401(k) · DOL Form 5500 · 2023

Amtrust Financial Services, Inc 401(k) Plan

Data updated 2026-08-25

$399M
Total assets Above avg plan size
4,572
Participants Above avg headcount
97th
Percentile by assets National rank
$87,192
Avg per participant Below avg balance/head
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Official DOL plan name: Amtrust Retirement Plan · Sponsored by Amtrust Financial Services, Inc · New York · Finance & Insurance

$399M in assets, 4,572 participants

Amtrust Financial Services, Inc's Amtrust Retirement Plan reported $399M in total assets and 4,572 participants in its 2023 DOL Form 5500 filing, ranking in the 97th 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.

  • #8,402 in Finance & Insurance (8,869 peers)

Coverage in New York

Amtrust Retirement Plan covers 4,572 participants in New York, 5.7x the typical New York plan (state average ~798 per filing). Assets: $399M.

#8,402
in Finance & Insurance (8,869 peers)
+23.5%
assets growth YoY
4.0×
vs typical plan assets (national mean)

Amtrust Retirement Plan's outsized position by total assets

Amtrust Retirement Plan vs every filed plan by assets

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

$398,641,308 Top 3% higher than 97% 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

Amtrust Retirement 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. Amtrust Retirement Plan lands in the large band (4,572 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Amtrust Retirement Plan reported net income rose from -$57M in the plan year 2022 filing to $76M in the plan year 2023 filing.
  • Amtrust Retirement Plan reported participants rose from 3,622 in the plan year 2022 filing to 4,572 in the plan year 2023 filing.
  • Amtrust Retirement Plan end-of-year assets rose from $323M in the plan year 2022 filing to $399M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 043106389 · Amtrust Financial Services, Inc PY 2023 · 401(k)

Amtrust Retirement Plan · $399M · 4,572 · 97th

  • 5500 $399M
  • ASSETS 4,572
  • PCT 97th
  • EIN 401(k)
  • RANK near Yanfeng Automotive Interior Systems Savings and Investment 401(k) Plan
  • PHOTO ind #8402

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 New York →

Amtrust Retirement Plan in the asset neighbourhood

Ares Retirement Savings Plan$399MThompson Hine LLP Retirement PlanThompson Hine LLP Retirement…$399MYanfeng Automotive Interior Systems Savings and Investment 401(k) PlanYanfeng Automotive Interior …$399MAmtrust Retirement Plan$399MFinastra USA Salary Savings 401(k) PlanFinastra USA Salary Savings …$398M
End-of-year total assets ($M) among Amtrust Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$323M
Net Assets (End of Year)$399M
Net Income$76M
Employer EIN043106389
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Amtrust Financial Services, Inc)

Sponsor-wide plan assets over time

All Amtrust Financial Services, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$458M 41.89874621260251% vs 2022
2024 filing year
$300M$350M$400M$450M$500M 202220232024 $323M $458M ▲ +41.9%
Year Plans Participants Total Assets
2022 1 3,622 $323M
2023 1 4,572 $399M
2024 1 4,442 $458M

Nearby 401(k) Plans in New York

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

Amtrust Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Amtrust Retirement Plan, Total assets ($B): 0.398641308 · Participants: 4572Amtrust Retirement PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Amtrust Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Amtrust Retirement Plan side-by-side with 3 peers →

Amtrust Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Yanfeng Automotive Interior Systems Savings and Investment 401(k) Plan in MI ($399M); by covered participants it is American National 401(k) Plan in TX (4,569 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($399M here).

Similar participant headcount

Nearest other-state filings by covered participants (4,572 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 Amtrust Retirement Plan assets move in 2023? ▼
Amtrust Retirement Plan grew sharply - up 23.5% during 2023, from $323M to $399M. Reported net income was $76M.
How have Amtrust Financial Services, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Amtrust Financial Services, Inc's sponsor-wide assets grew 41.9%, from $323M to $458M.
Where does Amtrust Retirement Plan rank by assets among Form 5500 filers? ▼
Amtrust Retirement Plan ranks in the 97th 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 401(k) plans are similar in size to Amtrust Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Yanfeng Automotive Interior Systems Savings and Investment 401(k) Plan in MI ($399M, 5,498 participants).
Which 401(k) plans cover a similar participant headcount to Amtrust Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is American National 401(k) Plan in TX (4,569 participants, $419M 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 043106389.

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.