401(k) · DOL Form 5500 · 2023

Insurance Resources International, Inc. 401(k) Plan

Data updated 2026-08-25

$41M
Total assets Below avg plan size
206
Participants Below avg headcount
83rd
Percentile by assets National rank
$201,375
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Insurance Resources International, Inc. 401(k) Plan · Sponsored by Insurance Resources International, Inc. · Minnesota · Finance & Insurance

$41M in assets, 206 participants

Insurance Resources International, Inc.'s Insurance Resources International, Inc. 401(k) Plan reported $41M in total assets and 206 participants in its 2023 DOL Form 5500 filing, ranking in the 83rd 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.

  • #6,624 in Finance & Insurance (8,869 peers)

Coverage in Minnesota

Insurance Resources International, Inc. 401(k) Plan covers 206 participants in Minnesota, about 18% of the average Minnesota filer (state average ~1,126 per filing). Assets: $41M.

#6,624
in Finance & Insurance (8,869 peers)
+5.5%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Insurance Resources International, Inc. 401(k) Plan's outsized position by total assets

Insurance Resources International, Inc. 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$41,483,285 Top 17% higher than 83% of 127,068 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 2023

Insurance Resources International, Inc. 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Insurance Resources International, Inc. 401(k) Plan sits mid-pack in the medium band (206 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Insurance Resources International, Inc. 401(k) Plan reported net income rose from -$727K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Insurance Resources International, Inc. 401(k) Plan reported participants rose from 171 in the plan year 2022 filing to 206 in the plan year 2023 filing.
  • Insurance Resources International, Inc. 401(k) Plan end-of-year assets rose from $39M in the plan year 2022 filing to $41M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 463509307 · Insurance Resources International, Inc. PY 2023 · 401(k)

Insurance Resources International, Inc. 401(k) Plan · $41M · 206 · 83rd

  • PCT $41M
  • PCT 206
  • PCT 83rd
  • PCT 401(k)
  • PCT near Novatech, L.L.C. 401(k) Plan
  • PCT ind #6624

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 Minnesota →

Insurance Resources International, Inc. 401(k) Plan in the asset neighbourhood

Novatech, L.L.C. 401(k) Plan$41MHeimark Distributing, LLC 401 (K) PlanHeimark Distributing, LLC 40…$41MInsurance Resources International, Inc. 401(k) PlanInsurance Resources Internat…$41MJohnstone Supply, LLC. Employee Retirement PlanJohnstone Supply, LLC. Emplo…$41MNice North America LLC 401(k) Savings PlanNice North America LLC 401(k…$41M
End-of-year total assets ($M) among Insurance Resources International, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Minnesota filing particulars

Total Assets (Beginning of Year)$39M
Net Assets (End of Year)$41M
Net Income$2M
Employer EIN463509307
Plan Effective Date1984-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Insurance Resources International, Inc.)

Sponsor-wide plan assets over time

All Insurance Resources International, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$200M 41.86058364694894% vs 2022
2024 filing year
$120M$140M$160M$180M$200M$220M 202220232024 $141M $200M ▲ +41.9%
Year Plans Participants Total Assets
2022 2 314 $141M
2023 2 364 $164M
2024 2 389 $200M

Nearby 401(k) Plans in Minnesota

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

Insurance Resources International, Inc. 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -50510152025 Total assets ($B) Participants Insurance Resources International, Inc. 401(k) Plan, Total assets ($B): 0.041483285 · Participants: 206Insurance Resources International, Inc. 401(k) PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 22.432100178 · Participants: 198972Unitedhealth Group 401(k) Savings PlanTarget Corporation 401(k) Plan, Total assets ($B): 13.008265857 · Participants: 432617Target Corporation 401(k) PlanMedtronic Savings and Investment Plan, Total assets ($B): 12.931979 · Participants: 44342Medtronic Savings and Investment Plan3M Voluntary Investment Plan and Employee Stock Ownership Plan, Total assets ($B): 12.04661588 · Participants: 360493M Voluntary Investment Plan and Employee Stock Ownership PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 10.271161911 · Participants: 75272U.S. Bank 401(k) Savings Plan
Insurance Resources International, Inc. 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Insurance Resources International, Inc. 401(k) Plan side-by-side with 3 peers →

Insurance Resources International, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Novatech, L.L.C. 401(k) Plan in PA ($41M); by covered participants it is Nwsl Retirement Plan in IL (206 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($41M here).

Similar participant headcount

Nearest other-state filings by covered participants (206 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Insurance Resources International, Inc. 401(k) Plan assets move in 2023? ▼
Insurance Resources International, Inc. 401(k) Plan grew at a solid clip - up 5.5% during 2023, from $39M to $41M. Reported net income was $2M.
How have Insurance Resources International, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Insurance Resources International, Inc.'s sponsor-wide assets grew 41.9%, from $141M to $200M.
Where does Insurance Resources International, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Insurance Resources International, Inc. 401(k) Plan ranks in the 83rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Insurance Resources International, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Novatech, L.L.C. 401(k) Plan in PA ($41M, 175 participants).
Which 401(k) plans cover a similar participant headcount to Insurance Resources International, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Nwsl Retirement Plan in IL (206 participants, $152K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 463509307.

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.