401(k) · DOL Form 5500 · 2022

Privilege Underwriters, Inc. 401(k) Plan

Data updated 2026-08-25

$100M
Total assets Near avg plan size
946
Participants Near avg headcount
93rd
Percentile by assets National rank
$105,555
Avg per participant Below avg balance/head
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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.

  • #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.

#8,178
in Finance & Insurance (9,261 peers)
-11.2%
assets change YoY
1.0×
vs typical plan assets (national mean)

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's outsized position by total assets

Privilege Underwriters, Inc. 401(k) Plan vs every filed plan by assets

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

$99,854,703 Top 7% higher than 93% 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

Privilege Underwriters, Inc. 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. Privilege Underwriters, Inc. 401(k) Plan sits mid-pack in the medium band (946 participants).

Form 5500 schedule snapshot

Filing strip 841699173 · Privilege Underwriters, Inc. PY 2022 · 401(k)

Privilege Underwriters, Inc. 401(k) Plan · $100M · 946 · 93rd

  • RANK $100M
  • RANK 946
  • RANK 93rd
  • RANK 401(k)
  • RANK near Weaver and Tidwell, L.L.P. Profit Sharing Plan and Trust
  • RANK ind #8178

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 →

Privilege Underwriters, Inc. 401(k) Plan in the asset neighbourhood

Island Holdings, Inc. Profit Sharing 401(k) PlanIsland Holdings, Inc. Profit…$100MPrivilege Underwriters, Inc. 401(k) PlanPrivilege Underwriters, Inc.…$100MWeaver and Tidwell, L.L.P. Profit Sharing Plan and TrustWeaver and Tidwell, L.L.P. P…$100MCirrus Design Corporation 401(k) PlanCirrus Design Corporation 40…$100MDlh 401(k) Plan$100M
End-of-year total assets ($M) among Privilege Underwriters, Inc. 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)$112M
Net Assets (End of Year)$100M
Net Income-$13M
Employer EIN841699173
Plan Effective Date2006-04-13
Filing StatusFILING RECEIVED

Sponsor Plan History (Privilege Underwriters, Inc.)

Sponsor-wide plan assets over time

All Privilege Underwriters, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$169M 69.47799844740412% vs 2022
2024 filing year
$50M$100M$150M$200M 202220232024 $99.9M $169M ▲ +69.5%
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 Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Privilege Underwriters, Inc. 401(k) Plan, Total assets ($B): 0.099854703 · Participants: 946Privilege Underwriters, Inc. 401(k) 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
Privilege Underwriters, Inc. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Privilege Underwriters, Inc. 401(k) Plan side-by-side with 3 peers →

Privilege Underwriters, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Weaver and Tidwell, L.L.P. Profit Sharing Plan and Trust in TX ($100M); by covered participants it is Rocket Software, Inc. 401(k) Plan in MA (946 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($100M here).

Similar participant headcount

Nearest other-state filings by covered participants (946 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 Privilege Underwriters, Inc. 401(k) Plan assets move in 2022? ▼
Privilege Underwriters, Inc. 401(k) Plan pulled back noticeably - down 11.2% during 2022, from $112M to $100M. Reported net income was -$13M.
How have Privilege Underwriters, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Privilege Underwriters, Inc.'s sponsor-wide assets grew 69.5%, from $100M to $169M.
Where does Privilege Underwriters, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Privilege Underwriters, Inc. 401(k) Plan ranks in the 93rd 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 Privilege Underwriters, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Weaver and Tidwell, L.L.P. Profit Sharing Plan and Trust in TX ($100M, 789 participants).
Which 401(k) plans cover a similar participant headcount to Privilege Underwriters, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Rocket Software, Inc. 401(k) Plan in MA (946 participants, $186M 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 841699173.

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.