401(k) · DOL Form 5500 · 2023

Beazley USA Services, Inc. 401(k) Plan

Data updated 2026-08-11

$132M
Total assets: 782
Participants: 93rd
Percentile by assets: $168,595
Avg per participant

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.

93rd percentile by assets (of 127,072 plans)
#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.

$132M
total plan assets (2023 EOY): 782
covered participants: 93rd
percentile by assets (of 127,072 plans): $168,595
avg assets per participant

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 →

State

Connecticut

Industry

Finance & Insurance

Beazley USA Services, Inc. 401(k) Plan vs the 2023 asset distribution

By assets, Beazley USA Services, Inc. 401(k) Plan outranks 93% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 1.3x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)	$101M
Net Assets (End of Year)	$132M
Net Income	$31M
Employer EIN	830363539
Plan Effective Date	2004-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Beazley USA Services, Inc.)

Total plan assets by year, all Beazley USA Services, Inc. plans on file

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

Rtx Savings Plan $52.8B · 123,037
Citi Retirement Savings Plan $20.7B · 77,865
The Hartford Investment and Savings Plan $6.5B · 18,377
Xerox Corporation Savings Plan $3.9B · 10,291
Eversource 401(k) Plan $3.8B · 9,504

Compare Beazley USA Services, Inc. 401(k) Plan side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Beazley USA Services, Inc. 401(k) Plan by total assets, not by location.

Kahn Ventures, Inc. 401(k) Plan (GA) $132M · 1,788
The Canandaigua National Bank and Trust Company Profit Sharing and 401(k) Plan (NY) $132M · 697
Capital Womens Care, LLC Employees 401(k) Plan (MD) $132M · 779
Racetrac, Inc. 401(k) Plan (GA) $132M · 8,577

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).

Next read for Beazley USA Services, Inc. 401(k) Plan

Scale reading

Ways to act on Beazley USA Services, Inc. 401(k) Plan's numbers.

By total assets, Beazley USA Services, Inc. 401(k) Plan ranks in the top 10% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in Connecticut. Compare plans
Beazley USA Services, Inc.'s sponsor-wide assets have grown 59.5% 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 830363539.