401(k) · DOL Form 5500 · 2022
Wisconsin Compensation Rating Bureau 401(k) Plan
Data updated 2026-08-25
- $11M
- Total assets Small plan by assets
- 38
- Participants Small participant base
- 66th
- Percentile by assets National rank
- $283,521
- Avg per participant High balance/head
Official DOL plan name: Insurance Organizations' Savings Trust 401(k) Plan · Sponsored by Wisconsin Compensation Rating Bureau · Wisconsin · Finance & Insurance
$11M in assets, 38 participants
Wisconsin Compensation Rating Bureau's Insurance Organizations' Savings Trust 401(k) Plan reported $11M in total assets and 38 participants in its 2022 DOL Form 5500 filing, ranking in the 66th 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.
- #4,625 in Finance & Insurance (9,261 peers)
Wisconsin Compensation Rating Bureau multi-year trail
Wisconsin Compensation Rating Bureau's plans moved +16.6% in assets from 2022 to 2024; this filing shows Insurance Organizations' Savings Trust 401(k) Plan at $11M / 38 participants.
- #4,625
- in Finance & Insurance (9,261 peers)
- -19.7%
- assets change YoY
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 mid-pack asset rank among Finance & Insurance and all filers
Insurance Organizations' Savings Trust 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$10,773,809 Top 34% higher than 66% of 139,123 filed plans
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 (38 participants) on this national headcount ladder.
Published 5500 schedule card
Filing strip 390712330 · Wisconsin Compensation Rating Bureau PY 2022 · 401(k)
Insurance Organizations' Savings Trust 401(k) Plan · $11M · 38 · 66th
- IND $11M
- IND 38
- IND 66th
- IND 401(k)
- IND near Harbin Lumber Co., Inc. 401(k) Profit Sharing Plan
- IND ind #4625
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 Wisconsin →
Insurance Organizations' Savings Trust 401(k) Plan in the asset neighbourhood
Wisconsin Compensation Rating Bureau multi-year asset trail
Sponsor-wide plan assets over time
All Wisconsin Compensation Rating Bureau plans reported in each filing year
- Latest sponsor-wide plan assets
- $13M 16.551453622391115% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 38 | $11M |
| 2023 | 1 | 41 | $11M |
| 2024 | 1 | 41 | $13M |
Wisconsin Compensation Rating Bureau filing trail (2022)
| Total Assets (Beginning of Year) | $13M |
|---|---|
| Net Assets (End of Year) | $11M |
| Net Income | -$3M |
| Employer EIN | 390712330 |
| Plan Effective Date | 1978-05-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Wisconsin
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Johnson Controls Retirement Savings and Investment Plan $5.5B · 28,701
- Fiserv 401(k) Savings Plan $4.3B · 26,610
- Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $4.0B · 11,034
- Rockwell Automation Retirement Savings Plan $3.2B · 8,032
- Nm Employee Savings Plan $2.4B · 7,423
Insurance Organizations' Savings Trust 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Wisconsin, the nearest 401(k) by assets is Harbin Lumber Co., Inc. 401(k) Profit Sharing Plan in GA ($11M); by covered participants it is Yarnell Electric 401(k) Plan in PA (38 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($11M here).
- Harbin Lumber Co., Inc. 401(k) Profit Sharing Plan (GA) $11M · 272
- Tjl Industries Inc 401(k) Profit Sharing Plan & Trust (TX) $11M · 212
- Tierra, Inc. 401(k) Plan (FL) $11M · 165
- The Switch Enterprises LLC 401(k) Plan (MA) $11M · 106
Similar participant headcount
Nearest other-state filings by covered participants (38 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.