ESOP · DOL Form 5500 · 2022

Insurance Resources International, Inc. ESOP

Data updated 2026-08-25

$102M
Total assets Near avg plan size
143
Participants Small participant base
93rd
Percentile by assets National rank
$712,268
Avg per participant High balance/head
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Official DOL plan name: Insurance Resources International, Inc. Employee Stock Ownership Plan and Trust · Sponsored by Insurance Resources International, Inc. · Minnesota · Finance & Insurance

$102M in assets, 143 participants

Insurance Resources International, Inc.'s Insurance Resources International, Inc. Employee Stock Ownership Plan and Trust reported $102M in total assets and 143 participants in its 2022 DOL Form 5500 filing, ranking in the 93rd 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.

  • #8,198 in Finance & Insurance (9,261 peers)

Coverage in Minnesota

Insurance Resources International, Inc. Employee Stock Ownership Plan and Trust covers 143 participants in Minnesota, about 13% of the average Minnesota filer (state average ~1,126 per filing). Assets: $102M.

#8,198
in Finance & Insurance (9,261 peers)
+19.8%
assets growth YoY
1.0×
vs typical plan assets (national mean)

Insurance Resources International, Inc. Employee Stock Ownership Plan and Trust's outsized position by total assets

Insurance Resources International, Inc. Employee Stock Ownership Plan and Trust vs every filed plan by assets

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

$101,854,263 Top 7% higher than 93% 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 Resources International, Inc. Employee Stock Ownership Plan and Trust 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 Resources International, Inc. Employee Stock Ownership Plan and Trust sits mid-pack in the medium band (143 participants).

Form 5500 schedule snapshot

Filing strip 463509307 · Insurance Resources International, Inc. PY 2022 · ESOP

Insurance Resources International, Inc. Employee Stock Ownership Plan and Trust · $102M · 143 · 93rd

  • IND $102M
  • IND 143
  • IND 93rd
  • IND ESOP
  • IND near Woodruff-Sawyer & Co. Employee Stock Ownership Plan
  • IND ind #8198

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 What is an ESOP? → · Plans in Minnesota →

Insurance Resources International, Inc. Employee Stock Ownership Plan and Trust in the asset neighbourhood

The Franklin Group, Inc. Employee Stock Ownership Plan and TrustThe Franklin Group, Inc. Emp…$102MWoodruff-Sawyer & Co. Employee Stock Ownership PlanWoodruff-Sawyer & Co. Employ…$102MInsurance Resources International, Inc. Employee Stock Ownership Plan and TrustInsurance Resources Internat…$102MDealers Electrical Supply Co. Employee Stock Ownership PlanDealers Electrical Supply Co…$101MHercules Industries, Inc. Employee Stock Ownership PlanHercules Industries, Inc. Em…$101M
End-of-year total assets ($M) among Insurance Resources International, Inc. Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Minnesota filing particulars

Total Assets (Beginning of Year)$85M
Net Assets (End of Year)$98M
Net Income$16M
Employer EIN463509307
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Insurance Resources International, Inc.)

Sponsor-wide plan assets over time

All Insurance Resources International, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$200M 41.86058364694894% vs 2022
2024 filing year
$120M$140M$160M$180M$200M$220M 202220232024 $141M $200M ▲ +41.9%
Year Plans Participants Total Assets
2022 2 314 $141M
2023 2 364 $164M
2024 2 389 $200M

Nearby ESOP Plans in Minnesota

Peer ESOP plans, same state, same plan type, ranked by total assets.

Insurance Resources International, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -50000500010000 0200400600800 Total assets ($M) Participants Insurance Resources International, Inc. Employee Stock Ownership Plan and Trust, Total assets ($M): 101.854263 · Participants: 143Insurance Resources International, Inc. Employee Stock Ownership Plan and TrustAndersen Corporation Employee Stock Ownership Plan, Total assets ($M): 646.711049 · Participants: 9416Andersen Corporation Employee Stock Ownership PlanHormel Foods Corporation Joint Earnings Profit Sharing Trust, Total assets ($M): 486.260676 · Participants: 4373Hormel Foods Corporation Joint Earnings Profit Sharing TrustKingdom Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($M): 399.591486 · Participants: 801Kingdom Enterprises, Inc. Employee Stock Ownership PlanForce America Inc. Employee Stock Ownership Plan, Total assets ($M): 332.65286 · Participants: 359Force America Inc. Employee Stock Ownership PlanPolaris Inc. Employee Stock Ownership Plan, Total assets ($M): 313.049552 · Participants: 7981Polaris Inc. Employee Stock Ownership Plan
Insurance Resources International, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Minnesota, assets vs. participants
Compare Insurance Resources International, Inc. Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

Insurance Resources International, Inc. Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount

Outside Minnesota, the nearest ESOP by assets is Woodruff-Sawyer & Co. Employee Stock Ownership Plan in CA ($102M); by covered participants it is Poblocki Paving Corp. Employee Stock Ownership Plan in WI (143 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (143 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 Resources International, Inc. Employee Stock Ownership Plan and Trust assets move in 2022? ▼
Insurance Resources International, Inc. Employee Stock Ownership Plan and Trust grew sharply - up 19.8% during 2022, from $85M to $102M. Reported net income was $16M.
How have Insurance Resources International, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Insurance Resources International, Inc.'s sponsor-wide assets grew 41.9%, from $141M to $200M.
Where does Insurance Resources International, Inc. Employee Stock Ownership Plan and Trust rank by assets among Form 5500 filers? ▼
Insurance Resources International, Inc. Employee Stock Ownership Plan and Trust ranks in the 93rd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which ESOP plans are similar in size to Insurance Resources International, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by assets is Woodruff-Sawyer & Co. Employee Stock Ownership Plan in CA ($102M, 532 participants).
Which ESOP plans cover a similar participant headcount to Insurance Resources International, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Poblocki Paving Corp. Employee Stock Ownership Plan in WI (143 participants, $23M in assets).

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 463509307.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.