Civic Intelligence

The Berkley Group Inc.

Plan context: The Berkley Group Inc. Employee Stock Ownership Plan

EIN 59-2170299 • Fort Lauderdale, FL • 51 filings • 12 plans

2626 E Oakland Park BlvdFort Lauderdale, FL 33306-1603
Current Snapshot

Latest Year

2024

2024 Participants

602

2024 Assets

$724,566,492

2024 Contributions

$5,000,000

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$724,566,492$362,283,246$0199920122024YearValue
$724,566,492Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

9,4774,7390199920122024YearValue
602Latest year 2024

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
20242602$724,566,492$0-
The Berkley Group Inc. Employee Stock Ownership Plan-602$724,566,492--
The Berkley Group Inc Code Section 125 Plan-359---
202324,730$324,400,117$5,000,000$1,057iApproximate average salary by contribution assumption: employee only about $26,427 at 4% or $17,618 at 6%; with 50% employer match about $17,618 at 4% or $11,745 at 6%; with 100% employer match about $13,214 at 4% or $8,809 at 6%.
The Berkley Group Inc. Employee Stock Ownership Plan-4,730$324,400,117$5,000,000$1,057iApproximate average salary by contribution assumption: employee only about $26,427 at 4% or $17,618 at 6%; with 50% employer match about $17,618 at 4% or $11,745 at 6%; with 100% employer match about $13,214 at 4% or $8,809 at 6%.
The Berkley Group Inc Code Section 125 Plan-379---
202225,365$425,498,726$2,500,000$466iApproximate average salary by contribution assumption: employee only about $11,650 at 4% or $7,766 at 6%; with 50% employer match about $7,766 at 4% or $5,178 at 6%; with 100% employer match about $5,825 at 4% or $3,883 at 6%.
The Berkley Group Inc. Employee Stock Ownership Plan-5,365$425,498,726$2,500,000$466iApproximate average salary by contribution assumption: employee only about $11,650 at 4% or $7,766 at 6%; with 50% employer match about $7,766 at 4% or $5,178 at 6%; with 100% employer match about $5,825 at 4% or $3,883 at 6%.
The Berkley Group Inc Code Section 125 Plan-387---
202126,258$524,898,524$2,500,000$399iApproximate average salary by contribution assumption: employee only about $9,987 at 4% or $6,658 at 6%; with 50% employer match about $6,658 at 4% or $4,439 at 6%; with 100% employer match about $4,994 at 4% or $3,329 at 6%.
The Berkley Group Inc. Employee Stock Ownership Plan-6,258$524,898,524$2,500,000$399iApproximate average salary by contribution assumption: employee only about $9,987 at 4% or $6,658 at 6%; with 50% employer match about $6,658 at 4% or $4,439 at 6%; with 100% employer match about $4,994 at 4% or $3,329 at 6%.
The Berkley Group Inc Code Section 125 Plan-403---
202027,258$386,304,014$5,000,000$689iApproximate average salary by contribution assumption: employee only about $17,222 at 4% or $11,482 at 6%; with 50% employer match about $11,482 at 4% or $7,654 at 6%; with 100% employer match about $8,611 at 4% or $5,741 at 6%.
The Berkley Group Inc. Employee Stock Ownership Plan-7,258$386,304,014$5,000,000$689iApproximate average salary by contribution assumption: employee only about $17,222 at 4% or $11,482 at 6%; with 50% employer match about $11,482 at 4% or $7,654 at 6%; with 100% employer match about $8,611 at 4% or $5,741 at 6%.
The Berkley Group Inc Code Section 125 Plan-355---
201929,352$387,910,854$4,984,744$533iApproximate average salary by contribution assumption: employee only about $13,325 at 4% or $8,884 at 6%; with 50% employer match about $8,884 at 4% or $5,922 at 6%; with 100% employer match about $6,663 at 4% or $4,442 at 6%.
The Berkley Group Inc. Employee Stock Ownership Plan-9,352$387,910,854$4,984,744$533iApproximate average salary by contribution assumption: employee only about $13,325 at 4% or $8,884 at 6%; with 50% employer match about $8,884 at 4% or $5,922 at 6%; with 100% employer match about $6,663 at 4% or $4,442 at 6%.
The Berkley Group Inc Code Section 125 Plan-695---
201829,366$470,842,274$2,684,785$287iApproximate average salary by contribution assumption: employee only about $7,166 at 4% or $4,778 at 6%; with 50% employer match about $4,778 at 4% or $3,185 at 6%; with 100% employer match about $3,583 at 4% or $2,389 at 6%.
