401(k) · DOL Form 5500 · 2023
AIPSO 401(k) Plan
Data updated 2026-08-25
- $124M
- Total assets Near avg plan size
- 446
- Participants Below avg headcount
- 93rd
- Percentile by assets National rank
- $279,128
- Avg per participant High balance/head
Official DOL plan name: Insurance Company Supported Organizations 401(k) Savings Plan · Sponsored by AIPSO · Rhode Island · Finance & Insurance
$124M in assets, 446 participants
AIPSO's Insurance Company Supported Organizations 401(k) Savings Plan reported $124M in total assets and 446 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.
- #7,854 in Finance & Insurance (8,869 peers)
Coverage in Rhode Island
Insurance Company Supported Organizations 401(k) Savings Plan covers 446 participants in Rhode Island, about 31% of the average Rhode Island filer (state average ~1,449 per filing). Assets: $124M.
- #7,854
- in Finance & Insurance (8,869 peers)
- +17.7%
- assets growth YoY
- 1.2×
- vs typical plan assets (national mean)
Insurance Company Supported Organizations 401(k) Savings Plan's outsized position by total assets
Insurance Company Supported Organizations 401(k) Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$124,491,137 Top 7% higher than 93% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Insurance Company Supported Organizations 401(k) Savings 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 Company Supported Organizations 401(k) Savings Plan sits mid-pack in the medium band (446 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Insurance Company Supported Organizations 401(k) Savings Plan reported net income rose from -$18M in the plan year 2022 filing to $19M in the plan year 2023 filing.
- Insurance Company Supported Organizations 401(k) Savings Plan reported participants rose from 363 in the plan year 2022 filing to 446 in the plan year 2023 filing.
- Insurance Company Supported Organizations 401(k) Savings Plan end-of-year assets rose from $106M in the plan year 2022 filing to $124M in the plan year 2023 filing.
DOL schedule card
Filing strip 132732270 · AIPSO PY 2023 · 401(k)
Insurance Company Supported Organizations 401(k) Savings Plan · $124M · 446 · 93rd
- TYPE $124M
- NET 446
- BOOK 93rd
- VS-ST 401(k)
- BOY near Apg Asset Management 401(k) Plan
- SCH ind #7854
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 Rhode Island →
Insurance Company Supported Organizations 401(k) Savings Plan in the asset neighbourhood
Rhode Island filing particulars
| Total Assets (Beginning of Year) | $106M |
|---|---|
| Net Assets (End of Year) | $124M |
| Net Income | $19M |
| Employer EIN | 132732270 |
| Plan Effective Date | 1978-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (AIPSO)
Sponsor-wide plan assets over time
All AIPSO plans reported in each filing year
- Latest sponsor-wide plan assets
- $136M 29.011711751401847% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 363 | $106M |
| 2023 | 1 | 446 | $124M |
| 2024 | 1 | 507 | $136M |
Nearby 401(k) Plans in Rhode Island
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- CVS Health Future Fund 401(k) Plan $27.6B · 265,760
- Textron Savings Plan $5.7B · 26,580
- Cfg Retirement Savings Plan $2.9B · 19,047
- Unfi 401(k) Plan $2.7B · 25,475
- Fm Global 401(k) Savings Plan $1.7B · 4,295
Insurance Company Supported Organizations 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Rhode Island, the nearest 401(k) by assets is Apg Asset Management 401(k) Plan in NY ($124M); by covered participants it is Klick USA Inc. 401(k) Plan in NY (446 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($124M here).
- Apg Asset Management 401(k) Plan (NY) $124M · 181
- Eastman Credit Union 401(k) Investment Plan (TN) $125M · 981
- Stellar Solutions, Inc. Profit Sharing Plan (CA) $124M · 294
- The Individual Retirement Plan of Riverstone Resources LLC (NH) $124M · 359
Similar participant headcount
Nearest other-state filings by covered participants (446 participants); asset peers above are excluded.
- Klick USA Inc. 401(k) Plan (NY) 446 · 0 off
- Novus Ag, LLC 401(k) Plan (CO) 446 · 0 off
- Fullstory, Inc. 401(k) Plan (GA) 446 · 0 off
- Hctec Partners 401(k) Plan (TN) 446 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.