ESOP · DOL Form 5500 · 2023

Insurance Resources International, Inc. ESOP

Data updated 2026-08-11

$122M
Total assets: 158
Participants: 92nd
Percentile by assets: $773,150
Avg per participant

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.

92nd percentile by assets (of 127,072 plans)
#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.

$122M
total plan assets (2023 EOY): 158
covered participants: 92nd
percentile by assets (of 127,072 plans): $773,150
avg assets per participant

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.

See the national 2022→2023 release diff →

State

Minnesota

Industry

Finance & Insurance

Participants vs Minnesota filers

In Minnesota, the average filing covers about 1,126 participants across 2,865 plans. Insurance Resources International, Inc. Employee Stock Ownership Plan and Trust reports 158 participants - about 14% of that state average ($122M EOY assets).

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.)

Total plan assets by year, all Insurance Resources International, Inc. plans on file

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.

Insurance Resources International, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Minnesota, assets vs. participants

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

Compare Insurance Resources International, Inc. … side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Insurance Resources International, Inc. Employee Stock Ownership Plan and Trust by total assets, not by location.

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

Frequently Asked Questions

How did Insurance Resources International, Inc. Employee Stock Ownership Plan and Trust assets move in 2023? ▼

Insurance Resources International, Inc. Employee Stock Ownership Plan and Trust grew sharply - up 19.9% during 2023, from $102M to $122M. Reported net income was $20M.

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. Employee Stock Ownership Plan and Trust rank by assets among Form 5500 filers? ▼

Insurance Resources International, Inc. Employee Stock Ownership Plan and Trust ranks in the 92nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).

Which ESOP plans are similar in size to Insurance Resources International, Inc. Employee Stock Ownership Plan and Trust? ▼

Among ESOP plans in other states, the closest by assets is Perry Protech Employee Stock Ownership and Profit Sharing Plan in OH ($122M, 266 participants).

Next read for Insurance Resources International, Inc. …

Filing takeaways

Ways to act on Insurance Resources International, Inc. Employee Stock Ownership Plan and Trust's numbers.

By total assets, Insurance Resources International, Inc. Employee Stock Ownership Plan and Trust ranks in the top 10% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar ESOP plans in Minnesota. Compare plans
Insurance Resources International, Inc.'s sponsor-wide assets have grown 41.9% since 2022 across 3 plan years on file. More Finance & Insurance plans

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.