401(k) · DOL Form 5500 · 2023
Compensation Advisory Organization of Michigan 401(k) Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 28
- Participants Small participant base
- 44th
- Percentile by assets National rank
- $179,477
- Avg per participant Above avg balance/head
Official DOL plan name: Insurance Organizations' Savings Trust 401(k) Plan · Sponsored by Compensation Advisory Organization of Michigan · Michigan · Finance & Insurance
$5M in assets, 28 participants
Compensation Advisory Organization of Michigan's Insurance Organizations' Savings Trust 401(k) Plan reported $5M in total assets and 28 participants in its 2023 DOL Form 5500 filing, ranking in the 44th 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.
- #2,799 in Finance & Insurance (8,869 peers)
Compensation Advisory Organization of Michigan multi-year trail
Compensation Advisory Organization of Michigan's plans moved +27.7% in assets from 2022 to 2024; this filing shows Insurance Organizations' Savings Trust 401(k) Plan at $5M / 28 participants.
- #2,799
- in Finance & Insurance (8,869 peers)
- +17.5%
- 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 2023 · DOL Form 5500
$5,025,362 44th percentile higher than 44% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Insurance Organizations' Savings Trust 401(k) Plan among smaller filed plans by headcount
Plan-year 2023 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 (28 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Insurance Organizations' Savings Trust 401(k) Plan reported net income rose from -$4M in the plan year 2022 filing to $750K in the plan year 2023 filing.
- Insurance Organizations' Savings Trust 401(k) Plan end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
- Insurance Organizations' Savings Trust 401(k) Plan reported participants fell from 29 in the plan year 2022 filing to 28 in the plan year 2023 filing.
DOL schedule card
Filing strip 382435780 · Compensation Advisory Organization of Michigan PY 2023 · 401(k)
Insurance Organizations' Savings Trust 401(k) Plan · $5M · 28 · 44th
- NET $5M
- NET 28
- NET 44th
- NET 401(k)
- NET near Doc Maintenance, Inc. 401(k) Plan
- NET ind #2799
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 Michigan →
Insurance Organizations' Savings Trust 401(k) Plan in the asset neighbourhood
Compensation Advisory Organization of Michigan multi-year asset trail
Sponsor-wide plan assets over time
All Compensation Advisory Organization of Michigan plans reported in each filing year
- Latest sponsor-wide plan assets
- $5M 27.693215565538722% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 29 | $4M |
| 2023 | 1 | 28 | $5M |
| 2024 | 1 | 28 | $5M |
Compensation Advisory Organization of Michigan filing trail (2023)
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | $750K |
| Employer EIN | 382435780 |
| Plan Effective Date | 1978-05-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Michigan
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- General Motors Retirement Savings Plan for Salaried Employees in the United States $20.4B · 47,299
- Ford Motor Co. Savings and Stock Investment Plan for Salaried Employees $15.6B · 30,516
- The Dow Chemical Company Employees' Savings Plan $10.1B · 18,088
- The General Motors Personal Savings Plan for Hourly-Rate Employees in the United States $8.6B · 40,393
- Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees $7.6B · 59,195
Insurance Organizations' Savings Trust 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Michigan, the nearest 401(k) by assets is Doc Maintenance, Inc. 401(k) Plan in SC ($5M); by covered participants it is Direct Urgent Care, Inc. 401(k) Plan in CA (28 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
- Doc Maintenance, Inc. 401(k) Plan (SC) $5M · 298
- Bron Tapes 401(k) Plan (CO) $5M · 152
- Revision Military 401(k) Retirement Plan (VT) $5M · 132
- Cda Dba Maxsent 401(k) Plan (MD) $5M · 804
Similar participant headcount
Nearest other-state filings by covered participants (28 participants); asset peers above are excluded.
- Direct Urgent Care, Inc. 401(k) Plan (CA) 28 · 0 off
- Applied Video Technology, Inc. Profit Sharing Plan (PA) 28 · 0 off
- Title Houston Holdings, Ltd 401(k) Plan (TX) 28 · 0 off
- Horizon Food Equipment 401(k) Plan (NY) 28 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.