401(k) · DOL Form 5500 · 2023

North Carolina Rate Bureau 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
66
Participants Small participant base
69th
Percentile by assets National rank
$244,119
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 Rate Bureau · North Carolina · Finance & Insurance

$16M in assets, 66 participants

North Carolina Rate Bureau's Insurance Organizations' Savings Trust 401(k) Plan reported $16M in total assets and 66 participants in its 2023 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.

  • #4,799 in Finance & Insurance (8,869 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 $16M / 66 participants.

#4,799
in Finance & Insurance (8,869 peers)
+19.3%
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 2023 · DOL Form 5500

$16,111,821 Top 31% higher than 69% of 127,068 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 2023

Insurance Organizations' Savings Trust 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 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 (66 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Insurance Organizations' Savings Trust 401(k) Plan reported net income rose from -$4M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Insurance Organizations' Savings Trust 401(k) Plan end-of-year assets rose from $14M in the plan year 2022 filing to $16M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 561179542 · North Carolina Rate Bureau PY 2023 · 401(k)

Insurance Organizations' Savings Trust 401(k) Plan · $16M · 66 · 69th

  • EBSA $16M
  • EBSA 66
  • EBSA 69th
  • EBSA 401(k)
  • EBSA near J.V. Manufacturing, Inc. 401(k) Profit Sharing Plan
  • EBSA ind #4799

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…$16MJ.V. Manufacturing, Inc. 401(k) Profit Sharing PlanJ.V. Manufacturing, Inc. 401…$16MPotesta & Associates, Inc. 401(k) PlanPotesta & Associates, Inc. 4…$16MThe Allen Company, Inc. 401(k) Profit Sharing Retirement PlanThe Allen Company, Inc. 401(…$16MJackson Academy, Inc. 401(k) PlanJackson Academy, Inc. 401(k)…$16M
End-of-year total assets ($M) among Insurance Organizations' Savings Trust 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

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 (2023)

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$16M
Net Income$3M
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 -200204060 Total assets ($B) Participants Insurance Organizations' Savings Trust 401(k) Plan, Total assets ($B): 0.016111821 · Participants: 66Insurance Organizations' Savings Trust 401(k) PlanThe Bank of America 401(k) Plan, Total assets ($B): 54.848846192 · Participants: 173899The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 15.388124058 · Participants: 40004Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 10.354065 · Participants: 28121Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 10.120701726 · Participants: 55480Truist Financial Corporation 401(k) Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 8.510660989 · Participants: 24174Nucor Corporation Profit Sharing and Retirement 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 J.V. Manufacturing, Inc. 401(k) Profit Sharing Plan in AR ($16M); by covered participants it is Cooperativa De Ahorro Y Credito De Camuy Salary Deferral Retirement Plan 1081. 01(D) in PR (66 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (66 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. 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 2023? ▼
Insurance Organizations' Savings Trust 401(k) Plan grew sharply - up 19.3% during 2023, from $14M to $16M. Reported net income was $3M.
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 J.V. Manufacturing, Inc. 401(k) Profit Sharing Plan in AR ($16M, 214 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 Cooperativa De Ahorro Y Credito De Camuy Salary Deferral Retirement Plan 1081. 01(D) in PR (66 participants, $3M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

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.