401(k) · DOL Form 5500 · 2023

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

Data updated 2026-08-11

$142M
Total assets: 396
Participants: 93rd
Percentile by assets: $359,159
Avg per participant

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.

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

$142M
total plan assets (2023 EOY): 396
covered participants: 93rd
percentile by assets (of 127,072 plans): $359,159
avg assets per participant

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 →

State

Connecticut

Industry

Finance & Insurance

Aspen Insurance U.S. Services Inc. 401(k) Plan vs the 2023 asset distribution

By assets, Aspen Insurance U.S. 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 1.4x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)	$118M
Net Assets (End of Year)	$142M
Net Income	$24M
Employer EIN	320085193
Plan Effective Date	2003-10-01
Filing Status	FILING RECEIVED

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

Total plan assets by year, all Aspen Insurance U.S. Services Inc. plans on file

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

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 Aspen Insurance U.S. Services Inc. 401(k… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Aspen Insurance U.S. Services Inc. 401(k) Plan by total assets, not by location.

Equipment Depot Defined Contribution Plan (TX) $142M · 1,722
Coborn's Incorporated Employees Profit Sharing 401(k) Plan (MN) $142M · 6,735
Rincon Research Corporation 401(k) Plan (AZ) $142M · 359
Lumeris 401(k) Plan (MO) $142M · 1,399

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).

Next read for Aspen Insurance U.S. Services Inc. 401(k…

Scale reading

Ways to act on Aspen Insurance U.S. Services Inc. 401(k) Plan's numbers.

By total assets, Aspen Insurance U.S. 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
Aspen Insurance U.S. Services Inc.'s sponsor-wide assets have grown 35.3% 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 320085193.