401(k) · DOL Form 5500 · 2024

North Carolina Rate Bureau 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
68
Participants Small participant base
69th
Percentile by assets National rank
$272,341
Avg per participant High balance/head
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Official DOL plan name: Insurance Organizations' Savings Trust 401(k) Plan · Sponsored by North Carolina Rate Bureau · North Carolina · Finance & Insurance

$19M in assets, 68 participants

North Carolina Rate Bureau's Insurance Organizations' Savings Trust 401(k) Plan reported $19M in total assets and 68 participants in its 2024 DOL Form 5500 filing, ranking in the 69th 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.

  • #4,544 in Finance & Insurance (8,549 peers)

North Carolina Rate Bureau multi-year trail

North Carolina Rate Bureau's plans moved +37.1% in assets from 2022 to 2024; this filing shows Insurance Organizations' Savings Trust 401(k) Plan at $19M / 68 participants.

#4,544
in Finance & Insurance (8,549 peers)
+14.9%
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

$18,519,182 Top 31% higher than 69% 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 smaller 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 is a small filing (68 participants) on this national headcount ladder.

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 $19M in the plan year 2024 filing.
  • Insurance Organizations' Savings Trust 401(k) Plan reported net income fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Insurance Organizations' Savings Trust 401(k) Plan reported participants rose from 66 in the plan year 2023 filing to 68 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 561179542 · North Carolina Rate Bureau PY 2024 · 401(k)

Insurance Organizations' Savings Trust 401(k) Plan · $19M · 68 · 69th

  • 5500 $19M
  • ASSETS 68
  • PCT 69th
  • EIN 401(k)
  • RANK near Outmatch, Inc. 401(k) Retirement Plan
  • PHOTO ind #4544

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…$19MOutmatch, Inc. 401(k) Retirement PlanOutmatch, Inc. 401(k) Retire…$19MAtlanta Dental Supply Company Employees Retirement Plan and TrustAtlanta Dental Supply Compan…$19MZingermans Community of Businesses Employees 401(k) PlanZingermans Community of Busi…$19MValley Bakers Cooperative Association 401(k) PlanValley Bakers Cooperative As…$19M
End-of-year total assets ($M) among Insurance Organizations' Savings Trust 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

North Carolina Rate Bureau multi-year asset trail

Sponsor-wide plan assets over time

All North Carolina Rate Bureau plans reported in each filing year

Latest sponsor-wide plan assets
$19M 37.14643427959172% vs 2022
2024 filing year
$12M$14M$16M$18M$20M 202220232024 $13.5M $18.5M ▲ +37.2%
Year Plans Participants Total Assets
2022 1 66 $14M
2023 1 66 $16M
2024 1 68 $19M

North Carolina Rate Bureau filing trail (2024)

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$19M
Net Income$2M
Employer EIN561179542
Plan Effective Date1978-05-01
Filing StatusFILING RECEIVED

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): 0.018519182 · Participants: 68Insurance 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 Outmatch, Inc. 401(k) Retirement Plan in TX ($19M); by covered participants it is Cleverbridge, Inc. 401(k) Plan in IL (68 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (68 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 at a solid clip - up 14.9% during 2024, from $16M to $19M. Reported net income was $2M.
How have North Carolina Rate Bureau plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), North Carolina Rate Bureau's sponsor-wide assets grew 37.1%, from $14M to $19M.
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 Outmatch, Inc. 401(k) Retirement Plan in TX ($19M, 165 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 Cleverbridge, Inc. 401(k) Plan in IL (68 participants, $8M 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 561179542.

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.