ESOP · DOL Form 5500 · 2024

Insurance Resources International, Inc. ESOP

Data updated 2026-08-25

$155M
Total assets Near avg plan size
184
Participants Below avg headcount
93rd
Percentile by assets National rank
$843,067
Avg per participant High balance/head
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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.

  • #7,612 in Finance & Insurance (8,549 peers)

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 ~1,126 per filing). Assets: $155M.

#7,612
in Finance & Insurance (8,549 peers)
+27.0%
assets growth YoY
1.6×
vs typical plan assets (national mean)

Insurance Resources International, Inc. Employee Stock Ownership Plan and Trust's outsized position by total assets

Insurance Resources International, Inc. Employee Stock Ownership Plan and Trust vs every filed plan by assets

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

$155,124,282 Top 7% higher than 93% 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 Resources International, Inc. Employee Stock Ownership Plan and Trust 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 Resources International, Inc. Employee Stock Ownership Plan and Trust sits mid-pack in the medium band (184 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • 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 →

Plan-year Form 5500 strip

Filing strip 463509307 · Insurance Resources International, Inc. PY 2024 · ESOP

Insurance Resources International, Inc. Employee Stock Ownership Plan and Trust · $155M · 184 · 93rd

  • TYPE $155M
  • TYPE 184
  • TYPE 93rd
  • TYPE ESOP
  • TYPE near Bowers & Kubota Consulting, Inc. ESOP
  • TYPE ind #7612

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 What is an ESOP? → · Plans in Minnesota →

Insurance Resources International, Inc. Employee Stock Ownership Plan and Trust in the asset neighbourhood

St. John Holdings Employee Stock Ownership Plan and TrustSt. John Holdings Employee S…$157MBrinkmann Constructors Employee Stock Ownership PlanBrinkmann Constructors Emplo…$156MInsurance Resources International, Inc. Employee Stock Ownership Plan and TrustInsurance Resources Internat…$155MBowers & Kubota Consulting, Inc. ESOPBowers & Kubota Consulting, …$154MBuilding Material Distributors, Inc. Employee Stock Ownership Plan and TrustBuilding Material Distributo…$154M
End-of-year total assets ($M) among Insurance Resources International, Inc. Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Minnesota filing particulars

Total Assets (Beginning of Year)$122M
Net Assets (End of Year)$150M
Net Income$33M
Employer EIN463509307
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Insurance Resources International, Inc.)

Sponsor-wide plan assets over time

All Insurance Resources International, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$200M 41.86058364694894% vs 2022
2024 filing year
$120M$140M$160M$180M$200M$220M 202220232024 $141M $200M ▲ +41.9%
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 Scatter plot of 6 data points. -5000050001000015000 020040060080010001200 Total assets ($M) Participants Insurance Resources International, Inc. Employee Stock Ownership Plan and Trust, Total assets ($M): 155.124282 · Participants: 184Insurance Resources International, Inc. Employee Stock Ownership Plan and TrustAndersen Corporation Employee Stock Ownership Plan, Total assets ($M): 962.686911 · Participants: 12104Andersen Corporation Employee Stock Ownership PlanLandscape Structures, Inc. Employee Stock Ownership Plan and Trust, Total assets ($M): 593.784492 · Participants: 490Landscape Structures, Inc. Employee Stock Ownership Plan and TrustKingdom Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($M): 593.525018 · Participants: 782Kingdom Enterprises, Inc. Employee Stock Ownership PlanForce America Inc. Employee Stock Ownership Plan, Total assets ($M): 472.716981 · Participants: 615Force America Inc. Employee Stock Ownership PlanAblenet, Inc. Employee Stock Ownership Plan, Total assets ($M): 459.837439 · Participants: 134Ablenet, Inc. Employee Stock Ownership Plan
Insurance Resources International, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Minnesota, assets vs. participants
Compare Insurance Resources International, Inc. Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

Insurance Resources International, Inc. Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount

Outside Minnesota, the nearest ESOP by assets is Bowers & Kubota Consulting, Inc. ESOP in HI ($154M); by covered participants it is Owl's Head Alloys Employee Stock Ownership Plan in KY (184 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (184 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 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 123,622 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).
Which ESOP plans cover a similar participant headcount to Insurance Resources International, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Owl's Head Alloys Employee Stock Ownership Plan in KY (184 participants, $54M 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 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.