401(k) · DOL Form 5500 · 2023

Westguard Insurance Company 401(k) Plan

Data updated 2026-08-11

$98M
Total assets
1,309
Participants
91st
Percentile by assets
$74,864
Avg per participant
PlainRetire home → About this data

Official DOL plan name: Berkshire Hathaway Guard Profit Sharing/401(k) Plan · Sponsored by Westguard Insurance Company · Pennsylvania · Finance & Insurance

$98M in assets, 1,309 participants

Westguard Insurance Company's Berkshire Hathaway Guard Profit Sharing/401(k) Plan reported $98M in total assets and 1,309 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.

  • 91st percentile by assets (of 127,072 plans)
  • #7,657 in Finance & Insurance (8,869 peers)

Where Berkshire Hathaway Guard Profit Sharing/401(k) Plan sits by assets

Berkshire Hathaway Guard Profit Sharing/401(k) Plan sits in the top 10% of all filed plans by assets, $98M for 1,309 participants (~$74,864/participant), up 19.7% in 2023.

$98M
total plan assets (2023 EOY)
1,309
covered participants
91st
percentile by assets (of 127,072 plans)
$74,864
avg assets per participant

Where Berkshire Hathaway Guard Profit Sharing/401(k) Plan sits by total assets

Berkshire Hathaway Guard Profit Sharing/401(k) Plan vs every filed plan by assets

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

$97,997,468 Top 9% higher than 91% of 127,068 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Berkshire Hathaway Guard Profit Sharing/401(k) Plan reported net income rose from -$14M in the plan year 2022 filing to $16M in the plan year 2023 filing.
  • Berkshire Hathaway Guard Profit Sharing/401(k) Plan reported participants rose from 916 in the plan year 2022 filing to 1,309 in the plan year 2023 filing.
  • Berkshire Hathaway Guard Profit Sharing/401(k) Plan end-of-year assets rose from $82M in the plan year 2022 filing to $98M in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
Pennsylvania
Industry
Finance & Insurance

Berkshire Hathaway Guard Profit Sharing/401(k) Plan vs the 2023 asset distribution

By assets, Berkshire Hathaway Guard Profit Sharing/401(k) Plan outranks 91% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 1.0x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$82M
Net Assets (End of Year)$98M
Net Income$16M
Employer EIN061678760
Plan Effective Date1987-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Westguard Insurance Company)

$70M$80M$90M$100M$110M$120M 202220232024 $81.9M $112M ▲ +36.8%
Total plan assets by year, all Westguard Insurance Company plans on file
Year Plans Participants Total Assets
2022 1 916 $82M
2023 1 1,309 $98M
2024 1 1,371 $112M

Nearby 401(k) Plans in Pennsylvania

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

Berkshire Hathaway Guard Profit Sharing/401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants Berkshire Hathaway G…, Total assets ($B): 0.097997468 · Participants: 1309Berkshire Hathaway G…Comcast Corporation …, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation …Cigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirem…, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirem…The PNC Financial Se…, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Se…The Bank of New York…, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York…
Berkshire Hathaway Guard Profit Sharing/401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Berkshire Hathaway Guard Profit Sharing/… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Berkshire Hathaway Guard Profit Sharing/401(k) Plan by total assets, not by location.

Frequently Asked Questions

How did Berkshire Hathaway Guard Profit Sharing/401(k) Plan assets move in 2023? ▼
Berkshire Hathaway Guard Profit Sharing/401(k) Plan grew sharply - up 19.7% during 2023, from $82M to $98M. Reported net income was $16M.
How have Westguard Insurance Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Westguard Insurance Company's sponsor-wide assets grew 36.8%, from $82M to $112M.
Where does Berkshire Hathaway Guard Profit Sharing/401(k) Plan rank by assets among Form 5500 filers? ▼
Berkshire Hathaway Guard Profit Sharing/401(k) Plan ranks in the 91st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Berkshire Hathaway Guard Profit Sharing/401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Carecentrix, Inc. Retirement Savings Plan in CT ($98M, 1,906 participants).

Next read for Berkshire Hathaway Guard Profit Sharing/…

Scale reading

Ways to act on Berkshire Hathaway Guard Profit Sharing/401(k) Plan's numbers.

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 061678760.

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.