401(k) · DOL Form 5500 · 2023

Beazley USA Services, Inc. 401(k) Plan

Data updated 2026-08-25

$132M
Total assets Near avg plan size
782
Participants Near avg headcount
93rd
Percentile by assets National rank
$168,595
Avg per participant Above 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

$132M in assets, 782 participants

Beazley USA Services, Inc.'s Beazley USA Services, Inc. 401(k) Plan reported $132M in total assets and 782 participants in its 2023 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.

  • #7,884 in Finance & Insurance (8,869 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, $132M for 782 participants (~$168,595/participant), up 30.7% in 2023.

#7,884
in Finance & Insurance (8,869 peers)
+30.7%
assets growth YoY
1.3×
vs typical plan assets (national mean)

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 2023 · DOL Form 5500

$131,841,551 Top 7% higher than 93% 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

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

Plan-year 2023 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 (782 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Beazley USA Services, Inc. 401(k) Plan reported net income rose from -$20M in the plan year 2022 filing to $31M in the plan year 2023 filing.
  • Beazley USA Services, Inc. 401(k) Plan end-of-year assets rose from $101M in the plan year 2022 filing to $132M in the plan year 2023 filing.
  • Beazley USA Services, Inc. 401(k) Plan reported participants rose from 712 in the plan year 2022 filing to 782 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 830363539 · Beazley USA Services, Inc. PY 2023 · 401(k)

Beazley USA Services, Inc. 401(k) Plan · $132M · 782 · 93rd

  • EBSA $132M
  • PART 782
  • TYPE 93rd
  • NET 401(k)
  • BOOK near Kahn Ventures, Inc. 401(k) Plan
  • VS-ST ind #7884

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

The Canandaigua National Bank and Trust Company Profit Sharing and 401(k) PlanThe Canandaigua National Ban…$132MBeazley USA Services, Inc. 401(k) PlanBeazley USA Services, Inc. 4…$132MKahn Ventures, Inc. 401(k) PlanKahn Ventures, Inc. 401(k) P…$132MCapital Womens Care, LLC Employees 401(k) PlanCapital Womens Care, LLC Emp…$132MRacetrac, Inc. 401(k) Plan$132M
End-of-year total assets ($M) among Beazley USA Services, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$101M
Net Assets (End of Year)$132M
Net Income$31M
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. -50000050000100000150000 -200204060 Total assets ($B) Participants Beazley USA Services, Inc. 401(k) Plan, Total assets ($B): 0.131841551 · Participants: 782Beazley USA Services, Inc. 401(k) PlanRtx Savings Plan, Total assets ($B): 52.759784 · Participants: 123037Rtx Savings PlanCiti Retirement Savings Plan, Total assets ($B): 20.653030659 · Participants: 77865Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 6.478512 · Participants: 18377The Hartford Investment and Savings PlanXerox Corporation Savings Plan, Total assets ($B): 3.948866 · Participants: 10291Xerox Corporation Savings PlanEversource 401(k) Plan, Total assets ($B): 3.751712453 · Participants: 9504Eversource 401(k) 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 Kahn Ventures, Inc. 401(k) Plan in GA ($132M); by covered participants it is Ecovyst 401(k) Savings Plan in PA (782 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (782 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 Beazley USA Services, Inc. 401(k) Plan assets move in 2023? ▼
Beazley USA Services, Inc. 401(k) Plan surged - up 30.7% during 2023, from $101M to $132M. Reported net income was $31M.
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 127,072 plans that reported assets for plan year 2023 (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 Kahn Ventures, Inc. 401(k) Plan in GA ($132M, 1,788 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 Ecovyst 401(k) Savings Plan in PA (782 participants, $238M 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 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.