401(k) · DOL Form 5500 · 2022
Usi Insurance Services LLC 401(k) Plan
Data updated 2026-08-11
- $1.0B
- Total assets
- 8,186
- Participants
- 99th
- Percentile by assets
- $126,976
- Avg per participant
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.
- 99th percentile by assets (of 139,126 plans)
- #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.
- $1.0B
- total plan assets (2022 EOY)
- 8,186
- covered participants
- 99th
- percentile by assets (of 139,126 plans)
- $126,976
- avg assets per participant
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.
Participants vs New York filers
In New York, the average filing covers about 798 participants across 9,061 plans. Usi 401(k) Plan reports 8,186 participants - 10x that state average ($1.0B EOY assets).
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)
| 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.
Usi 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
- 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)
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Usi 401(k) Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Usi 401(k) Plan assets move in 2022? ▼
How have Usi Insurance Services LLC plan assets changed over time? ▼
Where does Usi 401(k) Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Usi 401(k) Plan? ▼
Next read for Usi 401(k) Plan
Filing takeaways
Ways to act on Usi 401(k) Plan's numbers.
- By total assets, Usi 401(k) Plan ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in New York. Compare plans
- Usi Insurance Services LLC's sponsor-wide assets have grown 47.6% since 2022 across 3 plan years on file. More Finance & Insurance plans