401(k) · DOL Form 5500 · 2022

Allied World Assurance Company (U.S.) Inc. 401(k) Plan

Data updated 2026-08-25

$208M
Total assets Near avg plan size
785
Participants Near avg headcount
96th
Percentile by assets National rank
$265,549
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

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.

  • #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.

#8,590
in Finance & Insurance (9,261 peers)
-15.6%
assets change YoY
2.1×
vs typical plan assets (national mean)

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's outsized position by total assets

Allied World Assurance Company (U.S.) Inc. 401(k) Plan vs every filed plan by assets

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

$208,456,341 Top 4% higher than 96% 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

Allied World Assurance Company (U.S.) 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. Allied World Assurance Company (U.S.) Inc. 401(k) Plan sits mid-pack in the medium band (785 participants).

DOL schedule card

Filing strip 954387273 · Allied World Assurance Company (U.S.) Inc. PY 2022 · 401(k)

Allied World Assurance Company (U.S.) Inc. 401(k) Plan · $208M · 785 · 96th

  • ASSETS $208M
  • PCT 785
  • EIN 96th
  • RANK 401(k)
  • PHOTO near Perdoceo Education Corporation 401(k) Plan
  • IND ind #8590

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 New York →

Allied World Assurance Company (U.S.) Inc. 401(k) Plan in the asset neighbourhood

Abbott Laboratories Stock Retirement Plan (Puerto Rico)Abbott Laboratories Stock Re…$209MMi Windows and Doors 401(k) PlanMi Windows and Doors 401(k) …$208MKaiser Aluminum Investments Company Savings and Investment PlanKaiser Aluminum Investments …$208MAllied World Assurance Company (U.S.) Inc. 401(k) PlanAllied World Assurance Compa…$208MPerdoceo Education Corporation 401(k) PlanPerdoceo Education Corporati…$208M
End-of-year total assets ($M) among Allied World Assurance Company (U.S.) 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)$247M
Net Assets (End of Year)$208M
Net Income-$38M
Employer EIN954387273
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Allied World Assurance Company (U.S.) Inc.)

Sponsor-wide plan assets over time

All Allied World Assurance Company (U.S.) Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$310M 48.509856555526895% vs 2022
2024 filing year
$150M$200M$250M$300M$350M 202220232024 $208M $310M ▲ +48.5%
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 Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Allied World Assurance Company (U.S.) Inc. 401(k) Plan, Total assets ($B): 0.208456341 · Participants: 785Allied World Assurance Company (U.S.) Inc. 401(k) PlanIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
Allied World Assurance Company (U.S.) Inc. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Allied World Assurance Company (U.S.) Inc. 401(k) Plan side-by-side with 3 peers →

Allied World Assurance Company (U.S.) Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Perdoceo Education Corporation 401(k) Plan in IL ($208M); by covered participants it is Spokane Teachers Credit Union 401(k) Retirement Savings Plan in WA (785 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (785 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 Allied World Assurance Company (U.S.) Inc. 401(k) Plan assets move in 2022? ▼
Allied World Assurance Company (U.S.) Inc. 401(k) Plan declined sharply - down 15.6% during 2022, from $247M to $208M. Reported net income was -$38M.
How have Allied World Assurance Company (U.S.) Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Allied World Assurance Company (U.S.) Inc.'s sponsor-wide assets grew 48.5%, from $208M to $310M.
Where does Allied World Assurance Company (U.S.) Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Allied World Assurance Company (U.S.) Inc. 401(k) Plan ranks in the 96th 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 Allied World Assurance Company (U.S.) Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Perdoceo Education Corporation 401(k) Plan in IL ($208M, 3,950 participants).
Which 401(k) plans cover a similar participant headcount to Allied World Assurance Company (U.S.) Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Spokane Teachers Credit Union 401(k) Retirement Savings Plan in WA (785 participants, $82M 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 954387273.

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.