401(k) · DOL Form 5500 · 2022

Axis Specialty U.S. Services, Inc. 401(k) Plan

Data updated 2026-08-11

$306M
Total assets
1,027
Participants
97th
Percentile by assets
$297,575
Avg per participant
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Official DOL plan name: Axis Specialty U.S. Services, Inc. 401(k) Plan · Sponsored by Axis Specialty U.S. Services, Inc. · Georgia · Finance & Insurance

$306M in assets, 1,027 participants

Axis Specialty U.S. Services, Inc.'s Axis Specialty U.S. Services, Inc. 401(k) Plan reported $306M in total assets and 1,027 participants in its 2022 DOL Form 5500 filing, ranking in the 97th 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.

  • 97th percentile by assets (of 139,126 plans)
  • #8,745 in Finance & Insurance (9,261 peers)

Where Axis Specialty U.S. Services, Inc. 401(k) Plan sits by assets

Axis Specialty U.S. Services, Inc. 401(k) Plan sits in the top 5% of all filed plans by assets, $306M for 1,027 participants (~$297,575/participant), down 17.9% in 2022.

$306M
total plan assets (2022 EOY)
1,027
covered participants
97th
percentile by assets (of 139,126 plans)
$297,575
avg assets per participant

The plan reported a net loss of $66M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

State

Axis Specialty U.S. Services, Inc. 401(k) Plan vs the 2022 asset distribution

By assets, Axis Specialty U.S. Services, Inc. 401(k) Plan outranks 97% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 3.1x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$372M
Net Assets (End of Year)$306M
Net Income-$66M
Employer EIN412030082
Plan Effective Date2002-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Axis Specialty U.S. Services, Inc.)

$250M$300M$350M$400M$450M 202220232024 $306M $402M ▲ +31.4%
Total plan assets by year, all Axis Specialty U.S. Services, Inc. plans on file
Year Plans Participants Total Assets
2022 1 1,027 $306M
2023 1 1,017 $358M
2024 1 1,059 $402M

Nearby 401(k) Plans in Georgia

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Axis Specialty U.S. Services, Inc. 401(k) Plan vs. nearby 401(k) plans in Georgia, assets vs. participants

Axis Specialty U.S. Services, Inc. 401(k) Plan vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -2000000200000400000600000 -505101520 Total assets ($B) Participants Axis Specialty U.S. …The Teamster-UPS Nat…Delta 401(k) Retirem…Delta 401(k) Retirem…UPS 401 (K) Savings …The Home Depot Futur…
Axis Specialty U.S. Services, Inc. 401(k) Plan vs. nearby 401(k) plans in Georgia, assets vs. participants

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Axis Specialty U.S. Services, Inc. 401(k) Plan by total assets, not by location.

Frequently Asked Questions

How did Axis Specialty U.S. Services, Inc. 401(k) Plan assets move in 2022?
Axis Specialty U.S. Services, Inc. 401(k) Plan declined sharply - down 17.9% during 2022, from $372M to $306M. Reported net income was -$66M.
How have Axis Specialty U.S. Services, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Axis Specialty U.S. Services, Inc.'s sponsor-wide assets grew 31.4%, from $306M to $402M.
Where does Axis Specialty U.S. Services, Inc. 401(k) Plan rank by assets among Form 5500 filers?
Axis Specialty U.S. Services, Inc. 401(k) Plan ranks in the 97th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Axis Specialty U.S. Services, Inc. 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is M. C. Dean, Inc. 401(k) Plan in VA ($306M, 4,828 participants).

Next read for Axis Specialty U.S. Services, Inc. 401(k…

Scale reading

Ways to act on Axis Specialty U.S. Services, Inc. 401(k) Plan's numbers.