401(k) · DOL Form 5500 · 2024

Privilege Underwriters, Inc. 401(k) Plan

Data updated 2026-08-25

$169M
Total assets Near avg plan size
1,089
Participants Near avg headcount
94th
Percentile by assets National rank
$155,401
Avg per participant Above avg balance/head
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Official DOL plan name: Privilege Underwriters, Inc. 401(k) Plan · Sponsored by Privilege Underwriters, Inc. · New York · Finance & Insurance

$169M in assets, 1,089 participants

Privilege Underwriters, Inc.'s Privilege Underwriters, Inc. 401(k) Plan reported $169M in total assets and 1,089 participants in its 2024 DOL Form 5500 filing, ranking in the 94th 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.

  • #7,676 in Finance & Insurance (8,549 peers)

Where Privilege Underwriters, Inc. 401(k) Plan sits by assets

Privilege Underwriters, Inc. 401(k) Plan sits in the top 10% of all filed plans by assets, $169M for 1,089 participants (~$155,401/participant), up 24.5% in 2024.

#7,676
in Finance & Insurance (8,549 peers)
+24.5%
assets growth YoY
1.7×
vs typical plan assets (national mean)

Privilege Underwriters, Inc. 401(k) Plan's outsized position by total assets

Privilege Underwriters, Inc. 401(k) Plan vs every filed plan by assets

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

$169,231,752 Top 6% higher than 94% 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

Privilege Underwriters, Inc. 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. Privilege Underwriters, Inc. 401(k) Plan lands in the large band (1,089 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Privilege Underwriters, Inc. 401(k) Plan end-of-year assets rose from $136M in the plan year 2023 filing to $169M in the plan year 2024 filing.
  • Privilege Underwriters, Inc. 401(k) Plan reported net income fell from $36M in the plan year 2023 filing to $33M in the plan year 2024 filing.
  • Privilege Underwriters, Inc. 401(k) Plan reported participants rose from 1,053 in the plan year 2023 filing to 1,089 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 841699173 · Privilege Underwriters, Inc. PY 2024 · 401(k)

Privilege Underwriters, Inc. 401(k) Plan · $169M · 1,089 · 94th

  • BOOK $169M
  • BOOK 1,089
  • BOOK 94th
  • BOOK 401(k)
  • BOOK near Higginbotham Insurance Agency, Inc. Savings and Investment Plan and Trust
  • BOOK ind #7676

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 →

Privilege Underwriters, Inc. 401(k) Plan in the asset neighbourhood

Jordan's Furniture Company 401(k) Savings PlanJordan's Furniture Company 4…$169MUf Health-Central Florida 401(k) PlanUf Health-Central Florida 40…$169MHigginbotham Insurance Agency, Inc. Savings and Investment Plan and TrustHigginbotham Insurance Agenc…$169MPrivilege Underwriters, Inc. 401(k) PlanPrivilege Underwriters, Inc.…$169MShutts & Bowen LLP 401(k) Profit Sharing Plan (a)Shutts & Bowen LLP 401(k) Pr…$169M
End-of-year total assets ($M) among Privilege Underwriters, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$136M
Net Assets (End of Year)$169M
Net Income$33M
Employer EIN841699173
Plan Effective Date2006-04-13
Filing StatusFILING RECEIVED

Sponsor Plan History (Privilege Underwriters, Inc.)

Sponsor-wide plan assets over time

All Privilege Underwriters, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$169M 69.47799844740412% vs 2022
2024 filing year
$50M$100M$150M$200M 202220232024 $99.9M $169M ▲ +69.5%
Year Plans Participants Total Assets
2022 1 946 $100M
2023 1 1,053 $136M
2024 1 1,089 $169M

Nearby 401(k) Plans in New York

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

Privilege Underwriters, Inc. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Privilege Underwriters, Inc. 401(k) Plan, Total assets ($B): 0.169231752 · Participants: 1089Privilege Underwriters, Inc. 401(k) 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
Privilege Underwriters, Inc. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Privilege Underwriters, Inc. 401(k) Plan side-by-side with 3 peers →

Privilege Underwriters, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Higginbotham Insurance Agency, Inc. Savings and Investment Plan and Trust in TX ($169M); by covered participants it is Grimco, Inc. 401(k) and Profit Sharing Plan in MO (1,089 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,089 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 Privilege Underwriters, Inc. 401(k) Plan assets move in 2024? ▼
Privilege Underwriters, Inc. 401(k) Plan grew sharply - up 24.5% during 2024, from $136M to $169M. Reported net income was $33M.
How have Privilege Underwriters, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Privilege Underwriters, Inc.'s sponsor-wide assets grew 69.5%, from $100M to $169M.
Where does Privilege Underwriters, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Privilege Underwriters, Inc. 401(k) Plan ranks in the 94th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Privilege Underwriters, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Higginbotham Insurance Agency, Inc. Savings and Investment Plan and Trust in TX ($169M, 2,779 participants).
Which 401(k) plans cover a similar participant headcount to Privilege Underwriters, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Grimco, Inc. 401(k) and Profit Sharing Plan in MO (1,089 participants, $80M 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 841699173.

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.