Ohio Insurance Institute
Plan context: Ohio Insurance Institute 401K Profit Sharing Plan & Trust
EIN 31-4373065 • Columbus, OH • 48 filings • 4 plans
Current Snapshot
Latest Year
2025
2025 Participants
13
2025 Assets
$3,585,569
2025 Contributions
$152,488
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2025 | 1 | 13 | $3,585,569 | $152,488 | $11,730iApproximate average salary by contribution assumption: employee only about $293,246 at 4% or $195,497 at 6%; with 50% employer match about $195,497 at 4% or $130,332 at 6%; with 100% employer match about $146,623 at 4% or $97,749 at 6%. |
| Ohio Insurance Institute 401K Profit Sharing Plan & Trust | - | 13 | $3,585,569 | $152,488 | $11,730iApproximate average salary by contribution assumption: employee only about $293,246 at 4% or $195,497 at 6%; with 50% employer match about $195,497 at 4% or $130,332 at 6%; with 100% employer match about $146,623 at 4% or $97,749 at 6%. |
| 2024 | 1 | 14 | $2,976,316 | $179,466 | $12,819iApproximate average salary by contribution assumption: employee only about $320,475 at 4% or $213,650 at 6%; with 50% employer match about $213,650 at 4% or $142,433 at 6%; with 100% employer match about $160,238 at 4% or $106,825 at 6%. |
| Ohio Insurance Institute 401K Profit Sharing Plan & Trust | - | 14 | $2,976,316 | $179,466 | $12,819iApproximate average salary by contribution assumption: employee only about $320,475 at 4% or $213,650 at 6%; with 50% employer match about $213,650 at 4% or $142,433 at 6%; with 100% employer match about $160,238 at 4% or $106,825 at 6%. |
| 2023 | 1 | 13 | $2,582,134 | $170,027 | $13,079iApproximate average salary by contribution assumption: employee only about $326,975 at 4% or $217,983 at 6%; with 50% employer match about $217,983 at 4% or $145,322 at 6%; with 100% employer match about $163,488 at 4% or $108,992 at 6%. |
| Ohio Insurance Institute 401K Profit Sharing Plan & Trust | - | 13 | $2,582,134 | $170,027 | $13,079iApproximate average salary by contribution assumption: employee only about $326,975 at 4% or $217,983 at 6%; with 50% employer match about $217,983 at 4% or $145,322 at 6%; with 100% employer match about $163,488 at 4% or $108,992 at 6%. |
| 2022 | 1 | 14 | $2,151,436 | $157,400 | $11,243iApproximate average salary by contribution assumption: employee only about $281,071 at 4% or $187,381 at 6%; with 50% employer match about $187,381 at 4% or $124,921 at 6%; with 100% employer match about $140,536 at 4% or $93,690 at 6%. |
| Ohio Insurance Institute 401K Profit Sharing Plan & Trust | - | 14 | $2,151,436 | $157,400 | $11,243iApproximate average salary by contribution assumption: employee only about $281,071 at 4% or $187,381 at 6%; with 50% employer match about $187,381 at 4% or $124,921 at 6%; with 100% employer match about $140,536 at 4% or $93,690 at 6%. |
| 2021 | 1 | 13 | $2,398,131 | $147,927 | $11,379iApproximate average salary by contribution assumption: employee only about $284,475 at 4% or $189,650 at 6%; with 50% employer match about $189,650 at 4% or $126,433 at 6%; with 100% employer match about $142,238 at 4% or $94,825 at 6%. |
| Ohio Insurance Institute 401K Profit Sharing Plan & Trust | - | 13 | $2,398,131 | $147,927 | $11,379iApproximate average salary by contribution assumption: employee only about $284,475 at 4% or $189,650 at 6%; with 50% employer match about $189,650 at 4% or $126,433 at 6%; with 100% employer match about $142,238 at 4% or $94,825 at 6%. |
