Defined Benefit (Pension) · DOL Form 5500 · 2022

Trustees of the Insurance Organizations' Pension Trust Pension Plan

Data updated 2026-08-25

$189M
Total assets Near avg plan size
616
Participants Below avg headcount
95th
Percentile by assets National rank
$306,422
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Insurance Organizations Employees' Retirement Plan · Sponsored by Trustees of the Insurance Organizations' Pension Trust · Michigan · Finance & Insurance

$189M in assets, 616 participants

Trustees of the Insurance Organizations' Pension Trust's Insurance Organizations Employees' Retirement Plan reported $189M in total assets and 616 participants in its 2022 DOL Form 5500 filing, ranking in the 95th 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.

  • #8,548 in Finance & Insurance (9,261 peers)

Where Insurance Organizations Employees' Retirement Plan sits by assets

Insurance Organizations Employees' Retirement Plan sits in the top 5% of all filed plans by assets, $189M for 616 participants (~$306,422/participant), down 22.0% in 2022.

#8,548
in Finance & Insurance (9,261 peers)
-22.0%
assets change YoY
1.9×
vs typical plan assets (national mean)

The plan reported a net loss of $53M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Insurance Organizations Employees' Retirement Plan's outsized position by total assets

Insurance Organizations Employees' Retirement Plan vs every filed plan by assets

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

$188,756,232 Top 5% higher than 95% 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 Employees' Retirement 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 Organizations Employees' Retirement Plan sits mid-pack in the medium band (616 participants).

EBSA filing schedule strip

Filing strip 136312183 · Trustees of the Insurance Organizations' Pension Trust PY 2022 · Defined Benefit (Pension)

Insurance Organizations Employees' Retirement Plan · $189M · 616 · 95th

  • TYPE $189M
  • NET 616
  • BOOK 95th
  • VS-ST Defined Benefit (Pension)
  • BOY near Summa Health Retirement Income Plan and Trust
  • SCH ind #8548

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 Michigan →

Insurance Organizations Employees' Retirement Plan in the asset neighbourhood

Donnelley Financial Pension PlanDonnelley Financial Pension …$189MInsurance Organizations Employees' Retirement PlanInsurance Organizations Empl…$189MSumma Health Retirement Income Plan and TrustSumma Health Retirement Inco…$189MWec Energy Group Retirement Plan for Wec Business ServicesWec Energy Group Retirement …$188MUa Plumbers Local 24 Pension FundUa Plumbers Local 24 Pension…$188M
End-of-year total assets ($M) among Insurance Organizations Employees' Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$242M
Net Assets (End of Year)$189M
Net Income-$53M
Employer EIN136312183
Plan Effective Date1969-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Trustees of the Insurance Organizations' Pension Trust)

Sponsor-wide plan assets over time

All Trustees of the Insurance Organizations' Pension Trust plans reported in each filing year

Latest sponsor-wide plan assets
$221M 16.924869532254704% vs 2022
2024 filing year
$180M$190M$200M$210M$220M$230M 202220232024 $189M $221M ▲ +16.9%
Year Plans Participants Total Assets
2022 1 616 $189M
2023 1 586 $213M
2024 1 611 $221M

Nearby Defined Benefit (Pension) Plans in Michigan

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Insurance Organizations Employees' Retirement Plan vs. nearby Defined Benefit (Pension) plans in Michigan, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -1001020304050 Total assets ($B) Participants Insurance Organizations Employees' Retirement Plan, Total assets ($B): 0.188756232 · Participants: 616Insurance Organizations Employees' Retirement PlanGeneral Motors Hourly-Rate Employees Pension Plan, Total assets ($B): 40.23255743 · Participants: 18766General Motors Hourly-Rate Employees Pension PlanFord Motor Company UAW Retirement Plan, Total assets ($B): 19.279653433 · Participants: 27567Ford Motor Company UAW Retirement PlanFord Motor Company General Retirement Plan, Total assets ($B): 13.42905347 · Participants: 11760Ford Motor Company General Retirement PlanDow Employees' Pension Plan, Total assets ($B): 13.018181682 · Participants: 13759Dow Employees' Pension PlanFca US LLC UAW Pension Agreement, Total assets ($B): 8.553889919 · Participants: 14563Fca US LLC UAW Pension Agreement
Insurance Organizations Employees' Retirement Plan vs. nearby Defined Benefit (Pension) plans in Michigan, assets vs. participants
Compare Insurance Organizations Employees' Retirement Plan side-by-side with 3 peers →

Insurance Organizations Employees' Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Michigan, the nearest Defined Benefit (Pension) by assets is Summa Health Retirement Income Plan and Trust in OH ($189M); by covered participants it is Wps Pension Plan in WI (616 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($189M here).

Similar participant headcount

Nearest other-state filings by covered participants (616 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 Employees' Retirement Plan assets move in 2022? ▼
Insurance Organizations Employees' Retirement Plan declined sharply - down 22.0% during 2022, from $242M to $189M. Reported net income was -$53M.
How have Trustees of the Insurance Organizations' Pension Trust plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Trustees of the Insurance Organizations' Pension Trust's sponsor-wide assets grew 16.9%, from $189M to $221M.
Where does Insurance Organizations Employees' Retirement Plan rank by assets among Form 5500 filers? ▼
Insurance Organizations Employees' Retirement Plan ranks in the 95th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Insurance Organizations Employees' Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Summa Health Retirement Income Plan and Trust in OH ($189M, 1,686 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Insurance Organizations Employees' Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Wps Pension Plan in WI (616 participants, $321M 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 136312183.

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.