Defined Benefit (Pension) · DOL Form 5500 · 2024
Named Fiduciaries of the Pension Plan for Insurance Organizations Pension Plan
Data updated 2026-08-25
- $1.1B
- Total assets Very large vs avg
- 1,804
- Participants Near avg headcount
- 99th
- Percentile by assets National rank
- $615,061
- Avg per participant High balance/head
Official DOL plan name: The Pension Plan for Insurance Organizations · Sponsored by Named Fiduciaries of the Pension Plan for Insurance Organizations · Pennsylvania · Finance & Insurance
$1.1B in assets, 1,804 participants
Named Fiduciaries of the Pension Plan for Insurance Organizations's The Pension Plan for Insurance Organizations reported $1.1B in total assets and 1,804 participants in its 2024 DOL Form 5500 filing, ranking in the 99th 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.
- #8,318 in Finance & Insurance (8,549 peers)
Coverage in Pennsylvania
The Pension Plan for Insurance Organizations covers 1,804 participants in Pennsylvania, 2.2x the typical Pennsylvania plan (state average ~822 per filing). Assets: $1.1B.
- #8,318
- in Finance & Insurance (8,549 peers)
- -1.3%
- assets change YoY
- 11×
- vs typical plan assets (national mean)
The plan reported a net loss of $15M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
The Pension Plan for Insurance Organizations's outsized position by total assets
The Pension Plan for Insurance Organizations vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$1,109,569,702 Top 1% higher than 99% 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
The Pension Plan for Insurance Organizations's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Pension Plan for Insurance Organizations lands in the large band (1,804 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The Pension Plan for Insurance Organizations reported net income fell from $86M in the plan year 2023 filing to -$15M in the plan year 2024 filing.
- The Pension Plan for Insurance Organizations reported participants rose from 1,652 in the plan year 2023 filing to 1,804 in the plan year 2024 filing.
- The Pension Plan for Insurance Organizations end-of-year assets fell from $1.1B in the plan year 2023 filing to $1.1B in the plan year 2024 filing.
DOL schedule card
Filing strip 270131295 · Named Fiduciaries of the Pension Plan for Insurance Organizations PY 2024 · Defined Benefit (Pension)
The Pension Plan for Insurance Organizations · $1.1B · 1,804 · 99th
- IND $1.1B
- IND 1,804
- IND 99th
- IND Defined Benefit (Pension)
- IND near Paul Hastings LLP Defined Benefit Retirement Plan for Partners
- IND ind #8318
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 Pennsylvania →
The Pension Plan for Insurance Organizations in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $1.1B |
|---|---|
| Net Assets (End of Year) | $1.1B |
| Net Income | -$15M |
| Employer EIN | 270131295 |
| Plan Effective Date | 1968-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Named Fiduciaries of the Pension Plan for Insurance Organizations)
Sponsor-wide plan assets over time
All Named Fiduciaries of the Pension Plan for Insurance Organizations plans reported in each filing year
- Latest sponsor-wide plan assets
- $1.1B 6.818357767058483% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,602 | $1.0B |
| 2023 | 1 | 1,652 | $1.1B |
| 2024 | 1 | 1,804 | $1.1B |
Nearby Defined Benefit (Pension) Plans in Pennsylvania
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- National Elevator Industry Pension Plan $12.2B · 28,308
- Steelworkers Pension Trust $7.2B · 46,110
- The PNC Financial Services Group, Inc. Pension Plan $5.5B · 58,779
- The Bank of New York Mellon Corporation Pension Plan $5.2B · 6,387
- Constellation Retirement Program $5.0B · 4,809
The Pension Plan for Insurance Organizations's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Pennsylvania, the nearest Defined Benefit (Pension) by assets is Paul Hastings LLP Defined Benefit Retirement Plan for Partners in CA ($1.1B); by covered participants it is Contract Cleaners Service Employees' Pension Plan in MO (1,803 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1.1B here).
- Paul Hastings LLP Defined Benefit Retirement Plan for Partners (CA) $1.1B · 258
- Enbridge Employee Services, Inc. Employees' Pension Plan (TX) $1.1B · 3,603
- Deutsche Bank Cash Account Pension Plan (NY) $1.1B · 727
- Local No. 731, I.B. of T., Pension Fund (IL) $1.1B · 3,248
Similar participant headcount
Nearest other-state filings by covered participants (1,804 participants); asset peers above are excluded.
- Contract Cleaners Service Employees' Pension Plan (MO) 1,803 · 1 off
- Group Retirement Income Plan No. 8 (IL) 1,802 · 2 off
- Seneca Foods Corporation Employees' Pension Benefit Plan (NY) 1,808 · 4 off
- Employees' Retirement Plan of Consolidated Electrical Distributors, Inc. (TX) 1,798 · 6 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.