Plan Ledger DOL Form 5500 · updated monthly

The Berkley Group Inc.ESOP

THIRTY FIFTEEN EMPLOYEE STOCK OWNERSHIP PLAN · FORT LAUDERDALE, FL · plan year 2024

Plan assets · 2024
$724.6M

The Berkley Group Inc.'s 2024 Form 5500 did not separately report plan administrative expenses, which is common where recordkeeping is paid through investment revenue-sharing or a master trust. The plan held $724,566,492 across 5,906 participant accounts. See methodology for what Form 5500 does and doesn't capture.

The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other real estate & leasing employers. By assets it is the 67th-largest of 3,644 plans among Florida employers on file, and the 15th of 2,096 in real estate & leasing. active participation has shrunk from 5,365 to 602 since 2022.

Plan summary
Net assets, end of year$724,566,492
Participants with balances5,906
Active participants602
Employer contributions—
Employee contributions—
Employer contribution per active participant—
Average account balance$122,683
Benefits paid to participants$26,074,137
Plan auditUnmodified (clean) audit opinion
AuditorHANTZMON WIEBEL LLP
Plan history3
Yearassets · accounts · employer contribution
2024$724.6M · 5,906 accts
2023$324.4M · 5,896 accts
2022$425.5M · 6,624 accts
Administrative cost history3
2024Not separately reported
2023Not separately reported
2022Not separately reported
Same employer
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Zillow Group, Inc. WA$849.8M · 0.03%
Homeservices of America, Inc MN$790.9M · 0.03%
Randstad North America GA$674.3M · 0.14%
The Hertz Corporation FL$637.8M · 0.10%
U-Haul Holding Company AZ$618.5M · 0.00%

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Source: U.S. Department of Labor, Form 5500 series, EIN 592170299 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.