401(k) · DOL Form 5500 · 2023

Automobile Insurers Bureau of Massachusetts 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
22
Participants Small participant base
68th
Percentile by assets National rank
$726,156
Avg per participant High balance/head
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Official DOL plan name: Insurance Organizations' Savings Trust 401(k) Plan · Sponsored by Automobile Insurers Bureau of Massachusetts · Massachusetts · Finance & Insurance

$16M in assets, 22 participants

Automobile Insurers Bureau of Massachusetts's Insurance Organizations' Savings Trust 401(k) Plan reported $16M in total assets and 22 participants in its 2023 DOL Form 5500 filing, ranking in the 68th 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.

  • #4,785 in Finance & Insurance (8,869 peers)

2023 asset change

Insurance Organizations' Savings Trust 401(k) Plan grew sharply 21.6% in 2023 ($13M → $16M) for 22 participants.

#4,785
in Finance & Insurance (8,869 peers)
+21.6%
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

$15,975,427 Top 32% higher than 68% 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 (22 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 -$6M 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 $13M in the plan year 2022 filing to $16M in the plan year 2023 filing.
  • Insurance Organizations' Savings Trust 401(k) Plan reported participants rose from 21 in the plan year 2022 filing to 22 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 041589700 · Automobile Insurers Bureau of Massachusetts PY 2023 · 401(k)

Insurance Organizations' Savings Trust 401(k) Plan · $16M · 22 · 68th

  • TYPE $16M
  • TYPE 22
  • TYPE 68th
  • TYPE 401(k)
  • TYPE near Cshqa, Inc. 401(k) Profit Sharing Plan
  • TYPE ind #4785

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…$16MCshqa, Inc. 401(k) Profit Sharing PlanCshqa, Inc. 401(k) Profit Sh…$16MHelsinn Therapeutics (U.S.), Inc. 401(k) PlanHelsinn Therapeutics (U.S.),…$16MEmployers Resource 401(k) PlanEmployers Resource 401(k) Pl…$16MJames Craft & Son, Inc. 401(k) Retirement PlanJames Craft & Son, Inc. 401(…$16M
End-of-year total assets ($M) among Insurance Organizations' Savings Trust 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Automobile Insurers Bureau of Massachusetts years around the 2023 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
$12M$13M$14M$15M$16M$17M 202220232024 $13.1M $13.8M ▲ +4.7%
Year Plans Participants Total Assets
2022 1 21 $13M
2023 1 22 $16M
2024 1 22 $14M

2023 asset-move particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$16M
Net Income$3M
Employer EIN041589700
Plan Effective Date1978-05-01
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): 0.015975427 · Participants: 22Insurance Organizations' Savings Trust 401(k) PlanFidelity Retirement Savings Plan, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Corporation 401(k) Retirement Savings PlanPhilips North America 401(k) Plan, Total assets ($B): 5.779286156 · Participants: 19120Philips North America 401(k) Plan
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 Cshqa, Inc. 401(k) Profit Sharing Plan in ID ($16M); by covered participants it is Acm Ventures, Inc. 401(k) Profit Sharing Plan in NC (22 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($16M here).

Similar participant headcount

Nearest other-state filings by covered participants (22 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 21.6% during 2023, from $13M to $16M. Reported net income was $3M.
How have Automobile Insurers Bureau of Massachusetts plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Automobile Insurers Bureau of Massachusetts's sponsor-wide assets grew 4.7%, from $13M to $14M.
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 Cshqa, Inc. 401(k) Profit Sharing Plan in ID ($16M, 92 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 Acm Ventures, Inc. 401(k) Profit Sharing Plan in NC (22 participants, $553K 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 041589700.

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.