ESOP · DOL Form 5500 · 2024

Insurance Resources International, Inc. ESOP

Data updated 2026-07-24

$155M
Total assets: 184
Participants: 93rd
Percentile by assets: $843,067
Avg per participant

Official DOL plan name: Insurance Resources International, Inc. Employee Stock Ownership Plan and Trust · Sponsored by Insurance Resources International, Inc. · Minnesota · Finance & Insurance

$155M in assets, 184 participants

Insurance Resources International, Inc.'s Insurance Resources International, Inc. Employee Stock Ownership Plan and Trust reported $155M in total assets and 184 participants in its 2024 DOL Form 5500 filing, ranking in the 93rd 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.

93rd percentile by assets (of 116,472 plans)

Coverage in Minnesota

Insurance Resources International, Inc. Employee Stock Ownership Plan and Trust covers 184 participants in Minnesota, about 16% of the average Minnesota filer (state average ~1,161 per filing). Assets: $155M.

$155M
total plan assets (2024 EOY): 184
covered participants: 93rd
percentile by assets (of 116,472 plans): $843,067
avg assets per participant

Insurance Resources International, Inc. Employee Stock Ownership Plan and Trust reported net income rose from $20M in the plan year 2023 filing to $33M in the plan year 2024 filing.
Insurance Resources International, Inc. Employee Stock Ownership Plan and Trust end-of-year assets rose from $122M in the plan year 2023 filing to $155M in the plan year 2024 filing.
Insurance Resources International, Inc. Employee Stock Ownership Plan and Trust reported participants rose from 158 in the plan year 2023 filing to 184 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

Minnesota

Industry

Finance & Insurance

Participants vs Minnesota filers

In Minnesota, the average filing covers about 1,161 participants across 2,725 plans. Insurance Resources International, Inc. Employee Stock Ownership Plan and Trust reports 184 participants - about 16% of that state average ($155M EOY assets).

Minnesota filing particulars

Total Assets (Beginning of Year)	$122M
Net Assets (End of Year)	$150M
Net Income	$33M
Employer EIN	463509307
Plan Effective Date	2005-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Insurance Resources International, Inc.)

Total plan assets by year, all Insurance Resources International, Inc. plans on file

Year	Plans	Participants	Total Assets
2022	2	314	$141M
2023	2	364	$164M
2024	2	389	$200M

Nearby ESOP Plans in Minnesota

Peer ESOP plans, same state, same plan type, ranked by total assets.

Insurance Resources International, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Minnesota, assets vs. participants

Andersen Corporation Employee Stock Ownership Plan $963M · 12,104
Landscape Structures, Inc. Employee Stock Ownership Plan and Trust $594M · 490
Kingdom Enterprises, Inc. Employee Stock Ownership Plan $594M · 782
Ablenet, Inc. Employee Stock Ownership Plan $460M · 134
Hormel Foods Corporation Joint Earnings Profit Sharing Trust $424M · 4,375

Compare Insurance Resources International, Inc. … side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Insurance Resources International, Inc. Employee Stock Ownership Plan and Trust by total assets, not by location.

Bowers & Kubota Consulting, Inc. ESOP (HI) $154M · 280
Building Material Distributors, Inc. Employee Stock Ownership Plan and Trust (CA) $154M · 915
Brinkmann Constructors Employee Stock Ownership Plan (MO) $156M · 324
St. John Holdings Employee Stock Ownership Plan and Trust (PA) $157M · 279

Frequently Asked Questions

How did Insurance Resources International, Inc. Employee Stock Ownership Plan and Trust assets move in 2024? ▼

Insurance Resources International, Inc. Employee Stock Ownership Plan and Trust grew sharply - up 27.0% during 2024, from $122M to $155M. Reported net income was $33M.

How have Insurance Resources International, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Insurance Resources International, Inc.'s sponsor-wide assets grew 41.9%, from $141M to $200M.

Where does Insurance Resources International, Inc. Employee Stock Ownership Plan and Trust rank by assets among Form 5500 filers? ▼

Insurance Resources International, Inc. Employee Stock Ownership Plan and Trust ranks in the 93rd percentile by end-of-year assets among 116,472 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).

Which ESOP plans are similar in size to Insurance Resources International, Inc. Employee Stock Ownership Plan and Trust? ▼

Among ESOP plans in other states, the closest by assets is Bowers & Kubota Consulting, Inc. ESOP in HI ($154M, 280 participants).

Next read for Insurance Resources International, Inc. …

Filing takeaways

Ways to act on Insurance Resources International, Inc. Employee Stock Ownership Plan and Trust's numbers.

By total assets, Insurance Resources International, Inc. Employee Stock Ownership Plan and Trust ranks in the top 10% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar ESOP plans in Minnesota. Compare plans
Insurance Resources International, Inc.'s sponsor-wide assets have grown 41.9% since 2022 across 3 plan years on file. More Finance & Insurance plans

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 463509307.

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.