The Berkley Group Inc. Employee Stock Ownership Plan-9,366$470,842,274$2,684,785$287iApproximate average salary by contribution assumption: employee only about $7,166 at 4% or $4,778 at 6%; with 50% employer match about $4,778 at 4% or $3,185 at 6%; with 100% employer match about $3,583 at 4% or $2,389 at 6%.
The Berkley Group Inc Code Section 125 Plan-1,070---
201729,477$469,240,959$5,704,733$602iApproximate average salary by contribution assumption: employee only about $15,049 at 4% or $10,033 at 6%; with 50% employer match about $10,033 at 4% or $6,688 at 6%; with 100% employer match about $7,524 at 4% or $5,016 at 6%.
The Berkley Group Inc. Employee Stock Ownership Plan-9,477$469,240,959$5,704,733$602iApproximate average salary by contribution assumption: employee only about $15,049 at 4% or $10,033 at 6%; with 50% employer match about $10,033 at 4% or $6,688 at 6%; with 100% employer match about $7,524 at 4% or $5,016 at 6%.
The Berkley Group Inc Code Section 125 Plan-1,211---
201628,888$394,652,328$6,469,696$728iApproximate average salary by contribution assumption: employee only about $18,198 at 4% or $12,132 at 6%; with 50% employer match about $12,132 at 4% or $8,088 at 6%; with 100% employer match about $9,099 at 4% or $6,066 at 6%.
The Berkley Group Inc. Employee Stock Ownership Plan-8,888$394,652,328$6,469,696$728iApproximate average salary by contribution assumption: employee only about $18,198 at 4% or $12,132 at 6%; with 50% employer match about $12,132 at 4% or $8,088 at 6%; with 100% employer match about $9,099 at 4% or $6,066 at 6%.
The Berkley Group Inc Code Section 125 Plan-1,005---
201526,783$501,477,054$11,812,646$1,742iApproximate average salary by contribution assumption: employee only about $43,538 at 4% or $29,025 at 6%; with 50% employer match about $29,025 at 4% or $19,350 at 6%; with 100% employer match about $21,769 at 4% or $14,513 at 6%.
The Berkley Group Inc. Employee Stock Ownership Plan-6,783$501,477,054$11,812,646$1,742iApproximate average salary by contribution assumption: employee only about $43,538 at 4% or $29,025 at 6%; with 50% employer match about $29,025 at 4% or $19,350 at 6%; with 100% employer match about $21,769 at 4% or $14,513 at 6%.
The Berkley Group Inc Code Section 125 Plan-1,041---
201425,244$536,367,199$11,213,730$2,138iApproximate average salary by contribution assumption: employee only about $53,460 at 4% or $35,640 at 6%; with 50% employer match about $35,640 at 4% or $23,760 at 6%; with 100% employer match about $26,730 at 4% or $17,820 at 6%.
THIRTY FIFTEEN EMPLOYEE STOCK OWNERSHIP PLAN-5,244$536,367,199$11,213,730$2,138iApproximate average salary by contribution assumption: employee only about $53,460 at 4% or $35,640 at 6%; with 50% employer match about $35,640 at 4% or $23,760 at 6%; with 100% employer match about $26,730 at 4% or $17,820 at 6%.
The Berkley Group Inc Code Section 125 Plan-1,071---
201323,463$490,350,259$13,348,773$3,855iApproximate average salary by contribution assumption: employee only about $96,367 at 4% or $64,245 at 6%; with 50% employer match about $64,245 at 4% or $42,830 at 6%; with 100% employer match about $48,184 at 4% or $32,122 at 6%.
THIRTY FIFTEEN EMPLOYEE STOCK OWNERSHIP PLAN-3,463$490,350,259$13,348,773$3,855iApproximate average salary by contribution assumption: employee only about $96,367 at 4% or $64,245 at 6%; with 50% employer match about $64,245 at 4% or $42,830 at 6%; with 100% employer match about $48,184 at 4% or $32,122 at 6%.
The Berkley Group Inc Code Section 125 Plan-887---
201221,981$422,753,825$28,969,668$14,624iApproximate average salary by contribution assumption: employee only about $365,594 at 4% or $243,729 at 6%; with 50% employer match about $243,729 at 4% or $162,486 at 6%; with 100% employer match about $182,797 at 4% or $121,865 at 6%.
THIRTY FIFTEEN EMPLOYEE STOCK OWNERSHIP PLAN-1,981$422,753,825$28,969,668$14,624iApproximate average salary by contribution assumption: employee only about $365,594 at 4% or $243,729 at 6%; with 50% employer match about $243,729 at 4% or $162,486 at 6%; with 100% employer match about $182,797 at 4% or $121,865 at 6%.
The Berkley Group Inc Code Section 125 Plan-860---
