401(k) · DOL Form 5500 · 2022
W.R. Berkley Corporation 401(k) Plan
Data updated 2026-08-25
- $1.6B
- Total assets Very large vs avg
- 5,488
- Participants Above avg headcount
- 99th
- Percentile by assets National rank
- $296,955
- Avg per participant High balance/head
Official DOL plan name: W.R. Berkley Corporation Profit Sharing Plan · Sponsored by W.R. Berkley Corporation · Connecticut · Management of Enterprises
$1.6B in assets, 5,488 participants
W.R. Berkley Corporation's W.R. Berkley Corporation Profit Sharing Plan reported $1.6B in total assets and 5,488 participants in its 2022 DOL Form 5500 filing, ranking in the 99th 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.
- #1,158 in Management of Enterprises (1,193 peers)
Coverage in Connecticut
W.R. Berkley Corporation Profit Sharing Plan covers 5,488 participants in Connecticut, 7.6x the typical Connecticut plan (state average ~718 per filing). Assets: $1.6B.
- #1,158
- in Management of Enterprises (1,193 peers)
- -12.9%
- assets change YoY
- 16×
- vs typical plan assets (national mean)
The plan reported a net loss of $241M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
W.R. Berkley Corporation Profit Sharing Plan's outsized position by total assets
W.R. Berkley Corporation Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,629,689,593 Top 1% higher than 99% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
W.R. Berkley Corporation Profit Sharing Plan's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. W.R. Berkley Corporation Profit Sharing Plan lands in the large band (5,488 participants).
Published 5500 schedule card
Filing strip 221867895 · W.R. Berkley Corporation PY 2022 · 401(k)
W.R. Berkley Corporation Profit Sharing Plan · $1.6B · 5,488 · 99th
- PART $1.6B
- PART 5,488
- PART 99th
- PART 401(k)
- PART near Milliman, Inc. Profit Sharing and Retirement Plan
- PART ind #1158
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 Management of Enterprises retirement plans → · Plans in Connecticut →
W.R. Berkley Corporation Profit Sharing Plan in the asset neighbourhood
Connecticut filing particulars
| Total Assets (Beginning of Year) | $1.9B |
|---|---|
| Net Assets (End of Year) | $1.6B |
| Net Income | -$241M |
| Employer EIN | 221867895 |
| Plan Effective Date | 1973-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (W.R. Berkley Corporation)
Sponsor-wide plan assets over time
All W.R. Berkley Corporation plans reported in each filing year
- Latest sponsor-wide plan assets
- $2.3B 40.725159984500195% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 5,488 | $1.6B |
| 2023 | 1 | 5,905 | $1.9B |
| 2024 | 1 | 6,103 | $2.3B |
Nearby 401(k) Plans in Connecticut
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- United Technologies Corporation Employee Savings Plan $48.9B · 55,762
- GE Retirement Savings Plan $24.8B · 57,522
- Citi Retirement Savings Plan $17.4B · 70,070
- The Hartford Investment and Savings Plan $5.6B · 17,724
- Xerox Corporation Savings Plan $3.6B · 11,876
Scale composition for W.R. Berkley Corporation Profit Sharing Plan
W.R. Berkley Corporation Profit Sharing Plan reports $1.6B in end-of-year assets across 5,488 participants (0.013% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.006% of 93,925,755 covered participants) - about $296,955 per participant (2.1x the national average assets-per-participant) . Net income for plan year 2022 was -$241M.
This plan identity (EIN 221867895, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $1.6B to $2.3B (+40.7%) while covered participants moved from 5,488 to 6,103 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 5,488 | $1.6B | This page |
| 2023 | 5,905 | $1.9B | Open filing |
| 2024 · index core | 6,103 | $2.3B | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- W.R. Berkley Corporation Profit Sharing Plan (401(k), $2.3B, 6,103 participants)
W.R. Berkley Corporation Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Connecticut, the nearest 401(k) by assets is Milliman, Inc. Profit Sharing and Retirement Plan in WA ($1.6B); by covered participants it is Owens Corning Savings and Security Plan in OH (5,488 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1.6B here).
- Milliman, Inc. Profit Sharing and Retirement Plan (WA) $1.6B · 3,269
- Kellogg Company Savings and Investment Plan (MI) $1.6B · 7,915
- Teledyne Technologies Incorporated 401(k) Plan (CA) $1.6B · 8,860
- Comerica Incorporated Preferred Savings Plan (TX) $1.6B · 7,611
Similar participant headcount
Nearest other-state filings by covered participants (5,488 participants); asset peers above are excluded.
- Owens Corning Savings and Security Plan (OH) 5,488 · 0 off
- Trane 401(k) and Thrift Plan (NC) 5,490 · 2 off
- People's United Bank, N.a. 401(k) Employee Savings Plan (NY) 5,493 · 5 off
- Rehab Employee Services 401(k) Plan (AL) 5,480 · 8 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.