401(k) · DOL Form 5500 · 2023
A. M. Best Company 401(k) Plan
Data updated 2026-08-25
- $168M
- Total assets Near avg plan size
- 530
- Participants Below avg headcount
- 94th
- Percentile by assets National rank
- $316,382
- Avg per participant High balance/head
Official DOL plan name: A.M. Best Company Savings Plan · Sponsored by A. M. Best Company · New Jersey · Information & Media
$168M in assets, 530 participants
A. M. Best Company's A.M. Best Company Savings Plan reported $168M in total assets and 530 participants in its 2023 DOL Form 5500 filing, ranking in the 94th 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.
- #2,562 in Information & Media (2,818 peers)
Where A.M. Best Company Savings Plan sits by assets
A.M. Best Company Savings Plan sits in the top 10% of all filed plans by assets, $168M for 530 participants (~$316,382/participant), up 18.4% in 2023.
- #2,562
- in Information & Media (2,818 peers)
- +18.4%
- assets growth YoY
- 1.7×
- vs typical plan assets (national mean)
A.M. Best Company Savings Plan's outsized position by total assets
A.M. Best Company Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$167,682,320 Top 6% higher than 94% 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
A.M. Best Company Savings Plan among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. A.M. Best Company Savings Plan sits mid-pack in the medium band (530 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- A.M. Best Company Savings Plan reported net income rose from -$25M in the plan year 2022 filing to $26M in the plan year 2023 filing.
- A.M. Best Company Savings Plan end-of-year assets rose from $142M in the plan year 2022 filing to $168M in the plan year 2023 filing.
- A.M. Best Company Savings Plan reported participants fell from 544 in the plan year 2022 filing to 530 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 134955140 · A. M. Best Company PY 2023 · 401(k)
A.M. Best Company Savings Plan · $168M · 530 · 94th
- PCT $168M
- PCT 530
- PCT 94th
- PCT 401(k)
- PCT near Boar's Head Provisions Co., Inc. 401(k) and Profit Sharing Plan
- PCT ind #2562
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 Information & Media retirement plans → · Plans in New Jersey →
A.M. Best Company Savings Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $142M |
|---|---|
| Net Assets (End of Year) | $168M |
| Net Income | $26M |
| Employer EIN | 134955140 |
| Plan Effective Date | 1996-02-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (A. M. Best Company)
Sponsor-wide plan assets over time
All A. M. Best Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $187M 32.185599650788596% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 544 | $142M |
| 2023 | 1 | 530 | $168M |
| 2024 | 1 | 541 | $187M |
Nearby 401(k) Plans in New Jersey
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- JPMorgan Chase 401(k) Savings Plan $44.6B · 176,610
- Verizon Savings Plan for Management Employees $27.8B · 78,072
- Johnson and Johnson Savings Plan $22.2B · 41,291
- Ernst & Young Retirement Savings Plan $15.5B · 59,346
- Merck US Savings Plan $13.4B · 26,850
A.M. Best Company Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside New Jersey, the nearest 401(k) by assets is Boar's Head Provisions Co., Inc. 401(k) and Profit Sharing Plan in FL ($168M); by covered participants it is Sun Health Employee Services 401(k) Plan in AZ (530 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($168M here).
- Boar's Head Provisions Co., Inc. 401(k) and Profit Sharing Plan (FL) $168M · 2,485
- Jackson Healthcare 401(k) Savings Plan (GA) $168M · 1,848
- Syniverse Technologies Savings Plan (FL) $168M · 536
- Indicor Retirement Savings Plan 103 (NC) $168M · 849
Similar participant headcount
Nearest other-state filings by covered participants (530 participants); asset peers above are excluded.
- Sun Health Employee Services 401(k) Plan (AZ) 530 · 0 off
- Leman Academy of Excellence 401(k) Plan (AZ) 530 · 0 off
- Flint Hills Resources Union Employees 401(k) Plan (KS) 530 · 0 off
- Ernie Ball, Inc. 401(k) Profit Sharing Plan (CA) 530 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.