401(k) · DOL Form 5500 · 2023

Aspen Insurance U.S. Services Inc. 401(k) Plan

Data updated 2026-08-25

$142M
Total assets Near avg plan size
396
Participants Below avg headcount
93rd
Percentile by assets National rank
$359,159
Avg per participant High balance/head
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Official DOL plan name: Aspen Insurance U.S. Services Inc. 401(k) Plan · Sponsored by Aspen Insurance U.S. Services Inc. · Connecticut · Finance & Insurance

$142M in assets, 396 participants

Aspen Insurance U.S. Services Inc.'s Aspen Insurance U.S. Services Inc. 401(k) Plan reported $142M in total assets and 396 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.

  • #7,932 in Finance & Insurance (8,869 peers)

Where Aspen Insurance U.S. Services Inc. 401(k) Plan sits by assets

Aspen Insurance U.S. Services Inc. 401(k) Plan sits in the top 10% of all filed plans by assets, $142M for 396 participants (~$359,159/participant), up 20.7% in 2023.

#7,932
in Finance & Insurance (8,869 peers)
+20.7%
assets growth YoY
1.4×
vs typical plan assets (national mean)

Aspen Insurance U.S. Services Inc. 401(k) Plan's outsized position by total assets

Aspen Insurance U.S. Services Inc. 401(k) Plan vs every filed plan by assets

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

$142,226,805 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

Aspen Insurance U.S. 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. Aspen Insurance U.S. Services Inc. 401(k) Plan sits mid-pack in the medium band (396 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Aspen Insurance U.S. Services Inc. 401(k) Plan reported net income rose from -$23M in the plan year 2022 filing to $24M in the plan year 2023 filing.
  • Aspen Insurance U.S. Services Inc. 401(k) Plan end-of-year assets rose from $118M in the plan year 2022 filing to $142M in the plan year 2023 filing.
  • Aspen Insurance U.S. Services Inc. 401(k) Plan reported participants rose from 391 in the plan year 2022 filing to 396 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 320085193 · Aspen Insurance U.S. Services Inc. PY 2023 · 401(k)

Aspen Insurance U.S. Services Inc. 401(k) Plan · $142M · 396 · 93rd

  • BOY $142M
  • SCH 396
  • EBSA 93rd
  • PART 401(k)
  • TYPE near Equipment Depot Defined Contribution Plan
  • NET ind #7932

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 →

Aspen Insurance U.S. Services Inc. 401(k) Plan in the asset neighbourhood

Lumeris 401(k) Plan$142MCoborn's Incorporated Employees Profit Sharing 401(k) PlanCoborn's Incorporated Employ…$142MAspen Insurance U.S. Services Inc. 401(k) PlanAspen Insurance U.S. Service…$142MEquipment Depot Defined Contribution PlanEquipment Depot Defined Cont…$142MRincon Research Corporation 401(k) PlanRincon Research Corporation …$142M
End-of-year total assets ($M) among Aspen Insurance U.S. 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)$118M
Net Assets (End of Year)$142M
Net Income$24M
Employer EIN320085193
Plan Effective Date2003-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Aspen Insurance U.S. Services Inc.)

Sponsor-wide plan assets over time

All Aspen Insurance U.S. Services Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$159M 35.25139238308112% vs 2022
2024 filing year
$100M$120M$140M$160M$180M 202220232024 $118M $159M ▲ +35.3%
Year Plans Participants Total Assets
2022 1 391 $118M
2023 1 396 $142M
2024 1 436 $159M

Nearby 401(k) Plans in Connecticut

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

Aspen Insurance U.S. 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 ($B) Participants Aspen Insurance U.S. Services Inc. 401(k) Plan, Total assets ($B): 0.142226805 · Participants: 396Aspen Insurance U.S. 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
Aspen Insurance U.S. Services Inc. 401(k) Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Aspen Insurance U.S. Services Inc. 401(k) Plan side-by-side with 3 peers →

Aspen Insurance U.S. 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 Equipment Depot Defined Contribution Plan in TX ($142M); by covered participants it is Integracare 401(k) Savings Plan in PA (396 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($142M here).

Similar participant headcount

Nearest other-state filings by covered participants (396 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 Aspen Insurance U.S. Services Inc. 401(k) Plan assets move in 2023? ▼
Aspen Insurance U.S. Services Inc. 401(k) Plan grew sharply - up 20.7% during 2023, from $118M to $142M. Reported net income was $24M.
How have Aspen Insurance U.S. Services Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Aspen Insurance U.S. Services Inc.'s sponsor-wide assets grew 35.3%, from $118M to $159M.
Where does Aspen Insurance U.S. Services Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Aspen Insurance U.S. 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 Aspen Insurance U.S. Services Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Equipment Depot Defined Contribution Plan in TX ($142M, 1,722 participants).
Which 401(k) plans cover a similar participant headcount to Aspen Insurance U.S. Services Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Integracare 401(k) Savings Plan in PA (396 participants, $7M 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 320085193.

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.