401(k) · DOL Form 5500 · 2023

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

Data updated 2026-08-25

$265M
Total assets Near avg plan size
848
Participants Near avg headcount
96th
Percentile by assets National rank
$311,990
Avg per participant High balance/head
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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.

  • #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.

#8,248
in Finance & Insurance (8,869 peers)
+26.9%
assets growth YoY
2.7×
vs typical plan assets (national mean)

Allied World Assurance Company (U.S.) Inc. 401(k) Plan's outsized position by total assets

Allied World Assurance Company (U.S.) Inc. 401(k) Plan vs every filed plan by assets

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

$264,567,671 Top 4% higher than 96% 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

Allied World Assurance Company (U.S.) 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. Allied World Assurance Company (U.S.) Inc. 401(k) Plan sits mid-pack in the medium band (848 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • 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 →

Form 5500 schedule snapshot

Filing strip 954387273 · Allied World Assurance Company (U.S.) Inc. PY 2023 · 401(k)

Allied World Assurance Company (U.S.) Inc. 401(k) Plan · $265M · 848 · 96th

  • 5500 $265M
  • 5500 848
  • 5500 96th
  • 5500 401(k)
  • 5500 near A. Duie Pyle, Inc. Savings Plan
  • 5500 ind #8248

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 New York →

Allied World Assurance Company (U.S.) Inc. 401(k) Plan in the asset neighbourhood

Prospect Medical Retirement Savings Plan BProspect Medical Retirement …$265MLucidhealth 401(k) Profit Sharing PlanLucidhealth 401(k) Profit Sh…$265MTroon Golf, L.L.C. 401(k) PlanTroon Golf, L.L.C. 401(k) Pl…$265MA. Duie Pyle, Inc. Savings PlanA. Duie Pyle, Inc. Savings P…$265MAllied World Assurance Company (U.S.) Inc. 401(k) PlanAllied World Assurance Compa…$265M
End-of-year total assets ($M) among Allied World Assurance Company (U.S.) 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)$208M
Net Assets (End of Year)$265M
Net Income$56M
Employer EIN954387273
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

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

Sponsor-wide plan assets over time

All Allied World Assurance Company (U.S.) Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$310M 48.509856555526895% vs 2022
2024 filing year
$150M$200M$250M$300M$350M 202220232024 $208M $310M ▲ +48.5%
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 Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Allied World Assurance Company (U.S.) Inc. 401(k) Plan, Total assets ($B): 0.264567671 · Participants: 848Allied World Assurance Company (U.S.) Inc. 401(k) PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Allied World Assurance Company (U.S.) Inc. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Allied World Assurance Company (U.S.) Inc. 401(k) Plan side-by-side with 3 peers →

Allied World Assurance Company (U.S.) Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is A. Duie Pyle, Inc. Savings Plan in PA ($265M); by covered participants it is Community Medical Services 401(k) in AZ (848 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($265M here).

Similar participant headcount

Nearest other-state filings by covered participants (848 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 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).
Which 401(k) plans cover a similar participant headcount to Allied World Assurance Company (U.S.) Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Community Medical Services 401(k) in AZ (848 participants, $9M 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 954387273.

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.