401(k) · DOL Form 5500 · 2024

New York Compensation Insurance Rating Board 401(k) Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
89
Participants Small participant base
72nd
Percentile by assets National rank
$240,386
Avg per participant Above avg balance/head
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Official DOL plan name: Insurance Organizations' Savings Trust 401(k) Plan · Sponsored by New York Compensation Insurance Rating Board · New York · Finance & Insurance

$21M in assets, 89 participants

New York Compensation Insurance Rating Board's Insurance Organizations' Savings Trust 401(k) Plan reported $21M in total assets and 89 participants in its 2024 DOL Form 5500 filing, ranking in the 72nd 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.

  • #4,866 in Finance & Insurance (8,549 peers)

New York Compensation Insurance Rating Board multi-year trail

New York Compensation Insurance Rating Board's plans moved +32.9% in assets from 2022 to 2024; this filing shows Insurance Organizations' Savings Trust 401(k) Plan at $21M / 89 participants.

#4,866
in Finance & Insurance (8,549 peers)
+12.9%
assets growth YoY

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

$21,394,365 Top 28% higher than 72% 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 (89 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 $2M in the plan year 2024 filing.
  • Insurance Organizations' Savings Trust 401(k) Plan end-of-year assets rose from $19M in the plan year 2023 filing to $21M in the plan year 2024 filing.
  • Insurance Organizations' Savings Trust 401(k) Plan reported participants fell from 93 in the plan year 2023 filing to 89 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 130594020 · New York Compensation Insurance Rating Board PY 2024 · 401(k)

Insurance Organizations' Savings Trust 401(k) Plan · $21M · 89 · 72nd

  • IND $21M
  • IND 89
  • IND 72nd
  • IND 401(k)
  • IND near Grace Schools 401(k) Retirement Plan and Trust
  • IND ind #4866

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 New York →

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

Lucidworks, Inc. 401(k) Plan$21MClever Inc. 401(k) Plan$21MInsurance Organizations' Savings Trust 401(k) PlanInsurance Organizations' Sav…$21MGrace Schools 401(k) Retirement Plan and TrustGrace Schools 401(k) Retirem…$21MCountryside Rentals, Inc. 401(k) PlanCountryside Rentals, Inc. 40…$21M
End-of-year total assets ($M) among Insurance Organizations' Savings Trust 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New York Compensation Insurance Rating Board multi-year asset trail

Sponsor-wide plan assets over time

All New York Compensation Insurance Rating Board plans reported in each filing year

Latest sponsor-wide plan assets
$21M 32.92542025747849% vs 2022
2024 filing year
$14M$16M$18M$20M$22M 202220232024 $16.1M $21.4M ▲ +32.9%
Year Plans Participants Total Assets
2022 1 95 $16M
2023 1 93 $19M
2024 1 89 $21M

New York Compensation Insurance Rating Board filing trail (2024)

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$21M
Net Income$2M
Employer EIN130594020
Plan Effective Date1978-05-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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 New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Insurance Organizations' Savings Trust 401(k) Plan, Total assets ($B): 0.021394365 · Participants: 89Insurance Organizations' Savings Trust 401(k) PlanIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Insurance Organizations' Savings Trust 401(k) Plan vs. nearby 401(k) plans in New York, 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 New York, the nearest 401(k) by assets is Grace Schools 401(k) Retirement Plan and Trust in IN ($21M); by covered participants it is Hilscher-Clarke Electric Company 401(k) Profit Sharing Plan in OH (89 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($21M here).

Similar participant headcount

Nearest other-state filings by covered participants (89 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 $19M to $21M. Reported net income was $2M.
How have New York Compensation Insurance Rating Board plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), New York Compensation Insurance Rating Board's sponsor-wide assets grew 32.9%, from $16M to $21M.
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 Grace Schools 401(k) Retirement Plan and Trust in IN ($21M, 526 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 Hilscher-Clarke Electric Company 401(k) Profit Sharing Plan in OH (89 participants, $20M 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 130594020.

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.