Defined Benefit (Pension) · DOL Form 5500 · 2023
Trustees of the Insurance Organizations' Pension Trust Pension Plan
Data updated 2026-08-25
- $213M
- Total assets Near avg plan size
- 586
- Participants Below avg headcount
- 95th
- Percentile by assets National rank
- $363,931
- Avg per participant High balance/head
Official DOL plan name: Insurance Organizations Employees' Retirement Plan · Sponsored by Trustees of the Insurance Organizations' Pension Trust · Michigan · Finance & Insurance
$213M in assets, 586 participants
Trustees of the Insurance Organizations' Pension Trust's Insurance Organizations Employees' Retirement Plan reported $213M in total assets and 586 participants in its 2023 DOL Form 5500 filing, ranking in the 95th 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.
- #8,156 in Finance & Insurance (8,869 peers)
Where Insurance Organizations Employees' Retirement Plan sits by assets
Insurance Organizations Employees' Retirement Plan sits in the top 5% of all filed plans by assets, $213M for 586 participants (~$363,931/participant), up 13.0% in 2023.
- #8,156
- in Finance & Insurance (8,869 peers)
- +13.0%
- assets growth YoY
- 2.1×
- vs typical plan assets (national mean)
Insurance Organizations Employees' Retirement Plan's outsized position by total assets
Insurance Organizations Employees' Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$213,263,404 Top 5% higher than 95% 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 Organizations Employees' Retirement 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 Organizations Employees' Retirement Plan sits mid-pack in the medium band (586 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Insurance Organizations Employees' Retirement Plan reported net income rose from -$53M in the plan year 2022 filing to $24M in the plan year 2023 filing.
- Insurance Organizations Employees' Retirement Plan end-of-year assets rose from $189M in the plan year 2022 filing to $213M in the plan year 2023 filing.
- Insurance Organizations Employees' Retirement Plan reported participants fell from 616 in the plan year 2022 filing to 586 in the plan year 2023 filing.
DOL schedule card
Filing strip 136312183 · Trustees of the Insurance Organizations' Pension Trust PY 2023 · Defined Benefit (Pension)
Insurance Organizations Employees' Retirement Plan · $213M · 586 · 95th
- BOOK $213M
- VS-ST 586
- BOY 95th
- SCH Defined Benefit (Pension)
- EBSA near Employees' Retirement Plan of Universal Leaf Tobacco Co. & Designated Affiliated Cos
- PART ind #8156
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 Michigan →
Insurance Organizations Employees' Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $189M |
|---|---|
| Net Assets (End of Year) | $213M |
| Net Income | $24M |
| Employer EIN | 136312183 |
| Plan Effective Date | 1969-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Trustees of the Insurance Organizations' Pension Trust)
Sponsor-wide plan assets over time
All Trustees of the Insurance Organizations' Pension Trust plans reported in each filing year
- Latest sponsor-wide plan assets
- $221M 16.924869532254704% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 616 | $189M |
| 2023 | 1 | 586 | $213M |
| 2024 | 1 | 611 | $221M |
Nearby Defined Benefit (Pension) Plans in Michigan
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- General Motors Hourly-Rate Employees Pension Plan $44.8B · 17,959
- Ford Motor Company UAW Retirement Plan $19.3B · 26,442
- Ford Motor Company General Retirement Plan $12.7B · 10,215
- Dow Employees' Pension Plan $11.5B · 14,051
- Fca US LLC UAW Pension Agreement $11.2B · 13,635
Insurance Organizations Employees' Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Michigan, the nearest Defined Benefit (Pension) by assets is Employees' Retirement Plan of Universal Leaf Tobacco Co. & Designated Affiliated Cos in VA ($213M); by covered participants it is Smiths Group Pension Plan in DC (587 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($213M here).
Similar participant headcount
Nearest other-state filings by covered participants (586 participants); asset peers above are excluded.
- Smiths Group Pension Plan (DC) 587 · 1 off
- Pension Equity Plan of Doylestown Hospital (PA) 587 · 1 off
- U.a. Local Union No. 322 Pension Plan (NJ) 587 · 1 off
- Retirement Plan for Employees of Blessing Hospital (IL) 588 · 2 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.