W.R. Berkley 401(k) plan

W.R. Berkley Corporation, Greenwich, CT. EIN 22-1867895. Annual reports 2009–2024. Also filed as W R Berkley Corporation; W. R. Berkley Corporation.

W.R. Berkley Corporation has one active retirement plan on file, the W.R. Berkley Corporation Profit Sharing Plan, with 9,194 participants and $2.3 billion in assets in 2024. Fidelity has been its recordkeeper since 2010. No traditional pension plan appears in W.R. Berkley's filings since 2009.

Active plans
1
Participants
9,194
Plan assets
$2.3 billion
401(k) recordkeeper
Fidelity
Plans on file
1
Industry
Holding companies

The plan

W.R. Berkley Corporation Profit Sharing Plan

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number
001Employer EIN 22-1867895
Participants (2024)
9,194
Net assets (2024)
$2.3 billion
Recordkeeper
Fidelity2010–2024
Plan administrator
W R Berkley Corporation Profit Sharing Plan Administrative
475 Steamboat Road
Greenwich, CT 06830
(203) 629-3000As filed for 2024
In effect since
January 1, 1973

Earlier sponsor: W R Berkley Corporation (2009–2010).

Earlier plan names: W R Berkley Corporation Profit Sharing Plan.

Year by year, 2009 to 2024
Plan yearParticipantsNet assetsRecordkeeper
20249,194$2.3 billionFidelity
20238,871$1.9 billionFidelity
20228,773$1.6 billionFidelity
20218,212$1.9 billionFidelity
20207,974$1.6 billionFidelity
20198,033$1.4 billionFidelity
20188,103$1.1 billionFidelity
20178,435$1.2 billionFidelity
20168,246$987 millionFidelity
20158,229$897 millionFidelity
20147,495$868 millionFidelity
20137,142$792 millionFidelity
20126,800$665 millionFidelity
20116,361$576 millionFidelity
20106,440$549 millionFidelity
20096,299$467 millionnot listed

If you had money in one of these plans

  1. Call Fidelity (fidelity.com), which runs the W.R. Berkley Corporation Profit Sharing Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
  2. Or call the plan administrator listed on the plan below ((203) 629-3000). That number was filed for 2024; ask for the benefits or retirement plan office.
  3. Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

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