201122,007$374,941,164$20,703,747$10,316iApproximate average salary by contribution assumption: employee only about $257,894 at 4% or $171,929 at 6%; with 50% employer match about $171,929 at 4% or $114,620 at 6%; with 100% employer match about $128,947 at 4% or $85,965 at 6%.
THIRTY FIFTEEN EMPLOYEE STOCK OWNERSHIP PLAN-2,007$374,941,164$20,703,747$10,316iApproximate average salary by contribution assumption: employee only about $257,894 at 4% or $171,929 at 6%; with 50% employer match about $171,929 at 4% or $114,620 at 6%; with 100% employer match about $128,947 at 4% or $85,965 at 6%.
The Berkley Group Inc Code Section 125 Plan-865---
201022,124$285,712,776$19,343,274$9,107iApproximate average salary by contribution assumption: employee only about $227,675 at 4% or $151,783 at 6%; with 50% employer match about $151,783 at 4% or $101,189 at 6%; with 100% employer match about $113,838 at 4% or $75,892 at 6%.
THIRTY FIFTEEN EMPLOYEE STOCK OWNERSHIP PLAN-2,124$285,712,776$19,343,274$9,107iApproximate average salary by contribution assumption: employee only about $227,675 at 4% or $151,783 at 6%; with 50% employer match about $151,783 at 4% or $101,189 at 6%; with 100% employer match about $113,838 at 4% or $75,892 at 6%.
The Berkley Group Inc Code Section 125 Plan-871---
200932,301$241,587,194$17,814,987$7,742iApproximate average salary by contribution assumption: employee only about $193,557 at 4% or $129,038 at 6%; with 50% employer match about $129,038 at 4% or $86,025 at 6%; with 100% employer match about $96,779 at 4% or $64,519 at 6%.
THIRTY FIFTEEN EMPLOYEE STOCK OWNERSHIP PLAN-2,301$241,587,194$17,814,987$7,742iApproximate average salary by contribution assumption: employee only about $193,557 at 4% or $129,038 at 6%; with 50% employer match about $129,038 at 4% or $86,025 at 6%; with 100% employer match about $96,779 at 4% or $64,519 at 6%.
The Berkley Group Inc Code Section 125 Plan-892---
The Berkley Group Inc. Employee Stock Ownership Plan-----
200822,556$198,514,697$20,614,924$8,065iApproximate average salary by contribution assumption: employee only about $201,633 at 4% or $134,422 at 6%; with 50% employer match about $134,422 at 4% or $89,615 at 6%; with 100% employer match about $100,816 at 4% or $67,211 at 6%.
The Berkley Group Inc. Employee Stock Ownership Plan-2,556$198,514,697$20,614,924$8,065iApproximate average salary by contribution assumption: employee only about $201,633 at 4% or $134,422 at 6%; with 50% employer match about $134,422 at 4% or $89,615 at 6%; with 100% employer match about $100,816 at 4% or $67,211 at 6%.
The Berkley Group Inc Code Section 125 Plan-0---
200722,176$322,403,170$18,729,120$8,607iApproximate average salary by contribution assumption: employee only about $215,178 at 4% or $143,452 at 6%; with 50% employer match about $143,452 at 4% or $95,635 at 6%; with 100% employer match about $107,589 at 4% or $71,726 at 6%.
The Berkley Group Inc. Employee Stock Ownership Plan-2,176$322,403,170$18,729,120$8,607iApproximate average salary by contribution assumption: employee only about $215,178 at 4% or $143,452 at 6%; with 50% employer match about $143,452 at 4% or $95,635 at 6%; with 100% employer match about $107,589 at 4% or $71,726 at 6%.
The Berkley Group Inc Code Section 125 Plan-838---
200632,073$351,790,947$17,482,573$8,433iApproximate average salary by contribution assumption: employee only about $210,837 at 4% or $140,558 at 6%; with 50% employer match about $140,558 at 4% or $93,705 at 6%; with 100% employer match about $105,418 at 4% or $70,279 at 6%.
The Berkley Group Inc. Employee Stock Ownership Plan-2,073$351,790,947$17,482,573$8,433iApproximate average salary by contribution assumption: employee only about $210,837 at 4% or $140,558 at 6%; with 50% employer match about $140,558 at 4% or $93,705 at 6%; with 100% employer match about $105,418 at 4% or $70,279 at 6%.
The Berkley Group Inc. Employee Stock Ownership Plan-2,073---
The Berkley Group Inc Code Section 125 Plan-659---
200522,131$283,866,206$17,978,264$8,437iApproximate average salary by contribution assumption: employee only about $210,913 at 4% or $140,609 at 6%; with 50% employer match about $140,609 at 4% or $93,739 at 6%; with 100% employer match about $105,457 at 4% or $70,304 at 6%.