| 2020 | 1 | 11 | $1,994,570 | $148,159 | $13,469iApproximate average salary by contribution assumption: employee only about $336,725 at 4% or $224,483 at 6%; with 50% employer match about $224,483 at 4% or $149,656 at 6%; with 100% employer match about $168,363 at 4% or $112,242 at 6%. |
| Ohio Insurance Institute 401K Profit Sharing Plan & Trust | - | 11 | $1,994,570 | $148,159 | $13,469iApproximate average salary by contribution assumption: employee only about $336,725 at 4% or $224,483 at 6%; with 50% employer match about $224,483 at 4% or $149,656 at 6%; with 100% employer match about $168,363 at 4% or $112,242 at 6%. |
| 2019 | 2 | 9 | $1,616,727 | $158,201 | $17,578iApproximate average salary by contribution assumption: employee only about $439,447 at 4% or $292,965 at 6%; with 50% employer match about $292,965 at 4% or $195,310 at 6%; with 100% employer match about $219,724 at 4% or $146,482 at 6%. |
| Ohio Insurance Institute 401K Profit Sharing Plan & Trust | - | 9 | $1,616,727 | $78,887 | $8,765iApproximate average salary by contribution assumption: employee only about $219,131 at 4% or $146,087 at 6%; with 50% employer match about $146,087 at 4% or $97,391 at 6%; with 100% employer match about $109,565 at 4% or $73,044 at 6%. |
| Ohio Insurance Institute Money Purchase Pension Plan | - | 0 | $0 | $79,314 | - |
| 2018 | 2 | 10 | $2,271,244 | $127,263 | $12,726iApproximate average salary by contribution assumption: employee only about $318,158 at 4% or $212,105 at 6%; with 50% employer match about $212,105 at 4% or $141,403 at 6%; with 100% employer match about $159,079 at 4% or $106,053 at 6%. |
| Ohio Insurance Institute 401K Profit Sharing Plan & Trust | - | 9 | $1,477,209 | $81,430 | $9,048iApproximate average salary by contribution assumption: employee only about $226,194 at 4% or $150,796 at 6%; with 50% employer match about $150,796 at 4% or $100,531 at 6%; with 100% employer match about $113,097 at 4% or $75,398 at 6%. |
| Ohio Insurance Institute Money Purchase Pension Plan | - | 10 | $794,035 | $45,833 | $4,583iApproximate average salary by contribution assumption: employee only about $114,583 at 4% or $76,388 at 6%; with 50% employer match about $76,388 at 4% or $50,926 at 6%; with 100% employer match about $57,291 at 4% or $38,194 at 6%. |
| 2017 | 2 | 9 | $2,440,878 | $118,285 | $13,143iApproximate average salary by contribution assumption: employee only about $328,569 at 4% or $219,046 at 6%; with 50% employer match about $219,046 at 4% or $146,031 at 6%; with 100% employer match about $164,285 at 4% or $109,523 at 6%. |
| Ohio Insurance Institute 401K Profit Sharing Plan & Trust | - | 9 | $1,454,988 | $74,722 | $8,302iApproximate average salary by contribution assumption: employee only about $207,561 at 4% or $138,374 at 6%; with 50% employer match about $138,374 at 4% or $92,249 at 6%; with 100% employer match about $103,781 at 4% or $69,187 at 6%. |
| Ohio Insurance Institute Money Purchase Pension Plan | - | 9 | $985,890 | $43,563 | $4,840iApproximate average salary by contribution assumption: employee only about $121,008 at 4% or $80,672 at 6%; with 50% employer match about $80,672 at 4% or $53,781 at 6%; with 100% employer match about $60,504 at 4% or $40,336 at 6%. |
| 2016 | 2 | 9 | $3,398,105 | $205,391 | $22,821iApproximate average salary by contribution assumption: employee only about $570,531 at 4% or $380,354 at 6%; with 50% employer match about $380,354 at 4% or $253,569 at 6%; with 100% employer match about $285,265 at 4% or $190,177 at 6%. |
