Defined Benefit (Pension) · DOL Form 5500 · 2024

Trustees of the Insurance Organizations' Pension Trust Pension Plan

Data updated 2026-08-11

$221M
Total assets: 611
Participants: 95th
Percentile by assets: $361,216
Avg per participant

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.

95th percentile by assets (of 123,622 plans)
#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.

$221M
total plan assets (2024 EOY): 611
covered participants: 95th
percentile by assets (of 123,622 plans): $361,216
avg assets per participant

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 →

State

Michigan

Industry

Finance & Insurance

Insurance Organizations Employees' Retirement Plan vs the 2024 asset distribution

By assets, Insurance Organizations Employees' Retirement Plan outranks 95% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 2.2x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)	$213M
Net Assets (End of Year)	$220M
Net Income	$8M
Employer EIN	136312183
Plan Effective Date	1969-01-01
Filing Status	FILING RECEIVED

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

Total plan assets by year, all Trustees of the Insurance Organizations' Pension Trust plans on file

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

General Motors Hourly-Rate Employees Pension Plan $42.5B · 15,648
Ford Motor Company UAW Retirement Plan $17.8B · 25,742
Ford Motor Company General Retirement Plan $12.1B · 8,585
Dow Employees' Pension Plan $10.9B · 6,888
Fca US LLC UAW Pension Agreement $10.3B · 12,752

Compare Insurance Organizations Employees' Retir… side-by-side with 3 peers →

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Insurance Organizations Employees' Retirement Plan by total assets, not by location.

Cleveland-Cliffs Hibbing Management Pension Plan (IL) $221M · 638
Contributory Defined Benefit Retirement Plan at Rensselaer Polytechnic Institute (NY) $221M · 57
O'melveny & Myers LLP Cash Balance Plan (CA) $221M · 243
IBEW Local 716 Pension Plan (TX) $221M · 2,138

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).

Next read for Insurance Organizations Employees' Retir…

Scale reading

Ways to act on Insurance Organizations Employees' Retirement Plan's numbers.

By total assets, Insurance Organizations Employees' Retirement Plan ranks in the top 5% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Michigan. Compare plans
Trustees of the Insurance Organizations' Pension Trust's sponsor-wide assets have grown 16.9% since 2022 across 3 plan years on file. More Finance & Insurance plans

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.