401(k) · DOL Form 5500 · 2022

Insurance Resources International, Inc. 401(k) Plan

Data updated 2026-08-25

$39M
Total assets Below avg plan size
171
Participants Small participant base
86th
Percentile by assets National rank
$230,011
Avg per participant Above avg balance/head
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Official DOL plan name: Insurance Resources International, Inc. 401(k) Plan · Sponsored by Insurance Resources International, Inc. · Minnesota · Finance & Insurance

$39M in assets, 171 participants

Insurance Resources International, Inc.'s Insurance Resources International, Inc. 401(k) Plan reported $39M in total assets and 171 participants in its 2022 DOL Form 5500 filing, ranking in the 86th 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.

  • #7,163 in Finance & Insurance (9,261 peers)

Coverage in Minnesota

Insurance Resources International, Inc. 401(k) Plan covers 171 participants in Minnesota, about 15% of the average Minnesota filer (state average ~1,126 per filing). Assets: $39M.

#7,163
in Finance & Insurance (9,261 peers)
-1.8%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $727K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Insurance Resources International, Inc. 401(k) Plan's outsized position by total assets

Insurance Resources International, Inc. 401(k) Plan vs every filed plan by assets

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

$39,331,843 Top 14% higher than 86% 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. 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 Resources International, Inc. 401(k) Plan sits mid-pack in the medium band (171 participants).

Published 5500 schedule card

Filing strip 463509307 · Insurance Resources International, Inc. PY 2022 · 401(k)

Insurance Resources International, Inc. 401(k) Plan · $39M · 171 · 86th

  • EOY $39M
  • EOY 171
  • EOY 86th
  • EOY 401(k)
  • EOY near City Bank 401(k) Plan
  • EOY ind #7163

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 Minnesota →

Insurance Resources International, Inc. 401(k) Plan in the asset neighbourhood

Anesthesia West, P.C. 401(k) PlanAnesthesia West, P.C. 401(k)…$39MInsurance Resources International, Inc. 401(k) PlanInsurance Resources Internat…$39MCity Bank 401(k) Plan$39MThe Haverford Trust Company 401(k) PlanThe Haverford Trust Company …$39MArhaus, LLC 401(k) Plan$39M
End-of-year total assets ($M) among Insurance Resources International, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Minnesota filing particulars

Total Assets (Beginning of Year)$40M
Net Assets (End of Year)$39M
Net Income-$727K
Employer EIN463509307
Plan Effective Date1984-11-01
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 401(k) Plans in Minnesota

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Insurance Resources International, Inc. 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -505101520 Total assets ($B) Participants Insurance Resources International, Inc. 401(k) Plan, Total assets ($B): 0.039331843 · Participants: 171Insurance Resources International, Inc. 401(k) PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 18.576379778 · Participants: 176886Unitedhealth Group 401(k) Savings PlanMedtronic Savings and Investment Plan (Also Known as the Medtronic 401(k) Plan), Total assets ($B): 12.198295 · Participants: 38825Medtronic Savings and Investment Plan (Also Known as the Medtronic 401(k) Plan)Target Corporation 401(k) Plan, Total assets ($B): 11.216824857 · Participants: 400422Target Corporation 401(k) Plan3M Voluntary Investment Plan and Employee Stock Ownership Plan, Total assets ($B): 11.138527656 · Participants: 371593M Voluntary Investment Plan and Employee Stock Ownership PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 8.266408521 · Participants: 67646U.S. Bank 401(k) Savings Plan
Insurance Resources International, Inc. 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Insurance Resources International, Inc. 401(k) Plan side-by-side with 3 peers →

Insurance Resources International, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is City Bank 401(k) Plan in TX ($39M); by covered participants it is The Dorschel Group Retirement Plan in NY (171 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($39M here).

Similar participant headcount

Nearest other-state filings by covered participants (171 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. 401(k) Plan assets move in 2022? ▼
Insurance Resources International, Inc. 401(k) Plan edged down modestly - down 1.8% during 2022, from $40M to $39M. Reported net income was -$727K.
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. 401(k) Plan rank by assets among Form 5500 filers? ▼
Insurance Resources International, Inc. 401(k) Plan ranks in the 86th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Insurance Resources International, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is City Bank 401(k) Plan in TX ($39M, 673 participants).
Which 401(k) plans cover a similar participant headcount to Insurance Resources International, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Dorschel Group Retirement Plan in NY (171 participants, N/A 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.