| Ohio Insurance Institute 401K Profit Sharing Plan & Trust | - | 8 | $1,846,127 | $103,061 | $12,883iApproximate average salary by contribution assumption: employee only about $322,066 at 4% or $214,710 at 6%; with 50% employer match about $214,710 at 4% or $143,140 at 6%; with 100% employer match about $161,033 at 4% or $107,355 at 6%. |
| Ohio Insurance Institute Money Purchase Pension Plan | - | 9 | $1,551,978 | $102,330 | $11,370iApproximate average salary by contribution assumption: employee only about $284,250 at 4% or $189,500 at 6%; with 50% employer match about $189,500 at 4% or $126,333 at 6%; with 100% employer match about $142,125 at 4% or $94,750 at 6%. |
| 2015 | 2 | 10 | $4,341,718 | $201,280 | $20,128iApproximate average salary by contribution assumption: employee only about $503,200 at 4% or $335,467 at 6%; with 50% employer match about $335,467 at 4% or $223,644 at 6%; with 100% employer match about $251,600 at 4% or $167,733 at 6%. |
| Ohio Insurance Institute 401K Profit Sharing Plan & Trust | - | 9 | $2,719,685 | $96,470 | $10,719iApproximate average salary by contribution assumption: employee only about $267,972 at 4% or $178,648 at 6%; with 50% employer match about $178,648 at 4% or $119,099 at 6%; with 100% employer match about $133,986 at 4% or $89,324 at 6%. |
| Ohio Insurance Institute Money Purchase Pension Plan | - | 10 | $1,622,033 | $104,810 | $10,481iApproximate average salary by contribution assumption: employee only about $262,025 at 4% or $174,683 at 6%; with 50% employer match about $174,683 at 4% or $116,456 at 6%; with 100% employer match about $131,013 at 4% or $87,342 at 6%. |
| 2014 | 2 | 9 | $5,065,960 | $211,358 | $23,484iApproximate average salary by contribution assumption: employee only about $587,106 at 4% or $391,404 at 6%; with 50% employer match about $391,404 at 4% or $260,936 at 6%; with 100% employer match about $293,553 at 4% or $195,702 at 6%. |
| Ohio Insurance Institute 401K Profit Sharing Plan & Trust | - | 9 | $3,429,642 | $102,494 | $11,388iApproximate average salary by contribution assumption: employee only about $284,706 at 4% or $189,804 at 6%; with 50% employer match about $189,804 at 4% or $126,536 at 6%; with 100% employer match about $142,353 at 4% or $94,902 at 6%. |
| Ohio Insurance Institute Money Purchase Pension Plan | - | 9 | $1,636,318 | $108,864 | $12,096iApproximate average salary by contribution assumption: employee only about $302,400 at 4% or $201,600 at 6%; with 50% employer match about $201,600 at 4% or $134,400 at 6%; with 100% employer match about $151,200 at 4% or $100,800 at 6%. |
| 2013 | 2 | 9 | $4,579,520 | $282,943 | $31,438iApproximate average salary by contribution assumption: employee only about $785,953 at 4% or $523,969 at 6%; with 50% employer match about $523,969 at 4% or $349,312 at 6%; with 100% employer match about $392,976 at 4% or $261,984 at 6%. |
| Ohio Insurance Institute 401K Profit Sharing Plan & Trust | - | 9 | $3,058,502 | $113,792 | $12,644iApproximate average salary by contribution assumption: employee only about $316,089 at 4% or $210,726 at 6%; with 50% employer match about $210,726 at 4% or $140,484 at 6%; with 100% employer match about $158,044 at 4% or $105,363 at 6%. |
