Defined Benefit (Pension) · DOL Form 5500 · 2023

Trustees of the Insurance Organizations' Pension Trust Pension Plan

Data updated 2026-08-11

$213M
Total assets: 586
Participants: 95th
Percentile by assets: $363,931
Avg per participant

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.

95th percentile by assets (of 127,072 plans)
#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.

$213M
total plan assets (2023 EOY): 586
covered participants: 95th
percentile by assets (of 127,072 plans): $363,931
avg assets per participant

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.

See the national 2022→2023 release diff →

State

Michigan

Industry

Finance & Insurance

Insurance Organizations Employees' Retirement Plan vs the 2023 asset distribution

By assets, Insurance Organizations Employees' Retirement Plan outranks 95% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 2.1x the national average plan size of $100M (721 average participants).

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)

Total plan assets by year, all Trustees of the Insurance Organizations' Pension Trust plans on file

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.

Insurance Organizations Employees' Retirement Plan vs. nearby Defined Benefit (Pension) plans in Michigan, assets vs. participants

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

Compare Insurance Organizations Employees' Retir… side-by-side with 3 peers →

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Insurance Organizations Employees' Retirement Plan by total assets, not by location.

Employees' Retirement Plan of Universal Leaf Tobacco Co. & Designated Affiliated Cos (VA) $213M · 368
Amalgamated Sugar Company Hourly Retirement Plan (ID) $214M · 840
Sabre Glbl Inc. Legacy Pension Plan (TX) $213M · 212
Mo-Kan Teamsters Pension Fund (MO) $213M · 416

Frequently Asked Questions

How did Insurance Organizations Employees' Retirement Plan assets move in 2023? ▼

Insurance Organizations Employees' Retirement Plan grew at a solid clip - up 13.0% during 2023, from $189M to $213M. Reported net income was $24M.

How have Trustees of the Insurance Organizations' Pension Trust plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Trustees of the Insurance Organizations' Pension Trust's sponsor-wide assets grew 16.9%, from $189M to $221M.

Where does Insurance Organizations Employees' Retirement Plan rank by assets among Form 5500 filers? ▼

Insurance Organizations Employees' Retirement Plan ranks in the 95th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).

Which Defined Benefit (Pension) plans are similar in size to Insurance Organizations Employees' Retirement Plan? ▼

Among Defined Benefit (Pension) plans in other states, the closest by assets is Employees' Retirement Plan of Universal Leaf Tobacco Co. & Designated Affiliated Cos in VA ($213M, 368 participants).

Next read for Insurance Organizations Employees' Retir…

Scale reading

Ways to act on Insurance Organizations Employees' Retirement Plan's numbers.

By total assets, Insurance Organizations Employees' Retirement Plan ranks in the top 5% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Michigan. Compare plans
Trustees of the Insurance Organizations' Pension Trust's sponsor-wide assets have grown 16.9% 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 136312183.