401(k) · DOL Form 5500 · 2023
The Workers' Compensation Rating and Inspection Bureau of Mass. 401(k) Plan
Data updated 2026-08-25
- $20M
- Total assets Small plan by assets
- 54
- Participants Small participant base
- 72nd
- Percentile by assets National rank
- $366,010
- Avg per participant High balance/head
Official DOL plan name: Insurance Organizations' Savings Trust 401(k) Plan · Sponsored by The Workers' Compensation Rating and Inspection Bureau of Mass. · Massachusetts · Finance & Insurance
$20M in assets, 54 participants
The Workers' Compensation Rating and Inspection Bureau of Mass.'s Insurance Organizations' Savings Trust 401(k) Plan reported $20M in total assets and 54 participants in its 2023 DOL Form 5500 filing, ranking in the 72nd 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.
- #5,225 in Finance & Insurance (8,869 peers)
The Workers' Compensation Rating and Inspection Bureau of Mass. multi-year trail
The Workers' Compensation Rating and Inspection Bureau of Mass.'s plans moved +33.4% in assets from 2022 to 2024; this filing shows Insurance Organizations' Savings Trust 401(k) Plan at $20M / 54 participants.
- #5,225
- in Finance & Insurance (8,869 peers)
- +15.4%
- assets growth YoY
Insurance Organizations' Savings Trust 401(k) Plan's outsized position by total assets
Insurance Organizations' Savings Trust 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$19,764,563 Top 28% higher than 72% 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' Savings Trust 401(k) Plan among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Insurance Organizations' Savings Trust 401(k) Plan is a small filing (54 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Insurance Organizations' Savings Trust 401(k) Plan reported net income rose from -$3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
- Insurance Organizations' Savings Trust 401(k) Plan end-of-year assets rose from $17M in the plan year 2022 filing to $20M in the plan year 2023 filing.
- Insurance Organizations' Savings Trust 401(k) Plan reported participants rose from 53 in the plan year 2022 filing to 54 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 041591010 · The Workers' Compensation Rating and Inspection Bureau of Mass. PY 2023 · 401(k)
Insurance Organizations' Savings Trust 401(k) Plan · $20M · 54 · 72nd
- 5500 $20M
- ASSETS 54
- PCT 72nd
- EIN 401(k)
- RANK near Minnesota Timberwolves Basketball Limited Partnership Employee Savings and Profit Sharing Plan
- PHOTO ind #5225
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 Massachusetts →
Insurance Organizations' Savings Trust 401(k) Plan in the asset neighbourhood
The Workers' Compensation Rating and Inspection Bureau of Mass. multi-year asset trail
Sponsor-wide plan assets over time
All The Workers' Compensation Rating and Inspection Bureau of Mass. plans reported in each filing year
- Latest sponsor-wide plan assets
- $23M 33.37135274272626% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 53 | $17M |
| 2023 | 1 | 54 | $20M |
| 2024 | 1 | 49 | $23M |
The Workers' Compensation Rating and Inspection Bureau of Mass. filing trail (2023)
| Total Assets (Beginning of Year) | $17M |
|---|---|
| Net Assets (End of Year) | $20M |
| Net Income | $3M |
| Employer EIN | 041591010 |
| Plan Effective Date | 1978-05-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Massachusetts
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fidelity Retirement Savings Plan $28.6B · 62,289
- Liberty Mutual 401(k) Plan $10.6B · 37,052
- Massachusetts Institute of Technology Supplemental 401(k) Plan $6.8B · 14,094
- Boston Scientific Corporation 401(k) Retirement Savings Plan $5.8B · 19,881
- Philips North America 401(k) Plan $5.8B · 19,120
Insurance Organizations' Savings Trust 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Massachusetts, the nearest 401(k) by assets is Minnesota Timberwolves Basketball Limited Partnership Employee Savings and Profit Sharing Plan in MN ($20M); by covered participants it is Arco Publicidad Retirement Plan in PR (54 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($20M here).
Similar participant headcount
Nearest other-state filings by covered participants (54 participants); asset peers above are excluded.
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.