401(k) · DOL Form 5500 · 2024

North Carolina Reinsurance Facility 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
23
Participants Small participant base
36th
Percentile by assets National rank
$149,893
Avg per participant Above avg balance/head
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Official DOL plan name: Insurance Organizations' Savings Trust 401(k) Plan · Sponsored by North Carolina Reinsurance Facility · North Carolina · Finance & Insurance

$3M in assets, 23 participants

North Carolina Reinsurance Facility's Insurance Organizations' Savings Trust 401(k) Plan reported $3M in total assets and 23 participants in its 2024 DOL Form 5500 filing, ranking in the 36th 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.

  • #2,032 in Finance & Insurance (8,549 peers)

North Carolina Reinsurance Facility multi-year trail

North Carolina Reinsurance Facility's plans moved +30.0% in assets from 2022 to 2024; this filing shows Insurance Organizations' Savings Trust 401(k) Plan at $3M / 23 participants.

#2,032
in Finance & Insurance (8,549 peers)
+7.5%
assets growth YoY

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

$3,447,535 36th percentile higher than 36% 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 (23 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 $553K in the plan year 2023 filing to $242K in the plan year 2024 filing.
  • Insurance Organizations' Savings Trust 401(k) Plan reported participants rose from 20 in the plan year 2023 filing to 23 in the plan year 2024 filing.
  • Insurance Organizations' Savings Trust 401(k) Plan end-of-year assets rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 561051050 · North Carolina Reinsurance Facility PY 2024 · 401(k)

Insurance Organizations' Savings Trust 401(k) Plan · $3M · 23 · 36th

  • SCH $3M
  • EBSA 23
  • PART 36th
  • TYPE 401(k)
  • NET near Cbos Bankshares, Inc. Employee Stock Ownership Plan with 401(k) Provision
  • BOOK ind #2032

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…$3MCbos Bankshares, Inc. Employee Stock Ownership Plan with 401(k) ProvisionCbos Bankshares, Inc. Employ…$3MPinnacle Fit Clubs, LLC Retirement PlanPinnacle Fit Clubs, LLC Reti…$3MUlab Systems 401(k) Plan$3MSpinal Diagnostics & Treatment Center, LLC 401(k) Ps PlanSpinal Diagnostics & Treatme…$3M
End-of-year total assets ($M) among Insurance Organizations' Savings Trust 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

North Carolina Reinsurance Facility multi-year asset trail

Sponsor-wide plan assets over time

All North Carolina Reinsurance Facility plans reported in each filing year

Latest sponsor-wide plan assets
$3M 29.956190413005817% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M 202220232024 $2.65M $3.45M ▲ +30.2%
Year Plans Participants Total Assets
2022 1 21 $3M
2023 1 20 $3M
2024 1 23 $3M

North Carolina Reinsurance Facility filing trail (2024)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$242K
Employer EIN561051050
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): 0.003447535 · Participants: 23Insurance 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 Cbos Bankshares, Inc. Employee Stock Ownership Plan with 401(k) Provision in FL ($3M); by covered participants it is Metroplex General Contractors, Inc. 401(k) Profit Sharing Plan in TX (23 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (23 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 7.5% during 2024, from $3M to $3M. Reported net income was $242K.
How have North Carolina Reinsurance Facility plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), North Carolina Reinsurance Facility's sponsor-wide assets grew 30.0%, from $3M to $3M.
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 Cbos Bankshares, Inc. Employee Stock Ownership Plan with 401(k) Provision in FL ($3M, 23 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 Metroplex General Contractors, Inc. 401(k) Profit Sharing Plan in TX (23 participants, $5M 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 561051050.

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.