401(k) · DOL Form 5500 · 2023

Chubb Ina Holdings Inc. (Formerly Ace Ina Holdings Inc.) 401(k) Plan

Data updated 2026-08-25

$4.4B
Total assets Very large vs avg
15,407
Participants Very large workforce
100th
Percentile by assets National rank
$283,643
Avg per participant High balance/head
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Official DOL plan name: Chubb US 401(k) Plan · Sponsored by Chubb Ina Holdings Inc. (Formerly Ace Ina Holdings Inc.) · Pennsylvania · Finance & Insurance

$4.4B in assets, 15,407 participants

Chubb Ina Holdings Inc. (Formerly Ace Ina Holdings Inc.)'s Chubb US 401(k) Plan reported $4.4B in total assets and 15,407 participants in its 2023 DOL Form 5500 filing, ranking in the 100th 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.

  • #8,813 in Finance & Insurance (8,869 peers)

Coverage in Pennsylvania

Chubb US 401(k) Plan covers 15,407 participants in Pennsylvania, 19x the typical Pennsylvania plan (state average ~822 per filing). Assets: $4.4B.

#8,813
in Finance & Insurance (8,869 peers)
+18.0%
assets growth YoY
44×
vs typical plan assets (national mean)

Chubb US 401(k) Plan's outsized position by total assets

Chubb US 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$4,370,090,198 Highest reported value at or above every one of 127,068 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 2023

Chubb US 401(k) Plan's mega-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Chubb US 401(k) Plan is a mega filing (15,407 participants), the rightmost band on the breakdown.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Chubb US 401(k) Plan reported net income rose from -$820M in the plan year 2022 filing to $668M in the plan year 2023 filing.
  • Chubb US 401(k) Plan end-of-year assets rose from $3.7B in the plan year 2022 filing to $4.4B in the plan year 2023 filing.
  • Chubb US 401(k) Plan reported participants rose from 14,977 in the plan year 2022 filing to 15,407 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 952371728 · Chubb Ina Holdings Inc. (Formerly Ace Ina Holdings Inc.) PY 2023 · 401(k)

Chubb US 401(k) Plan · $4.4B · 15,407 · 100th

  • PART $4.4B
  • PART 15,407
  • PART 100th
  • PART 401(k)
  • PART near American International Group, Inc. Incentive Savings Plan
  • PART ind #8813

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 Pennsylvania →

Chubb US 401(k) Plan in the asset neighbourhood

Pg&e Corp. Retirement Savings Plan for Union-Represented EmployeesPg&e Corp. Retirement Saving…$4.4BGeorgia-Pacific LLC 401(k) Retirement Savings PlanGeorgia-Pacific LLC 401(k) R…$4.4BChubb US 401(k) Plan$4.4BAmerican International Group, Inc. Incentive Savings PlanAmerican International Group…$4.4BT. Rowe Price U.S. Retirement ProgramT. Rowe Price U.S. Retiremen…$4.4B
End-of-year total assets ($B) among Chubb US 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$3.7B
Net Assets (End of Year)$4.4B
Net Income$668M
Employer EIN952371728
Plan Effective Date1999-07-02
Filing StatusFILING RECEIVED

Sponsor Plan History (Chubb Ina Holdings Inc. (Formerly Ace Ina Holdings Inc.))

Sponsor-wide plan assets over time

All Chubb Ina Holdings Inc. (Formerly Ace Ina Holdings Inc.) plans reported in each filing year

Latest sponsor-wide plan assets
$5.0B 33.740808905431216% vs 2022
2024 filing year
$3.5B$4B$4.5B$5B$5.5B 202220232024 $3.72B $4.97B ▲ +33.6%
Year Plans Participants Total Assets
2022 2 15,071 $3.7B
2023 2 15,507 $4.4B
2024 2 15,501 $5.0B

Nearby 401(k) Plans in Pennsylvania

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

Chubb US 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. 020000400006000080000100000 05101520 Total assets ($B) Participants Chubb US 401(k) Plan, Total assets ($B): 4.370090198 · Participants: 15407Chubb US 401(k) PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirement and Savings PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Services Group, Inc. Incentive Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York Mellon Corporation 401(k) Savings Plan
Chubb US 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Chubb US 401(k) Plan side-by-side with 3 peers →

Scale composition for Chubb US 401(k) Plan

Chubb US 401(k) Plan reports $4.4B in end-of-year assets across 15,407 participants (0.035% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.016% of 93,925,755 covered participants) - about $283,643 per participant (2.1x the national average assets-per-participant) . Net income for plan year 2023 was $668M.

This plan identity (EIN 952371728, plan #105) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $3.7B to $5.0B (+33.7%) while covered participants moved from 14,977 to 15,396 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 14,977 $3.7B Open filing
2023 15,407 $4.4B This page
2024 · index core 15,396 $5.0B Open filing

The same sponsor also keeps 1 other index-core plan on PlainRetire:

Chubb US 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is American International Group, Inc. Incentive Savings Plan in NY ($4.4B); by covered participants it is Skywest, Inc. Employees' Retirement Plan in UT (15,411 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (15,407 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Chubb US 401(k) Plan assets move in 2023? ▼
Chubb US 401(k) Plan grew sharply - up 18.0% during 2023, from $3.7B to $4.4B. Reported net income was $668M.
How have Chubb Ina Holdings Inc. (Formerly Ace Ina Holdings Inc.) plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Chubb Ina Holdings Inc. (Formerly Ace Ina Holdings Inc.)'s sponsor-wide assets grew 33.7%, from $3.7B to $5.0B.
Where does Chubb US 401(k) Plan rank by assets among Form 5500 filers? ▼
Chubb US 401(k) Plan ranks in the 100th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the largest 1% of all filed plans).
Which 401(k) plans are similar in size to Chubb US 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is American International Group, Inc. Incentive Savings Plan in NY ($4.4B, 8,139 participants).
Which 401(k) plans cover a similar participant headcount to Chubb US 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Skywest, Inc. Employees' Retirement Plan in UT (15,411 participants, $1.2B in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 952371728.

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.