401(k) · DOL Form 5500 · 2022
World Insurance Associates LLC 401(k) Plan
Data updated 2026-08-25
- $56M
- Total assets Below avg plan size
- 1,532
- Participants Near avg headcount
- 89th
- Percentile by assets National rank
- $36,727
- Avg per participant Low balance/head
Official DOL plan name: World Insurance Associates LLC Retirement Trust · Sponsored by World Insurance Associates LLC · New Jersey · Finance & Insurance
$56M in assets, 1,532 participants
World Insurance Associates LLC's World Insurance Associates LLC Retirement Trust reported $56M in total assets and 1,532 participants in its 2022 DOL Form 5500 filing, ranking in the 89th 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.
- #7,613 in Finance & Insurance (9,261 peers)
Where World Insurance Associates LLC Retirement Trust sits by assets
World Insurance Associates LLC Retirement Trust sits in the top quartile of all filed plans by assets, $56M for 1,532 participants (~$36,727/participant), up 23.1% in 2022.
- #7,613
- in Finance & Insurance (9,261 peers)
- +23.1%
- assets growth YoY
- 0.6×
- vs typical plan assets (national mean)
World Insurance Associates LLC Retirement Trust's outsized position by total assets
World Insurance Associates LLC Retirement Trust vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$56,265,555 Top 11% higher than 89% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
World Insurance Associates LLC Retirement Trust's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. World Insurance Associates LLC Retirement Trust lands in the large band (1,532 participants).
DOL schedule card
Filing strip 453601219 · World Insurance Associates LLC PY 2022 · 401(k)
World Insurance Associates LLC Retirement Trust · $56M · 1,532 · 89th
- VS-ST $56M
- BOY 1,532
- SCH 89th
- EBSA 401(k)
- PART near Realm Idx, Inc. 401(k) Plan
- TYPE ind #7613
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 Jersey →
World Insurance Associates LLC Retirement Trust in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $46M |
|---|---|
| Net Assets (End of Year) | $56M |
| Net Income | $11M |
| Employer EIN | 453601219 |
| Plan Effective Date | 2012-02-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (World Insurance Associates LLC)
Sponsor-wide plan assets over time
All World Insurance Associates LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $149M 165.20830195312212% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,532 | $56M |
| 2023 | 1 | 1,888 | $92M |
| 2024 | 1 | 2,415 | $149M |
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 $36.8B · 168,280
- Verizon Savings Plan for Management Employees $25.2B · 76,788
- Johnson and Johnson Savings Plan $21.2B · 43,271
- Pfizer Savings Plan $17.8B · 27,796
- Ernst & Young Retirement Savings Plan $12.4B · 52,975
World Insurance Associates LLC Retirement Trust's out-of-state 401(k) peers by assets and headcount
Outside New Jersey, the nearest 401(k) by assets is Realm Idx, Inc. 401(k) Plan in CA ($56M); by covered participants it is Ves Group, Inc. 401(k) Profit Sharing Plan in MI (1,532 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($56M here).
- Realm Idx, Inc. 401(k) Plan (CA) $56M · 880
- Butler-Fairman & Seufert, Inc. 401(k)/ Profit Sharing Plan (IN) $56M · 181
- Component Repair Technologies Inc 401(k) Plan (OH) $56M · 428
- Crocs, Inc. 401(k) Plan (CO) $56M · 4,103
Similar participant headcount
Nearest other-state filings by covered participants (1,532 participants); asset peers above are excluded.
- Ves Group, Inc. 401(k) Profit Sharing Plan (MI) 1,532 · 0 off
- Evapco, Inc. Pretax Savings and Investment Plan (MD) 1,532 · 0 off
- Rhf Investments, Inc. 401(k) Savings Plan (NC) 1,532 · 0 off
- Domtar US Salaried 401(k) Plan () 1,532 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.