401(k) · DOL Form 5500 · 2024
Westguard Insurance Company 401(k) Plan
Data updated 2026-08-25
- $112M
- Total assets Near avg plan size
- 1,371
- Participants Near avg headcount
- 91st
- Percentile by assets National rank
- $81,705
- Avg per participant Below avg balance/head
Official DOL plan name: Berkshire Hathaway Guard Profit Sharing/401(k) Plan · Sponsored by Westguard Insurance Company · Pennsylvania · Finance & Insurance
$112M in assets, 1,371 participants
Westguard Insurance Company's Berkshire Hathaway Guard Profit Sharing/401(k) Plan reported $112M in total assets and 1,371 participants in its 2024 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.
- #7,379 in Finance & Insurance (8,549 peers)
Where Berkshire Hathaway Guard Profit Sharing/401(k) Plan sits by assets
Berkshire Hathaway Guard Profit Sharing/401(k) Plan sits in the top 10% of all filed plans by assets, $112M for 1,371 participants (~$81,705/participant), up 14.3% in 2024.
- #7,379
- in Finance & Insurance (8,549 peers)
- +14.3%
- assets growth YoY
- 1.1×
- vs typical plan assets (national mean)
Berkshire Hathaway Guard Profit Sharing/401(k) Plan's outsized position by total assets
Berkshire Hathaway Guard Profit Sharing/401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$112,017,531 Top 9% higher than 91% 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
Berkshire Hathaway Guard Profit Sharing/401(k) 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. Berkshire Hathaway Guard Profit Sharing/401(k) Plan lands in the large band (1,371 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Berkshire Hathaway Guard Profit Sharing/401(k) Plan end-of-year assets rose from $98M in the plan year 2023 filing to $112M in the plan year 2024 filing.
- Berkshire Hathaway Guard Profit Sharing/401(k) Plan reported net income fell from $16M in the plan year 2023 filing to $14M in the plan year 2024 filing.
- Berkshire Hathaway Guard Profit Sharing/401(k) Plan reported participants rose from 1,309 in the plan year 2023 filing to 1,371 in the plan year 2024 filing.
DOL schedule card
Filing strip 061678760 · Westguard Insurance Company PY 2024 · 401(k)
Berkshire Hathaway Guard Profit Sharing/401(k) Plan · $112M · 1,371 · 91st
- BOOK $112M
- BOOK 1,371
- BOOK 91st
- BOOK 401(k)
- BOOK near Fortitude Re 401(k) Plan
- BOOK ind #7379
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 Pennsylvania →
Berkshire Hathaway Guard Profit Sharing/401(k) Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $98M |
|---|---|
| Net Assets (End of Year) | $112M |
| Net Income | $14M |
| Employer EIN | 061678760 |
| Plan Effective Date | 1987-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Westguard Insurance Company)
Sponsor-wide plan assets over time
All Westguard Insurance Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $112M 36.82220839747041% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 916 | $82M |
| 2023 | 1 | 1,309 | $98M |
| 2024 | 1 | 1,371 | $112M |
Nearby 401(k) Plans in Pennsylvania
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Comcast Corporation Retirement - Investment Plan $19.7B · 90,495
- The Cigna Group 401(k) Plan $14.2B · 63,634
- The Vanguard Retirement and Savings Plan $11.1B · 18,066
- Thermo Fisher Scientific Inc. 401(k) Retirement Plan $10.3B · 36,150
- The PNC Financial Services Group, Inc. Incentive Savings Plan $10.2B · 54,604
Berkshire Hathaway Guard Profit Sharing/401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Pennsylvania, the nearest 401(k) by assets is Fortitude Re 401(k) Plan in TN ($112M); by covered participants it is 403(b) Plan for Employees of Lutheran Social Services of Illinois in IL (1,371 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($112M here).
- Fortitude Re 401(k) Plan (TN) $112M · 430
- Oak Harbor Freight Lines, Inc. 401(k) Plan and Trust (WA) $112M · 1,878
- Robertet USA 401(k) Plan (NJ) $112M · 413
- Lexington Partners 401(k) Retirement Plan (NY) $112M · 119
Similar participant headcount
Nearest other-state filings by covered participants (1,371 participants); asset peers above are excluded.
- 403(b) Plan for Employees of Lutheran Social Services of Illinois (IL) 1,371 · 0 off
- Zenith American Solutions, Inc. Retirement Savings 401(k) Plan (FL) 1,371 · 0 off
- Retirement Savings Plan of Flad Affiliated Corp. (WI) 1,371 · 0 off
- Watlow Group 401(k) Plan (MO) 1,371 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.