401(k) · DOL Form 5500 · 2024
World Insurance Associates LLC 401(k) Plan
Data updated 2026-08-06
- $149M
- Total assets
- 2,415
- Participants
- 93rd
- Percentile by assets
- $61,789
- Avg per participant
Official DOL plan name: World Retirement Plan · Sponsored by World Insurance Associates LLC · New Jersey · Finance & Insurance
$149M in assets, 2,415 participants
World Insurance Associates LLC's World Retirement Plan reported $149M in total assets and 2,415 participants in its 2024 DOL Form 5500 filing, ranking in the 93rd 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.
- 93rd percentile by assets (of 116,472 plans)
- #7,332 in Finance & Insurance (8,240 peers)
Coverage in New Jersey
World Retirement Plan covers 2,415 participants in New Jersey, 2.8x the typical New Jersey plan (state average ~865 per filing). Assets: $149M.
- $149M
- total plan assets (2024 EOY)
- 2,415
- covered participants
- 93rd
- percentile by assets (of 116,472 plans)
- $61,789
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- World Retirement Plan end-of-year assets rose from $92M in the plan year 2023 filing to $149M in the plan year 2024 filing.
- World Retirement Plan reported net income rose from $35M in the plan year 2023 filing to $48M in the plan year 2024 filing.
- World Retirement Plan reported participants rose from 1,888 in the plan year 2023 filing to 2,415 in the plan year 2024 filing.
Participants vs New Jersey filers
In New Jersey, the average filing covers about 865 participants across 3,927 plans. World Retirement Plan reports 2,415 participants - 2.8x that state average ($149M EOY assets).
New Jersey filing particulars
| Total Assets (Beginning of Year) | $92M |
|---|---|
| Net Assets (End of Year) | $149M |
| Net Income | $48M |
| Employer EIN | 453601219 |
| Plan Effective Date | 2012-02-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (World Insurance Associates LLC)
| 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 Retirement Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
- JPMorgan Chase 401(k) Savings Plan $52.9B · 185,532
- Verizon Savings Plan for Management Employees $29.4B · 69,218
- Johnson and Johnson Savings Plan $23.6B · 42,583
- Ernst & Young Retirement Savings Plan $18.3B · 56,714
- Merck US Savings Plan $15.0B · 27,956
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to World Retirement Plan by total assets, not by location.
- Davis+Gilbert LLP Profit Sharing Retirement Plan (NY) $149M · 133
- Winthrop & Weinstine, P.a. 401(k) Plan & Trust (MN) $149M · 297
- Ykk 401(k) Retirement Plan (GA) $149M · 1,062
- Enerpac Tool Group 401(k) Plan (WI) $149M · 546
Frequently Asked Questions
How did World Retirement Plan assets move in 2024? ▼
How have World Insurance Associates LLC plan assets changed over time? ▼
Where does World Retirement Plan rank by assets among Form 5500 filers? ▼
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Next read for World Retirement Plan
Filing takeaways
Ways to act on World Retirement Plan's numbers.
- By total assets, World Retirement 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 New Jersey. Compare plans
- World Insurance Associates LLC's sponsor-wide assets have grown 165.2% since 2022 across 3 plan years on file. More Finance & Insurance plans