Defined Benefit (Pension) · DOL Form 5500 · 2023
Zurich American Insurance Company Pension Plan
Data updated 2026-08-25
- $1.3B
- Total assets Very large vs avg
- 5,913
- Participants Above avg headcount
- 99th
- Percentile by assets National rank
- $217,492
- Avg per participant Above avg balance/head
Official DOL plan name: Zurich American Insurance Company Retirement Account Plan · Sponsored by Zurich American Insurance Company · Illinois · Finance & Insurance
$1.3B in assets, 5,913 participants
Zurich American Insurance Company's Zurich American Insurance Company Retirement Account Plan reported $1.3B in total assets and 5,913 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.
- #8,685 in Finance & Insurance (8,869 peers)
Coverage in Illinois
Zurich American Insurance Company Retirement Account Plan covers 5,913 participants in Illinois, 7.6x the typical Illinois plan (state average ~779 per filing). Assets: $1.3B.
- #8,685
- in Finance & Insurance (8,869 peers)
- -6.6%
- assets change YoY
- 13×
- vs typical plan assets (national mean)
The plan reported a net loss of $22M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Zurich American Insurance Company Retirement Account Plan's outsized position by total assets
Zurich American Insurance Company Retirement Account Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$1,286,032,741 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
Zurich American Insurance Company Retirement Account Plan'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. Zurich American Insurance Company Retirement Account Plan lands in the large band (5,913 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Zurich American Insurance Company Retirement Account Plan reported net income rose from -$288M in the plan year 2022 filing to -$22M in the plan year 2023 filing.
- Zurich American Insurance Company Retirement Account Plan reported participants fell from 6,468 in the plan year 2022 filing to 5,913 in the plan year 2023 filing.
- Zurich American Insurance Company Retirement Account Plan end-of-year assets fell from $1.4B in the plan year 2022 filing to $1.3B in the plan year 2023 filing.
DOL schedule card
Filing strip 364233459 · Zurich American Insurance Company PY 2023 · Defined Benefit (Pension)
Zurich American Insurance Company Retirement Account Plan · $1.3B · 5,913 · 99th
- 5500 $1.3B
- 5500 5,913
- 5500 99th
- 5500 Defined Benefit (Pension)
- 5500 near Rocky Mountain Ufcw Unions and Employers Retail and Meat Pension Plan
- 5500 ind #8685
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 Illinois →
Zurich American Insurance Company Retirement Account Plan in the asset neighbourhood
Illinois filing particulars
| Total Assets (Beginning of Year) | $1.4B |
|---|---|
| Net Assets (End of Year) | $1.3B |
| Net Income | -$22M |
| Employer EIN | 364233459 |
| Plan Effective Date | 1950-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Zurich American Insurance Company)
Sponsor-wide plan assets over time
All Zurich American Insurance Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $5.0B 16.374901896813356% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 15,149 | $4.3B |
| 2023 | 2 | 15,265 | $4.7B |
| 2024 | 2 | 14,727 | $5.0B |
Nearby Defined Benefit (Pension) Plans in Illinois
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Central States, Southeast & Southwest Areas Pension Plan $49.7B · 48,538
- State Farm Insurance Companies Retirement Plan for United States Employees $35.2B · 45,001
- United Food & Commercial Workers Intl Union - Industry Pension Fund $8.0B · 20,680
- John Deere Pension Plan for Salaried Employees $8.0B · 16,346
- Abbott Laboratories Annuity Retirement Plan $7.8B · 17,382
Scale composition for Zurich American Insurance Company Retirement Account Plan
Zurich American Insurance Company Retirement Account Plan reports $1.3B in end-of-year assets across 5,913 participants (0.010% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.006% of 93,925,755 covered participants) - about $217,492 per participant (1.6x the national average assets-per-participant) . Net income for plan year 2023 was -$22M.
This plan identity (EIN 364233459, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $1.4B to $1.3B (-6.5%) while covered participants moved from 6,468 to 5,426 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 6,468 | $1.4B | Open filing |
| 2023 | 5,913 | $1.3B | This page |
| 2024 · index core | 5,426 | $1.3B | Open filing |
The same sponsor also keeps 2 other index-core plans on PlainRetire:
- Zurich Savings Plan (401(k), $3.7B, 9,301 participants)
- Zurich American Insurance Company Retirement Account Plan (Defined Benefit (Pension), $1.3B, 5,426 participants)
Zurich American Insurance Company Retirement Account Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Illinois, the nearest Defined Benefit (Pension) by assets is Rocky Mountain Ufcw Unions and Employers Retail and Meat Pension Plan in CO ($1.3B); by covered participants it is Willis-Knighton Medical Center Employees Retirement Plan in LA (5,919 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1.3B here).
- Rocky Mountain Ufcw Unions and Employers Retail and Meat Pension Plan (CO) $1.3B · 39,434
- Elevance Health Cash Balance Plan a (IN) $1.3B · 8,197
- Ryder System, Inc. Retirement Plan (GA) $1.3B · 2,509
- Nyseg and Rge Pension Plan (CT) $1.3B · 1,242
Similar participant headcount
Nearest other-state filings by covered participants (5,913 participants); asset peers above are excluded.
- Willis-Knighton Medical Center Employees Retirement Plan (LA) 5,919 · 6 off
- Carpenters Pension Trust Fund of Kansas City (MO) 5,851 · 62 off
- Northern Light Health Retirement Partnership Plan (ME) 5,979 · 66 off
- Division 1181 Atu- Ny Employees Pension Fund and Plan (NY) 5,983 · 70 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.