401(k) · DOL Form 5500 · 2022
Allied World Assurance Company (U.S.) Inc. 401(k) Plan
Data updated 2026-08-11
- $208M
- Total assets
- 785
- Participants
- 96th
- Percentile by assets
- $265,549
- Avg per participant
Official DOL plan name: Allied World Assurance Company (U.S.) Inc. 401(k) Plan · Sponsored by Allied World Assurance Company (U.S.) Inc. · New York · Finance & Insurance
$208M in assets, 785 participants
Allied World Assurance Company (U.S.) Inc.'s Allied World Assurance Company (U.S.) Inc. 401(k) Plan reported $208M in total assets and 785 participants in its 2022 DOL Form 5500 filing, ranking in the 96th 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.
- 96th percentile by assets (of 139,126 plans)
- #8,590 in Finance & Insurance (9,261 peers)
Where Allied World Assurance Company (U.S.) Inc. 401(k) Plan sits by assets
Allied World Assurance Company (U.S.) Inc. 401(k) Plan sits in the top 5% of all filed plans by assets, $208M for 785 participants (~$265,549/participant), down 15.6% in 2022.
- $208M
- total plan assets (2022 EOY)
- 785
- covered participants
- 96th
- percentile by assets (of 139,126 plans)
- $265,549
- avg assets per participant
The plan reported a net loss of $38M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Allied World Assurance Company (U.S.) Inc. 401(k) Plan vs the 2022 asset distribution
By assets, Allied World Assurance Company (U.S.) Inc. 401(k) Plan outranks 96% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 2.1x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $247M |
|---|---|
| Net Assets (End of Year) | $208M |
| Net Income | -$38M |
| Employer EIN | 954387273 |
| Plan Effective Date | 2006-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Allied World Assurance Company (U.S.) Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 785 | $208M |
| 2023 | 1 | 848 | $265M |
| 2024 | 1 | 868 | $310M |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Allied World Assurance Company (U.S.) Inc. 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
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Allied World Assurance Company (U.S.) Inc. 401(k) Plan by total assets, not by location.
- Perdoceo Education Corporation 401(k) Plan (IL) $208M · 3,950
- Kaiser Aluminum Investments Company Savings and Investment Plan (TN) $208M · 1,066
- Mi Windows and Doors 401(k) Plan (PA) $208M · 5,519
- Abbott Laboratories Stock Retirement Plan (Puerto Rico) (IL) $209M · 1,482
Frequently Asked Questions
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Ways to act on Allied World Assurance Company (U.S.) Inc. 401(k) Plan's numbers.
- By total assets, Allied World Assurance Company (U.S.) Inc. 401(k) Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in New York. Compare plans
- Allied World Assurance Company (U.S.) Inc.'s sponsor-wide assets have grown 48.5% since 2022 across 3 plan years on file. More Finance & Insurance plans