401(k) · DOL Form 5500 · 2023

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

Data updated 2026-08-25

$358M
Total assets Above avg plan size
1,017
Participants Near avg headcount
97th
Percentile by assets National rank
$351,792
Avg per participant High balance/head
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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.

  • #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.

#8,367
in Finance & Insurance (8,869 peers)
+17.1%
assets growth YoY
3.6×
vs typical plan assets (national mean)

Axis Specialty U.S. Services, Inc. 401(k) Plan's outsized position by total assets

Axis Specialty U.S. Services, Inc. 401(k) Plan vs every filed plan by assets

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

$357,772,433 Top 3% higher than 97% 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

Axis Specialty U.S. Services, Inc. 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Axis Specialty U.S. Services, Inc. 401(k) Plan lands in the large band (1,017 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • 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 →

DOL schedule card

Filing strip 412030082 · Axis Specialty U.S. Services, Inc. PY 2023 · 401(k)

Axis Specialty U.S. Services, Inc. 401(k) Plan · $358M · 1,017 · 97th

  • ASSETS $358M
  • PCT 1,017
  • EIN 97th
  • RANK 401(k)
  • PHOTO near The Brightview 401(k) Plan
  • IND ind #8367

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 Georgia →

Axis Specialty U.S. Services, Inc. 401(k) Plan in the asset neighbourhood

Epam Systems, Inc. 401(k) PlanEpam Systems, Inc. 401(k) Pl…$359MEnloe Medical Center Retirement Savings PlanEnloe Medical Center Retirem…$358MCommerzbank Aktiengesellschaft 401(k) Savings PlanCommerzbank Aktiengesellscha…$358MThe Brightview 401(k) Plan$358MAxis Specialty U.S. Services, Inc. 401(k) PlanAxis Specialty U.S. Services…$358M
End-of-year total assets ($M) among Axis Specialty 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)$306M
Net Assets (End of Year)$358M
Net Income$52M
Employer EIN412030082
Plan Effective Date2002-12-01
Filing StatusFILING RECEIVED

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

Sponsor-wide plan assets over time

All Axis Specialty U.S. Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$402M 31.429006652931108% vs 2022
2024 filing year
$250M$300M$350M$400M$450M 202220232024 $306M $402M ▲ +31.4%
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 Scatter plot of 6 data points. -2000000200000400000600000 -505101520 Total assets ($B) Participants Axis Specialty U.S. Services, Inc. 401(k) Plan, Total assets ($B): 0.357772433 · Participants: 1017Axis Specialty U.S. Services, Inc. 401(k) PlanThe Teamster - UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 17.183099452 · Participants: 510511The Teamster - UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 16.184491444 · Participants: 83136Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 13.670948783 · Participants: 13283Delta 401(k) Retirement Plan for PilotsUPS 401(k) Savings Plan, Total assets ($B): 13.111089897 · Participants: 102231UPS 401(k) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 12.585718117 · Participants: 413365The Home Depot Futurebuilder
Axis Specialty U.S. Services, Inc. 401(k) Plan vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare Axis Specialty U.S. Services, Inc. 401(k) Plan side-by-side with 3 peers →

Axis Specialty U.S. Services, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Georgia, the nearest 401(k) by assets is The Brightview 401(k) Plan in PA ($358M); by covered participants it is Origin Bancorp, Inc. Employee Retirement Plan in LA (1,017 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($358M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,017 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 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).
Which 401(k) plans cover a similar participant headcount to Axis Specialty U.S. Services, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Origin Bancorp, Inc. Employee Retirement Plan in LA (1,017 participants, $101M 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 412030082.

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.