401(k) · DOL Form 5500 · 2023

W.R. Berkley Corporation 401(k) Plan

Data updated 2026-08-11

$1.9B
Total assets
5,905
Participants
99th
Percentile by assets
$326,944
Avg per participant
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Official DOL plan name: W.R. Berkley Corporation Profit Sharing Plan · Sponsored by W.R. Berkley Corporation · Connecticut · Management of Enterprises

$1.9B in assets, 5,905 participants

W.R. Berkley Corporation's W.R. Berkley Corporation Profit Sharing Plan reported $1.9B in total assets and 5,905 participants in its 2023 DOL Form 5500 filing, ranking in the 99th 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.

  • 99th percentile by assets (of 127,072 plans)
  • #1,106 in Management of Enterprises (1,137 peers)

Coverage in Connecticut

W.R. Berkley Corporation Profit Sharing Plan covers 5,905 participants in Connecticut, 8.2x the typical Connecticut plan (state average ~718 per filing). Assets: $1.9B.

$1.9B
total plan assets (2023 EOY)
5,905
covered participants
99th
percentile by assets (of 127,072 plans)
$326,944
avg assets per participant

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • W.R. Berkley Corporation Profit Sharing Plan reported net income rose from -$241M in the plan year 2022 filing to $302M in the plan year 2023 filing.
  • W.R. Berkley Corporation Profit Sharing Plan end-of-year assets rose from $1.6B in the plan year 2022 filing to $1.9B in the plan year 2023 filing.
  • W.R. Berkley Corporation Profit Sharing Plan reported participants rose from 5,488 in the plan year 2022 filing to 5,905 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
Connecticut
Industry
Management of Enterprises

Participants vs Connecticut filers

In Connecticut, the average filing covers about 718 participants across 1,906 plans. W.R. Berkley Corporation Profit Sharing Plan reports 5,905 participants - 8.2x that state average ($1.9B EOY assets).

Connecticut filing particulars

Total Assets (Beginning of Year)$1.6B
Net Assets (End of Year)$1.9B
Net Income$302M
Employer EIN221867895
Plan Effective Date1973-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (W.R. Berkley Corporation)

$1.4B$1.6B$1.8B$2B$2.2B$2.4B 202220232024 $1.63B $2.29B ▲ +40.5%
Total plan assets by year, all W.R. Berkley Corporation plans on file
Year Plans Participants Total Assets
2022 1 5,488 $1.6B
2023 1 5,905 $1.9B
2024 1 6,103 $2.3B

Nearby 401(k) Plans in Connecticut

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

W.R. Berkley Corporation Profit Sharing Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants

W.R. Berkley Corporation Profit Sharing Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. 050000100000150000 -200204060 Total assets ($B) Participants W.R. Berkley Corpora…Rtx Savings PlanCiti Retirement Savi…The Hartford Investm…Xerox Corporation Sa…Eversource 401(k) Plan
W.R. Berkley Corporation Profit Sharing Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare W.R. Berkley Corporation Profit Sharing … side-by-side with 3 peers →

Scale composition for W.R. Berkley Corporation Profit Sharing Plan

W.R. Berkley Corporation Profit Sharing Plan reports $1.9B in end-of-year assets across 5,905 participants (0.016% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.006% of 93,925,755 covered participants) - about $326,944 per participant (2.4x the national average assets-per-participant) . Net income for plan year 2023 was $302M.

This plan identity (EIN 221867895, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $1.6B to $2.3B (+40.7%) while covered participants moved from 5,488 to 6,103 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 5,488 $1.6B Open filing
2023 5,905 $1.9B This page
2024 · index core 6,103 $2.3B Open filing

The same sponsor also keeps 1 other index-core plan on PlainRetire:

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to W.R. Berkley Corporation Profit Sharing Plan by total assets, not by location.

Frequently Asked Questions

How did W.R. Berkley Corporation Profit Sharing Plan assets move in 2023? ▼
W.R. Berkley Corporation Profit Sharing Plan grew sharply - up 18.5% during 2023, from $1.6B to $1.9B. Reported net income was $302M.
How have W.R. Berkley Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), W.R. Berkley Corporation's sponsor-wide assets grew 40.7%, from $1.6B to $2.3B.
Where does W.R. Berkley Corporation Profit Sharing Plan rank by assets among Form 5500 filers? ▼
W.R. Berkley Corporation Profit Sharing Plan ranks in the 99th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the largest 1% of all filed plans).
Which 401(k) plans are similar in size to W.R. Berkley Corporation Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ori 401(k) Savings and Profit Sharing Plan in IL ($1.9B, 9,909 participants).

Next read for W.R. Berkley Corporation Profit Sharing …

Filing takeaways

Ways to act on W.R. Berkley Corporation Profit Sharing Plan's numbers.

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 221867895.

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.