| Ohio Insurance Institute Money Purchase Pension Plan | - | 9 | $1,521,018 | $169,151 | $18,795iApproximate average salary by contribution assumption: employee only about $469,864 at 4% or $313,243 at 6%; with 50% employer match about $313,243 at 4% or $208,828 at 6%; with 100% employer match about $234,932 at 4% or $156,621 at 6%. |
| 2012 | 2 | 9 | $3,649,539 | $229,224 | $25,469iApproximate average salary by contribution assumption: employee only about $636,733 at 4% or $424,489 at 6%; with 50% employer match about $424,489 at 4% or $282,993 at 6%; with 100% employer match about $318,367 at 4% or $212,244 at 6%. |
| Ohio Insurance Institute 401K Profit Sharing Plan & Trust | - | 9 | $2,241,198 | $118,106 | $13,123iApproximate average salary by contribution assumption: employee only about $328,072 at 4% or $218,715 at 6%; with 50% employer match about $218,715 at 4% or $145,810 at 6%; with 100% employer match about $164,036 at 4% or $109,357 at 6%. |
| Ohio Insurance Institute Money Purchase Pension Plan | - | 9 | $1,408,341 | $111,118 | $12,346iApproximate average salary by contribution assumption: employee only about $308,661 at 4% or $205,774 at 6%; with 50% employer match about $205,774 at 4% or $137,183 at 6%; with 100% employer match about $154,331 at 4% or $102,887 at 6%. |
| 2011 | 2 | 10 | $3,310,494 | $229,593 | $22,959iApproximate average salary by contribution assumption: employee only about $573,983 at 4% or $382,655 at 6%; with 50% employer match about $382,655 at 4% or $255,103 at 6%; with 100% employer match about $286,991 at 4% or $191,328 at 6%. |
| Ohio Insurance Institute 401K Profit Sharing Plan & Trust | - | 10 | $1,899,789 | $121,355 | $12,136iApproximate average salary by contribution assumption: employee only about $303,388 at 4% or $202,258 at 6%; with 50% employer match about $202,258 at 4% or $134,839 at 6%; with 100% employer match about $151,694 at 4% or $101,129 at 6%. |
| Ohio Insurance Institute Money Purchase Pension Plan | - | 10 | $1,410,705 | $108,238 | $10,824iApproximate average salary by contribution assumption: employee only about $270,595 at 4% or $180,397 at 6%; with 50% employer match about $180,397 at 4% or $120,264 at 6%; with 100% employer match about $135,298 at 4% or $90,198 at 6%. |
| 2010 | 2 | 11 | $3,151,031 | $215,098 | $19,554iApproximate average salary by contribution assumption: employee only about $488,859 at 4% or $325,906 at 6%; with 50% employer match about $325,906 at 4% or $217,271 at 6%; with 100% employer match about $244,430 at 4% or $162,953 at 6%. |
| Ohio Insurance Institute 401K Profit Sharing Plan & Trust | - | 11 | $1,836,292 | $110,736 | $10,067iApproximate average salary by contribution assumption: employee only about $251,673 at 4% or $167,782 at 6%; with 50% employer match about $167,782 at 4% or $111,855 at 6%; with 100% employer match about $125,836 at 4% or $83,891 at 6%. |
| Ohio Insurance Institute Money Purchase Pension Plan | - | 11 | $1,314,739 | $104,362 | $9,487iApproximate average salary by contribution assumption: employee only about $237,186 at 4% or $158,124 at 6%; with 50% employer match about $158,124 at 4% or $105,416 at 6%; with 100% employer match about $118,593 at 4% or $79,062 at 6%. |
| 2009 | 2 | 12 | $2,750,238 | $205,351 | $17,113iApproximate average salary by contribution assumption: employee only about $427,815 at 4% or $285,210 at 6%; with 50% employer match about $285,210 at 4% or $190,140 at 6%; with 100% employer match about $213,907 at 4% or $142,605 at 6%. |
