401(k) · DOL Form 5500 · 2023

Westguard Insurance Company 401(k) Plan

Data updated 2026-08-25

$98M
Total assets Below avg plan size
1,309
Participants Near avg headcount
91st
Percentile by assets National rank
$74,864
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

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.

  • #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.

#7,657
in Finance & Insurance (8,869 peers)
+19.7%
assets growth YoY
1.0×
vs typical plan assets (national mean)

Berkshire Hathaway Guard Profit Sharing/401(k) Plan's outsized position 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 $2,050,000,000 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

Berkshire Hathaway Guard Profit Sharing/401(k) 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. Berkshire Hathaway Guard Profit Sharing/401(k) Plan lands in the large band (1,309 participants).

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 →

Published 5500 schedule card

Filing strip 061678760 · Westguard Insurance Company PY 2023 · 401(k)

Berkshire Hathaway Guard Profit Sharing/401(k) Plan · $98M · 1,309 · 91st

  • ASSETS $98M
  • PCT 1,309
  • EIN 91st
  • RANK 401(k)
  • PHOTO near Carecentrix, Inc. Retirement Savings Plan
  • IND ind #7657

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 →

Berkshire Hathaway Guard Profit Sharing/401(k) Plan in the asset neighbourhood

Kelso & Company Savings Plan$98MDrury Employee Savings Plan$98MH.C. Starck Solutions (U.S.) Savings and Retirement PlanH.C. Starck Solutions (U.S.)…$98MBerkshire Hathaway Guard Profit Sharing/401(k) PlanBerkshire Hathaway Guard Pro…$98MCarecentrix, Inc. Retirement Savings PlanCarecentrix, Inc. Retirement…$98M
End-of-year total assets ($M) among Berkshire Hathaway Guard Profit Sharing/401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

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)

Sponsor-wide plan assets over time

All Westguard Insurance Company plans reported in each filing year

Latest sponsor-wide plan assets
$112M 36.82220839747041% vs 2022
2024 filing year
$70M$80M$90M$100M$110M$120M 202220232024 $81.9M $112M ▲ +36.8%
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 ($B) Participants Berkshire Hathaway Guard Profit Sharing/401(k) Plan, Total assets ($B): 0.097997468 · Participants: 1309Berkshire Hathaway Guard Profit Sharing/401(k) PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirement and Savings PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Services Group, Inc. Incentive Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York Mellon Corporation 401(k) Savings Plan
Berkshire Hathaway Guard Profit Sharing/401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Berkshire Hathaway Guard Profit Sharing/401(k) Plan side-by-side with 3 peers →

Berkshire Hathaway Guard Profit Sharing/401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Carecentrix, Inc. Retirement Savings Plan in CT ($98M); by covered participants it is Draexlmaier Automotive 401(k) Plan in SC (1,309 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($98M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,309 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 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).
Which 401(k) plans cover a similar participant headcount to Berkshire Hathaway Guard Profit Sharing/401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Draexlmaier Automotive 401(k) Plan in SC (1,309 participants, $67M 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 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.