ESOP · DOL Form 5500 · 2024

The Berkley Group Inc. ESOP

Data updated 2026-07-24

$725M
Total assets: 4,730
Participants: 98th
Percentile by assets: $153,185
Avg per participant

Official DOL plan name: Thirty Fifteen Employee Stock Ownership Plan · Sponsored by The Berkley Group Inc. · Florida · Real Estate

$725M in assets, 4,730 participants

The Berkley Group Inc.'s Thirty Fifteen Employee Stock Ownership Plan reported $725M in total assets and 4,730 participants in its 2024 DOL Form 5500 filing, ranking in the 98th 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.

98th percentile by assets (of 116,472 plans)

Coverage in Florida

Thirty Fifteen Employee Stock Ownership Plan covers 4,730 participants in Florida, 7.5x the typical Florida plan (state average ~631 per filing). Assets: $725M.

$725M
total plan assets (2024 EOY): 4,730
covered participants: 98th
percentile by assets (of 116,472 plans): $153,185
avg assets per participant

Thirty Fifteen Employee Stock Ownership Plan reported net income rose from -$101M in the plan year 2023 filing to $400M in the plan year 2024 filing.
Thirty Fifteen Employee Stock Ownership Plan end-of-year assets rose from $324M in the plan year 2023 filing to $725M in the plan year 2024 filing.
Thirty Fifteen Employee Stock Ownership Plan reported participants fell from 5,365 in the plan year 2023 filing to 4,730 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

Florida

Industry

Real Estate

Participants vs Florida filers

In Florida, the average filing covers about 631 participants across 6,304 plans. Thirty Fifteen Employee Stock Ownership Plan reports 4,730 participants - 7.5x that state average ($725M EOY assets).

Florida filing particulars

Total Assets (Beginning of Year)	$324M
Net Assets (End of Year)	$725M
Net Income	$400M
Employer EIN	592170299
Plan Effective Date	1994-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (The Berkley Group Inc.)

Total plan assets by year, all The Berkley Group Inc. plans on file

Year	Plans	Participants	Total Assets
2022	1	6,258	$425M
2023	1	5,365	$324M
2024	1	4,730	$725M

Nearby ESOP Plans in Florida

Peer ESOP plans, same state, same plan type, ranked by total assets.

Thirty Fifteen Employee Stock Ownership Plan vs. nearby ESOP plans in Florida, assets vs. participants

Publix Super Markets, Inc. Employee Stock Ownership Plan & Trust $14.3B · 149,213
Summit Companies Holdings, Inc. Employee Stock Ownership Plan $754M · 354
Western Global Airlines, Inc. Employee Stock Ownership Plan $441M · 353
Rsr Employee Stock Ownership Plan $386M · 366
United States Sugar Corporation - ESOP Ownership Plan $282M · 716

Compare Thirty Fifteen Employee Stock Ownership … side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Thirty Fifteen Employee Stock Ownership Plan by total assets, not by location.

Consigli Building Group Employee Stock Ownership Plan (MA) $729M · 1,684
Magnolia Employee Stock Ownership Plan (LA) $731M · 745
Warehouse Home Furnishings Distributors, Inc. Employee Stock Ownership Plan (GA) $681M · 1,745
Centimark Corporation Employee Stock Ownership Plan and Trust (PA) $680M · 2,444

Frequently Asked Questions

How did Thirty Fifteen Employee Stock Ownership Plan assets move in 2024? ▼

Thirty Fifteen Employee Stock Ownership Plan surged - up 123.4% during 2024, from $324M to $725M. Reported net income was $400M.

How have The Berkley Group Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), The Berkley Group Inc.'s sponsor-wide assets grew 70.3%, from $425M to $725M.

Where does Thirty Fifteen Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼

Thirty Fifteen Employee Stock Ownership Plan ranks in the 98th percentile by end-of-year assets among 116,472 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).

Which ESOP plans are similar in size to Thirty Fifteen Employee Stock Ownership Plan? ▼

Among ESOP plans in other states, the closest by assets is Consigli Building Group Employee Stock Ownership Plan in MA ($729M, 1,684 participants).

Next read for Thirty Fifteen Employee Stock Ownership …

Filing takeaways

Ways to act on Thirty Fifteen Employee Stock Ownership Plan's numbers.

By total assets, Thirty Fifteen Employee Stock Ownership Plan ranks in the top 5% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar ESOP plans in Florida. Compare plans
The Berkley Group Inc.'s sponsor-wide assets have grown 70.3% since 2022 across 3 plan years on file. More Real Estate plans

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 592170299.

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.