401(k) · DOL Form 5500 · 2024

World Insurance Associates LLC 401(k) Plan

Data updated 2026-08-25

$149M
Total assets Near avg plan size
2,415
Participants Above avg headcount
93rd
Percentile by assets National rank
$61,789
Avg per participant Low balance/head
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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.

  • #7,590 in Finance & Insurance (8,549 peers)

Coverage in New Jersey

World Retirement Plan covers 2,415 participants in New Jersey, 2.9x the typical New Jersey plan (state average ~844 per filing). Assets: $149M.

#7,590
in Finance & Insurance (8,549 peers)
+63.0%
assets growth YoY
1.5×
vs typical plan assets (national mean)

World Retirement Plan's outsized position by total assets

World Retirement Plan vs every filed plan by assets

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

$149,220,923 Top 7% higher than 93% 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

World 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. World Retirement Plan lands in the large band (2,415 participants).

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.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 453601219 · World Insurance Associates LLC PY 2024 · 401(k)

World Retirement Plan · $149M · 2,415 · 93rd

  • IND $149M
  • IND 2,415
  • IND 93rd
  • IND 401(k)
  • IND near Davis+Gilbert LLP Profit Sharing Retirement Plan
  • IND ind #7590

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 Jersey →

World Retirement Plan in the asset neighbourhood

World Retirement Plan$149MDavis+Gilbert LLP Profit Sharing Retirement PlanDavis+Gilbert LLP Profit Sha…$149MWinthrop & Weinstine, P.a. 401(k) Plan & TrustWinthrop & Weinstine, P.a. 4…$149MYkk 401(k) Retirement Plan$149MEnerpac Tool Group 401(k) PlanEnerpac Tool Group 401(k) Pl…$149M
End-of-year total assets ($M) among World Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New Jersey filing particulars

Total Assets (Beginning of Year)$92M
Net Assets (End of Year)$149M
Net Income$48M
Employer EIN453601219
Plan Effective Date2012-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (World Insurance Associates LLC)

Sponsor-wide plan assets over time

All World Insurance Associates LLC plans reported in each filing year

Latest sponsor-wide plan assets
$149M 165.20830195312212% vs 2022
2024 filing year
$0M$50M$100M$150M$200M 202220232024 $56.3M $149M ▲ +165.2%
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 Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants World Retirement Plan, Total assets ($B): 0.149220923 · Participants: 2415World Retirement PlanJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 52.9134575 · Participants: 185532JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 29.376133902 · Participants: 69218Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 23.58476515 · Participants: 42583Johnson and Johnson Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 18.327167732 · Participants: 56714Ernst & Young Retirement Savings PlanMerck US Savings Plan, Total assets ($B): 14.970916966 · Participants: 27956Merck US Savings Plan
World Retirement Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare World Retirement Plan side-by-side with 3 peers →

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

Outside New Jersey, the nearest 401(k) by assets is Davis+Gilbert LLP Profit Sharing Retirement Plan in NY ($149M); by covered participants it is Oto Development 401(k) Plan in SC (2,416 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($149M here).

Similar participant headcount

Nearest other-state filings by covered participants (2,415 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 World Retirement Plan assets move in 2024? ▼
World Retirement Plan surged - up 63.0% during 2024, from $92M to $149M. Reported net income was $48M.
How have World Insurance Associates LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), World Insurance Associates LLC's sponsor-wide assets grew 165.2%, from $56M to $149M.
Where does World Retirement Plan rank by assets among Form 5500 filers? ▼
World Retirement Plan ranks in the 93rd 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 World Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Davis+Gilbert LLP Profit Sharing Retirement Plan in NY ($149M, 133 participants).
Which 401(k) plans cover a similar participant headcount to World Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Oto Development 401(k) Plan in SC (2,416 participants, $35M 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 453601219.

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.