ESOP · DOL Form 5500 · 2022
Insurance Resources International, Inc. ESOP
Data updated 2026-08-11
- $102M
- Total assets
- 143
- Participants
- 93rd
- Percentile by assets
- $712,268
- Avg per participant
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.
- 93rd percentile by assets (of 139,126 plans)
- #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.
- $102M
- total plan assets (2022 EOY)
- 143
- covered participants
- 93rd
- percentile by assets (of 139,126 plans)
- $712,268
- avg assets per participant
Participants vs Minnesota filers
In Minnesota, the average filing covers about 1,126 participants across 2,865 plans. Insurance Resources International, Inc. Employee Stock Ownership Plan and Trust reports 143 participants - about 13% of that state average ($102M EOY assets).
Minnesota filing particulars
| Total Assets (Beginning of Year) | $85M |
|---|---|
| Net Assets (End of Year) | $98M |
| Net Income | $16M |
| Employer EIN | 463509307 |
| Plan Effective Date | 2005-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Insurance Resources International, Inc.)
| 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
- Andersen Corporation Employee Stock Ownership Plan $647M · 9,416
- Hormel Foods Corporation Joint Earnings Profit Sharing Trust $486M · 4,373
- Kingdom Enterprises, Inc. Employee Stock Ownership Plan $400M · 801
- Force America Inc. Employee Stock Ownership Plan $333M · 359
- Polaris Inc. Employee Stock Ownership Plan $313M · 7,981
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Insurance Resources International, Inc. Employee Stock Ownership Plan and Trust by total assets, not by location.
- Woodruff-Sawyer & Co. Employee Stock Ownership Plan (CA) $102M · 532
- Dealers Electrical Supply Co. Employee Stock Ownership Plan (TX) $101M · 511
- The Franklin Group, Inc. Employee Stock Ownership Plan and Trust (ID) $102M · 569
- Hercules Industries, Inc. Employee Stock Ownership Plan (CO) $101M · 395
Frequently Asked Questions
How did Insurance Resources International, Inc. Employee Stock Ownership Plan and Trust assets move in 2022? ▼
How have Insurance Resources International, Inc. plan assets changed over time? ▼
Where does Insurance Resources International, Inc. Employee Stock Ownership Plan and Trust rank by assets among Form 5500 filers? ▼
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Next read for Insurance Resources International, Inc. …
Filing takeaways
Ways to act on Insurance Resources International, Inc. Employee Stock Ownership Plan and Trust's numbers.
- By total assets, Insurance Resources International, Inc. Employee Stock Ownership Plan and Trust ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Minnesota. Compare plans
- Insurance Resources International, Inc.'s sponsor-wide assets have grown 41.9% since 2022 across 3 plan years on file. More Finance & Insurance plans