401(k) · DOL Form 5500 · 2024

AIPSO 401(k) Plan

Data updated 2026-08-25

$136M
Total assets Near avg plan size
507
Participants Below avg headcount
92nd
Percentile by assets National rank
$269,097
Avg per participant High balance/head
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Official DOL plan name: Insurance Company Supported Organizations 401(k) Savings Plan · Sponsored by AIPSO · Rhode Island · Finance & Insurance

$136M in assets, 507 participants

AIPSO's Insurance Company Supported Organizations 401(k) Savings Plan reported $136M in total assets and 507 participants in its 2024 DOL Form 5500 filing, ranking in the 92nd 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.

  • #7,526 in Finance & Insurance (8,549 peers)

Coverage in Rhode Island

Insurance Company Supported Organizations 401(k) Savings Plan covers 507 participants in Rhode Island, about 35% of the average Rhode Island filer (state average ~1,449 per filing). Assets: $136M.

#7,526
in Finance & Insurance (8,549 peers)
+9.6%
assets growth YoY
1.4×
vs typical plan assets (national mean)

Insurance Company Supported Organizations 401(k) Savings Plan's outsized position by total assets

Insurance Company Supported Organizations 401(k) Savings Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$136,432,010 Top 8% higher than 92% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Insurance Company Supported Organizations 401(k) Savings Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Insurance Company Supported Organizations 401(k) Savings Plan sits mid-pack in the medium band (507 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Insurance Company Supported Organizations 401(k) Savings Plan reported net income fell from $19M in the plan year 2023 filing to $12M in the plan year 2024 filing.
  • Insurance Company Supported Organizations 401(k) Savings Plan reported participants rose from 446 in the plan year 2023 filing to 507 in the plan year 2024 filing.
  • Insurance Company Supported Organizations 401(k) Savings Plan end-of-year assets rose from $124M in the plan year 2023 filing to $136M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 132732270 · AIPSO PY 2024 · 401(k)

Insurance Company Supported Organizations 401(k) Savings Plan · $136M · 507 · 92nd

  • EOY $136M
  • 5500 507
  • ASSETS 92nd
  • PCT 401(k)
  • EIN near The Christman Company Profit Sharing Retirement Plan
  • RANK ind #7526

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 Rhode Island →

Insurance Company Supported Organizations 401(k) Savings Plan in the asset neighbourhood

Novogradac & Company LLP 401(k) Profit Sharing PlanNovogradac & Company LLP 401…$136MThe Christman Company Profit Sharing Retirement PlanThe Christman Company Profit…$136MInsurance Company Supported Organizations 401(k) Savings PlanInsurance Company Supported …$136MClark, Schaefer, Hackett & Co. Profit Sharing Retirement Plan (with 401(k) Provisions)Clark, Schaefer, Hackett & C…$136MVse Corporation 401(k) Plan$136M
End-of-year total assets ($M) among Insurance Company Supported Organizations 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Rhode Island filing particulars

Total Assets (Beginning of Year)$124M
Net Assets (End of Year)$136M
Net Income$12M
Employer EIN132732270
Plan Effective Date1978-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (AIPSO)

Sponsor-wide plan assets over time

All AIPSO plans reported in each filing year

Latest sponsor-wide plan assets
$136M 29.011711751401847% vs 2022
2024 filing year
$100M$110M$120M$130M$140M 202220232024 $106M $136M ▲ +29.0%
Year Plans Participants Total Assets
2022 1 363 $106M
2023 1 446 $124M
2024 1 507 $136M

Nearby 401(k) Plans in Rhode Island

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Insurance Company Supported Organizations 401(k) Savings Plan vs. nearby 401(k) plans in Rhode Island, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -10010203040 Total assets ($B) Participants Insurance Company Supported Organizations 401(k) Savings Plan, Total assets ($B): 0.13643201 · Participants: 507Insurance Company Supported Organizations 401(k) Savings PlanCVS Health Future Fund 401(k) Plan, Total assets ($B): 30.087909242 · Participants: 240493CVS Health Future Fund 401(k) PlanTextron Savings Plan, Total assets ($B): 6.12531514 · Participants: 26609Textron Savings PlanCfg Retirement Savings Plan, Total assets ($B): 3.249944772 · Participants: 17893Cfg Retirement Savings PlanUnfi 401(k) Plan, Total assets ($B): 2.764430113 · Participants: 26416Unfi 401(k) PlanFactory Mutual Insurance Company 401(k) Savings Plan, Total assets ($B): 1.916269037 · Participants: 4005Factory Mutual Insurance Company 401(k) Savings Plan
Insurance Company Supported Organizations 401(k) Savings Plan vs. nearby 401(k) plans in Rhode Island, assets vs. participants
Compare Insurance Company Supported Organizations 401(k) Savings Plan side-by-side with 3 peers →

Insurance Company Supported Organizations 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Rhode Island, the nearest 401(k) by assets is The Christman Company Profit Sharing Retirement Plan in MI ($136M); by covered participants it is Eldeco, Inc. 401(k) Profit Sharing Plan & Trust in SC (507 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (507 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Insurance Company Supported Organizations 401(k) Savings Plan assets move in 2024? ▼
Insurance Company Supported Organizations 401(k) Savings Plan grew at a solid clip - up 9.6% during 2024, from $124M to $136M. Reported net income was $12M.
How have AIPSO plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), AIPSO's sponsor-wide assets grew 29.0%, from $106M to $136M.
Where does Insurance Company Supported Organizations 401(k) Savings Plan rank by assets among Form 5500 filers? ▼
Insurance Company Supported Organizations 401(k) Savings Plan ranks in the 92nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Insurance Company Supported Organizations 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Christman Company Profit Sharing Retirement Plan in MI ($136M, 843 participants).
Which 401(k) plans cover a similar participant headcount to Insurance Company Supported Organizations 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Eldeco, Inc. 401(k) Profit Sharing Plan & Trust in SC (507 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 132732270.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.