ESOP · DOL Form 5500 · 2024

The Berkley Group Inc. ESOP

Data updated 2026-08-25

$725M
Total assets Above avg plan size
4,730
Participants Above avg headcount
98th
Percentile by assets National rank
$153,185
Avg per participant Above avg balance/head
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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.

  • #4,590 in Real Estate (4,605 peers)

Coverage in Florida

Thirty Fifteen Employee Stock Ownership Plan covers 4,730 participants in Florida, 7.5x the typical Florida plan (state average ~628 per filing). Assets: $725M.

#4,590
in Real Estate (4,605 peers)
+123.4%
assets growth YoY
7.3×
vs typical plan assets (national mean)

Thirty Fifteen Employee Stock Ownership Plan's outsized position by total assets

Thirty Fifteen Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$724,566,492 Top 2% higher than 98% of 123,620 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 2024

Thirty Fifteen Employee Stock Ownership 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. Thirty Fifteen Employee Stock Ownership Plan lands in the large band (4,730 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • 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 →

DOL schedule card

Filing strip 592170299 · The Berkley Group Inc. PY 2024 · ESOP

Thirty Fifteen Employee Stock Ownership Plan · $725M · 4,730 · 98th

  • PCT $725M
  • EIN 4,730
  • RANK 98th
  • PHOTO ESOP
  • IND near Sheetz, Inc. Employee Stock Ownership Plan
  • EOY ind #4590

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 What is an ESOP? → · Plans in Florida →

Thirty Fifteen Employee Stock Ownership Plan in the asset neighbourhood

Magnolia Employee Stock Ownership PlanMagnolia Employee Stock Owne…$731MConsigli Building Group Employee Stock Ownership PlanConsigli Building Group Empl…$729MThirty Fifteen Employee Stock Ownership PlanThirty Fifteen Employee Stoc…$725MSheetz, Inc. Employee Stock Ownership PlanSheetz, Inc. Employee Stock …$721MMesser Inc. Employee Stock Ownership PlanMesser Inc. Employee Stock O…$696M
End-of-year total assets ($M) among Thirty Fifteen Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Florida filing particulars

Total Assets (Beginning of Year)$324M
Net Assets (End of Year)$725M
Net Income$400M
Employer EIN592170299
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Berkley Group Inc.)

Sponsor-wide plan assets over time

All The Berkley Group Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$725M 70.28640692099275% vs 2022
2024 filing year
$200M$400M$600M$800M 202220232024 $426M $725M ▲ +70.3%
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 Scatter plot of 6 data points. -50000050000100000150000200000 -5051015 Total assets ($B) Participants Thirty Fifteen Employee Stock Ownership Plan, Total assets ($B): 0.724566492 · Participants: 4730Thirty Fifteen Employee Stock Ownership PlanPublix Super Markets, Inc. Employee Stock Ownership Plan & Trust, Total assets ($B): 14.286420169 · Participants: 149213Publix Super Markets, Inc. Employee Stock Ownership Plan & TrustRaymond James Financial, Inc. & Affiliates Employee Stock Ownership Plan, Total assets ($B): 1.130328955 · Participants: 16036Raymond James Financial, Inc. & Affiliates Employee Stock Ownership PlanSummit Companies Holdings, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.75388536 · Participants: 354Summit Companies Holdings, Inc. Employee Stock Ownership PlanWestern Global Airlines, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.441212218 · Participants: 353Western Global Airlines, Inc. Employee Stock Ownership PlanRsr Employee Stock Ownership Plan, Total assets ($B): 0.386084746 · Participants: 366Rsr Employee Stock Ownership Plan
Thirty Fifteen Employee Stock Ownership Plan vs. nearby ESOP plans in Florida, assets vs. participants
Compare Thirty Fifteen Employee Stock Ownership Plan side-by-side with 3 peers →

Thirty Fifteen Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Florida, the nearest ESOP by assets is Sheetz, Inc. Employee Stock Ownership Plan in PA ($721M); by covered participants it is Kehe Distributors, Inc. Employee Stock Ownership Plan in IL (4,815 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($725M here).

Similar participant headcount

Nearest other-state filings by covered participants (4,730 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

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 123,622 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 Sheetz, Inc. Employee Stock Ownership Plan in PA ($721M, 14,939 participants).
Which ESOP plans cover a similar participant headcount to Thirty Fifteen Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Kehe Distributors, Inc. Employee Stock Ownership Plan in IL (4,815 participants, $2.2B in assets).

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.