ESOP · DOL Form 5500 · 2023

The Berkley Group Inc. ESOP

Data updated 2026-08-25

$324M
Total assets Above avg plan size
5,365
Participants Above avg headcount
96th
Percentile by assets National rank
$60,466
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

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.

  • #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.

#4,694
in Real Estate (4,727 peers)
-23.8%
assets change YoY
3.3×
vs typical plan assets (national mean)

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.

Thirty Fifteen Employee Stock Ownership Plan's outsized position by total assets

Thirty Fifteen Employee Stock Ownership Plan vs every filed plan by assets

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

$324,400,117 Top 4% higher than 96% 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

Thirty Fifteen Employee Stock Ownership 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. Thirty Fifteen Employee Stock Ownership Plan lands in the large band (5,365 participants).

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.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 592170299 · The Berkley Group Inc. PY 2023 · ESOP

Thirty Fifteen Employee Stock Ownership Plan · $324M · 5,365 · 96th

  • PHOTO $324M
  • PHOTO 5,365
  • PHOTO 96th
  • PHOTO ESOP
  • PHOTO near Modern Technology Solutions, Inc. Employee Stock Ownership Plan and Trust
  • PHOTO ind #4694

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 What is an ESOP? → · Plans in Florida →

Thirty Fifteen Employee Stock Ownership Plan in the asset neighbourhood

Thirty Fifteen Employee Stock Ownership PlanThirty Fifteen Employee Stoc…$324MModern Technology Solutions, Inc. Employee Stock Ownership Plan and TrustModern Technology Solutions,…$322MNew River Electrical Corporation Employee Stock Ownership PlanNew River Electrical Corpora…$321MTecolote Research, Inc. Employee Stock Ownership PlanTecolote Research, Inc. Empl…$321MBrown Capital Management ESOP$320M
End-of-year total assets ($M) among Thirty Fifteen Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Florida filing particulars

Total Assets (Beginning of Year)$425M
Net Assets (End of Year)$324M
Net Income-$101M
Employer EIN592170299
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Berkley Group Inc.)

Sponsor-wide plan assets over time

All The Berkley Group Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$725M 70.28640692099275% vs 2022
2024 filing year
$200M$400M$600M$800M 202220232024 $426M $725M ▲ +70.3%
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 Scatter plot of 6 data points. -50000050000100000150000 -5051015 Total assets ($B) Participants Thirty Fifteen Employee Stock Ownership Plan, Total assets ($B): 0.324400117 · Participants: 5365Thirty Fifteen Employee Stock Ownership PlanPublix Super Markets, Inc. Employee Stock Ownership Plan & Trust, Total assets ($B): 11.810430673 · Participants: 141229Publix Super Markets, Inc. Employee Stock Ownership Plan & TrustRaymond James Financial, Inc. & Affiliates Employee Stock Ownership Plan, Total assets ($B): 0.836004639 · Participants: 15500Raymond James Financial, Inc. & Affiliates Employee Stock Ownership PlanRsr Employee Stock Ownership Plan, Total assets ($B): 0.390019755 · Participants: 382Rsr Employee Stock Ownership PlanSummit Companies Holdings, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.367604547 · Participants: 233Summit Companies Holdings, Inc. Employee Stock Ownership PlanUnited States Sugar Corporation - ESOP Ownership Plan, Total assets ($B): 0.237405762 · Participants: 732United States Sugar Corporation - ESOP Ownership Plan
Thirty Fifteen Employee Stock Ownership Plan vs. nearby ESOP plans in Florida, assets vs. participants
Compare Thirty Fifteen Employee Stock Ownership Plan side-by-side with 3 peers →

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's out-of-state ESOP peers by assets and headcount

Outside Florida, the nearest ESOP by assets is Modern Technology Solutions, Inc. Employee Stock Ownership Plan and Trust in VA ($322M); by covered participants it is Patterson Companies, Inc. Employee Stock Ownership Plan in MN (4,969 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (5,365 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 Thirty Fifteen Employee Stock Ownership Plan assets move in 2023? ▼
Thirty Fifteen Employee Stock Ownership Plan declined sharply - down 23.8% during 2023, from $425M to $324M. Reported net income was -$101M.
How have The Berkley Group Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Berkley Group Inc.'s sponsor-wide assets grew 70.3%, from $425M to $725M.
Where does Thirty Fifteen Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Thirty Fifteen Employee Stock Ownership Plan ranks in the 96th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which ESOP plans are similar in size to Thirty Fifteen Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Modern Technology Solutions, Inc. Employee Stock Ownership Plan and Trust in VA ($322M, 1,652 participants).
Which ESOP plans cover a similar participant headcount to Thirty Fifteen Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Patterson Companies, Inc. Employee Stock Ownership Plan in MN (4,969 participants, N/A 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 592170299.

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.