Defined Benefit (Pension) · DOL Form 5500 · 2024
Zurich American Insurance Company Pension Plan
Data updated 2026-08-25
- $1.3B
- Total assets Very large vs avg
- 5,426
- Participants Above avg headcount
- 99th
- Percentile by assets National rank
- $237,284
- Avg per participant Above avg balance/head
Official DOL plan name: Zurich American Insurance Company Retirement Account Plan · Sponsored by Zurich American Insurance Company · Illinois · Finance & Insurance
$1.3B in assets, 5,426 participants
Zurich American Insurance Company's Zurich American Insurance Company Retirement Account Plan reported $1.3B in total assets and 5,426 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.
- #8,351 in Finance & Insurance (8,549 peers)
Coverage in Illinois
Zurich American Insurance Company Retirement Account Plan covers 5,426 participants in Illinois, 7.0x the typical Illinois plan (state average ~779 per filing). Assets: $1.3B.
- #8,351
- in Finance & Insurance (8,549 peers)
- +0.1%
- assets growth YoY
- 13×
- vs typical plan assets (national mean)
The plan reported a net loss of $68M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Zurich American Insurance Company Retirement Account Plan's outsized position by total assets
Zurich American Insurance Company Retirement Account Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$1,287,502,447 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
Zurich American Insurance Company Retirement Account Plan'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. Zurich American Insurance Company Retirement Account Plan lands in the large band (5,426 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Zurich American Insurance Company Retirement Account Plan reported net income fell from -$22M in the plan year 2023 filing to -$68M in the plan year 2024 filing.
- Zurich American Insurance Company Retirement Account Plan reported participants fell from 5,913 in the plan year 2023 filing to 5,426 in the plan year 2024 filing.
- Zurich American Insurance Company Retirement Account Plan end-of-year assets rose from $1.3B in the plan year 2023 filing to $1.3B in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 364233459 · Zurich American Insurance Company PY 2024 · Defined Benefit (Pension)
Zurich American Insurance Company Retirement Account Plan · $1.3B · 5,426 · 99th
- PCT $1.3B
- EIN 5,426
- RANK 99th
- PHOTO Defined Benefit (Pension)
- IND near Rocky Mountain Ufcw Unions and Employers Retail and Meat Pension Plan
- EOY ind #8351
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 Illinois →
Zurich American Insurance Company Retirement Account Plan in the asset neighbourhood
Illinois filing particulars
| Total Assets (Beginning of Year) | $1.3B |
|---|---|
| Net Assets (End of Year) | $1.2B |
| Net Income | -$68M |
| Employer EIN | 364233459 |
| Plan Effective Date | 1950-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Zurich American Insurance Company)
Sponsor-wide plan assets over time
All Zurich American Insurance Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $5.0B 16.374901896813356% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 15,149 | $4.3B |
| 2023 | 2 | 15,265 | $4.7B |
| 2024 | 2 | 14,727 | $5.0B |
Nearby Defined Benefit (Pension) Plans in Illinois
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Central States, Southeast & Southwest Areas Pension Plan $48.2B · 36,799
- State Farm Insurance Companies Retirement Plan for United States Employees $37.7B · 41,619
- GE Healthcare Pension Plan $13.7B · 5,554
- Abbott Laboratories Annuity Retirement Plan $8.6B · 17,875
- United Food & Commercial Workers Intl Union - Industry Pension Fund $8.2B · 20,984
Scale composition for Zurich American Insurance Company Retirement Account Plan
Zurich American Insurance Company Retirement Account Plan reports $1.3B in end-of-year assets across 5,426 participants (0.010% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.006% of 93,925,755 covered participants) - about $237,284 per participant (1.7x the national average assets-per-participant) . Net income for plan year 2024 was -$68M.
This plan identity (EIN 364233459, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $1.4B to $1.3B (-6.5%) while covered participants moved from 6,468 to 5,426 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 6,468 | $1.4B | Open filing |
| 2023 | 5,913 | $1.3B | Open filing |
| 2024 · index core | 5,426 | $1.3B | This page |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Zurich Savings Plan (401(k), $3.7B, 9,301 participants)
Zurich American Insurance Company Retirement Account Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Illinois, the nearest Defined Benefit (Pension) by assets is Rocky Mountain Ufcw Unions and Employers Retail and Meat Pension Plan in CO ($1.3B); by covered participants it is 32bj School Workers Pension Fund in NY (5,425 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1.3B here).
- Rocky Mountain Ufcw Unions and Employers Retail and Meat Pension Plan (CO) $1.3B · 38,340
- Umass Memorial Health Care Pension Plan (MA) $1.3B · 9,506
- Eighth District Electrical Pension Fund (NV) $1.3B · 10,468
- Colgate-Palmolive Company Employees' Retirement Income Plan (NY) $1.3B · 1,330
Similar participant headcount
Nearest other-state filings by covered participants (5,426 participants); asset peers above are excluded.
- 32bj School Workers Pension Fund (NY) 5,425 · 1 off
- Central Pennsylvania Teamsters Defined Benefit Plan (PA) 5,424 · 2 off
- Operating Engineers Local No. 825 Pension Fund (NJ) 5,422 · 4 off
- Beth Israel Lahey Health Defined Benefit Plan I (MA) 5,443 · 17 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.