401(k) · DOL Form 5500 · 2023

Axis Specialty U.S. Services, Inc. 401(k) Plan

Data updated 2026-08-11

$358M
Total assets: 1,017
Participants: 97th
Percentile by assets: $351,792
Avg per participant

Official DOL plan name: Axis Specialty U.S. Services, Inc. 401(k) Plan · Sponsored by Axis Specialty U.S. Services, Inc. · Georgia · Finance & Insurance

$358M in assets, 1,017 participants

Axis Specialty U.S. Services, Inc.'s Axis Specialty U.S. Services, Inc. 401(k) Plan reported $358M in total assets and 1,017 participants in its 2023 DOL Form 5500 filing, ranking in the 97th 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.

97th percentile by assets (of 127,072 plans)
#8,367 in Finance & Insurance (8,869 peers)

Where Axis Specialty U.S. Services, Inc. 401(k) Plan sits by assets

Axis Specialty U.S. Services, Inc. 401(k) Plan sits in the top 5% of all filed plans by assets, $358M for 1,017 participants (~$351,792/participant), up 17.1% in 2023.

$358M
total plan assets (2023 EOY): 1,017
covered participants: 97th
percentile by assets (of 127,072 plans): $351,792
avg assets per participant

Axis Specialty U.S. Services, Inc. 401(k) Plan reported net income rose from -$66M in the plan year 2022 filing to $52M in the plan year 2023 filing.
Axis Specialty U.S. Services, Inc. 401(k) Plan end-of-year assets rose from $306M in the plan year 2022 filing to $358M in the plan year 2023 filing.
Axis Specialty U.S. Services, Inc. 401(k) Plan reported participants fell from 1,027 in the plan year 2022 filing to 1,017 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State

Georgia

Industry

Finance & Insurance

Axis Specialty U.S. Services, Inc. 401(k) Plan vs the 2023 asset distribution

By assets, Axis Specialty U.S. Services, Inc. 401(k) Plan outranks 97% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 3.6x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)	$306M
Net Assets (End of Year)	$358M
Net Income	$52M
Employer EIN	412030082
Plan Effective Date	2002-12-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Axis Specialty U.S. Services, Inc.)

Total plan assets by year, all Axis Specialty U.S. Services, Inc. plans on file

Year	Plans	Participants	Total Assets
2022	1	1,027	$306M
2023	1	1,017	$358M
2024	1	1,059	$402M

Nearby 401(k) Plans in Georgia

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

Axis Specialty U.S. Services, Inc. 401(k) Plan vs. nearby 401(k) plans in Georgia, assets vs. participants

The Teamster - UPS National 401(k) Tax Deferred Savings Plan $17.2B · 510,511
Delta 401(k) Retirement Plan $16.2B · 83,136
Delta 401(k) Retirement Plan for Pilots $13.7B · 13,283
UPS 401(k) Savings Plan $13.1B · 102,231
The Home Depot Futurebuilder $12.6B · 413,365

Compare Axis Specialty 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 Axis Specialty U.S. Services, Inc. 401(k) Plan by total assets, not by location.

The Brightview 401(k) Plan (PA) $358M · 16,675
Commerzbank Aktiengesellschaft 401(k) Savings Plan (NY) $358M · 266
Enloe Medical Center Retirement Savings Plan (CA) $358M · 3,728
Epam Systems, Inc. 401(k) Plan (PA) $359M · 3,485

Frequently Asked Questions

How did Axis Specialty U.S. Services, Inc. 401(k) Plan assets move in 2023? ▼

Axis Specialty U.S. Services, Inc. 401(k) Plan grew sharply - up 17.1% during 2023, from $306M to $358M. Reported net income was $52M.

How have Axis Specialty U.S. Services, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Axis Specialty U.S. Services, Inc.'s sponsor-wide assets grew 31.4%, from $306M to $402M.

Where does Axis Specialty U.S. Services, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼

Axis Specialty U.S. Services, Inc. 401(k) Plan ranks in the 97th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).

Which 401(k) plans are similar in size to Axis Specialty U.S. Services, Inc. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is The Brightview 401(k) Plan in PA ($358M, 16,675 participants).

Next read for Axis Specialty U.S. Services, Inc. 401(k…

Scale reading

Ways to act on Axis Specialty U.S. Services, Inc. 401(k) Plan's numbers.

By total assets, Axis Specialty U.S. Services, Inc. 401(k) Plan ranks in the top 5% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in Georgia. Compare plans
Axis Specialty U.S. Services, Inc.'s sponsor-wide assets have grown 31.4% 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 412030082.