401(k) · DOL Form 5500 · 2024
Commonwealth Automobile Reinsurers 401(k) Plan
Data updated 2026-08-25
- $25M
- Total assets Below avg plan size
- 44
- Participants Small participant base
- 75th
- Percentile by assets National rank
- $576,022
- Avg per participant High balance/head
Official DOL plan name: Insurance Organizations' Savings Trust 401(k) Plan · Sponsored by Commonwealth Automobile Reinsurers · Massachusetts · Finance & Insurance
$25M in assets, 44 participants
Commonwealth Automobile Reinsurers's Insurance Organizations' Savings Trust 401(k) Plan reported $25M in total assets and 44 participants in its 2024 DOL Form 5500 filing, ranking in the 75th 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.
- #5,209 in Finance & Insurance (8,549 peers)
Where Insurance Organizations' Savings Trust 401(k) Plan sits by assets
Insurance Organizations' Savings Trust 401(k) Plan sits in the top quartile of all filed plans by assets, $25M for 44 participants (~$576,022/participant), down 3.5% in 2024.
- #5,209
- in Finance & Insurance (8,549 peers)
- -3.5%
- assets change YoY
- 0.3×
- vs typical plan assets (national mean)
The plan reported a net loss of $932K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
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 2024 · DOL Form 5500
$25,344,953 Top 25% higher than 75% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Insurance Organizations' Savings Trust 401(k) Plan among smaller filed plans by headcount
Plan-year 2024 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 (44 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Insurance Organizations' Savings Trust 401(k) Plan reported net income fell from $3M in the plan year 2023 filing to -$932K in the plan year 2024 filing.
- Insurance Organizations' Savings Trust 401(k) Plan reported participants fell from 46 in the plan year 2023 filing to 44 in the plan year 2024 filing.
- Insurance Organizations' Savings Trust 401(k) Plan end-of-year assets fell from $26M in the plan year 2023 filing to $25M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 042572141 · Commonwealth Automobile Reinsurers PY 2024 · 401(k)
Insurance Organizations' Savings Trust 401(k) Plan · $25M · 44 · 75th
- 5500 $25M
- 5500 44
- 5500 75th
- 5500 401(k)
- 5500 near Weinstein, Boldt, Halfhide & Camel Professional Corporation 401(k) Profit Sharing Plan
- 5500 ind #5209
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
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $26M |
|---|---|
| Net Assets (End of Year) | $25M |
| Net Income | -$932K |
| Employer EIN | 042572141 |
| Plan Effective Date | 1978-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Commonwealth Automobile Reinsurers)
Sponsor-wide plan assets over time
All Commonwealth Automobile Reinsurers plans reported in each filing year
- Latest sponsor-wide plan assets
- $25M 7.537709443814106% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 48 | $24M |
| 2023 | 1 | 46 | $26M |
| 2024 | 1 | 44 | $25M |
Nearby 401(k) Plans in Massachusetts
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fidelity Retirement Savings Plan $34.2B · 66,907
- Liberty Mutual 401(k) Plan $11.4B · 34,618
- Massachusetts Institute of Technology Supplemental 401(k) Plan $7.7B · 14,762
- Boston Scientific Corporation 401(k) Retirement Savings Plan $6.8B · 20,639
- State Street Salary Savings Program $6.5B · 12,777
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 Weinstein, Boldt, Halfhide & Camel Professional Corporation 401(k) Profit Sharing Plan in CA ($25M); by covered participants it is Hamilton-Ryker It Solutions, LLC 401(k) Plan in TN (44 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($25M here).
Similar participant headcount
Nearest other-state filings by covered participants (44 participants); asset peers above are excluded.
- Hamilton-Ryker It Solutions, LLC 401(k) Plan (TN) 44 · 0 off
- The Republic Mortgage Insurance Company and Affiliated Companies Profit Sharing Plan (IL) 44 · 0 off
- Vanguard Properties Inc 401(k) Profit Sharing Plan & Trust (GA) 44 · 0 off
- B & B Medical Services Inc 401(k) Profit Sharing Plan & Trust (OK) 44 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.