Defined Benefit (Pension) · DOL Form 5500 · 2022
Zurich American Insurance Company Pension Plan
Data updated 2026-08-25
- $1.4B
- Total assets Very large vs avg
- 6,468
- Participants Above avg headcount
- 99th
- Percentile by assets National rank
- $212,825
- Avg per participant Above avg balance/head
Official DOL plan name: Zurich American Insurance Company Retirement Account Plan · Sponsored by Zurich American Insurance Company · Illinois · Finance & Insurance
$1.4B in assets, 6,468 participants
Zurich American Insurance Company's Zurich American Insurance Company Retirement Account Plan reported $1.4B in total assets and 6,468 participants in its 2022 DOL Form 5500 filing, ranking in the 99th 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.
- #9,108 in Finance & Insurance (9,261 peers)
Coverage in Illinois
Zurich American Insurance Company Retirement Account Plan covers 6,468 participants in Illinois, 8.3x the typical Illinois plan (state average ~779 per filing). Assets: $1.4B.
- #9,108
- in Finance & Insurance (9,261 peers)
- -16.8%
- assets change YoY
- 14×
- vs typical plan assets (national mean)
The plan reported a net loss of $288M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Zurich American Insurance Company Retirement Account Plan's outsized position by total assets
Zurich American Insurance Company Retirement Account Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,376,549,034 Top 1% higher than 99% 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
Zurich American Insurance Company Retirement Account Plan's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Zurich American Insurance Company Retirement Account Plan lands in the large band (6,468 participants).
Plan-year Form 5500 strip
Filing strip 364233459 · Zurich American Insurance Company PY 2022 · Defined Benefit (Pension)
Zurich American Insurance Company Retirement Account Plan · $1.4B · 6,468 · 99th
- EOY $1.4B
- 5500 6,468
- ASSETS 99th
- PCT Defined Benefit (Pension)
- EIN near The Guardian Home Office Employees' Retirement Pla
- RANK ind #9108
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 Illinois →
Zurich American Insurance Company Retirement Account Plan in the asset neighbourhood
Illinois filing particulars
| Total Assets (Beginning of Year) | $1.7B |
|---|---|
| Net Assets (End of Year) | $1.3B |
| Net Income | -$288M |
| Employer EIN | 364233459 |
| Plan Effective Date | 1950-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Zurich American Insurance Company)
Sponsor-wide plan assets over time
All Zurich American Insurance Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $5.0B 16.374901896813356% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 15,149 | $4.3B |
| 2023 | 2 | 15,265 | $4.7B |
| 2024 | 2 | 14,727 | $5.0B |
Nearby Defined Benefit (Pension) Plans in Illinois
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Central States, Southeast & Southwest Areas Pension Plan $42.6B · 50,096
- State Farm Insurance Companies Retirement Plan for United States Employees $32.1B · 49,052
- United Food & Commercial Workers Intl Union - Industry Pension Fund $8.0B · 20,170
- John Deere Pension Plan for Salaried Employees $7.3B · N/A
- Abbott Laboratories Annuity Retirement Plan $6.8B · 16,809
Scale composition for Zurich American Insurance Company Retirement Account Plan
Zurich American Insurance Company Retirement Account Plan reports $1.4B in end-of-year assets across 6,468 participants (0.011% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.007% of 93,925,755 covered participants) - about $212,825 per participant (1.5x the national average assets-per-participant) . Net income for plan year 2022 was -$288M.
This plan identity (EIN 364233459, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $1.4B to $1.3B (-6.5%) while covered participants moved from 6,468 to 5,426 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 6,468 | $1.4B | This page |
| 2023 | 5,913 | $1.3B | Open filing |
| 2024 · index core | 5,426 | $1.3B | Open filing |
The same sponsor also keeps 2 other index-core plans on PlainRetire:
- Zurich Savings Plan (401(k), $3.7B, 9,301 participants)
- Zurich American Insurance Company Retirement Account Plan (Defined Benefit (Pension), $1.3B, 5,426 participants)
Zurich American Insurance Company Retirement Account Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Illinois, the nearest Defined Benefit (Pension) by assets is The Guardian Home Office Employees' Retirement Pla in NY ($1.4B); by covered participants it is Koch Industries Employees' Pension Plan in KS (6,466 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1.4B here).
- The Guardian Home Office Employees' Retirement Pla (NY) $1.4B · 3,422
- Xerox Corporation Retirement Income Guarantee Plan (CT) $1.4B · 3,466
- Liuna National (Industrial) Pension Fund (DC) $1.4B · 19,641
- Heavy and General Laborers' Local Unions 472 and 172 of New Jersey Pension Fund (NJ) $1.4B · 7,124
Similar participant headcount
Nearest other-state filings by covered participants (6,468 participants); asset peers above are excluded.
- Koch Industries Employees' Pension Plan (KS) 6,466 · 2 off
- Kinder Morgan Retirement Plan B (TX) 6,449 · 19 off
- Centerpoint Energy Retirement Plan (TX) 6,534 · 66 off
- Twin City Carpenters and Joiners Pension Fund (MN) 6,352 · 116 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.