How big is Island Institute's plan?

Island Institute's plan reported $5.1M in assets and 56 participants for 2024.

Original filing (PDF)20260306081518NAL0011289058001

Island Institute

Name: Island Institute — Island Institute 403(b) Plan, Form 5500 (2024)
Creator: Island Institute
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Island Institute 403(b) Plan

403(b) retirement plan · Island Institute's Island Institute 403(b) Plan held $5.1M in plan assets for 56 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.1M

Net assets (EOY)

$5.1M

People on this filing

Peter King signed Island Institute's 2024 Form 5500 as plan administrator.

Peter King — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Island Institute's EIN is 22-2786731.

EIN 22-2786731

Plan number 001

Plan year 2024

ACK ID 20260306081518NAL0011289058001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Island Institute from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Island Institute's plan includes ERISA 404(c) participant direction, a 403(b) annuity, a default investment (QDIA), automatic enrollment.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ISLAND INSTITUTE.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (87th percentile).

Plan sponsor

Name

ISLAND INSTITUTE

EIN

all filings

Address

386 MAIN STREET · ROCKLAND, ME · 04841

Phone

(207) 209-4857

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator