How big is James Isaacson's plan?

James Isaacson's plan reported $662K in assets and 3 participants for 2024.

Original filing (PDF)20250919083415NAL0005005986001

James Isaacson

Name: James Isaacson — James B Isaacson Cash Balance Plan, Form 5500 (2024)
Creator: James Isaacson
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

James B Isaacson Cash Balance Plan

Defined-benefit pension plan · James Isaacson's James B Isaacson Cash Balance Plan held $662K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$662K

Net assets (EOY)

$662K

Plan identifiers

James Isaacson's EIN is 47-0689581.

EIN 47-0689581

Plan number 002

Plan year 2024

ACK ID 20250919083415NAL0005005986001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

James Isaacson's plan includes a defined-benefit pension formula, a cash-balance formula.

Decision-maker contacts

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

Finding similar companies…

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score