How big is JON Berkley Management, Inc.'s plan?

JON Berkley Management, Inc.'s plan reported $87K in assets and 27 participants for 2025.

Original filing (PDF)20260427220452NAL0005077411068

JON Berkley Management, Inc.

Name: JON Berkley Management, Inc. — JON Berkley, Form 5500 (2025)
Creator: JON Berkley Management, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

JON Berkley Management 401(k) Plan

401(k) retirement plan · JON Berkley Management, Inc.'s JON Berkley Management 401(k) Plan held $87K in plan assets for 27 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$87K

Net assets (EOY)

$87K

Plan identifiers

JON Berkley Management, Inc.'s EIN is 94-2575059.

EIN 94-2575059

Plan number 001

Plan year 2025

ACK ID 20260427220452NAL0005077411068

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for JON Berkley Management, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

JON Berkley Management, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JON BERKLEY MANAGEMENT, INC..

Finding similar companies…

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score