401(k) · DOL Form 5500 · 2022
North Carolina Joint Underwriting Association 401(k) Plan
Data updated 2026-08-25
- $12M
- Total assets Small plan by assets
- 144
- Participants Small participant base
- 69th
- Percentile by assets National rank
- $84,555
- Avg per participant Below avg balance/head
Official DOL plan name: Insurance Organizations' Savings Trust 401(k) Plan · Sponsored by North Carolina Joint Underwriting Association · North Carolina · Finance & Insurance
$12M in assets, 144 participants
North Carolina Joint Underwriting Association's Insurance Organizations' Savings Trust 401(k) Plan reported $12M in total assets and 144 participants in its 2022 DOL Form 5500 filing, ranking in the 69th 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.
- #4,869 in Finance & Insurance (9,261 peers)
Coverage in North Carolina
Insurance Organizations' Savings Trust 401(k) Plan covers 144 participants in North Carolina, about 18% of the average North Carolina filer (state average ~819 per filing). Assets: $12M.
- #4,869
- in Finance & Insurance (9,261 peers)
- -6.7%
- assets change YoY
The plan reported a net loss of $870K 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
$12,175,967 Top 31% higher than 69% 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 mid-size 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 sits mid-pack in the medium band (144 participants).
DOL schedule card
Filing strip 561222676 · North Carolina Joint Underwriting Association PY 2022 · 401(k)
Insurance Organizations' Savings Trust 401(k) Plan · $12M · 144 · 69th
- ASSETS $12M
- PCT 144
- EIN 69th
- RANK 401(k)
- PHOTO near Schwing Bioset, Inc 401(k) Salary Savings Plan
- IND ind #4869
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 North Carolina →
Insurance Organizations' Savings Trust 401(k) Plan in the asset neighbourhood
North Carolina filing particulars
| Total Assets (Beginning of Year) | $13M |
|---|---|
| Net Assets (End of Year) | $12M |
| Net Income | -$870K |
| Employer EIN | 561222676 |
| Plan Effective Date | 1978-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (North Carolina Joint Underwriting Association)
Sponsor-wide plan assets over time
All North Carolina Joint Underwriting Association plans reported in each filing year
- Latest sponsor-wide plan assets
- $20M 61.46404634638054% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 144 | $12M |
| 2023 | 1 | 149 | $16M |
| 2024 | 1 | 183 | $20M |
Nearby 401(k) Plans in North Carolina
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Bank of America 401(k) Plan $47.1B · 169,036
- Honeywell 401(k) Plan $14.6B · 39,007
- Duke Energy Retirement Savings Plan $9.4B · 27,731
- Truist Financial Corporation 401(k) Savings Plan $9.0B · 51,871
- Lowes 401(k) Plan $7.4B · 284,864
Insurance Organizations' Savings Trust 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside North Carolina, the nearest 401(k) by assets is Schwing Bioset, Inc 401(k) Salary Savings Plan in WI ($12M); by covered participants it is Club Med Sales and Management Employee Retirement Plan in FL (144 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($12M here).
Similar participant headcount
Nearest other-state filings by covered participants (144 participants); asset peers above are excluded.
- Club Med Sales and Management Employee Retirement Plan (FL) 144 · 0 off
- Cambria Solutions Inc 401(k) Profit Sharing Plan Trust (CA) 144 · 0 off
- Dfa of California 401(k) Plan (CA) 144 · 0 off
- Nextpoint Group, LLC 401(k) Plan (VA) 144 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.