401(k) · DOL Form 5500 · 2024
Westguard Insurance Company 401(k) Plan
Data updated 2026-08-11
- $112M
- Total assets
- 1,371
- Participants
- 91st
- Percentile by assets
- $81,705
- Avg per participant
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.
- 91st percentile by assets (of 123,622 plans)
- #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.
- $112M
- total plan assets (2024 EOY)
- 1,371
- covered participants
- 91st
- percentile by assets (of 123,622 plans)
- $81,705
- avg assets per participant
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.
Berkshire Hathaway Guard Profit Sharing/401(k) Plan vs the 2024 asset distribution
By assets, Berkshire Hathaway Guard Profit Sharing/401(k) Plan outranks 91% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 1.1x the national average plan size of $100M (721 average participants).
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)
| 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.
Berkshire Hathaway Guard Profit Sharing/401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
- 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
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Berkshire Hathaway Guard Profit Sharing/401(k) Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Berkshire Hathaway Guard Profit Sharing/401(k) Plan assets move in 2024? ▼
How have Westguard Insurance Company plan assets changed over time? ▼
Where does Berkshire Hathaway Guard Profit Sharing/401(k) Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Berkshire Hathaway Guard Profit Sharing/401(k) Plan? ▼
Next read for Berkshire Hathaway Guard Profit Sharing/…
Scale reading
Ways to act on Berkshire Hathaway Guard Profit Sharing/401(k) Plan's numbers.
- By total assets, Berkshire Hathaway Guard Profit Sharing/401(k) Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Pennsylvania. Compare plans
- Westguard Insurance Company's sponsor-wide assets have grown 36.8% since 2022 across 3 plan years on file. More Finance & Insurance plans