Profit Sharing · DOL Form 5500 · 2023
United States Liability Insurance Company Profit Sharing Plan
Data updated 2026-08-25
- $243M
- Total assets Near avg plan size
- 1,322
- Participants Near avg headcount
- 95th
- Percentile by assets National rank
- $183,452
- Avg per participant Above avg balance/head
Official DOL plan name: United States Liability Insurance Company Employees' Profit Sharing Plan · Sponsored by United States Liability Insurance Company · Pennsylvania · Finance & Insurance
$243M in assets, 1,322 participants
United States Liability Insurance Company's United States Liability Insurance Company Employees' Profit Sharing Plan reported $243M in total assets and 1,322 participants in its 2023 DOL Form 5500 filing, ranking in the 95th 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.
- #8,211 in Finance & Insurance (8,869 peers)
Where United States Liability Insurance Company Employees' Profit Sharing Plan sits by assets
United States Liability Insurance Company Employees' Profit Sharing Plan sits in the top 5% of all filed plans by assets, $243M for 1,322 participants (~$183,452/participant), up 16.7% in 2023.
- #8,211
- in Finance & Insurance (8,869 peers)
- +16.7%
- assets growth YoY
- 2.4×
- vs typical plan assets (national mean)
United States Liability Insurance Company Employees' Profit Sharing Plan's outsized position by total assets
United States Liability Insurance Company Employees' Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$242,523,754 Top 5% higher than 95% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
United States Liability Insurance Company Employees' 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. United States Liability Insurance Company Employees' Profit Sharing Plan lands in the large band (1,322 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- United States Liability Insurance Company Employees' Profit Sharing Plan reported net income rose from -$17M in the plan year 2022 filing to $35M in the plan year 2023 filing.
- United States Liability Insurance Company Employees' Profit Sharing Plan end-of-year assets rose from $208M in the plan year 2022 filing to $243M in the plan year 2023 filing.
- United States Liability Insurance Company Employees' Profit Sharing Plan reported participants rose from 1,254 in the plan year 2022 filing to 1,322 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 231383313 · United States Liability Insurance Company PY 2023 · Profit Sharing
United States Liability Insurance Company Employees' Profit Sharing Plan · $243M · 1,322 · 95th
- IND $243M
- EOY 1,322
- 5500 95th
- ASSETS Profit Sharing
- PCT near The Hospital for Special Surgery Retirement Plan for Management and Medical Staff
- EIN ind #8211
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 Pennsylvania →
United States Liability Insurance Company Employees' Profit Sharing Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $208M |
|---|---|
| Net Assets (End of Year) | $243M |
| Net Income | $35M |
| Employer EIN | 231383313 |
| Plan Effective Date | 1961-12-31 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (United States Liability Insurance Company)
Sponsor-wide plan assets over time
All United States Liability Insurance Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $359M 37.336931649961706% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 2,370 | $262M |
| 2023 | 2 | 2,499 | $311M |
| 2024 | 2 | 2,858 | $359M |
Nearby Profit Sharing Plans in Pennsylvania
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Eastern Atlantic States Carpenters Annuity Fund $2.1B · 17,441
- University of Pennsylvania Basic Plan $1.7B · 21,016
- International Brotherhood of Electrical Workers Local Union 98 - Profit Sharing Plan $1.1B · 3,905
- Temple University Health System, Inc. Defined Contribution Retirement Plan $763M · 10,204
- Morgan, Lewis & Bockius LLP Defined Contribution Plan $714M · 2,458
United States Liability Insurance Company Employees' Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Pennsylvania, the nearest Profit Sharing by assets is The Hospital for Special Surgery Retirement Plan for Management and Medical Staff in NY ($243M); by covered participants it is I.U.O.E. Local 98 Annuity Fund in MA (1,326 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($243M here).
- The Hospital for Special Surgery Retirement Plan for Management and Medical Staff (NY) $243M · 659
- Metro-Ila Individual Account Retirement Plan (NJ) $244M · 1,322
- Connecticut Laborers' Annuity Plan (CT) $245M · 3,065
- Connecticut Pipetrades Local No. 777 Annuity Plan (CT) $246M · 2,559
Similar participant headcount
Nearest other-state filings by covered participants (1,322 participants); asset peers above are excluded.
- I.U.O.E. Local 98 Annuity Fund (MA) 1,326 · 4 off
- Lifetime Assistance, Inc. Employee Retirement Plan (NY) 1,333 · 11 off
- Building Laborers Local 310 Annuity Fund (OH) 1,341 · 19 off
- Pipe Fitters Local No 533 Individual Account Plan (MO) 1,302 · 20 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.