401(k) · DOL Form 5500 · 2022
Privilege Underwriters, Inc. 401(k) Plan
Data updated 2026-08-11
- $100M
- Total assets
- 946
- Participants
- 93rd
- Percentile by assets
- $105,555
- Avg per participant
Official DOL plan name: Privilege Underwriters, Inc. 401(k) Plan · Sponsored by Privilege Underwriters, Inc. · New York · Finance & Insurance
$100M in assets, 946 participants
Privilege Underwriters, Inc.'s Privilege Underwriters, Inc. 401(k) Plan reported $100M in total assets and 946 participants in its 2022 DOL Form 5500 filing, ranking in the 93rd 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.
- 93rd percentile by assets (of 139,126 plans)
- #8,178 in Finance & Insurance (9,261 peers)
Where Privilege Underwriters, Inc. 401(k) Plan sits by assets
Privilege Underwriters, Inc. 401(k) Plan sits in the top 10% of all filed plans by assets, $100M for 946 participants (~$105,555/participant), down 11.2% in 2022.
- $100M
- total plan assets (2022 EOY)
- 946
- covered participants
- 93rd
- percentile by assets (of 139,126 plans)
- $105,555
- avg assets per participant
The plan reported a net loss of $13M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Privilege Underwriters, Inc. 401(k) Plan vs the 2022 asset distribution
By assets, Privilege Underwriters, Inc. 401(k) Plan outranks 93% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 1.0x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $112M |
|---|---|
| Net Assets (End of Year) | $100M |
| Net Income | -$13M |
| Employer EIN | 841699173 |
| Plan Effective Date | 2006-04-13 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Privilege Underwriters, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 946 | $100M |
| 2023 | 1 | 1,053 | $136M |
| 2024 | 1 | 1,089 | $169M |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Privilege Underwriters, Inc. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
- IBM 401 (K) Plus Plan $53.4B · 56,376
- Morgan Stanley 401(k) Plan $16.4B · 42,924
- The Pepsico Savings Plan $12.1B · 129,846
- Deloitte 401(k) Plan $11.0B · 74,687
- The Goldman Sachs 401(k) Plan $9.7B · 22,650
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Privilege Underwriters, Inc. 401(k) Plan by total assets, not by location.
- Weaver and Tidwell, L.L.P. Profit Sharing Plan and Trust (TX) $100M · 789
- Island Holdings, Inc. Profit Sharing 401(k) Plan (HI) $100M · 385
- Cirrus Design Corporation 401(k) Plan (MN) $100M · 1,907
- Dlh 401(k) Plan (GA) $100M · 2,296
Frequently Asked Questions
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Next read for Privilege Underwriters, Inc. 401(k) Plan
Scale reading
Ways to act on Privilege Underwriters, Inc. 401(k) Plan's numbers.
- By total assets, Privilege Underwriters, Inc. 401(k) Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in New York. Compare plans
- Privilege Underwriters, Inc.'s sponsor-wide assets have grown 69.5% since 2022 across 3 plan years on file. More Finance & Insurance plans