ESOP · DOL Form 5500 · 2023
Insurance Resources International, Inc. ESOP
Data updated 2026-08-25
- $122M
- Total assets Near avg plan size
- 158
- Participants Small participant base
- 92nd
- Percentile by assets National rank
- $773,150
- Avg per participant High balance/head
Official DOL plan name: Insurance Resources International, Inc. Employee Stock Ownership Plan and Trust · Sponsored by Insurance Resources International, Inc. · Minnesota · Finance & Insurance
$122M in assets, 158 participants
Insurance Resources International, Inc.'s Insurance Resources International, Inc. Employee Stock Ownership Plan and Trust reported $122M in total assets and 158 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.
- #7,839 in Finance & Insurance (8,869 peers)
Coverage in Minnesota
Insurance Resources International, Inc. Employee Stock Ownership Plan and Trust covers 158 participants in Minnesota, about 14% of the average Minnesota filer (state average ~1,126 per filing). Assets: $122M.
- #7,839
- in Finance & Insurance (8,869 peers)
- +19.9%
- assets growth YoY
- 1.2×
- vs typical plan assets (national mean)
Insurance Resources International, Inc. Employee Stock Ownership Plan and Trust's outsized position by total assets
Insurance Resources International, Inc. Employee Stock Ownership Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$122,157,743 Top 8% higher than 92% 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 Resources International, Inc. Employee Stock Ownership Plan and Trust 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. Employee Stock Ownership Plan and Trust sits mid-pack in the medium band (158 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Insurance Resources International, Inc. Employee Stock Ownership Plan and Trust reported net income rose from $16M in the plan year 2022 filing to $20M in the plan year 2023 filing.
- Insurance Resources International, Inc. Employee Stock Ownership Plan and Trust end-of-year assets rose from $102M in the plan year 2022 filing to $122M in the plan year 2023 filing.
- Insurance Resources International, Inc. Employee Stock Ownership Plan and Trust reported participants rose from 143 in the plan year 2022 filing to 158 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 463509307 · Insurance Resources International, Inc. PY 2023 · ESOP
Insurance Resources International, Inc. Employee Stock Ownership Plan and Trust · $122M · 158 · 92nd
- EIN $122M
- RANK 158
- PHOTO 92nd
- IND ESOP
- EOY near Perry Protech Employee Stock Ownership and Profit Sharing Plan
- 5500 ind #7839
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 What is an ESOP? → · Plans in Minnesota →
Insurance Resources International, Inc. Employee Stock Ownership Plan and Trust in the asset neighbourhood
Minnesota filing particulars
| Total Assets (Beginning of Year) | $102M |
|---|---|
| Net Assets (End of Year) | $117M |
| Net Income | $20M |
| Employer EIN | 463509307 |
| Plan Effective Date | 2005-01-01 |
| Filing Status | FILING 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
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 314 | $141M |
| 2023 | 2 | 364 | $164M |
| 2024 | 2 | 389 | $200M |
Nearby ESOP Plans in Minnesota
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Andersen Corporation Employee Stock Ownership Plan $899M · 11,644
- Kingdom Enterprises, Inc. Employee Stock Ownership Plan $498M · 789
- Landscape Structures, Inc. Employee Stock Ownership Plan and Trust $432M · 446
- Hormel Foods Corporation Joint Earnings Profit Sharing Trust $432M · 4,575
- Force America Inc. Employee Stock Ownership Plan $427M · 412
Insurance Resources International, Inc. Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount
Outside Minnesota, the nearest ESOP by assets is Perry Protech Employee Stock Ownership and Profit Sharing Plan in OH ($122M); by covered participants it is Mid-State Consultants, Inc. Employee Stock Ownership Plan in UT (158 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($122M here).
- Perry Protech Employee Stock Ownership and Profit Sharing Plan (OH) $122M · 266
- United Electric Supply Company Employee Stock Ownership Plan (DE) $123M · 278
- Air Treatment Corporation Employee Stock Ownership Plan (CA) $123M · 207
- Ea Engineering, Science, and Technology, Inc., Pbc Employee Stock Ownership Plan (MD) $123M · 566
Similar participant headcount
Nearest other-state filings by covered participants (158 participants); asset peers above are excluded.
- Mid-State Consultants, Inc. Employee Stock Ownership Plan (UT) 158 · 0 off
- Fuscoe Engineering, Inc. Employee Stock Ownership Plan (CA) 158 · 0 off
- Patterson Pope, Inc Employee Stock Ownership Plan (NC) 158 · 0 off
- Sprinklermatic Fire Protection Systems, Inc. Employee Stock Ownership Plan (FL) 158 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.