401(k) · DOL Form 5500 · 2024
W.R. Berkley Corporation 401(k) Plan
Data updated 2026-08-25
- $2.3B
- Total assets Very large vs avg
- 6,103
- Participants Above avg headcount
- 99th
- Percentile by assets National rank
- $375,780
- Avg per participant High balance/head
Official DOL plan name: W.R. Berkley Corporation Profit Sharing Plan · Sponsored by W.R. Berkley Corporation · Connecticut · Management of Enterprises
$2.3B in assets, 6,103 participants
W.R. Berkley Corporation's W.R. Berkley Corporation Profit Sharing Plan reported $2.3B in total assets and 6,103 participants in its 2024 DOL Form 5500 filing, ranking in the 99th 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.
- #1,106 in Management of Enterprises (1,133 peers)
Coverage in Connecticut
W.R. Berkley Corporation Profit Sharing Plan covers 6,103 participants in Connecticut, 8.5x the typical Connecticut plan (state average ~718 per filing). Assets: $2.3B.
- #1,106
- in Management of Enterprises (1,133 peers)
- +18.8%
- assets growth YoY
- 23×
- vs typical plan assets (national mean)
W.R. Berkley Corporation Profit Sharing Plan's outsized position by total assets
W.R. Berkley Corporation Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$2,293,383,287 Top 1% higher than 99% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
W.R. Berkley Corporation Profit Sharing Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. W.R. Berkley Corporation Profit Sharing Plan lands in the large band (6,103 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- W.R. Berkley Corporation Profit Sharing Plan reported net income rose from $302M in the plan year 2023 filing to $363M in the plan year 2024 filing.
- W.R. Berkley Corporation Profit Sharing Plan end-of-year assets rose from $1.9B in the plan year 2023 filing to $2.3B in the plan year 2024 filing.
- W.R. Berkley Corporation Profit Sharing Plan reported participants rose from 5,905 in the plan year 2023 filing to 6,103 in the plan year 2024 filing.
DOL schedule card
Filing strip 221867895 · W.R. Berkley Corporation PY 2024 · 401(k)
W.R. Berkley Corporation Profit Sharing Plan · $2.3B · 6,103 · 99th
- BOOK $2.3B
- VS-ST 6,103
- BOY 99th
- SCH 401(k)
- EBSA near Hilton 401(k) Plan
- PART ind #1106
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 Management of Enterprises retirement plans → · Plans in Connecticut →
W.R. Berkley Corporation Profit Sharing Plan in the asset neighbourhood
Connecticut filing particulars
| Total Assets (Beginning of Year) | $1.9B |
|---|---|
| Net Assets (End of Year) | $2.3B |
| Net Income | $363M |
| Employer EIN | 221867895 |
| Plan Effective Date | 1973-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (W.R. Berkley Corporation)
Sponsor-wide plan assets over time
All W.R. Berkley Corporation plans reported in each filing year
- Latest sponsor-wide plan assets
- $2.3B 40.725159984500195% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 5,488 | $1.6B |
| 2023 | 1 | 5,905 | $1.9B |
| 2024 | 1 | 6,103 | $2.3B |
Nearby 401(k) Plans in Connecticut
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Rtx Savings Plan $58.6B · 124,876
- Citi Retirement Savings Plan $23.2B · 78,741
- The Hartford Investment and Savings Plan $7.2B · 18,614
- Eversource 401(k) Plan $4.0B · 10,041
- Xerox Corporation Savings Plan $4.0B · 9,876
Scale composition for W.R. Berkley Corporation Profit Sharing Plan
W.R. Berkley Corporation Profit Sharing Plan reports $2.3B in end-of-year assets across 6,103 participants (0.019% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.006% of 93,925,755 covered participants) - about $375,780 per participant (2.7x the national average assets-per-participant) . Net income for plan year 2024 was $363M.
This plan identity (EIN 221867895, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $1.6B to $2.3B (+40.7%) while covered participants moved from 5,488 to 6,103 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 5,488 | $1.6B | Open filing |
| 2023 | 5,905 | $1.9B | Open filing |
| 2024 · index core | 6,103 | $2.3B | This page |
W.R. Berkley Corporation Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Connecticut, the nearest 401(k) by assets is Hilton 401(k) Plan in VA ($2.3B); by covered participants it is Alphastaff Retirement Savings Plan in FL (6,104 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2.3B here).
- Hilton 401(k) Plan (VA) $2.3B · 27,734
- Seagate 401(k) Plan (CA) $2.3B · 3,205
- Cdw Coworkers' Profit Sharing Plan (IL) $2.3B · 11,618
- Kohl's Inc. Savings Plan (WI) $2.3B · 57,844
Similar participant headcount
Nearest other-state filings by covered participants (6,103 participants); asset peers above are excluded.
- Alphastaff Retirement Savings Plan (FL) 6,104 · 1 off
- Dassault Systemes Employee Savings Plan Plus (MA) 6,105 · 2 off
- The J.M. Smucker Company Employee Savings Plan (OH) 6,105 · 2 off
- Liberty Healthcare Services Retirement Plan (NC) 6,111 · 8 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.