401(k) · DOL Form 5500 · 2022

Beazley USA Services, Inc. 401(k) Plan

Data updated 2026-08-25

$101M
Total assets Near avg plan size
712
Participants Below avg headcount
93rd
Percentile by assets National rank
$141,701
Avg per participant Near avg balance/head
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Official DOL plan name: Beazley USA Services, Inc. 401(k) Plan · Sponsored by Beazley USA Services, Inc. · Connecticut · Finance & Insurance

$101M in assets, 712 participants

Beazley USA Services, Inc.'s Beazley USA Services, Inc. 401(k) Plan reported $101M in total assets and 712 participants in its 2022 DOL Form 5500 filing, ranking in the 93rd 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.

  • #8,187 in Finance & Insurance (9,261 peers)

Where Beazley USA Services, Inc. 401(k) Plan sits by assets

Beazley USA Services, Inc. 401(k) Plan sits in the top 10% of all filed plans by assets, $101M for 712 participants (~$141,701/participant), down 16.2% in 2022.

#8,187
in Finance & Insurance (9,261 peers)
-16.2%
assets change YoY
1.0×
vs typical plan assets (national mean)

The plan reported a net loss of $20M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Beazley USA Services, Inc. 401(k) Plan's outsized position by total assets

Beazley USA Services, Inc. 401(k) Plan vs every filed plan by assets

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

$100,891,324 Top 7% higher than 93% 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

Beazley USA Services, Inc. 401(k) Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Beazley USA Services, Inc. 401(k) Plan sits mid-pack in the medium band (712 participants).

Form 5500 schedule snapshot

Filing strip 830363539 · Beazley USA Services, Inc. PY 2022 · 401(k)

Beazley USA Services, Inc. 401(k) Plan · $101M · 712 · 93rd

  • EIN $101M
  • RANK 712
  • PHOTO 93rd
  • IND 401(k)
  • EOY near Saddle Creek Corporation Retirement Savings Plan
  • 5500 ind #8187

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 Connecticut →

Beazley USA Services, Inc. 401(k) Plan in the asset neighbourhood

New-Indy Containerboard LLC - Mill Division 401(k) Retirement Savings PlanNew-Indy Containerboard LLC …$101MZimbrick, Inc. Retirement Savings PlanZimbrick, Inc. Retirement Sa…$101MBeazley USA Services, Inc. 401(k) PlanBeazley USA Services, Inc. 4…$101MSaddle Creek Corporation Retirement Savings PlanSaddle Creek Corporation Ret…$101MBlaze Health, LLC 401(k) Plan$101M
End-of-year total assets ($M) among Beazley USA 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)$120M
Net Assets (End of Year)$101M
Net Income-$20M
Employer EIN830363539
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Beazley USA Services, Inc.)

Sponsor-wide plan assets over time

All Beazley USA Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$161M 59.471591432381246% vs 2022
2024 filing year
$80M$100M$120M$140M$160M$180M 202220232024 $101M $161M ▲ +59.5%
Year Plans Participants Total Assets
2022 1 712 $101M
2023 1 782 $132M
2024 1 888 $161M

Nearby 401(k) Plans in Connecticut

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

Beazley USA Services, Inc. 401(k) Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -200204060 Total assets ($B) Participants Beazley USA Services, Inc. 401(k) Plan, Total assets ($B): 0.100891324 · Participants: 712Beazley USA Services, Inc. 401(k) PlanUnited Technologies Corporation Employee Savings Plan, Total assets ($B): 48.916975 · Participants: 55762United Technologies Corporation Employee Savings PlanGE Retirement Savings Plan, Total assets ($B): 24.786830027 · Participants: 57522GE Retirement Savings PlanCiti Retirement Savings Plan, Total assets ($B): 17.438946034 · Participants: 70070Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 5.615003 · Participants: 17724The Hartford Investment and Savings PlanXerox Corporation Savings Plan, Total assets ($B): 3.641347 · Participants: 11876Xerox Corporation Savings Plan
Beazley USA Services, Inc. 401(k) Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Beazley USA Services, Inc. 401(k) Plan side-by-side with 3 peers →

Beazley USA Services, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is Saddle Creek Corporation Retirement Savings Plan in FL ($101M); by covered participants it is Nicolet National Bank 401(k) Plan in WI (712 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (712 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 Beazley USA Services, Inc. 401(k) Plan assets move in 2022? ▼
Beazley USA Services, Inc. 401(k) Plan declined sharply - down 16.2% during 2022, from $120M to $101M. Reported net income was -$20M.
How have Beazley USA Services, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Beazley USA Services, Inc.'s sponsor-wide assets grew 59.5%, from $101M to $161M.
Where does Beazley USA Services, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Beazley USA Services, Inc. 401(k) Plan ranks in the 93rd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Beazley USA Services, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Saddle Creek Corporation Retirement Savings Plan in FL ($101M, 4,143 participants).
Which 401(k) plans cover a similar participant headcount to Beazley USA Services, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Nicolet National Bank 401(k) Plan in WI (712 participants, $88M 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 830363539.

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.