401(k) · DOL Form 5500 · 2022

Amtrust Financial Services, Inc 401(k) Plan

Data updated 2026-08-25

$323M
Total assets Above avg plan size
3,622
Participants Above avg headcount
97th
Percentile by assets National rank
$89,137
Avg per participant Below avg balance/head
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Official DOL plan name: Amtrust Retirement Plan · Sponsored by Amtrust Financial Services, Inc · New York · Finance & Insurance

$323M in assets, 3,622 participants

Amtrust Financial Services, Inc's Amtrust Retirement Plan reported $323M in total assets and 3,622 participants in its 2022 DOL Form 5500 filing, ranking in the 97th 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.

  • #8,768 in Finance & Insurance (9,261 peers)

Coverage in New York

Amtrust Retirement Plan covers 3,622 participants in New York, 4.5x the typical New York plan (state average ~798 per filing). Assets: $323M.

#8,768
in Finance & Insurance (9,261 peers)
-15.1%
assets change YoY
3.2×
vs typical plan assets (national mean)

The plan reported a net loss of $57M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Amtrust Retirement Plan's outsized position by total assets

Amtrust Retirement Plan vs every filed plan by assets

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

$322,855,933 Top 3% higher than 97% 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

Amtrust Retirement 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. Amtrust Retirement Plan lands in the large band (3,622 participants).

EBSA filing schedule strip

Filing strip 043106389 · Amtrust Financial Services, Inc PY 2022 · 401(k)

Amtrust Retirement Plan · $323M · 3,622 · 97th

  • NET $323M
  • BOOK 3,622
  • VS-ST 97th
  • BOY 401(k)
  • SCH near Incyte Corporation 401(k) Plan
  • EBSA ind #8768

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 New York →

Amtrust Retirement Plan in the asset neighbourhood

Otter Tail Corporation Retirement SavingsOtter Tail Corporation Retir…$323MAmtrust Retirement Plan$323MIncyte Corporation 401(k) PlanIncyte Corporation 401(k) Pl…$323MHovnanian Savings and Investment Retirement PlanHovnanian Savings and Invest…$322MIcma Retirement Corporation Retirement Savings PlanIcma Retirement Corporation …$322M
End-of-year total assets ($M) among Amtrust Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$380M
Net Assets (End of Year)$323M
Net Income-$57M
Employer EIN043106389
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Amtrust Financial Services, Inc)

Sponsor-wide plan assets over time

All Amtrust Financial Services, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$458M 41.89874621260251% vs 2022
2024 filing year
$300M$350M$400M$450M$500M 202220232024 $323M $458M ▲ +41.9%
Year Plans Participants Total Assets
2022 1 3,622 $323M
2023 1 4,572 $399M
2024 1 4,442 $458M

Nearby 401(k) Plans in New York

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Amtrust Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Amtrust Retirement Plan, Total assets ($B): 0.322855933 · Participants: 3622Amtrust Retirement PlanIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
Amtrust Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Amtrust Retirement Plan side-by-side with 3 peers →

Amtrust Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Incyte Corporation 401(k) Plan in DE ($323M); by covered participants it is Mtd Products Inc Hourly 401(k) and DC Retirement Plan in OH (3,622 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($323M here).

Similar participant headcount

Nearest other-state filings by covered participants (3,622 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 Amtrust Retirement Plan assets move in 2022? ▼
Amtrust Retirement Plan declined sharply - down 15.1% during 2022, from $380M to $323M. Reported net income was -$57M.
How have Amtrust Financial Services, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Amtrust Financial Services, Inc's sponsor-wide assets grew 41.9%, from $323M to $458M.
Where does Amtrust Retirement Plan rank by assets among Form 5500 filers? ▼
Amtrust Retirement Plan ranks in the 97th 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 401(k) plans are similar in size to Amtrust Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Incyte Corporation 401(k) Plan in DE ($323M, 1,561 participants).
Which 401(k) plans cover a similar participant headcount to Amtrust Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mtd Products Inc Hourly 401(k) and DC Retirement Plan in OH (3,622 participants, N/A 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 043106389.

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.