Defined Benefit (Pension) · DOL Form 5500 · 2023
Named Fiduciaries of the Pension Plan for Insurance Organizations Pension Plan
Data updated 2026-08-25
- $1.1B
- Total assets Very large vs avg
- 1,652
- Participants Near avg headcount
- 99th
- Percentile by assets National rank
- $680,568
- Avg per participant High balance/head
Official DOL plan name: The Pension Plan for Insurance Organizations · Sponsored by Named Fiduciaries of the Pension Plan for Insurance Organizations · New Jersey · Finance & Insurance
$1.1B in assets, 1,652 participants
Named Fiduciaries of the Pension Plan for Insurance Organizations's The Pension Plan for Insurance Organizations reported $1.1B in total assets and 1,652 participants in its 2023 DOL Form 5500 filing, ranking in the 99th 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.
- #8,659 in Finance & Insurance (8,869 peers)
Where The Pension Plan for Insurance Organizations sits by assets
The Pension Plan for Insurance Organizations sits among the largest 1% of all filed plans, $1.1B for 1,652 participants (~$680,568/participant), up 8.2% in 2023.
- #8,659
- in Finance & Insurance (8,869 peers)
- +8.2%
- assets growth YoY
- 11×
- vs typical plan assets (national mean)
The Pension Plan for Insurance Organizations's outsized position by total assets
The Pension Plan for Insurance Organizations vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$1,124,297,553 Top 1% higher than 99% 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
The Pension Plan for Insurance Organizations's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Pension Plan for Insurance Organizations lands in the large band (1,652 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- The Pension Plan for Insurance Organizations reported net income rose from -$315M in the plan year 2022 filing to $86M in the plan year 2023 filing.
- The Pension Plan for Insurance Organizations end-of-year assets rose from $1.0B in the plan year 2022 filing to $1.1B in the plan year 2023 filing.
- The Pension Plan for Insurance Organizations reported participants rose from 1,602 in the plan year 2022 filing to 1,652 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 270131295 · Named Fiduciaries of the Pension Plan for Insurance Organizations PY 2023 · Defined Benefit (Pension)
The Pension Plan for Insurance Organizations · $1.1B · 1,652 · 99th
- IND $1.1B
- EOY 1,652
- 5500 99th
- ASSETS Defined Benefit (Pension)
- PCT near Deutsche Bank Cash Account Pension Plan
- EIN ind #8659
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 New Jersey →
The Pension Plan for Insurance Organizations in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $1.0B |
|---|---|
| Net Assets (End of Year) | $1.1B |
| Net Income | $86M |
| Employer EIN | 270131295 |
| Plan Effective Date | 1968-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Named Fiduciaries of the Pension Plan for Insurance Organizations)
Sponsor-wide plan assets over time
All Named Fiduciaries of the Pension Plan for Insurance Organizations plans reported in each filing year
- Latest sponsor-wide plan assets
- $1.1B 6.818357767058483% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,602 | $1.0B |
| 2023 | 1 | 1,652 | $1.1B |
| 2024 | 1 | 1,804 | $1.1B |
Nearby Defined Benefit (Pension) Plans in New Jersey
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Retirement Plan of Johnson and Johnson $21.2B · 37,749
- JPMorgan Chase Retirement Plan $16.3B · 90,644
- Nokia Retirement Income Plan $13.9B · 7,492
- The Prudential Merged Retirement Plan $12.2B · 16,230
- Verizon Pension Plan for Associates $10.9B · 23,778
The Pension Plan for Insurance Organizations's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside New Jersey, the nearest Defined Benefit (Pension) by assets is Deutsche Bank Cash Account Pension Plan in NY ($1.1B); by covered participants it is Airconditioning and Refrigeration Industry Retirement Trust Fund in CA (1,653 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1.1B here).
- Deutsche Bank Cash Account Pension Plan (NY) $1.1B · 788
- Ua Local 290 Plumber, Steamfitter & Shipfitter Pension Plan (OR) $1.1B · 3,351
- Retirement System of the American National Red Cross (DC) $1.1B · 4,531
- Automobile Mechanics' Local No. 701 Pension Fund (IL) $1.1B · 3,964
Similar participant headcount
Nearest other-state filings by covered participants (1,652 participants); asset peers above are excluded.
- Airconditioning and Refrigeration Industry Retirement Trust Fund (CA) 1,653 · 1 off
- Steamship Trade Association of Baltimore, Incorporated - International Longshoremen's Association Pension Plan (MD) 1,653 · 1 off
- San Diego Unite - Here Pension Fund (CA) 1,650 · 2 off
- I. B. E. W. Local 25 Pension Fund (NY) 1,656 · 4 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.