401(k) · DOL Form 5500 · 2024

Beazley USA Services, Inc. 401(k) Plan

Data updated 2026-08-25

$161M
Total assets Near avg plan size
888
Participants Near avg headcount
93rd
Percentile by assets National rank
$181,186
Avg per participant Above avg balance/head
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Official DOL plan name: Beazley USA Services, Inc. 401(k) Plan · Sponsored by Beazley USA Services, Inc. · Connecticut · Finance & Insurance

$161M in assets, 888 participants

Beazley USA Services, Inc.'s Beazley USA Services, Inc. 401(k) Plan reported $161M in total assets and 888 participants in its 2024 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.

  • #7,635 in Finance & Insurance (8,549 peers)

Where Beazley USA Services, Inc. 401(k) Plan sits by assets

Beazley USA Services, Inc. 401(k) Plan sits in the top 10% of all filed plans by assets, $161M for 888 participants (~$181,186/participant), up 22.0% in 2024.

#7,635
in Finance & Insurance (8,549 peers)
+22.0%
assets growth YoY
1.6×
vs typical plan assets (national mean)

Beazley USA Services, Inc. 401(k) Plan's outsized position by total assets

Beazley USA Services, Inc. 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$160,893,000 Top 7% higher than 93% of 123,620 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 2024

Beazley USA Services, Inc. 401(k) Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Beazley USA Services, Inc. 401(k) Plan sits mid-pack in the medium band (888 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Beazley USA Services, Inc. 401(k) Plan end-of-year assets rose from $132M in the plan year 2023 filing to $161M in the plan year 2024 filing.
  • Beazley USA Services, Inc. 401(k) Plan reported participants rose from 782 in the plan year 2023 filing to 888 in the plan year 2024 filing.
  • Beazley USA Services, Inc. 401(k) Plan reported net income fell from $31M in the plan year 2023 filing to $29M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 830363539 · Beazley USA Services, Inc. PY 2024 · 401(k)

Beazley USA Services, Inc. 401(k) Plan · $161M · 888 · 93rd

  • SCH $161M
  • EBSA 888
  • PART 93rd
  • TYPE 401(k)
  • NET near Casella Waste Systems 401(k) Plan
  • BOOK ind #7635

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 Connecticut →

Beazley USA Services, Inc. 401(k) Plan in the asset neighbourhood

Southern Star Investment Plan$161MPomps Tire Service Inc Salary Savings PlanPomps Tire Service Inc Salar…$161MCasella Waste Systems 401(k) PlanCasella Waste Systems 401(k)…$161MBeazley USA Services, Inc. 401(k) PlanBeazley USA Services, Inc. 4…$161MPost & Schell, P.C. Profit Sharing PlanPost & Schell, P.C. Profit S…$161M
End-of-year total assets ($M) among Beazley USA Services, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$132M
Net Assets (End of Year)$161M
Net Income$29M
Employer EIN830363539
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Beazley USA Services, Inc.)

Sponsor-wide plan assets over time

All Beazley USA Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$161M 59.471591432381246% vs 2022
2024 filing year
$80M$100M$120M$140M$160M$180M 202220232024 $101M $161M ▲ +59.5%
Year Plans Participants Total Assets
2022 1 712 $101M
2023 1 782 $132M
2024 1 888 $161M

Nearby 401(k) Plans in Connecticut

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

Beazley USA Services, Inc. 401(k) Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Beazley USA Services, Inc. 401(k) Plan, Total assets ($B): 0.160893 · Participants: 888Beazley USA Services, Inc. 401(k) PlanRtx Savings Plan, Total assets ($B): 58.647425 · Participants: 124876Rtx Savings PlanCiti Retirement Savings Plan, Total assets ($B): 23.241033081 · Participants: 78741Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 7.183243 · Participants: 18614The Hartford Investment and Savings PlanEversource 401(k) Plan, Total assets ($B): 4.046347175 · Participants: 10041Eversource 401(k) PlanXerox Corporation Savings Plan, Total assets ($B): 3.976943 · Participants: 9876Xerox Corporation Savings Plan
Beazley USA Services, Inc. 401(k) Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Beazley USA Services, Inc. 401(k) Plan side-by-side with 3 peers →

Beazley USA Services, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is Casella Waste Systems 401(k) Plan in VT ($161M); by covered participants it is Chuze Fitness 401(k) Plan in CA (888 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($161M here).

Similar participant headcount

Nearest other-state filings by covered participants (888 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Beazley USA Services, Inc. 401(k) Plan assets move in 2024? ▼
Beazley USA Services, Inc. 401(k) Plan grew sharply - up 22.0% during 2024, from $132M to $161M. Reported net income was $29M.
How have Beazley USA Services, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Beazley USA Services, Inc.'s sponsor-wide assets grew 59.5%, from $101M to $161M.
Where does Beazley USA Services, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Beazley USA Services, Inc. 401(k) Plan ranks in the 93rd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Beazley USA Services, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Casella Waste Systems 401(k) Plan in VT ($161M, 3,488 participants).
Which 401(k) plans cover a similar participant headcount to Beazley USA Services, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Chuze Fitness 401(k) Plan in CA (888 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 830363539.

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.