401(k) · DOL Form 5500 · 2024

North Carolina Joint Underwriting Association 401(k) Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
183
Participants Below avg headcount
70th
Percentile by assets National rank
$107,431
Avg per participant Below avg balance/head
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Official DOL plan name: Insurance Organizations' Savings Trust 401(k) Plan · Sponsored by North Carolina Joint Underwriting Association · North Carolina · Finance & Insurance

$20M in assets, 183 participants

North Carolina Joint Underwriting Association's Insurance Organizations' Savings Trust 401(k) Plan reported $20M in total assets and 183 participants in its 2024 DOL Form 5500 filing, ranking in the 70th 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.

  • #4,681 in Finance & Insurance (8,549 peers)

Coverage in North Carolina

Insurance Organizations' Savings Trust 401(k) Plan covers 183 participants in North Carolina, about 22% of the average North Carolina filer (state average ~819 per filing). Assets: $20M.

#4,681
in Finance & Insurance (8,549 peers)
+25.5%
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

$19,659,809 Top 30% higher than 70% 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 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' Savings Trust 401(k) Plan sits mid-pack in the medium band (183 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Insurance Organizations' Savings Trust 401(k) Plan end-of-year assets rose from $16M in the plan year 2023 filing to $20M in the plan year 2024 filing.
  • Insurance Organizations' Savings Trust 401(k) Plan reported participants rose from 149 in the plan year 2023 filing to 183 in the plan year 2024 filing.
  • Insurance Organizations' Savings Trust 401(k) Plan reported net income rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 561222676 · North Carolina Joint Underwriting Association PY 2024 · 401(k)

Insurance Organizations' Savings Trust 401(k) Plan · $20M · 183 · 70th

  • RANK $20M
  • PHOTO 183
  • IND 70th
  • EOY 401(k)
  • 5500 near Ecological Fibers, Inc. 401(k) Profit Sharing Plan
  • ASSETS ind #4681

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 North Carolina →

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

Insurance Organizations' Savings Trust 401(k) PlanInsurance Organizations' Sav…$20MEcological Fibers, Inc. 401(k) Profit Sharing PlanEcological Fibers, Inc. 401(…$20MCal-Tex Lumber Co., Inc. 401(k) PlanCal-Tex Lumber Co., Inc. 401…$20MMichigan Turkey Producers 401(k) Savings PlanMichigan Turkey Producers 40…$20MWri Employees 401(k) Plan$20M
End-of-year total assets ($M) among Insurance Organizations' Savings Trust 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

North Carolina filing particulars

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$20M
Net Income$4M
Employer EIN561222676
Plan Effective Date1978-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (North Carolina Joint Underwriting Association)

Sponsor-wide plan assets over time

All North Carolina Joint Underwriting Association plans reported in each filing year

Latest sponsor-wide plan assets
$20M 61.46404634638054% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $12.2M $19.7M ▲ +61.4%
Year Plans Participants Total Assets
2022 1 144 $12M
2023 1 149 $16M
2024 1 183 $20M

Nearby 401(k) Plans in North Carolina

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 North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -20020406080 Total assets ($B) Participants Insurance Organizations' Savings Trust 401(k) Plan, Total assets ($B): 0.019659809 · Participants: 183Insurance Organizations' Savings Trust 401(k) PlanThe Bank of America 401(k) Plan, Total assets ($B): 62.902405616 · Participants: 168963The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 16.316486587 · Participants: 39468Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 11.269744 · Participants: 27341Duke Energy Retirement Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 9.349291649 · Participants: 27070Nucor Corporation Profit Sharing and Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 9.231001739 · Participants: 52699Truist Financial Corporation 401(k) Savings Plan
Insurance Organizations' Savings Trust 401(k) Plan vs. nearby 401(k) plans in North Carolina, 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 North Carolina, the nearest 401(k) by assets is Ecological Fibers, Inc. 401(k) Profit Sharing Plan in MA ($20M); by covered participants it is Cgt U.S. Limited/Textileather Corporation 401(k) Profit Sharing Plan in TX (183 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($20M here).

Similar participant headcount

Nearest other-state filings by covered participants (183 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 sharply - up 25.5% during 2024, from $16M to $20M. Reported net income was $4M.
How have North Carolina Joint Underwriting Association plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), North Carolina Joint Underwriting Association's sponsor-wide assets grew 61.5%, from $12M to $20M.
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 Ecological Fibers, Inc. 401(k) Profit Sharing Plan in MA ($20M, 75 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 Cgt U.S. Limited/Textileather Corporation 401(k) Profit Sharing Plan in TX (183 participants, $2M 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 561222676.

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.