401(k) · DOL Form 5500 · 2023

Allied World Assurance Company (U.S.) Inc. 401(k) Plan

Data updated 2026-08-11

$265M
Total assets: 848
Participants: 96th
Percentile by assets: $311,990
Avg per participant

Official DOL plan name: Allied World Assurance Company (U.S.) Inc. 401(k) Plan · Sponsored by Allied World Assurance Company (U.S.) Inc. · New York · Finance & Insurance

$265M in assets, 848 participants

Allied World Assurance Company (U.S.) Inc.'s Allied World Assurance Company (U.S.) Inc. 401(k) Plan reported $265M in total assets and 848 participants in its 2023 DOL Form 5500 filing, ranking in the 96th 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.

96th percentile by assets (of 127,072 plans)
#8,248 in Finance & Insurance (8,869 peers)

Where Allied World Assurance Company (U.S.) Inc. 401(k) Plan sits by assets

Allied World Assurance Company (U.S.) Inc. 401(k) Plan sits in the top 5% of all filed plans by assets, $265M for 848 participants (~$311,990/participant), up 26.9% in 2023.

$265M
total plan assets (2023 EOY): 848
covered participants: 96th
percentile by assets (of 127,072 plans): $311,990
avg assets per participant

Allied World Assurance Company (U.S.) Inc. 401(k) Plan reported net income rose from -$38M in the plan year 2022 filing to $56M in the plan year 2023 filing.
Allied World Assurance Company (U.S.) Inc. 401(k) Plan end-of-year assets rose from $208M in the plan year 2022 filing to $265M in the plan year 2023 filing.
Allied World Assurance Company (U.S.) Inc. 401(k) Plan reported participants rose from 785 in the plan year 2022 filing to 848 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State

New York

Industry

Finance & Insurance

Allied World Assurance Company (U.S.) Inc. 401(k) Plan vs the 2023 asset distribution

By assets, Allied World Assurance Company (U.S.) Inc. 401(k) Plan outranks 96% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 2.7x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)	$208M
Net Assets (End of Year)	$265M
Net Income	$56M
Employer EIN	954387273
Plan Effective Date	2006-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Allied World Assurance Company (U.S.) Inc.)

Total plan assets by year, all Allied World Assurance Company (U.S.) Inc. plans on file

Year	Plans	Participants	Total Assets
2022	1	785	$208M
2023	1	848	$265M
2024	1	868	$310M

Nearby 401(k) Plans in New York

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

Allied World Assurance Company (U.S.) Inc. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants

IBM 401 (K) Plus Plan $57.4B · 54,912
Pfizer Savings Plan $19.6B · 30,033
Morgan Stanley 401(k) Plan $19.2B · 55,363
The Pepsico Savings Plan $13.7B · 133,597
The Goldman Sachs 401(k) Plan $11.4B · 24,866

Compare Allied World Assurance Company (U.S.) In… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Allied World Assurance Company (U.S.) Inc. 401(k) Plan by total assets, not by location.

A. Duie Pyle, Inc. Savings Plan (PA) $265M · 3,985
Troon Golf, L.L.C. 401(k) Plan (AZ) $265M · 22,317
Lucidhealth 401(k) Profit Sharing Plan (OH) $265M · 364
Prospect Medical Retirement Savings Plan B (CA) $265M · 6,301

Frequently Asked Questions

How did Allied World Assurance Company (U.S.) Inc. 401(k) Plan assets move in 2023? ▼

Allied World Assurance Company (U.S.) Inc. 401(k) Plan grew sharply - up 26.9% during 2023, from $208M to $265M. Reported net income was $56M.

How have Allied World Assurance Company (U.S.) Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Allied World Assurance Company (U.S.) Inc.'s sponsor-wide assets grew 48.5%, from $208M to $310M.

Where does Allied World Assurance Company (U.S.) Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼

Allied World Assurance Company (U.S.) Inc. 401(k) Plan ranks in the 96th 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 Allied World Assurance Company (U.S.) Inc. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is A. Duie Pyle, Inc. Savings Plan in PA ($265M, 3,985 participants).

Next read for Allied World Assurance Company (U.S.) In…

Scale reading

Ways to act on Allied World Assurance Company (U.S.) Inc. 401(k) Plan's numbers.

By total assets, Allied World Assurance Company (U.S.) 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 New York. Compare plans
Allied World Assurance Company (U.S.) Inc.'s sponsor-wide assets have grown 48.5% 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 954387273.