Defined Benefit (Pension)
2022 plan-year Defined Benefit (Pension) DOL Form 5500

THE PENSION PLAN FOR INSURANCE ORGANIZATIONS

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

NAMED FIDUCIARIES OF THE PENSION PLAN FOR INSURANCE ORGANIZATIONS

This Defined Benefit (Pension) plan holds $1.0B in total assets and serves 1,602 participants as of 2022. It is sponsored by NAMED FIDUCIARIES OF THE PENSION PLAN FOR INSURANCE ORGANIZATIONS in New Jersey. The plan reported a net loss of $315M for the year.

Total Assets (2023)
$1.0B
Participants
1,602
State
Industry
Finance & Insurance

What the Filing Says About THE PENSION PLAN FOR INSURANCE ORGANIZATIONS

THE PENSION PLAN FOR INSURANCE ORGANIZATIONS is a Defined Benefit (Pension) retirement plan sponsored by NAMED FIDUCIARIES OF THE PENSION PLAN FOR INSURANCE ORGANIZATIONS, headquartered in New Jersey. As of the 2022 Form 5500 filing, the plan reports $1.0B in total end-of-year assets and covers 1,602 participants across the Finance & Insurance industry. The sponsor's EIN on file with the U.S. Department of Labor is 270131295, and the plan has been effective since 1968-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $1.4B at the beginning of 2022 to $1.0B at year-end — a decline of 23.3%. Net assets (after liabilities) closed the year at $1.0B, with reported net income of $-314,725,433 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$1.4B
Total Assets (End of Year)$1.0B
Net Assets (End of Year)$1.0B
Net Income$-314,725,433
Plan TypeDefined Benefit (Pension)
Employer EIN270131295
Plan Effective Date1968-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (NAMED FIDUCIARIES OF THE PENSION PLAN FOR INSURANCE ORGANIZATIONS)

Year Plans Participants Total Assets
2022 1 1,602 $1.0B
2023 1 1,652 $1.1B
2024 1 1,804 $1.1B

Nearby Defined Benefit (Pension) Plans in New Jersey

Peer Defined Benefit (Pension) plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the THE PENSION PLAN FOR INSURANCE ORGANIZATIONS?
As of the 2022 Form 5500 filing, THE PENSION PLAN FOR INSURANCE ORGANIZATIONS holds $1.0B in total assets with 1,602 participants. It is sponsored by NAMED FIDUCIARIES OF THE PENSION PLAN FOR INSURANCE ORGANIZATIONS.
What type of plan is THE PENSION PLAN FOR INSURANCE ORGANIZATIONS?
THE PENSION PLAN FOR INSURANCE ORGANIZATIONS is a Defined Benefit (Pension) plan. It has been effective since 1968-01-01. The plan is filed with the U.S. Department of Labor under EIN 270131295.
Who sponsors the THE PENSION PLAN FOR INSURANCE ORGANIZATIONS?
THE PENSION PLAN FOR INSURANCE ORGANIZATIONS is sponsored by NAMED FIDUCIARIES OF THE PENSION PLAN FOR INSURANCE ORGANIZATIONS, located in New Jersey. The sponsor's EIN is 270131295 and the plan operates in the Finance & Insurance industry.
How did THE PENSION PLAN FOR INSURANCE ORGANIZATIONS perform in 2022?
THE PENSION PLAN FOR INSURANCE ORGANIZATIONS declined by 23.3% during 2022, moving from $1.4B to $1.0B in total assets. Net income was $-314,725,433.
Where can I find official filings for THE PENSION PLAN FOR INSURANCE ORGANIZATIONS?
Official Form 5500 filings for THE PENSION PLAN FOR INSURANCE ORGANIZATIONS are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 270131295 or plan name at efast.dol.gov.
How does THE PENSION PLAN FOR INSURANCE ORGANIZATIONS compare to other plans?
You can compare THE PENSION PLAN FOR INSURANCE ORGANIZATIONS against other Defined Benefit (Pension) plans on the plan type page, or view plans in New Jersey on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 270131295.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.