401(k) · DOL Form 5500 · 2024

Wisconsin Compensation Rating Bureau 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
41
Participants Small participant base
61st
Percentile by assets National rank
$306,269
Avg per participant High balance/head
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Official DOL plan name: Insurance Organizations' Savings Trust 401(k) Plan · Sponsored by Wisconsin Compensation Rating Bureau · Wisconsin · Finance & Insurance

$13M in assets, 41 participants

Wisconsin Compensation Rating Bureau's Insurance Organizations' Savings Trust 401(k) Plan reported $13M in total assets and 41 participants in its 2024 DOL Form 5500 filing, ranking in the 61st 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.

  • #3,811 in Finance & Insurance (8,549 peers)

Wisconsin Compensation Rating Bureau multi-year trail

Wisconsin Compensation Rating Bureau's plans moved +16.6% in assets from 2022 to 2024; this filing shows Insurance Organizations' Savings Trust 401(k) Plan at $13M / 41 participants.

#3,811
in Finance & Insurance (8,549 peers)
+12.9%
assets growth YoY

Insurance Organizations' Savings Trust 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Insurance Organizations' Savings Trust 401(k) Plan vs every filed plan by assets

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

$12,557,031 Top 39% higher than 61% 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 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 (41 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 rose from $344K in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Insurance Organizations' Savings Trust 401(k) Plan end-of-year assets rose from $11M in the plan year 2023 filing to $13M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 390712330 · Wisconsin Compensation Rating Bureau PY 2024 · 401(k)

Insurance Organizations' Savings Trust 401(k) Plan · $13M · 41 · 61st

  • PART $13M
  • TYPE 41
  • NET 61st
  • BOOK 401(k)
  • VS-ST near Kings Oil Tools, Inc. 401(k) Profit Sharing Plan
  • BOY ind #3811

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 Wisconsin →

Insurance Organizations' Savings Trust 401(k) Plan in the asset neighbourhood

Insurance Organizations' Savings Trust 401(k) PlanInsurance Organizations' Sav…$13MKings Oil Tools, Inc. 401(k) Profit Sharing PlanKings Oil Tools, Inc. 401(k)…$13MOrs Labs, Inc. Employee Savings PlanOrs Labs, Inc. Employee Savi…$13MGevurtz, Menashe, P.C. 401(k) Profit Sharing Plan and TrustGevurtz, Menashe, P.C. 401(k…$13MLk Metrology, Inc. 401(k) PlanLk Metrology, Inc. 401(k) Pl…$13M
End-of-year total assets ($M) among Insurance Organizations' Savings Trust 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Wisconsin Compensation Rating Bureau multi-year asset trail

Sponsor-wide plan assets over time

All Wisconsin Compensation Rating Bureau plans reported in each filing year

Latest sponsor-wide plan assets
$13M 16.551453622391115% vs 2022
2024 filing year
$10M$11M$12M$13M 202220232024 $10.8M $12.6M ▲ +16.6%
Year Plans Participants Total Assets
2022 1 38 $11M
2023 1 41 $11M
2024 1 41 $13M

Wisconsin Compensation Rating Bureau filing trail (2024)

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$13M
Net Income$1M
Employer EIN390712330
Plan Effective Date1978-05-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Wisconsin

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

Insurance Organizations' Savings Trust 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Insurance Organizations' Savings Trust 401(k) Plan, Total assets ($B): 0.012557031 · Participants: 41Insurance Organizations' Savings Trust 401(k) PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 10.487791739 · Participants: 80015Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 7.188548319 · Participants: 28489Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 5.136404794 · Participants: 26372Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.988151 · Participants: 11661Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.765132976 · Participants: 9217Rockwell Automation Retirement Savings Plan
Insurance Organizations' Savings Trust 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Insurance Organizations' Savings Trust 401(k) Plan side-by-side with 3 peers →

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

Outside Wisconsin, the nearest 401(k) by assets is Kings Oil Tools, Inc. 401(k) Profit Sharing Plan in CA ($13M); by covered participants it is Behavior Basics Inc 401(k) Profit Sharing Plan & Trust in FL (41 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (41 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 Organizations' Savings Trust 401(k) Plan assets move in 2024? ▼
Insurance Organizations' Savings Trust 401(k) Plan grew at a solid clip - up 12.9% during 2024, from $11M to $13M. Reported net income was $1M.
How have Wisconsin Compensation Rating Bureau plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wisconsin Compensation Rating Bureau's sponsor-wide assets grew 16.6%, from $11M to $13M.
Which 401(k) plans are similar in size to Insurance Organizations' Savings Trust 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Kings Oil Tools, Inc. 401(k) Profit Sharing Plan in CA ($13M, 221 participants).
Which 401(k) plans cover a similar participant headcount to Insurance Organizations' Savings Trust 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Behavior Basics Inc 401(k) Profit Sharing Plan & Trust in FL (41 participants, $599K 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 390712330.

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.