ESOP · DOL Form 5500 · 2023
The Berkley Group Inc. ESOP
Data updated 2026-08-11
- $324M
- Total assets
- 5,365
- Participants
- 96th
- Percentile by assets
- $60,466
- Avg per participant
Official DOL plan name: Thirty Fifteen Employee Stock Ownership Plan · Sponsored by The Berkley Group Inc. · Florida · Real Estate
$324M in assets, 5,365 participants
The Berkley Group Inc.'s Thirty Fifteen Employee Stock Ownership Plan reported $324M in total assets and 5,365 participants in its 2023 DOL Form 5500 filing, ranking in the 96th 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.
- 96th percentile by assets (of 127,072 plans)
- #4,694 in Real Estate (4,727 peers)
Coverage in Florida
Thirty Fifteen Employee Stock Ownership Plan covers 5,365 participants in Florida, 8.5x the typical Florida plan (state average ~628 per filing). Assets: $324M.
- $324M
- total plan assets (2023 EOY)
- 5,365
- covered participants
- 96th
- percentile by assets (of 127,072 plans)
- $60,466
- avg assets per participant
The plan reported a net loss of $101M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Thirty Fifteen Employee Stock Ownership Plan end-of-year assets fell from $425M in the plan year 2022 filing to $324M in the plan year 2023 filing.
- Thirty Fifteen Employee Stock Ownership Plan reported participants fell from 6,258 in the plan year 2022 filing to 5,365 in the plan year 2023 filing.
- Thirty Fifteen Employee Stock Ownership Plan reported net income fell from -$99M in the plan year 2022 filing to -$101M in the plan year 2023 filing.
Participants vs Florida filers
In Florida, the average filing covers about 628 participants across 6,617 plans. Thirty Fifteen Employee Stock Ownership Plan reports 5,365 participants - 8.5x that state average ($324M EOY assets).
Florida filing particulars
| Total Assets (Beginning of Year) | $425M |
|---|---|
| Net Assets (End of Year) | $324M |
| Net Income | -$101M |
| Employer EIN | 592170299 |
| Plan Effective Date | 1994-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Berkley Group Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 6,258 | $425M |
| 2023 | 1 | 5,365 | $324M |
| 2024 | 1 | 4,730 | $725M |
Nearby ESOP Plans in Florida
Peer ESOP plans, same state, same plan type, ranked by total assets.
Thirty Fifteen Employee Stock Ownership Plan vs. nearby ESOP plans in Florida, assets vs. participants
- Publix Super Markets, Inc. Employee Stock Ownership Plan & Trust $11.8B · 141,229
- Raymond James Financial, Inc. & Affiliates Employee Stock Ownership Plan $836M · 15,500
- Rsr Employee Stock Ownership Plan $390M · 382
- Summit Companies Holdings, Inc. Employee Stock Ownership Plan $368M · 233
- United States Sugar Corporation - ESOP Ownership Plan $237M · 732
Scale composition for Thirty Fifteen Employee Stock Ownership Plan
Thirty Fifteen Employee Stock Ownership Plan reports $324M in end-of-year assets across 5,365 participants (0.003% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.006% of 93,925,755 covered participants) - about $60,466 per participant (44% of the national average assets-per-participant) . Net income for plan year 2023 was -$101M.
This plan identity (EIN 592170299, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $425M to $725M (+70.3%) while covered participants moved from 6,258 to 4,730 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 6,258 | $425M | Open filing |
| 2023 | 5,365 | $324M | This page |
| 2024 · index core | 4,730 | $725M | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Thirty Fifteen Employee Stock Ownership Plan (ESOP, $725M, 4,730 participants)
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Thirty Fifteen Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
How did Thirty Fifteen Employee Stock Ownership Plan assets move in 2023? ▼
How have The Berkley Group Inc. plan assets changed over time? ▼
Where does Thirty Fifteen Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Which ESOP plans are similar in size to Thirty Fifteen Employee Stock Ownership Plan? ▼
Next read for Thirty Fifteen Employee Stock Ownership …
Filing takeaways
Ways to act on Thirty Fifteen Employee Stock Ownership Plan's numbers.
- By total assets, Thirty Fifteen Employee Stock Ownership Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Florida. Compare plans
- The Berkley Group Inc.'s sponsor-wide assets have grown 70.3% since 2022 across 3 plan years on file. More Real Estate plans