Defined Benefit (Pension) · DOL Form 5500 · 2024

Trustees of the Insurance Organizations' Pension Trust Pension Plan

Data updated 2026-08-25

$221M
Total assets Near avg plan size
611
Participants Below avg headcount
95th
Percentile by assets National rank
$361,216
Avg per participant High balance/head
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Official DOL plan name: Insurance Organizations Employees' Retirement Plan · Sponsored by Trustees of the Insurance Organizations' Pension Trust · Michigan · Finance & Insurance

$221M in assets, 611 participants

Trustees of the Insurance Organizations' Pension Trust's Insurance Organizations Employees' Retirement Plan reported $221M in total assets and 611 participants in its 2024 DOL Form 5500 filing, ranking in the 95th 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.

  • #7,810 in Finance & Insurance (8,549 peers)

Where Insurance Organizations Employees' Retirement Plan sits by assets

Insurance Organizations Employees' Retirement Plan sits in the top 5% of all filed plans by assets, $221M for 611 participants (~$361,216/participant), up 3.5% in 2024.

#7,810
in Finance & Insurance (8,549 peers)
+3.5%
assets growth YoY
2.2×
vs typical plan assets (national mean)

Insurance Organizations Employees' Retirement Plan's outsized position by total assets

Insurance Organizations Employees' Retirement Plan vs every filed plan by assets

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

$220,702,978 Top 5% higher than 95% 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 Employees' Retirement Plan 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 Organizations Employees' Retirement Plan sits mid-pack in the medium band (611 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Insurance Organizations Employees' Retirement Plan reported net income fell from $24M in the plan year 2023 filing to $8M in the plan year 2024 filing.
  • Insurance Organizations Employees' Retirement Plan reported participants rose from 586 in the plan year 2023 filing to 611 in the plan year 2024 filing.
  • Insurance Organizations Employees' Retirement Plan end-of-year assets rose from $213M in the plan year 2023 filing to $221M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 136312183 · Trustees of the Insurance Organizations' Pension Trust PY 2024 · Defined Benefit (Pension)

Insurance Organizations Employees' Retirement Plan · $221M · 611 · 95th

  • NET $221M
  • BOOK 611
  • VS-ST 95th
  • BOY Defined Benefit (Pension)
  • SCH near Cleveland-Cliffs Hibbing Management Pension Plan
  • EBSA ind #7810

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 Employees' Retirement Plan in the asset neighbourhood

IBEW Local 716 Pension Plan$221MO'melveny & Myers LLP Cash Balance PlanO'melveny & Myers LLP Cash B…$221MContributory Defined Benefit Retirement Plan at Rensselaer Polytechnic InstituteContributory Defined Benefit…$221MInsurance Organizations Employees' Retirement PlanInsurance Organizations Empl…$221MCleveland-Cliffs Hibbing Management Pension PlanCleveland-Cliffs Hibbing Man…$221M
End-of-year total assets ($M) among Insurance Organizations Employees' Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$213M
Net Assets (End of Year)$220M
Net Income$8M
Employer EIN136312183
Plan Effective Date1969-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Trustees of the Insurance Organizations' Pension Trust)

Sponsor-wide plan assets over time

All Trustees of the Insurance Organizations' Pension Trust plans reported in each filing year

Latest sponsor-wide plan assets
$221M 16.924869532254704% vs 2022
2024 filing year
$180M$190M$200M$210M$220M$230M 202220232024 $189M $221M ▲ +16.9%
Year Plans Participants Total Assets
2022 1 616 $189M
2023 1 586 $213M
2024 1 611 $221M

Nearby Defined Benefit (Pension) Plans in Michigan

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Insurance Organizations Employees' Retirement Plan vs. nearby Defined Benefit (Pension) plans in Michigan, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -1001020304050 Total assets ($B) Participants Insurance Organizations Employees' Retirement Plan, Total assets ($B): 0.220702978 · Participants: 611Insurance Organizations Employees' Retirement PlanGeneral Motors Hourly-Rate Employees Pension Plan, Total assets ($B): 42.453822995 · Participants: 15648General Motors Hourly-Rate Employees Pension PlanFord Motor Company UAW Retirement Plan, Total assets ($B): 17.842898898 · Participants: 25742Ford Motor Company UAW Retirement PlanFord Motor Company General Retirement Plan, Total assets ($B): 12.116125366 · Participants: 8585Ford Motor Company General Retirement PlanDow Employees' Pension Plan, Total assets ($B): 10.930410978 · Participants: 6888Dow Employees' Pension PlanFca US LLC UAW Pension Agreement, Total assets ($B): 10.255300049 · Participants: 12752Fca US LLC UAW Pension Agreement
Insurance Organizations Employees' Retirement Plan vs. nearby Defined Benefit (Pension) plans in Michigan, assets vs. participants
Compare Insurance Organizations Employees' Retirement Plan side-by-side with 3 peers →

Insurance Organizations Employees' Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Michigan, the nearest Defined Benefit (Pension) by assets is Cleveland-Cliffs Hibbing Management Pension Plan in IL ($221M); by covered participants it is Bdo USA, LLP Cash Balance Plan in IL (611 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (611 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 Employees' Retirement Plan assets move in 2024? ▼
Insurance Organizations Employees' Retirement Plan edged up modestly - up 3.5% during 2024, from $213M to $221M. Reported net income was $8M.
How have Trustees of the Insurance Organizations' Pension Trust plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Trustees of the Insurance Organizations' Pension Trust's sponsor-wide assets grew 16.9%, from $189M to $221M.
Where does Insurance Organizations Employees' Retirement Plan rank by assets among Form 5500 filers? ▼
Insurance Organizations Employees' Retirement Plan ranks in the 95th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Insurance Organizations Employees' Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Cleveland-Cliffs Hibbing Management Pension Plan in IL ($221M, 638 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Insurance Organizations Employees' Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Bdo USA, LLP Cash Balance Plan in IL (611 participants, N/A 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 136312183.

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.