401(k) · DOL Form 5500 · 2022
North Carolina Rate Bureau 401(k) Plan
Data updated 2026-08-25
- $14M
- Total assets Small plan by assets
- 66
- Participants Small participant base
- 71st
- Percentile by assets National rank
- $204,594
- Avg per participant Above avg balance/head
Official DOL plan name: Insurance Organizations' Savings Trust 401(k) Plan · Sponsored by North Carolina Rate Bureau · North Carolina · Finance & Insurance
$14M in assets, 66 participants
North Carolina Rate Bureau's Insurance Organizations' Savings Trust 401(k) Plan reported $14M in total assets and 66 participants in its 2022 DOL Form 5500 filing, ranking in the 71st 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.
- #5,091 in Finance & Insurance (9,261 peers)
North Carolina Rate Bureau multi-year trail
North Carolina Rate Bureau's plans moved +37.1% in assets from 2022 to 2024; this filing shows Insurance Organizations' Savings Trust 401(k) Plan at $14M / 66 participants.
- #5,091
- in Finance & Insurance (9,261 peers)
- -20.8%
- assets change YoY
The plan reported a net loss of $4M 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 outsized position by total assets
Insurance Organizations' Savings Trust 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$13,503,218 Top 29% higher than 71% 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
Insurance Organizations' Savings Trust 401(k) Plan among smaller 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 small filing (66 participants) on this national headcount ladder.
EBSA filing schedule strip
Filing strip 561179542 · North Carolina Rate Bureau PY 2022 · 401(k)
Insurance Organizations' Savings Trust 401(k) Plan · $14M · 66 · 71st
- SCH $14M
- SCH 66
- SCH 71st
- SCH 401(k)
- SCH near Nussbaum Transportation Services, Inc. 401(k) Plan & Trust
- SCH ind #5091
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
North Carolina Rate Bureau multi-year asset trail
Sponsor-wide plan assets over time
All North Carolina Rate Bureau plans reported in each filing year
- Latest sponsor-wide plan assets
- $19M 37.14643427959172% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 66 | $14M |
| 2023 | 1 | 66 | $16M |
| 2024 | 1 | 68 | $19M |
North Carolina Rate Bureau filing trail (2022)
| Total Assets (Beginning of Year) | $17M |
|---|---|
| Net Assets (End of Year) | $14M |
| Net Income | -$4M |
| Employer EIN | 561179542 |
| Plan Effective Date | 1978-05-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in North Carolina
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Bank of America 401(k) Plan $47.1B · 169,036
- Honeywell 401(k) Plan $14.6B · 39,007
- Duke Energy Retirement Savings Plan $9.4B · 27,731
- Truist Financial Corporation 401(k) Savings Plan $9.0B · 51,871
- Lowes 401(k) Plan $7.4B · 284,864
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 Nussbaum Transportation Services, Inc. 401(k) Plan & Trust in IL ($14M); by covered participants it is Aptera Software Inc. 401(k) Plan in IN (66 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($14M here).
Similar participant headcount
Nearest other-state filings by covered participants (66 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.