Defined Benefit (Pension) · DOL Form 5500 · 2023
Named Fiduciaries of the Pension Plan for Insurance Organizations Pension Plan
Data updated 2026-08-11
- $1.1B
- Total assets
- 1,652
- Participants
- 99th
- Percentile by assets
- $680,568
- Avg per participant
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.
- 99th percentile by assets (of 127,072 plans)
- #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.
- $1.1B
- total plan assets (2023 EOY)
- 1,652
- covered participants
- 99th
- percentile by assets (of 127,072 plans)
- $680,568
- avg assets per participant
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.
The Pension Plan for Insurance Organizations vs the 2023 asset distribution
By assets, The Pension Plan for Insurance Organizations outranks 99% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 11x the national average plan size of $100M (721 average participants).
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)
| 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.
The Pension Plan for Insurance Organizations vs. nearby Defined Benefit (Pension) plans in New Jersey, assets vs. participants
- 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
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to The Pension Plan for Insurance Organizations by total assets, not by location.
- 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
Frequently Asked Questions
How did The Pension Plan for Insurance Organizations assets move in 2023? ▼
How have Named Fiduciaries of the Pension Plan for Insurance Organizations plan assets changed over time? ▼
Where does The Pension Plan for Insurance Organizations rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to The Pension Plan for Insurance Organizations? ▼
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Ways to act on The Pension Plan for Insurance Organizations's numbers.
- By total assets, The Pension Plan for Insurance Organizations ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in New Jersey. Compare plans
- Named Fiduciaries of the Pension Plan for Insurance Organizations's sponsor-wide assets have grown 6.8% since 2022 across 3 plan years on file. More Finance & Insurance plans