Defined Benefit (Pension) · DOL Form 5500 · 2022
Zurich American Insurance Company Pension Plan
Data updated 2026-08-11
- $1.4B
- Total assets
- 6,468
- Participants
- 99th
- Percentile by assets
- $212,825
- Avg per participant
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.
- 99th percentile by assets (of 139,126 plans)
- #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.
- $1.4B
- total plan assets (2022 EOY)
- 6,468
- covered participants
- 99th
- percentile by assets (of 139,126 plans)
- $212,825
- avg assets per participant
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.
Participants vs Illinois filers
In Illinois, the average filing covers about 779 participants across 5,745 plans. Zurich American Insurance Company Retirement Account Plan reports 6,468 participants - 8.3x that state average ($1.4B EOY assets).
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)
| 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.
Zurich American Insurance Company Retirement Account Plan vs. nearby Defined Benefit (Pension) plans in Illinois, assets vs. participants
- 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)
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Zurich American Insurance Company Retirement Account Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Zurich American Insurance Company Retirement Account Plan assets move in 2022? ▼
How have Zurich American Insurance Company plan assets changed over time? ▼
Where does Zurich American Insurance Company Retirement Account Plan rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to Zurich American Insurance Company Retirement Account Plan? ▼
Next read for Zurich American Insurance Company Retire…
Filing takeaways
Ways to act on Zurich American Insurance Company Retirement Account Plan's numbers.
- By total assets, Zurich American Insurance Company Retirement Account Plan ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Illinois. Compare plans
- Zurich American Insurance Company's sponsor-wide assets have grown 16.4% since 2022 across 3 plan years on file. More Finance & Insurance plans