Defined Benefit (Pension) · DOL Form 5500 · 2023
Zurich American Insurance Company Pension Plan
Data updated 2026-08-11
- $1.3B
- Total assets
- 5,913
- Participants
- 99th
- Percentile by assets
- $217,492
- Avg per participant
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.
- 99th percentile by assets (of 127,072 plans)
- #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.
- $1.3B
- total plan assets (2023 EOY)
- 5,913
- covered participants
- 99th
- percentile by assets (of 127,072 plans)
- $217,492
- avg assets per participant
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.
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.
Participants vs Illinois filers
In Illinois, the average filing covers about 779 participants across 5,745 plans. Zurich American Insurance Company Retirement Account Plan reports 5,913 participants - 7.6x that state average ($1.3B EOY assets).
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)
| 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.
Zurich American Insurance Company Retirement Account Plan vs. nearby Defined Benefit (Pension) plans in Illinois, assets vs. participants
- 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)
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Zurich American Insurance Company Retirement Account Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Zurich American Insurance Company Retirement Account Plan assets move in 2023? ▼
How have Zurich American Insurance Company plan assets changed over time? ▼
Where does Zurich American Insurance Company Retirement Account Plan rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to Zurich American Insurance Company Retirement Account Plan? ▼
Next read for Zurich American Insurance Company Retire…
Filing takeaways
Ways to act on Zurich American Insurance Company Retirement Account Plan's numbers.
- By total assets, Zurich American Insurance Company Retirement Account Plan 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 Illinois. Compare plans
- Zurich American Insurance Company's sponsor-wide assets have grown 16.4% since 2022 across 3 plan years on file. More Finance & Insurance plans