401(k) · DOL Form 5500 · 2022
Usi Insurance Services LLC 401(k) Plan
Data updated 2026-08-25
- $1.0B
- Total assets Very large vs avg
- 8,186
- Participants Very large workforce
- 99th
- Percentile by assets National rank
- $126,976
- Avg per participant Near avg balance/head
Official DOL plan name: Usi 401(k) Plan · Sponsored by Usi Insurance Services LLC · New York · Finance & Insurance
$1.0B in assets, 8,186 participants
Usi Insurance Services LLC's Usi 401(k) Plan reported $1.0B in total assets and 8,186 participants in its 2022 DOL Form 5500 filing, ranking in the 99th 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.
- #9,064 in Finance & Insurance (9,261 peers)
Coverage in New York
Usi 401(k) Plan covers 8,186 participants in New York, 10x the typical New York plan (state average ~798 per filing). Assets: $1.0B.
- #9,064
- in Finance & Insurance (9,261 peers)
- -15.7%
- assets change YoY
- 10×
- vs typical plan assets (national mean)
The plan reported a net loss of $194M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Usi 401(k) Plan's outsized position by total assets
Usi 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,039,429,248 Top 1% higher than 99% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Usi 401(k) Plan's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Usi 401(k) Plan lands in the large band (8,186 participants).
EBSA filing schedule strip
Filing strip 133771734 · Usi Insurance Services LLC PY 2022 · 401(k)
Usi 401(k) Plan · $1.0B · 8,186 · 99th
- ASSETS $1.0B
- ASSETS 8,186
- ASSETS 99th
- ASSETS 401(k)
- ASSETS near Viasat, Inc. 401(k) Profit Sharing Plan
- ASSETS ind #9064
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 York →
Usi 401(k) Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $1.2B |
|---|---|
| Net Assets (End of Year) | $1.0B |
| Net Income | -$194M |
| Employer EIN | 133771734 |
| Plan Effective Date | 1995-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Usi Insurance Services LLC)
Sponsor-wide plan assets over time
All Usi Insurance Services LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $1.5B 47.638368359632686% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 8,186 | $1.0B |
| 2023 | 1 | 9,397 | $1.3B |
| 2024 | 1 | 10,251 | $1.5B |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- IBM 401 (K) Plus Plan $53.4B · 56,376
- Morgan Stanley 401(k) Plan $16.4B · 42,924
- The Pepsico Savings Plan $12.1B · 129,846
- Deloitte 401(k) Plan $11.0B · 74,687
- The Goldman Sachs 401(k) Plan $9.7B · 22,650
Scale composition for Usi 401(k) Plan
Usi 401(k) Plan reports $1.0B in end-of-year assets across 8,186 participants (0.008% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.009% of 93,925,755 covered participants) - about $126,976 per participant (92% of the national average assets-per-participant) . Net income for plan year 2022 was -$194M.
This plan identity (EIN 133771734, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $1.0B to $1.5B (+47.6%) while covered participants moved from 8,186 to 10,251 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 8,186 | $1.0B | This page |
| 2023 | 9,397 | $1.3B | Open filing |
| 2024 · index core | 10,251 | $1.5B | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Usi 401(k) Plan (401(k), $1.5B, 10,251 participants)
Usi 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Viasat, Inc. 401(k) Profit Sharing Plan in CA ($1.0B); by covered participants it is Humana Partnership Savings Plan in KY (8,187 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1.0B here).
- Viasat, Inc. 401(k) Profit Sharing Plan (CA) $1.0B · 5,425
- Ti 401(k) Savings Plan (TX) $1.0B · 786
- Maxar 401(k) Profit Sharing Plan (CO) $1.0B · 4,249
- Wabtec Savings Plan (PA) $1.0B · 10,120
Similar participant headcount
Nearest other-state filings by covered participants (8,186 participants); asset peers above are excluded.
- Humana Partnership Savings Plan (KY) 8,187 · 1 off
- Ace Retail Savings Plan 401(k) (IL) 8,196 · 10 off
- Trion Solutions, Inc. 401(k) Profit Sharing Plan (MI) 8,172 · 14 off
- Conagra Brands Retirement Income Savings Plan for Union Employees (IL) 8,201 · 15 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.