401(k) · DOL Form 5500 · 2023

World Insurance Associates LLC 401(k) Plan

Data updated 2026-08-25

$92M
Total assets Below avg plan size
1,888
Participants Near avg headcount
91st
Percentile by assets National rank
$48,501
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: World Insurance Associates LLC Retirement Trust · Sponsored by World Insurance Associates LLC · New Jersey · Finance & Insurance

$92M in assets, 1,888 participants

World Insurance Associates LLC's World Insurance Associates LLC Retirement Trust reported $92M in total assets and 1,888 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.

  • #7,599 in Finance & Insurance (8,869 peers)

Coverage in New Jersey

World Insurance Associates LLC Retirement Trust covers 1,888 participants in New Jersey, 2.2x the typical New Jersey plan (state average ~844 per filing). Assets: $92M.

#7,599
in Finance & Insurance (8,869 peers)
+62.7%
assets growth YoY
0.9×
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 2023 · DOL Form 5500

$91,570,518 Top 9% higher than 91% 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

World Insurance Associates LLC Retirement Trust'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. World Insurance Associates LLC Retirement Trust lands in the large band (1,888 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • World Insurance Associates LLC Retirement Trust reported net income rose from $11M in the plan year 2022 filing to $35M in the plan year 2023 filing.
  • World Insurance Associates LLC Retirement Trust end-of-year assets rose from $56M in the plan year 2022 filing to $92M in the plan year 2023 filing.
  • World Insurance Associates LLC Retirement Trust reported participants rose from 1,532 in the plan year 2022 filing to 1,888 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 453601219 · World Insurance Associates LLC PY 2023 · 401(k)

World Insurance Associates LLC Retirement Trust · $92M · 1,888 · 91st

  • PCT $92M
  • PCT 1,888
  • PCT 91st
  • PCT 401(k)
  • PCT near Harley Ellis Devereaux Employees' Savings Plan
  • PCT ind #7599

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

Providence Medical Group, Northern California 401(k) Profit Sharing PlanProvidence Medical Group, No…$92MClarkston-Potomac Group, Inc. 401(k) Plan & TrustClarkston-Potomac Group, Inc…$92MWorld Insurance Associates LLC Retirement TrustWorld Insurance Associates L…$92MHarley Ellis Devereaux Employees' Savings PlanHarley Ellis Devereaux Emplo…$92MThe Marcus Corp 401(k) Retirement Savings PlanThe Marcus Corp 401(k) Retir…$92M
End-of-year total assets ($M) among World Insurance Associates LLC Retirement Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New Jersey filing particulars

Total Assets (Beginning of Year)$56M
Net Assets (End of Year)$92M
Net Income$35M
Employer EIN453601219
Plan Effective Date2012-02-01
Filing StatusFILING 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
$0M$50M$100M$150M$200M 202220232024 $56.3M $149M ▲ +165.2%
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.

World Insurance Associates LLC Retirement Trust vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -1001020304050 Total assets ($B) Participants World Insurance Associates LLC Retirement Trust, Total assets ($B): 0.091570518 · Participants: 1888World Insurance Associates LLC Retirement TrustJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 44.552237022 · Participants: 176610JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 27.825640157 · Participants: 78072Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 22.177853595 · Participants: 41291Johnson and Johnson Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 15.543526764 · Participants: 59346Ernst & Young Retirement Savings PlanMerck US Savings Plan, Total assets ($B): 13.424416176 · Participants: 26850Merck US Savings Plan
World Insurance Associates LLC Retirement Trust vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare World Insurance Associates LLC Retirement Trust side-by-side with 3 peers →

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 Harley Ellis Devereaux Employees' Savings Plan in MI ($92M); by covered participants it is Albert Einstein College of Medicine 403(b) Retirement Income Plan in NY (1,888 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,888 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 World Insurance Associates LLC Retirement Trust assets move in 2023? ▼
World Insurance Associates LLC Retirement Trust surged - up 62.7% during 2023, from $56M to $92M. Reported net income was $35M.
How have World Insurance Associates LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), World Insurance Associates LLC's sponsor-wide assets grew 165.2%, from $56M to $149M.
Where does World Insurance Associates LLC Retirement Trust rank by assets among Form 5500 filers? ▼
World Insurance Associates LLC Retirement Trust ranks in the 91st 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 World Insurance Associates LLC Retirement Trust? ▼
Among 401(k) plans in other states, the closest by assets is Harley Ellis Devereaux Employees' Savings Plan in MI ($92M, 409 participants).
Which 401(k) plans cover a similar participant headcount to World Insurance Associates LLC Retirement Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Albert Einstein College of Medicine 403(b) Retirement Income Plan in NY (1,888 participants, $545M 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 453601219.

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.