ESOP · DOL Form 5500 · 2022

The Berkley Group Inc. ESOP

Data updated 2026-08-25

$425M
Total assets Above avg plan size
6,258
Participants Above avg headcount
98th
Percentile by assets National rank
$67,993
Avg per participant Below avg balance/head
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Official DOL plan name: Thirty Fifteen Employee Stock Ownership Plan · Sponsored by The Berkley Group Inc. · Florida · Real Estate

$425M in assets, 6,258 participants

The Berkley Group Inc.'s Thirty Fifteen Employee Stock Ownership Plan reported $425M in total assets and 6,258 participants in its 2022 DOL Form 5500 filing, ranking in the 98th 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.

  • #5,034 in Real Estate (5,057 peers)

Coverage in Florida

Thirty Fifteen Employee Stock Ownership Plan covers 6,258 participants in Florida, 10.0x the typical Florida plan (state average ~628 per filing). Assets: $425M.

#5,034
in Real Estate (5,057 peers)
-18.9%
assets change YoY
4.3×
vs typical plan assets (national mean)

The plan reported a net loss of $99M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Thirty Fifteen Employee Stock Ownership Plan's outsized position by total assets

Thirty Fifteen Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$425,498,726 Top 2% higher than 98% of 139,123 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 2022

Thirty Fifteen Employee Stock Ownership 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. Thirty Fifteen Employee Stock Ownership Plan lands in the large band (6,258 participants).

Published 5500 schedule card

Filing strip 592170299 · The Berkley Group Inc. PY 2022 · ESOP

Thirty Fifteen Employee Stock Ownership Plan · $425M · 6,258 · 98th

  • EOY $425M
  • 5500 6,258
  • ASSETS 98th
  • PCT ESOP
  • EIN near Henny Penny Corporation Employee Stock Ownership Plan
  • RANK ind #5034

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 What is an ESOP? → · Plans in Florida →

Thirty Fifteen Employee Stock Ownership Plan in the asset neighbourhood

Van Meter Industrial, Inc. Employee Stock Ownership PlanVan Meter Industrial, Inc. E…$437MPacific Hide & Fur Depot D/B/a Pacific Steel and Recycling Employee Stock Ownership Plan and TrustPacific Hide & Fur Depot D/B…$436MHenny Penny Corporation Employee Stock Ownership PlanHenny Penny Corporation Empl…$427MThirty Fifteen Employee Stock Ownership PlanThirty Fifteen Employee Stoc…$425MAustin Industries Employee Stock Ownership PlanAustin Industries Employee S…$422M
End-of-year total assets ($M) among Thirty Fifteen Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Florida filing particulars

Total Assets (Beginning of Year)$525M
Net Assets (End of Year)$425M
Net Income-$99M
Employer EIN592170299
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Berkley Group Inc.)

Sponsor-wide plan assets over time

All The Berkley Group Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$725M 70.28640692099275% vs 2022
2024 filing year
$200M$400M$600M$800M 202220232024 $426M $725M ▲ +70.3%
Year Plans Participants Total Assets
2022 1 6,258 $425M
2023 1 5,365 $324M
2024 1 4,730 $725M

Nearby ESOP Plans in Florida

Peer ESOP plans, same state, same plan type, ranked by total assets.

Thirty Fifteen Employee Stock Ownership Plan vs. nearby ESOP plans in Florida, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -5051015 Total assets ($B) Participants Thirty Fifteen Employee Stock Ownership Plan, Total assets ($B): 0.425498726 · Participants: 6258Thirty Fifteen Employee Stock Ownership PlanPublix Super Markets, Inc. Employee Stock Ownership Plan & Trust, Total assets ($B): 11.726925474 · Participants: 142486Publix Super Markets, Inc. Employee Stock Ownership Plan & TrustRaymond James Financial, Inc. & Affiliates Employee Stock Ownership Plan, Total assets ($B): 0.661618269 · Participants: 14200Raymond James Financial, Inc. & Affiliates Employee Stock Ownership PlanRsr Employee Stock Ownership Plan, Total assets ($B): 0.309502065 · Participants: 465Rsr Employee Stock Ownership PlanTeam Horner Employee Stock Ownership Plan, Total assets ($B): 0.217088578 · Participants: 448Team Horner Employee Stock Ownership PlanUnited States Sugar Corporation - ESOP Ownership Plan, Total assets ($B): 0.189801616 · Participants: 766United States Sugar Corporation - ESOP Ownership Plan
Thirty Fifteen Employee Stock Ownership Plan vs. nearby ESOP plans in Florida, assets vs. participants
Compare Thirty Fifteen Employee Stock Ownership Plan side-by-side with 3 peers →

Scale composition for Thirty Fifteen Employee Stock Ownership Plan

Thirty Fifteen Employee Stock Ownership Plan reports $425M in end-of-year assets across 6,258 participants (0.003% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.007% of 93,925,755 covered participants) - about $67,993 per participant (49% of the national average assets-per-participant) . Net income for plan year 2022 was -$99M.

This plan identity (EIN 592170299, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $425M to $725M (+70.3%) while covered participants moved from 6,258 to 4,730 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 6,258 $425M This page
2023 5,365 $324M Open filing
2024 · index core 4,730 $725M Open filing

The same sponsor also keeps 1 other index-core plan on PlainRetire:

Thirty Fifteen Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Florida, the nearest ESOP by assets is Henny Penny Corporation Employee Stock Ownership Plan in OH ($427M); by covered participants it is Friends & Family Prevailing Wage ESOP Retirement Plan in NY (6,184 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (6,258 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Thirty Fifteen Employee Stock Ownership Plan assets move in 2022? ▼
Thirty Fifteen Employee Stock Ownership Plan declined sharply - down 18.9% during 2022, from $525M to $425M. Reported net income was -$99M.
How have The Berkley Group Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Berkley Group Inc.'s sponsor-wide assets grew 70.3%, from $425M to $725M.
Where does Thirty Fifteen Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Thirty Fifteen Employee Stock Ownership Plan ranks in the 98th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which ESOP plans are similar in size to Thirty Fifteen Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Henny Penny Corporation Employee Stock Ownership Plan in OH ($427M, 707 participants).
Which ESOP plans cover a similar participant headcount to Thirty Fifteen Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Friends & Family Prevailing Wage ESOP Retirement Plan in NY (6,184 participants, $26M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 592170299.

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.