401(k) · DOL Form 5500 · 2024
Automobile Insurers Bureau of Massachusetts 401(k) Plan
Data updated 2026-08-25
- $14M
- Total assets Small plan by assets
- 22
- Participants Small participant base
- 63rd
- Percentile by assets National rank
- $625,498
- Avg per participant High balance/head
Official DOL plan name: Insurance Organizations' Savings Trust 401(k) Plan · Sponsored by Automobile Insurers Bureau of Massachusetts · Massachusetts · Finance & Insurance
$14M in assets, 22 participants
Automobile Insurers Bureau of Massachusetts's Insurance Organizations' Savings Trust 401(k) Plan reported $14M in total assets and 22 participants in its 2024 DOL Form 5500 filing, ranking in the 63rd 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.
- #3,978 in Finance & Insurance (8,549 peers)
2024 asset change
Insurance Organizations' Savings Trust 401(k) Plan pulled back noticeably 13.9% in 2024 ($16M → $14M) for 22 participants.
- #3,978
- in Finance & Insurance (8,549 peers)
- -13.9%
- assets change YoY
The plan reported a net loss of $894K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Insurance Organizations' Savings Trust 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers
Insurance Organizations' Savings Trust 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$13,760,948 Top 37% higher than 63% 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
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 (22 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 reported net income fell from $3M in the plan year 2023 filing to -$894K in the plan year 2024 filing.
- Insurance Organizations' Savings Trust 401(k) Plan end-of-year assets fell from $16M in the plan year 2023 filing to $14M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 041589700 · Automobile Insurers Bureau of Massachusetts PY 2024 · 401(k)
Insurance Organizations' Savings Trust 401(k) Plan · $14M · 22 · 63rd
- EIN $14M
- RANK 22
- PHOTO 63rd
- IND 401(k)
- EOY near Imperial Beverage Company 401(k) Salary Reduction
- 5500 ind #3978
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 Massachusetts →
Insurance Organizations' Savings Trust 401(k) Plan in the asset neighbourhood
Automobile Insurers Bureau of Massachusetts years around the 2024 move
Sponsor-wide plan assets over time
All Automobile Insurers Bureau of Massachusetts plans reported in each filing year
- Latest sponsor-wide plan assets
- $14M 4.724380386018219% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 21 | $13M |
| 2023 | 1 | 22 | $16M |
| 2024 | 1 | 22 | $14M |
2024 asset-move particulars
| Total Assets (Beginning of Year) | $16M |
|---|---|
| Net Assets (End of Year) | $14M |
| Net Income | -$894K |
| Employer EIN | 041589700 |
| Plan Effective Date | 1978-05-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Massachusetts
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fidelity Retirement Savings Plan $34.2B · 66,907
- Liberty Mutual 401(k) Plan $11.4B · 34,618
- Massachusetts Institute of Technology Supplemental 401(k) Plan $7.7B · 14,762
- Boston Scientific Corporation 401(k) Retirement Savings Plan $6.8B · 20,639
- State Street Salary Savings Program $6.5B · 12,777
Insurance Organizations' Savings Trust 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Massachusetts, the nearest 401(k) by assets is Imperial Beverage Company 401(k) Salary Reduction in MI ($14M); by covered participants it is Reed & Witting Company Profit Sharing Plan in PA (22 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($14M here).
Similar participant headcount
Nearest other-state filings by covered participants (22 participants); asset peers above are excluded.
- Reed & Witting Company Profit Sharing Plan (PA) 22 · 0 off
- Lycera Corp 401(k) Plan (PA) 22 · 0 off
- H3meier Corporation 401(k) Plan (NE) 22 · 0 off
- Ben Rentals Inc. 401(k) Profit Sharing Plan and Trust (NY) 22 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.