401(k) · DOL Form 5500 · 2024

Amtrust North America Inc. 401(k) Plan

Data updated 2026-08-25

$458M
Total assets Above avg plan size
4,442
Participants Above avg headcount
97th
Percentile by assets National rank
$103,136
Avg per participant Below avg balance/head
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Official DOL plan name: Amtrust Retirement Plan · Sponsored by Amtrust North America Inc. · New York · Finance & Insurance

$458M in assets, 4,442 participants

Amtrust North America Inc.'s Amtrust Retirement Plan reported $458M in total assets and 4,442 participants in its 2024 DOL Form 5500 filing, ranking in the 97th 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.

  • #8,094 in Finance & Insurance (8,549 peers)

Coverage in New York

Amtrust Retirement Plan covers 4,442 participants in New York, 5.6x the typical New York plan (state average ~798 per filing). Assets: $458M.

#8,094
in Finance & Insurance (8,549 peers)
+14.9%
assets growth YoY
4.6×
vs typical plan assets (national mean)

Amtrust Retirement Plan's outsized position by total assets

Amtrust Retirement Plan vs every filed plan by assets

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

$458,128,521 Top 3% higher than 97% 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

Amtrust Retirement 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. Amtrust Retirement Plan lands in the large band (4,442 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Amtrust Retirement Plan reported net income fell from $76M in the plan year 2023 filing to $59M in the plan year 2024 filing.
  • Amtrust Retirement Plan end-of-year assets rose from $399M in the plan year 2023 filing to $458M in the plan year 2024 filing.
  • Amtrust Retirement Plan reported participants fell from 4,572 in the plan year 2023 filing to 4,442 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 043106389 · Amtrust North America Inc. PY 2024 · 401(k)

Amtrust Retirement Plan · $458M · 4,442 · 97th

  • TYPE $458M
  • TYPE 4,442
  • TYPE 97th
  • TYPE 401(k)
  • TYPE near Myriad Genetics, Inc. 401(k) Profit Sharing Plan
  • TYPE ind #8094

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 York →

Amtrust Retirement Plan in the asset neighbourhood

James Hardie Building Products, Inc. Retirement PlanJames Hardie Building Produc…$459MJohn Bean Technologies Corporation Savings and Investment PlanJohn Bean Technologies Corpo…$458MAmtrust Retirement Plan$458MMyriad Genetics, Inc. 401(k) Profit Sharing PlanMyriad Genetics, Inc. 401(k)…$458MGreat River Energy 401(k) Retirement PlanGreat River Energy 401(k) Re…$458M
End-of-year total assets ($M) among Amtrust Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$399M
Net Assets (End of Year)$458M
Net Income$59M
Employer EIN043106389
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Amtrust North America Inc.)

Sponsor-wide plan assets over time

All Amtrust North America Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$458M 41.89874621260251% vs 2022
2024 filing year
$300M$350M$400M$450M$500M 202220232024 $323M $458M ▲ +41.9%
Year Plans Participants Total Assets
2022 1 3,622 $323M
2023 1 4,572 $399M
2024 1 4,442 $458M

Nearby 401(k) Plans in New York

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Amtrust Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Amtrust Retirement Plan, Total assets ($B): 0.458128521 · Participants: 4442Amtrust Retirement PlanIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Amtrust Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Amtrust Retirement Plan side-by-side with 3 peers →

Amtrust Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Myriad Genetics, Inc. 401(k) Profit Sharing Plan in UT ($458M); by covered participants it is Cantex Continuing Care Network Employees Savings Trust in TX (4,442 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4,442 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 Amtrust Retirement Plan assets move in 2024? ▼
Amtrust Retirement Plan grew at a solid clip - up 14.9% during 2024, from $399M to $458M. Reported net income was $59M.
How have Amtrust North America Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Amtrust North America Inc.'s sponsor-wide assets grew 41.9%, from $323M to $458M.
Where does Amtrust Retirement Plan rank by assets among Form 5500 filers? ▼
Amtrust Retirement Plan ranks in the 97th 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 401(k) plans are similar in size to Amtrust Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Myriad Genetics, Inc. 401(k) Profit Sharing Plan in UT ($458M, 2,559 participants).
Which 401(k) plans cover a similar participant headcount to Amtrust Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cantex Continuing Care Network Employees Savings Trust in TX (4,442 participants, $24M 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 043106389.

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.