| Ohio Insurance Institute 401K Profit Sharing Plan & Trust | - | 12 | $1,484,794 | $103,011 | $8,584iApproximate average salary by contribution assumption: employee only about $214,606 at 4% or $143,071 at 6%; with 50% employer match about $143,071 at 4% or $95,381 at 6%; with 100% employer match about $107,303 at 4% or $71,535 at 6%. |
| Ohio Insurance Institute Money Purchase Pension Plan | - | 12 | $1,265,444 | $102,340 | $8,528iApproximate average salary by contribution assumption: employee only about $213,208 at 4% or $142,139 at 6%; with 50% employer match about $142,139 at 4% or $94,759 at 6%; with 100% employer match about $106,604 at 4% or $71,069 at 6%. |
| 2008 | 2 | 10 | $0 | $0 | - |
| Ohio Insurance Institute 401K Profit Sharing Plan & Trust | - | 10 | - | - | - |
| Ohio Insurance Institute Money Purchase Pension Plan | - | 10 | - | - | - |
| 2007 | 2 | 9 | $0 | $0 | - |
| Ohio Insurance Institute Money Purchase Pension Plan | - | 9 | - | - | - |
| Ohio Insurance Institute 401K Profit Sharing Plan & Trust | - | 9 | - | - | - |
| 2006 | 2 | 9 | $2,414,986 | $134,618 | $14,958iApproximate average salary by contribution assumption: employee only about $373,939 at 4% or $249,293 at 6%; with 50% employer match about $249,293 at 4% or $166,195 at 6%; with 100% employer match about $186,969 at 4% or $124,646 at 6%. |
| Ohio Insurance Institute 401K Profit Sharing Plan & Trust | - | 9 | $1,425,010 | $92,138 | $10,238iApproximate average salary by contribution assumption: employee only about $255,939 at 4% or $170,626 at 6%; with 50% employer match about $170,626 at 4% or $113,751 at 6%; with 100% employer match about $127,969 at 4% or $85,313 at 6%. |
| Ohio Insurance Institute Money Purchase Pension Plan | - | 9 | $989,976 | $42,480 | $4,720iApproximate average salary by contribution assumption: employee only about $118,000 at 4% or $78,667 at 6%; with 50% employer match about $78,667 at 4% or $52,444 at 6%; with 100% employer match about $59,000 at 4% or $39,333 at 6%. |
| 2005 | 2 | 8 | $2,140,107 | $125,223 | $15,653iApproximate average salary by contribution assumption: employee only about $391,322 at 4% or $260,881 at 6%; with 50% employer match about $260,881 at 4% or $173,921 at 6%; with 100% employer match about $195,661 at 4% or $130,441 at 6%. |
| Ohio Insurance Institute 401K Profit Sharing Plan & Trust | - | 8 | $1,218,360 | $85,692 | $10,712iApproximate average salary by contribution assumption: employee only about $267,788 at 4% or $178,525 at 6%; with 50% employer match about $178,525 at 4% or $119,017 at 6%; with 100% employer match about $133,894 at 4% or $89,263 at 6%. |
| Ohio Insurance Institute Money Purchase Pension Plan | - | 8 | $921,747 | $39,531 | $4,941iApproximate average salary by contribution assumption: employee only about $123,534 at 4% or $82,356 at 6%; with 50% employer match about $82,356 at 4% or $54,904 at 6%; with 100% employer match about $61,767 at 4% or $41,178 at 6%. |
| 2004 | 2 | 10 | $1,890,789 | $119,434 | $11,943iApproximate average salary by contribution assumption: employee only about $298,585 at 4% or $199,057 at 6%; with 50% employer match about $199,057 at 4% or $132,704 at 6%; with 100% employer match about $149,293 at 4% or $99,528 at 6%. |
| Ohio Insurance Institute 401K Profit Sharing Plan & Trust | - | 10 | $1,043,002 | $80,126 | $8,013iApproximate average salary by contribution assumption: employee only about $200,315 at 4% or $133,543 at 6%; with 50% employer match about $133,543 at 4% or $89,029 at 6%; with 100% employer match about $100,158 at 4% or $66,772 at 6%. |
