401(k) · DOL Form 5500 · 2023

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

Data updated 2026-08-06

$4.4B
Total assets: 15,407
Participants: 100th
Percentile by assets: $283,643
Avg per participant

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.

100th percentile by assets (of 126,618 plans)
#8,796 in Finance & Insurance (8,852 peers)

Coverage in Pennsylvania

Chubb US 401(k) Plan covers 15,407 participants in Pennsylvania, 19x the typical Pennsylvania plan (state average ~824 per filing). Assets: $4.4B.

$4.4B
total plan assets (2023 EOY): 15,407
covered participants: 100th
percentile by assets (of 126,618 plans): $283,643
avg assets per participant

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 2023→2024 release diff →

State

Pennsylvania

Industry

Finance & Insurance

Participants vs Pennsylvania filers

In Pennsylvania, the average filing covers about 824 participants across 5,360 plans. Chubb US 401(k) Plan reports 15,407 participants - 19x that state average ($4.4B EOY assets).

Pennsylvania filing particulars

Total Assets (Beginning of Year)	$3.7B
Net Assets (End of Year)	$4.4B
Net Income	$668M
Employer EIN	952371728
Plan Effective Date	1999-07-02
Filing Status	FILING RECEIVED

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

Total plan assets by year, all Chubb Ina Holdings Inc. (Formerly Ace Ina Holdings Inc.) plans on file

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

Comcast Corporation Retirement - Investment Plan $17.4B · 93,136
Cigna 401(k) Plan $13.0B · 66,760
The Vanguard Retirement and Savings Plan $9.8B · 18,200
The PNC Financial Services Group, Inc. Incentive Savings Plan $9.3B · 61,697
The Bank of New York Mellon Corporation 401(k) Savings Plan $9.0B · 25,184

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 (0.038% of the $11.6T held by all Form 5500 filers in the national rollup , and 0.017% of 89,805,449 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 (401(k), $5.0B, 15,396 participants)

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Chubb US 401(k) Plan by total assets, not by location.

American International Group, Inc. Incentive Savings Plan (NY) $4.4B · 8,139
Georgia-Pacific LLC 401(k) Retirement Savings Plan (GA) $4.4B · 15,180
T. Rowe Price U.S. Retirement Program (MD) $4.4B · 6,292
Pg&e Corp. Retirement Savings Plan for Union-Represented Employees (CA) $4.4B · 15,679

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 126,618 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).

Next read for Chubb US 401(k) Plan

Filing takeaways

Ways to act on Chubb US 401(k) Plan's numbers.

By total assets, Chubb US 401(k) Plan ranks among the largest 1% of all filed plans. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in Pennsylvania. Compare plans
Chubb Ina Holdings Inc. (Formerly Ace Ina Holdings Inc.)'s sponsor-wide assets have grown 33.7% since 2022 across 3 plan years on file. More Finance & Insurance plans

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.