401(k) · DOL Form 5500 · 2022

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

Data updated 2026-08-25

$306M
Total assets Above avg plan size
1,027
Participants Near avg headcount
97th
Percentile by assets National rank
$297,575
Avg per participant High balance/head
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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.

  • #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.

#8,745
in Finance & Insurance (9,261 peers)
-17.9%
assets change YoY
3.1×
vs typical plan assets (national mean)

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.

Axis Specialty U.S. Services, Inc. 401(k) Plan's outsized position by total assets

Axis Specialty U.S. Services, Inc. 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$305,609,207 Top 3% higher than 97% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Axis Specialty U.S. Services, Inc. 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. Axis Specialty U.S. Services, Inc. 401(k) Plan lands in the large band (1,027 participants).

Published 5500 schedule card

Filing strip 412030082 · Axis Specialty U.S. Services, Inc. PY 2022 · 401(k)

Axis Specialty U.S. Services, Inc. 401(k) Plan · $306M · 1,027 · 97th

  • EOY $306M
  • EOY 1,027
  • EOY 97th
  • EOY 401(k)
  • EOY near M. C. Dean, Inc. 401(k) Plan
  • EOY ind #8745

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 Georgia →

Axis Specialty U.S. Services, Inc. 401(k) Plan in the asset neighbourhood

Hattiesburg Clinic P. a. Savings PlanHattiesburg Clinic P. a. Sav…$306MAxis Specialty U.S. Services, Inc. 401(k) PlanAxis Specialty U.S. Services…$306MM. C. Dean, Inc. 401(k) Plan$306MSappi North America, Inc. Salaried Investment PlanSappi North America, Inc. Sa…$305MAlera Group, Inc. Savings PlanAlera Group, Inc. Savings Pl…$305M
End-of-year total assets ($M) among Axis Specialty U.S. Services, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

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.)

Sponsor-wide plan assets over time

All Axis Specialty U.S. Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$402M 31.429006652931108% vs 2022
2024 filing year
$250M$300M$350M$400M$450M 202220232024 $306M $402M ▲ +31.4%
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 Scatter plot of 6 data points. -2000000200000400000600000 -505101520 Total assets ($B) Participants Axis Specialty U.S. Services, Inc. 401(k) Plan, Total assets ($B): 0.305609207 · Participants: 1027Axis Specialty U.S. Services, Inc. 401(k) PlanThe Teamster-UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 14.668727371 · Participants: 549610The Teamster-UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 13.242875281 · Participants: 72820Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 11.498981924 · Participants: 12193Delta 401(k) Retirement Plan for PilotsUPS 401 (K) Savings Plan, Total assets ($B): 11.31621995 · Participants: 107310UPS 401 (K) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 10.714648719 · Participants: 423174The Home Depot Futurebuilder
Axis Specialty U.S. Services, Inc. 401(k) Plan vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare Axis Specialty U.S. Services, Inc. 401(k) Plan side-by-side with 3 peers →

Axis Specialty U.S. Services, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Georgia, the nearest 401(k) by assets is M. C. Dean, Inc. 401(k) Plan in VA ($306M); by covered participants it is Nellson Nutraceutical, LLC Employee Savings & Retirement Plan in CA (1,027 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($306M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,027 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

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).
Which 401(k) plans cover a similar participant headcount to Axis Specialty U.S. Services, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Nellson Nutraceutical, LLC Employee Savings & Retirement Plan in CA (1,027 participants, $36M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 412030082.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.