plans in Massachusetts →

Isaacson Miller, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Isaacson Miller, Inc. Employee Stock Ownership PlanIsaacson Miller, Inc. Employ…$29M2015 Amended and Restated Waterstone Bank Ssb Employee Stock Ownership Plan2015 Amended and Restated Wa…$29MPride Mobility Employee Stock Ownership Retirement PlanPride Mobility Employee Stoc…$29MPoblocki Paving Corp. Employee Stock Ownership PlanPoblocki Paving Corp. Employ…$29MAdman Electric, Inc. Employee Stock Ownership PlanAdman Electric, Inc. Employe…$29M
End-of-year total assets ($M) among Isaacson Miller, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Massachusetts filing particulars

Total Assets (Beginning of Year)$31M
Net Assets (End of Year)$29M
Net Income-$1M
Employer EIN043061714
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Isaacson Miller, Inc.)

Sponsor-wide plan assets over time

All Isaacson Miller, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$77M 26.747623885536516% vs 2022
2024 filing year
$55M$60M$65M$70M$75M$80M 202220232024 $61M $77.3M ▲ +26.7%
Year Plans Participants Total Assets
2022 2 462 $61M
2023 2 551 $73M
2024 2 526 $77M

Nearby ESOP Plans in Massachusetts

Peer ESOP plans, same state, same plan type, ranked by total assets.

Isaacson Miller, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. 0500100015002000 -2000200400600800 Total assets ($M) Participants Isaacson Miller, Inc. Employee Stock Ownership Plan, Total assets ($M): 28.888268 · Participants: 260Isaacson Miller, Inc. Employee Stock Ownership PlanConsigli Building Group Employee Stock Ownership Plan, Total assets ($M): 729.34706 · Participants: 1684Consigli Building Group Employee Stock Ownership PlanThe Gillette Company Employee Stock Ownership Plan, Total assets ($M): 367.792322 · Participants: 139The Gillette Company Employee Stock Ownership PlanFirst Amended and Restated Creative Financial Staffing, Inc. Employee Stock Ownership Plan, Total assets ($M): 253.372727 · Participants: 445First Amended and Restated Creative Financial Staffing, Inc. Employee Stock Ownership PlanDavid Clark Employee Stock Ownership Plan, Total assets ($M): 182.6375 · Participants: 236David Clark Employee Stock Ownership PlanNew England Biolabs, Inc. Non-Voting Stock Ownership Plan, Total assets ($M): 162.974294 · Participants: 424New England Biolabs, Inc. Non-Voting Stock Ownership Plan
Isaacson Miller, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Massachusetts, assets vs. participants
Compare Isaacson Miller, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Isaacson Miller, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Massachusetts, the nearest ESOP by assets is 2015 Amended and Restated Waterstone Bank Ssb Employee Stock Ownership Plan in WI ($29M); by covered participants it is Dustrol, Inc. Employees' Stock Ownership Plan in KS (260 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (260 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 Isaacson Miller, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Isaacson Miller, Inc. Employee Stock Ownership Plan pulled back noticeably - down 5.6% during 2024, from $31M to $29M. Reported net income was -$1M.
How have Isaacson Miller, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Isaacson Miller, Inc.'s sponsor-wide assets grew 26.7%, from $61M to $77M.
Where does Isaacson Miller, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Isaacson Miller, Inc. Employee Stock Ownership Plan ranks in the 77th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Isaacson Miller, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is 2015 Amended and Restated Waterstone Bank Ssb Employee Stock Ownership Plan in WI ($29M, 140 participants).
Which ESOP plans cover a similar participant headcount to Isaacson Miller, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Dustrol, Inc. Employees' Stock Ownership Plan in KS (260 participants, $84M in assets).

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 043061714.

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.