401(k) · DOL Form 5500 · 2023

W.R. Berkley Corporation 401(k) Plan

Data updated 2026-08-25

$1.9B
Total assets Very large vs avg
5,905
Participants Above avg headcount
99th
Percentile by assets National rank
$326,944
Avg per participant High balance/head
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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.

  • #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.

#1,106
in Management of Enterprises (1,137 peers)
+18.5%
assets growth YoY
19×
vs typical plan assets (national mean)

W.R. Berkley Corporation Profit Sharing Plan's outsized position by total assets

W.R. Berkley Corporation Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$1,930,604,666 Top 1% higher than 99% of 127,068 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 2023

W.R. Berkley Corporation Profit Sharing Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. W.R. Berkley Corporation Profit Sharing Plan lands in the large band (5,905 participants).

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 →

EBSA filing schedule strip

Filing strip 221867895 · W.R. Berkley Corporation PY 2023 · 401(k)

W.R. Berkley Corporation Profit Sharing Plan · $1.9B · 5,905 · 99th

  • 5500 $1.9B
  • 5500 5,905
  • 5500 99th
  • 5500 401(k)
  • 5500 near Ori 401(k) Savings and Profit Sharing Plan
  • 5500 ind #1106

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 Management of Enterprises retirement plans → · Plans in Connecticut →

W.R. Berkley Corporation Profit Sharing Plan in the asset neighbourhood

Park Nicollet Health Services 401(k) Retirement Savings PlanPark Nicollet Health Service…$1.9BW.R. Berkley Corporation Profit Sharing PlanW.R. Berkley Corporation Pro…$1.9BOri 401(k) Savings and Profit Sharing PlanOri 401(k) Savings and Profi…$1.9BTcs 401(k) Plan$1.9BRock Holdings & Associated Companies Savings PlanRock Holdings & Associated C…$1.9B
End-of-year total assets ($B) among W.R. Berkley Corporation Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

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)

Sponsor-wide plan assets over time

All W.R. Berkley Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$2.3B 40.725159984500195% vs 2022
2024 filing year
$1.4B$1.6B$1.8B$2B$2.2B$2.4B 202220232024 $1.63B $2.29B ▲ +40.5%
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 Scatter plot of 6 data points. 050000100000150000 -200204060 Total assets ($B) Participants W.R. Berkley Corporation Profit Sharing Plan, Total assets ($B): 1.930604666 · Participants: 5905W.R. Berkley Corporation Profit Sharing PlanRtx Savings Plan, Total assets ($B): 52.759784 · Participants: 123037Rtx Savings PlanCiti Retirement Savings Plan, Total assets ($B): 20.653030659 · Participants: 77865Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 6.478512 · Participants: 18377The Hartford Investment and Savings PlanXerox Corporation Savings Plan, Total assets ($B): 3.948866 · Participants: 10291Xerox Corporation Savings PlanEversource 401(k) Plan, Total assets ($B): 3.751712453 · Participants: 9504Eversource 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 Plan 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:

W.R. Berkley Corporation Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is Ori 401(k) Savings and Profit Sharing Plan in IL ($1.9B); by covered participants it is Veolia North America 401(k) Savings Plan in MA (5,906 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($1.9B here).

Similar participant headcount

Nearest other-state filings by covered participants (5,905 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

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).
Which 401(k) plans cover a similar participant headcount to W.R. Berkley Corporation Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Veolia North America 401(k) Savings Plan in MA (5,906 participants, $930M in assets).

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.