| Ohio Insurance Institute Money Purchase Pension Plan | - | 10 | $847,787 | $39,308 | $3,931iApproximate average salary by contribution assumption: employee only about $98,270 at 4% or $65,513 at 6%; with 50% employer match about $65,513 at 4% or $43,676 at 6%; with 100% employer match about $49,135 at 4% or $32,757 at 6%. |
| 2003 | 2 | 10 | $1,607,934 | $113,717 | $11,372iApproximate average salary by contribution assumption: employee only about $284,293 at 4% or $189,528 at 6%; with 50% employer match about $189,528 at 4% or $126,352 at 6%; with 100% employer match about $142,146 at 4% or $94,764 at 6%. |
| Ohio Insurance Institute 401K Profit Sharing Plan & Trust | - | 10 | $837,614 | $76,073 | $7,607iApproximate average salary by contribution assumption: employee only about $190,183 at 4% or $126,788 at 6%; with 50% employer match about $126,788 at 4% or $84,526 at 6%; with 100% employer match about $95,091 at 4% or $63,394 at 6%. |
| Ohio Insurance Institute Money Purchase Pension Plan | - | 10 | $770,320 | $37,644 | $3,764iApproximate average salary by contribution assumption: employee only about $94,110 at 4% or $62,740 at 6%; with 50% employer match about $62,740 at 4% or $41,827 at 6%; with 100% employer match about $47,055 at 4% or $31,370 at 6%. |
| 2002 | 2 | 9 | $0 | $0 | - |
| Ohio Insurance Institute Money Purchase Pension Plan | - | 9 | - | - | - |
| Ohio Insurance Institute 401K Profit Sharing Plan & Trust | - | 9 | - | - | - |
| 2001 | 2 | 8 | $0 | $0 | - |
| Ohio Insurance Institute 401K Profit Sharing Plan & Trust | - | 8 | - | - | - |
| Ohio Insurance Institute Money Purchase Pension Plan | - | 8 | - | - | - |
| 2000 | 2 | 9 | $640,155 | $63,426 | $7,047iApproximate average salary by contribution assumption: employee only about $176,183 at 4% or $117,456 at 6%; with 50% employer match about $117,456 at 4% or $78,304 at 6%; with 100% employer match about $88,092 at 4% or $58,728 at 6%. |
| Ohio Insurance Institute 401K Profit Sharing Plan & Trust | - | 9 | $640,155 | $63,426 | $7,047iApproximate average salary by contribution assumption: employee only about $176,183 at 4% or $117,456 at 6%; with 50% employer match about $117,456 at 4% or $78,304 at 6%; with 100% employer match about $88,092 at 4% or $58,728 at 6%. |
| Ohio Insurance Institute Money Purchase Pension Plan | - | 9 | - | - | - |
| 1999 | 2 | 8 | $1,119,003 | $86,283 | $10,785iApproximate average salary by contribution assumption: employee only about $269,634 at 4% or $179,756 at 6%; with 50% employer match about $179,756 at 4% or $119,838 at 6%; with 100% employer match about $134,817 at 4% or $89,878 at 6%. |
| Ohio Insurance Institute 401K Profit Sharing Plan & Trust | - | 8 | $608,750 | $55,173 | $6,897iApproximate average salary by contribution assumption: employee only about $172,416 at 4% or $114,944 at 6%; with 50% employer match about $114,944 at 4% or $76,629 at 6%; with 100% employer match about $86,208 at 4% or $57,472 at 6%. |
| Ohio Insurance Institute Money Purchase Pension Plan | - | 8 | $510,253 | $31,110 | $3,889iApproximate average salary by contribution assumption: employee only about $97,219 at 4% or $64,813 at 6%; with 50% employer match about $64,813 at 4% or $43,208 at 6%; with 100% employer match about $48,609 at 4% or $32,406 at 6%. |