401(k) · DOL Form 5500 · 2022

Westguard Insurance Company 401(k) Plan

Data updated 2026-08-11

$82M
Total assets
916
Participants
92nd
Percentile by assets
$89,379
Avg per participant
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Official DOL plan name: Berkshire Hathaway Guard Profit Sharing/401(k) Plan · Sponsored by Westguard Insurance Company · Pennsylvania · Finance & Insurance

$82M in assets, 916 participants

Westguard Insurance Company's Berkshire Hathaway Guard Profit Sharing/401(k) Plan reported $82M in total assets and 916 participants in its 2022 DOL Form 5500 filing, ranking in the 92nd 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.

  • 92nd percentile by assets (of 139,126 plans)
  • #8,016 in Finance & Insurance (9,261 peers)

Where Berkshire Hathaway Guard Profit Sharing/401(k) Plan sits by assets

Berkshire Hathaway Guard Profit Sharing/401(k) Plan sits in the top 10% of all filed plans by assets, $82M for 916 participants (~$89,379/participant), down 18.9% in 2022.

$82M
total plan assets (2022 EOY)
916
covered participants
92nd
percentile by assets (of 139,126 plans)
$89,379
avg assets per participant

The plan reported a net loss of $14M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Berkshire Hathaway Guard Profit Sharing/401(k) Plan vs the 2022 asset distribution

By assets, Berkshire Hathaway Guard Profit Sharing/401(k) Plan outranks 92% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.8x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$101M
Net Assets (End of Year)$82M
Net Income-$14M
Employer EIN061678760
Plan Effective Date1987-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Westguard Insurance Company)

$70M$80M$90M$100M$110M$120M 202220232024 $81.9M $112M ▲ +36.8%
Total plan assets by year, all Westguard Insurance Company plans on file
Year Plans Participants Total Assets
2022 1 916 $82M
2023 1 1,309 $98M
2024 1 1,371 $112M

Nearby 401(k) Plans in Pennsylvania

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

Berkshire Hathaway Guard Profit Sharing/401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants

Berkshire Hathaway Guard Profit Sharing/401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Berkshire Hathaway G…Comcast Corporation …Cigna 401(k) PlanThe PNC Financial Se…The Vanguard Retirem…The Bank of New York…
Berkshire Hathaway Guard Profit Sharing/401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Berkshire Hathaway Guard Profit Sharing/401(k) Plan by total assets, not by location.

Frequently Asked Questions

How did Berkshire Hathaway Guard Profit Sharing/401(k) Plan assets move in 2022?
Berkshire Hathaway Guard Profit Sharing/401(k) Plan declined sharply - down 18.9% during 2022, from $101M to $82M. Reported net income was -$14M.
How have Westguard Insurance Company plan assets changed over time?
Across 3 plan years on file (2022-2024), Westguard Insurance Company's sponsor-wide assets grew 36.8%, from $82M to $112M.
Where does Berkshire Hathaway Guard Profit Sharing/401(k) Plan rank by assets among Form 5500 filers?
Berkshire Hathaway Guard Profit Sharing/401(k) Plan ranks in the 92nd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Berkshire Hathaway Guard Profit Sharing/401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Cu Direct Corporation Capital Accumulation Plan in CA ($82M, 575 participants).

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