The Berkley Group Inc. Employee Stock Ownership Plan-2,131$283,866,206$17,978,264$8,437iApproximate average salary by contribution assumption: employee only about $210,913 at 4% or $140,609 at 6%; with 50% employer match about $140,609 at 4% or $93,739 at 6%; with 100% employer match about $105,457 at 4% or $70,304 at 6%.
The Berkley Group Inc Code Section 125 Plan-640---
200422,132$317,787,562$8,776,106$4,116iApproximate average salary by contribution assumption: employee only about $102,909 at 4% or $68,606 at 6%; with 50% employer match about $68,606 at 4% or $45,737 at 6%; with 100% employer match about $51,455 at 4% or $34,303 at 6%.
The Berkley Group Inc. Employee Stock Ownership Plan-2,132$317,787,562$8,776,106$4,116iApproximate average salary by contribution assumption: employee only about $102,909 at 4% or $68,606 at 6%; with 50% employer match about $68,606 at 4% or $45,737 at 6%; with 100% employer match about $51,455 at 4% or $34,303 at 6%.
The Berkley Group Inc Code Section 125 Plan-651---
200321,681$250,567,941$11,947,335$7,107iApproximate average salary by contribution assumption: employee only about $177,682 at 4% or $118,455 at 6%; with 50% employer match about $118,455 at 4% or $78,970 at 6%; with 100% employer match about $88,841 at 4% or $59,227 at 6%.
The Berkley Group Inc. Employee Stock Ownership Plan-1,681$250,567,941$11,947,335$7,107iApproximate average salary by contribution assumption: employee only about $177,682 at 4% or $118,455 at 6%; with 50% employer match about $118,455 at 4% or $78,970 at 6%; with 100% employer match about $88,841 at 4% or $59,227 at 6%.
The Berkley Group Inc Code Section 125 Plan-544---
200221,145$160,337,638$7,620,559$6,656iApproximate average salary by contribution assumption: employee only about $166,388 at 4% or $110,925 at 6%; with 50% employer match about $110,925 at 4% or $73,950 at 6%; with 100% employer match about $83,194 at 4% or $55,463 at 6%.
The Berkley Group Inc. Employee Stock Ownership Plan-1,145$160,337,638$7,620,559$6,656iApproximate average salary by contribution assumption: employee only about $166,388 at 4% or $110,925 at 6%; with 50% employer match about $110,925 at 4% or $73,950 at 6%; with 100% employer match about $83,194 at 4% or $55,463 at 6%.
The Berkley Group Inc Code Section 125 Plan-249---
200111,218$117,449,025$5,466,649$4,488iApproximate average salary by contribution assumption: employee only about $112,205 at 4% or $74,804 at 6%; with 50% employer match about $74,804 at 4% or $49,869 at 6%; with 100% employer match about $56,103 at 4% or $37,402 at 6%.
The Berkley Group Inc. Employee Stock Ownership Plan-1,218$117,449,025$5,466,649$4,488iApproximate average salary by contribution assumption: employee only about $112,205 at 4% or $74,804 at 6%; with 50% employer match about $74,804 at 4% or $49,869 at 6%; with 100% employer match about $56,103 at 4% or $37,402 at 6%.
20001794$101,813,220$5,850,341$7,368iApproximate average salary by contribution assumption: employee only about $184,205 at 4% or $122,803 at 6%; with 50% employer match about $122,803 at 4% or $81,869 at 6%; with 100% employer match about $92,102 at 4% or $61,402 at 6%.
The Berkley Group Inc. Employee Stock Ownership Plan-794$101,813,220$5,850,341$7,368iApproximate average salary by contribution assumption: employee only about $184,205 at 4% or $122,803 at 6%; with 50% employer match about $122,803 at 4% or $81,869 at 6%; with 100% employer match about $92,102 at 4% or $61,402 at 6%.
19991853$68,441,488$4,731,018$5,546iApproximate average salary by contribution assumption: employee only about $138,658 at 4% or $92,439 at 6%; with 50% employer match about $92,439 at 4% or $61,626 at 6%; with 100% employer match about $69,329 at 4% or $46,219 at 6%.
The Berkley Group Inc. Employee Stock Ownership Plan-853$68,441,488$4,731,018$5,546iApproximate average salary by contribution assumption: employee only about $138,658 at 4% or $92,439 at 6%; with 50% employer match about $92,439 at 4% or $61,626 at 6%; with 100% employer match about $69,329 at 4% or $46,219 at 6%.