401(k) · DOL Form 5500 · 2022

The Workers' Compensation Rating and Inspection Bureau of Mass. 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
53
Participants Small participant base
75th
Percentile by assets National rank
$323,271
Avg per participant High balance/head
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Official DOL plan name: Insurance Organizations' Savings Trust 401(k) Plan · Sponsored by The Workers' Compensation Rating and Inspection Bureau of Mass. · Massachusetts · Finance & Insurance

$17M in assets, 53 participants

The Workers' Compensation Rating and Inspection Bureau of Mass.'s Insurance Organizations' Savings Trust 401(k) Plan reported $17M in total assets and 53 participants in its 2022 DOL Form 5500 filing, ranking in the 75th 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.

  • #5,599 in Finance & Insurance (9,261 peers)

Where Insurance Organizations' Savings Trust 401(k) Plan sits by assets

Insurance Organizations' Savings Trust 401(k) Plan sits in the top quartile of all filed plans by assets, $17M for 53 participants (~$323,271/participant), down 15.6% in 2022.

#5,599
in Finance & Insurance (9,261 peers)
-15.6%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Insurance Organizations' Savings Trust 401(k) Plan's outsized position by total assets

Insurance Organizations' Savings Trust 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$17,133,354 Top 25% higher than 75% of 139,123 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 2022

Insurance Organizations' Savings Trust 401(k) Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Insurance Organizations' Savings Trust 401(k) Plan is a small filing (53 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 041591010 · The Workers' Compensation Rating and Inspection Bureau of Mass. PY 2022 · 401(k)

Insurance Organizations' Savings Trust 401(k) Plan · $17M · 53 · 75th

  • VS-ST $17M
  • VS-ST 53
  • VS-ST 75th
  • VS-ST 401(k)
  • VS-ST near Capital Consultants, Inc. Employee Profit Sharing Plan
  • VS-ST ind #5599

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 Finance & Insurance retirement plans → · Plans in Massachusetts →

Insurance Organizations' Savings Trust 401(k) Plan in the asset neighbourhood

Aztec Engineering Group, Inc. 401(k) Profit Sharing PlanAztec Engineering Group, Inc…$17MPharr 401(k) Plan$17MInsurance Organizations' Savings Trust 401(k) PlanInsurance Organizations' Sav…$17MCapital Consultants, Inc. Employee Profit Sharing PlanCapital Consultants, Inc. Em…$17MAutism Speaks 401(k) Plan$17M
End-of-year total assets ($M) among Insurance Organizations' Savings Trust 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$17M
Net Income-$3M
Employer EIN041591010
Plan Effective Date1978-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Workers' Compensation Rating and Inspection Bureau of Mass.)

Sponsor-wide plan assets over time

All The Workers' Compensation Rating and Inspection Bureau of Mass. plans reported in each filing year

Latest sponsor-wide plan assets
$23M 33.37135274272626% vs 2022
2024 filing year
$16M$18M$20M$22M$24M 202220232024 $17.1M $22.9M ▲ +33.4%
Year Plans Participants Total Assets
2022 1 53 $17M
2023 1 54 $20M
2024 1 49 $23M

Nearby 401(k) Plans in Massachusetts

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

Insurance Organizations' Savings Trust 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -100102030 Total assets ($B) Participants Insurance Organizations' Savings Trust 401(k) Plan, Total assets ($B): 0.017133354 · Participants: 53Insurance Organizations' Savings Trust 401(k) PlanFidelity Retirement Savings Plan, Total assets ($B): 22.953563448 · Participants: 52036Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 8.79802945 · Participants: 32843Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 5.810585521 · Participants: 13690Massachusetts Institute of Technology Supplemental 401(k) PlanPhilips North America 401(k) Plan, Total assets ($B): 5.180251859 · Participants: 19750Philips North America 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 4.853752256 · Participants: 18359Boston Scientific Corporation 401(k) Retirement Savings Plan
Insurance Organizations' Savings Trust 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants

Insurance Organizations' Savings Trust 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Capital Consultants, Inc. Employee Profit Sharing Plan in MI ($17M); by covered participants it is The Little Brown Box Pizza, LLC 401(k) Plan in CA (53 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($17M here).

Similar participant headcount

Nearest other-state filings by covered participants (53 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Insurance Organizations' Savings Trust 401(k) Plan assets move in 2022?
Insurance Organizations' Savings Trust 401(k) Plan declined sharply - down 15.6% during 2022, from $20M to $17M. Reported net income was -$3M.
How have The Workers' Compensation Rating and Inspection Bureau of Mass. plan assets changed over time?
Across 3 plan years on file (2022-2024), The Workers' Compensation Rating and Inspection Bureau of Mass.'s sponsor-wide assets grew 33.4%, from $17M to $23M.
Where does Insurance Organizations' Savings Trust 401(k) Plan rank by assets among Form 5500 filers?
Insurance Organizations' Savings Trust 401(k) Plan ranks in the 75th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Insurance Organizations' Savings Trust 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Capital Consultants, Inc. Employee Profit Sharing Plan in MI ($17M, 123 participants).
Which 401(k) plans cover a similar participant headcount to Insurance Organizations' Savings Trust 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is The Little Brown Box Pizza, LLC 401(k) Plan in CA (53 participants, N/A in assets).