401(k) · DOL Form 5500 · 2022

North Carolina Insurance Guaranty Association 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
8
Participants Small participant base
39th
Percentile by assets National rank
$340,482
Avg per participant High balance/head
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Official DOL plan name: Insurance Organizations' Savings Trust 401(k) Plan · Sponsored by North Carolina Insurance Guaranty Association · North Carolina · Finance & Insurance

$3M in assets, 8 participants

North Carolina Insurance Guaranty Association's Insurance Organizations' Savings Trust 401(k) Plan reported $3M in total assets and 8 participants in its 2022 DOL Form 5500 filing, ranking in the 39th 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.

  • #2,424 in Finance & Insurance (9,261 peers)

North Carolina Insurance Guaranty Association multi-year trail

North Carolina Insurance Guaranty Association's plans moved +35.3% in assets from 2022 to 2024; this filing shows Insurance Organizations' Savings Trust 401(k) Plan at $3M / 8 participants.

#2,424
in Finance & Insurance (9,261 peers)
-13.4%
assets change YoY

The plan reported a net loss of $421K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Insurance Organizations' Savings Trust 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Insurance Organizations' Savings Trust 401(k) Plan vs every filed plan by assets

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

$2,723,852 39th percentile higher than 39% 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 Organizations' Savings Trust 401(k) Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Insurance Organizations' Savings Trust 401(k) Plan is a micro filing (8 participants), the leftmost band.

Published 5500 schedule card

Filing strip 237355707 · North Carolina Insurance Guaranty Association PY 2022 · 401(k)

Insurance Organizations' Savings Trust 401(k) Plan · $3M · 8 · 39th

  • RANK $3M
  • PHOTO 8
  • IND 39th
  • EOY 401(k)
  • 5500 near Travis Companies, Inc. 401(k) Plan
  • ASSETS ind #2424

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 North Carolina →

Insurance Organizations' Savings Trust 401(k) Plan in the asset neighbourhood

Insurance Organizations' Savings Trust 401(k) PlanInsurance Organizations' Sav…$3MTravis Companies, Inc. 401(k) PlanTravis Companies, Inc. 401(k…$3MProvidia Home Care Corp. 401(k) Profit Sharing Plan & TrustProvidia Home Care Corp. 401…$3MThe Wine Spectrum, Inc. 401(k) Profit Sharing PlanThe Wine Spectrum, Inc. 401(…$3MFledis 401(k)$3M
End-of-year total assets ($M) among Insurance Organizations' Savings Trust 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

North Carolina Insurance Guaranty Association multi-year asset trail

Sponsor-wide plan assets over time

All North Carolina Insurance Guaranty Association plans reported in each filing year

Latest sponsor-wide plan assets
$4M 35.32053136514025% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M 202220232024 $2.72M $3.69M ▲ +35.7%
Year Plans Participants Total Assets
2022 1 8 $3M
2023 1 9 $3M
2024 1 10 $4M

North Carolina Insurance Guaranty Association filing trail (2022)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income-$421K
Employer EIN237355707
Plan Effective Date1978-05-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in North Carolina

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

Insurance Organizations' Savings Trust 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -200204060 Total assets ($B) Participants Insurance Organizations' Savings Trust 401(k) Plan, Total assets ($B): 0.002723852 · Participants: 8Insurance Organizations' Savings Trust 401(k) PlanThe Bank of America 401(k) Plan, Total assets ($B): 47.134026012 · Participants: 169036The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 14.565715066 · Participants: 39007Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 9.364902 · Participants: 27731Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 8.965353965 · Participants: 51871Truist Financial Corporation 401(k) Savings PlanLowes 401(k) Plan, Total assets ($B): 7.355936526 · Participants: 284864Lowes 401(k) Plan
Insurance Organizations' Savings Trust 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Insurance Organizations' Savings Trust 401(k) Plan side-by-side with 3 peers →

Insurance Organizations' Savings Trust 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Travis Companies, Inc. 401(k) Plan in TX ($3M); by covered participants it is Stel Pro Inc 401(k) Plan in TX (8 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (8 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 Organizations' Savings Trust 401(k) Plan assets move in 2022? ▼
Insurance Organizations' Savings Trust 401(k) Plan pulled back noticeably - down 13.4% during 2022, from $3M to $3M. Reported net income was -$421K.
How have North Carolina Insurance Guaranty Association plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), North Carolina Insurance Guaranty Association's sponsor-wide assets grew 35.3%, from $3M to $4M.
Which 401(k) plans are similar in size to Insurance Organizations' Savings Trust 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Travis Companies, Inc. 401(k) Plan in TX ($3M, 139 participants).
Which 401(k) plans cover a similar participant headcount to Insurance Organizations' Savings Trust 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Stel Pro Inc 401(k) Plan in TX (8 participants, $63K 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 237355707.

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.