Profit Sharing · DOL Form 5500 · 2024

ISANA Profit Sharing Plan

Data updated 2026-08-25

$723K
Total assets Small plan by assets
362
Participants Below avg headcount
21st
Percentile by assets National rank
$1,998
Avg per participant Low balance/head
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Official DOL plan name: Isana Classified Employees Retirement Plan · Sponsored by ISANA · California · Educational Services

$723K in assets, 362 participants

ISANA's Isana Classified Employees Retirement Plan reported $723K in total assets and 362 participants in its 2024 DOL Form 5500 filing, ranking in the 21st 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.

  • #486 in Educational Services (3,638 peers)

ISANA multi-year trail

ISANA's plans moved +136.2% in assets from 2023 to 2024; this filing shows Isana Classified Employees Retirement Plan at $723K / 362 participants.

#486
in Educational Services (3,638 peers)
+136.2%
assets growth YoY

Isana Classified Employees Retirement Plan among the smaller filed plans by assets

Isana Classified Employees Retirement Plan vs every filed plan by assets

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

$723,218 21st percentile higher than 21% 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

Isana Classified Employees Retirement 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. Isana Classified Employees Retirement Plan sits mid-pack in the medium band (362 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Isana Classified Employees Retirement Plan end-of-year assets rose from $306K in the plan year 2023 filing to $723K in the plan year 2024 filing.
  • Isana Classified Employees Retirement Plan reported participants rose from N/A in the plan year 2023 filing to 362 in the plan year 2024 filing.
  • Isana Classified Employees Retirement Plan reported net income rose from $306K in the plan year 2023 filing to $417K in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 201782192 · ISANA PY 2024 · Profit Sharing

Isana Classified Employees Retirement Plan · $723K · 362 · 21st

  • PCT $723K
  • PCT 362
  • PCT 21st
  • PCT Profit Sharing
  • PCT near Nuri C. Echevarria Selles Retirement Plan
  • PCT ind #486

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 Educational Services retirement plans → · Plans in California →

Isana Classified Employees Retirement Plan in the asset neighbourhood

Isana Classified Employees Retirement PlanIsana Classified Employees R…$723KNuri C. Echevarria Selles Retirement PlanNuri C. Echevarria Selles Re…$723KMime Ventures Inc. Profit Sharing PlanMime Ventures Inc. Profit Sh…$724KFeury Gozigian & Washburn Profit Sharing PlanFeury Gozigian & Washburn Pr…$723KSeyco, Inc. Retirement Plan$723K
End-of-year total assets ($M) among Isana Classified Employees Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

ISANA multi-year asset trail

Sponsor-wide plan assets over time

All ISANA plans reported in each filing year

Latest sponsor-wide plan assets
$723K 136.16823955850177% vs 2023
2024 filing year
$0.2M$0.4M$0.6M$0.8M 20232024 $0.31M $0.72M ▲ +132.3%
Year Plans Participants Total Assets
2023 1 N/A $306K
2024 1 362 $723K

ISANA filing trail (2024)

Total Assets (Beginning of Year)$306K
Net Assets (End of Year)$723K
Net Income$417K
Employer EIN201782192
Plan Effective Date2023-07-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in California

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

Isana Classified Employees Retirement Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -20246810 Total assets ($B) Participants Isana Classified Employees Retirement Plan, Total assets ($B): 0.000723218 · Participants: 362Isana Classified Employees Retirement PlanScpmg Keogh Plan, Total assets ($B): 7.873239427 · Participants: 10749Scpmg Keogh PlanIntel Retirement Contribution Plan, Total assets ($B): 7.29473208 · Participants: 19044Intel Retirement Contribution PlanMotion Picture Industry Individual Account Plan, Total assets ($B): 6.232609737 · Participants: 67842Motion Picture Industry Individual Account PlanMemorialcare Retirement Plan, Total assets ($B): 1.429377 · Participants: 4491Memorialcare Retirement PlanDisney Retirement Savings Plan, Total assets ($B): 1.420512537 · Participants: 36338Disney Retirement Savings Plan
Isana Classified Employees Retirement Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Isana Classified Employees Retirement Plan side-by-side with 3 peers →

Isana Classified Employees Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Nuri C. Echevarria Selles Retirement Plan in PR ($723K); by covered participants it is Retirement Plan for Employees of H. B. Magruder Memorial Hospital in OH (362 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($723K here).

Similar participant headcount

Nearest other-state filings by covered participants (362 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 Isana Classified Employees Retirement Plan assets move in 2024? ▼
Isana Classified Employees Retirement Plan surged - up 136.2% during 2024, from $306K to $723K. Reported net income was $417K.
How have ISANA plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), ISANA's sponsor-wide assets grew 136.2%, from $306K to $723K.
Where does Isana Classified Employees Retirement Plan rank by assets among Form 5500 filers? ▼
Isana Classified Employees Retirement Plan ranks in the 21st percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Isana Classified Employees Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Nuri C. Echevarria Selles Retirement Plan in PR ($723K, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to Isana Classified Employees Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Retirement Plan for Employees of H. B. Magruder Memorial Hospital in OH (362 participants, $18M 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 201782192.

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.