401(k) · DOL Form 5500 · 2023

Privilege Underwriters, Inc. 401(k) Plan

Data updated 2026-08-25

$136M
Total assets Near avg plan size
1,053
Participants Near avg headcount
93rd
Percentile by assets National rank
$129,043
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Privilege Underwriters, Inc. 401(k) Plan · Sponsored by Privilege Underwriters, Inc. · New York · Finance & Insurance

$136M in assets, 1,053 participants

Privilege Underwriters, Inc.'s Privilege Underwriters, Inc. 401(k) Plan reported $136M in total assets and 1,053 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.

  • #7,903 in Finance & Insurance (8,869 peers)

Where Privilege Underwriters, Inc. 401(k) Plan sits by assets

Privilege Underwriters, Inc. 401(k) Plan sits in the top 10% of all filed plans by assets, $136M for 1,053 participants (~$129,043/participant), up 36.1% in 2023.

#7,903
in Finance & Insurance (8,869 peers)
+36.1%
assets growth YoY
1.4×
vs typical plan assets (national mean)

Privilege Underwriters, Inc. 401(k) Plan's outsized position by total assets

Privilege Underwriters, Inc. 401(k) Plan vs every filed plan by assets

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

$135,882,430 Top 7% higher than 93% 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

Privilege Underwriters, Inc. 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. Privilege Underwriters, Inc. 401(k) Plan lands in the large band (1,053 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Privilege Underwriters, Inc. 401(k) Plan reported net income rose from -$13M in the plan year 2022 filing to $36M in the plan year 2023 filing.
  • Privilege Underwriters, Inc. 401(k) Plan end-of-year assets rose from $100M in the plan year 2022 filing to $136M in the plan year 2023 filing.
  • Privilege Underwriters, Inc. 401(k) Plan reported participants rose from 946 in the plan year 2022 filing to 1,053 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 841699173 · Privilege Underwriters, Inc. PY 2023 · 401(k)

Privilege Underwriters, Inc. 401(k) Plan · $136M · 1,053 · 93rd

  • IND $136M
  • IND 1,053
  • IND 93rd
  • IND 401(k)
  • IND near Emcore Corporation 401(k) Plan
  • IND ind #7903

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 →

Privilege Underwriters, Inc. 401(k) Plan in the asset neighbourhood

Ariens Company Retirement Savings PlanAriens Company Retirement Sa…$136MZimmer Gunsul Frasca Architects LLP 401(k) Savings PlanZimmer Gunsul Frasca Archite…$136MPrivilege Underwriters, Inc. 401(k) PlanPrivilege Underwriters, Inc.…$136MEmcore Corporation 401(k) PlanEmcore Corporation 401(k) Pl…$136MNational Consumer Cooperative Bank Retirement and 401(k) PlanNational Consumer Cooperativ…$136M
End-of-year total assets ($M) among Privilege Underwriters, Inc. 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)$100M
Net Assets (End of Year)$136M
Net Income$36M
Employer EIN841699173
Plan Effective Date2006-04-13
Filing StatusFILING RECEIVED

Sponsor Plan History (Privilege Underwriters, Inc.)

Sponsor-wide plan assets over time

All Privilege Underwriters, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$169M 69.47799844740412% vs 2022
2024 filing year
$50M$100M$150M$200M 202220232024 $99.9M $169M ▲ +69.5%
Year Plans Participants Total Assets
2022 1 946 $100M
2023 1 1,053 $136M
2024 1 1,089 $169M

Nearby 401(k) Plans in New York

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

Privilege Underwriters, Inc. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Privilege Underwriters, Inc. 401(k) Plan, Total assets ($B): 0.13588243 · Participants: 1053Privilege Underwriters, Inc. 401(k) 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
Privilege Underwriters, Inc. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Privilege Underwriters, Inc. 401(k) Plan side-by-side with 3 peers →

Privilege Underwriters, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Emcore Corporation 401(k) Plan in CA ($136M); by covered participants it is Amphenol Affiliated Companies Employee Savings 401(k) Plan in CT (1,053 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,053 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 Privilege Underwriters, Inc. 401(k) Plan assets move in 2023? ▼
Privilege Underwriters, Inc. 401(k) Plan surged - up 36.1% during 2023, from $100M to $136M. Reported net income was $36M.
How have Privilege Underwriters, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Privilege Underwriters, Inc.'s sponsor-wide assets grew 69.5%, from $100M to $169M.
Where does Privilege Underwriters, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Privilege Underwriters, Inc. 401(k) Plan ranks in the 93rd 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 Privilege Underwriters, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Emcore Corporation 401(k) Plan in CA ($136M, 431 participants).
Which 401(k) plans cover a similar participant headcount to Privilege Underwriters, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Amphenol Affiliated Companies Employee Savings 401(k) Plan in CT (1,053 participants, $64M 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 841699173.

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.