401(k) · DOL Form 5500 · 2024

Insurance Fraud Bureau of Massachusetts 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
43
Participants Small participant base
67th
Percentile by assets National rank
$390,927
Avg per participant High balance/head
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Official DOL plan name: Insurance Organizations' Savings Trust 401(k) Plan · Sponsored by Insurance Fraud Bureau of Massachusetts · Massachusetts · Finance & Insurance

$17M in assets, 43 participants

Insurance Fraud Bureau of Massachusetts's Insurance Organizations' Savings Trust 401(k) Plan reported $17M in total assets and 43 participants in its 2024 DOL Form 5500 filing, ranking in the 67th 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.

  • #4,383 in Finance & Insurance (8,549 peers)

Insurance Fraud Bureau of Massachusetts multi-year trail

Insurance Fraud Bureau of Massachusetts's plans moved +54.0% in assets from 2022 to 2024; this filing shows Insurance Organizations' Savings Trust 401(k) Plan at $17M / 43 participants.

#4,383
in Finance & Insurance (8,549 peers)
+31.4%
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

$16,809,848 Top 33% higher than 67% 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 (43 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 rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Insurance Organizations' Savings Trust 401(k) Plan end-of-year assets rose from $13M in the plan year 2023 filing to $17M in the plan year 2024 filing.
  • Insurance Organizations' Savings Trust 401(k) Plan reported participants fell from 45 in the plan year 2023 filing to 43 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 043107028 · Insurance Fraud Bureau of Massachusetts PY 2024 · 401(k)

Insurance Organizations' Savings Trust 401(k) Plan · $17M · 43 · 67th

  • EIN $17M
  • RANK 43
  • PHOTO 67th
  • IND 401(k)
  • EOY near Homemakers Plaza, Inc. 401(k) Plan
  • 5500 ind #4383

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

Insurance Organizations' Savings Trust 401(k) PlanInsurance Organizations' Sav…$17MHomemakers Plaza, Inc. 401(k) PlanHomemakers Plaza, Inc. 401(k…$17MVinton Steel, LLC 401(k) Profit Sharing PlanVinton Steel, LLC 401(k) Pro…$17MInsight Regroup Holdings, Inc. 401(k) PlanInsight Regroup Holdings, In…$17MMiller International, Inc. 401(k) Profit Sharing PlanMiller International, Inc. 4…$17M
End-of-year total assets ($M) among Insurance Organizations' Savings Trust 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Insurance Fraud Bureau of Massachusetts multi-year asset trail

Sponsor-wide plan assets over time

All Insurance Fraud Bureau of Massachusetts plans reported in each filing year

Latest sponsor-wide plan assets
$17M 53.99471960981545% vs 2022
2024 filing year
$10M$12M$14M$16M$18M 202220232024 $10.9M $16.8M ▲ +53.9%
Year Plans Participants Total Assets
2022 1 46 $11M
2023 1 45 $13M
2024 1 43 $17M

Insurance Fraud Bureau of Massachusetts filing trail (2024)

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$17M
Net Income$3M
Employer EIN043107028
Plan Effective Date2007-12-31
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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 Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Insurance Organizations' Savings Trust 401(k) Plan, Total assets ($B): 0.016809848 · Participants: 43Insurance Organizations' Savings Trust 401(k) PlanFidelity Retirement Savings Plan, Total assets ($B): 34.201609937 · Participants: 66907Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 11.352606499 · Participants: 34618Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 7.720373045 · Participants: 14762Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 6.775289067 · Participants: 20639Boston Scientific Corporation 401(k) Retirement Savings PlanState Street Salary Savings Program, Total assets ($B): 6.532301643 · Participants: 12777State Street Salary Savings Program
Insurance Organizations' Savings Trust 401(k) Plan vs. nearby 401(k) plans in Massachusetts, 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 Massachusetts, the nearest 401(k) by assets is Homemakers Plaza, Inc. 401(k) Plan in IA ($17M); by covered participants it is Shaker Lane Holding, Inc. 401(k) Profit Sharing Plan in FL (43 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (43 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 surged - up 31.4% during 2024, from $13M to $17M. Reported net income was $3M.
How have Insurance Fraud Bureau of Massachusetts plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Insurance Fraud Bureau of Massachusetts's sponsor-wide assets grew 54.0%, from $11M to $17M.
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 Homemakers Plaza, Inc. 401(k) Plan in IA ($17M, 344 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 Shaker Lane Holding, Inc. 401(k) Profit Sharing Plan in FL (43 participants, $3M 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 043107028.

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.