401(k) · DOL Form 5500 · 2022

Westguard Insurance Company 401(k) Plan

Data updated 2026-08-25

$82M
Total assets Below avg plan size
916
Participants Near avg headcount
92nd
Percentile by assets National rank
$89,379
Avg per participant Below avg balance/head
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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.

  • #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.

#8,016
in Finance & Insurance (9,261 peers)
-18.9%
assets change YoY
0.8×
vs typical plan assets (national mean)

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's outsized position by total assets

Berkshire Hathaway Guard Profit Sharing/401(k) Plan vs every filed plan by assets

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

$81,870,869 Top 8% higher than 92% 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

Berkshire Hathaway Guard Profit Sharing/401(k) Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Berkshire Hathaway Guard Profit Sharing/401(k) Plan sits mid-pack in the medium band (916 participants).

Form 5500 schedule snapshot

Filing strip 061678760 · Westguard Insurance Company PY 2022 · 401(k)

Berkshire Hathaway Guard Profit Sharing/401(k) Plan · $82M · 916 · 92nd

  • PART $82M
  • PART 916
  • PART 92nd
  • PART 401(k)
  • PART near Cu Direct Corporation Capital Accumulation Plan
  • PART ind #8016

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 Pennsylvania →

Berkshire Hathaway Guard Profit Sharing/401(k) Plan in the asset neighbourhood

Mbn Savings Plan$82MQuarternorth Energy 401(k) PlanQuarternorth Energy 401(k) P…$82MBerkshire Hathaway Guard Profit Sharing/401(k) PlanBerkshire Hathaway Guard Pro…$82MCu Direct Corporation Capital Accumulation PlanCu Direct Corporation Capita…$82MRailworks Corporation Incentive PlanRailworks Corporation Incent…$82M
End-of-year total assets ($M) among Berkshire Hathaway Guard Profit Sharing/401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

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)

Sponsor-wide plan assets over time

All Westguard Insurance Company plans reported in each filing year

Latest sponsor-wide plan assets
$112M 36.82220839747041% vs 2022
2024 filing year
$70M$80M$90M$100M$110M$120M 202220232024 $81.9M $112M ▲ +36.8%
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 Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Berkshire Hathaway Guard Profit Sharing/401(k) Plan, Total assets ($B): 0.081870869 · Participants: 916Berkshire Hathaway Guard Profit Sharing/401(k) PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 14.751564896 · Participants: 97769Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 11.46087279 · Participants: 66147Cigna 401(k) PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 8.11713 · Participants: 59451The PNC Financial Services Group, Inc. Incentive Savings PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 8.097254785 · Participants: 17073The Vanguard Retirement and Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 7.823164827 · Participants: 25071The Bank of New York Mellon Corporation 401(k) Savings Plan
Berkshire Hathaway Guard Profit Sharing/401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Berkshire Hathaway Guard Profit Sharing/401(k) Plan side-by-side with 3 peers →

Berkshire Hathaway Guard Profit Sharing/401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Cu Direct Corporation Capital Accumulation Plan in CA ($82M); by covered participants it is Covert Auto Group 401(k) Plan in TX (916 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($82M here).

Similar participant headcount

Nearest other-state filings by covered participants (916 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 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).
Which 401(k) plans cover a similar participant headcount to Berkshire Hathaway Guard Profit Sharing/401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Covert Auto Group 401(k) Plan in TX (916 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 061678760.

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.