401(k) · DOL Form 5500 · 2024

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

Data updated 2026-08-25

$402M
Total assets Above avg plan size
1,059
Participants Near avg headcount
97th
Percentile by assets National rank
$379,282
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. · New York · Finance & Insurance

$402M in assets, 1,059 participants

Axis Specialty U.S. Services, Inc.'s Axis Specialty U.S. Services, Inc. 401(k) Plan reported $402M in total assets and 1,059 participants in its 2024 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.

  • #8,057 in Finance & Insurance (8,549 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, $402M for 1,059 participants (~$379,282/participant), up 12.3% in 2024.

#8,057
in Finance & Insurance (8,549 peers)
+12.3%
assets growth YoY
4.0×
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 2024 · DOL Form 5500

$401,659,145 Top 3% higher than 97% 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

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

Plan-year 2024 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 (1,059 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Axis Specialty U.S. Services, Inc. 401(k) Plan reported net income fell from $52M in the plan year 2023 filing to $44M in the plan year 2024 filing.
  • Axis Specialty U.S. Services, Inc. 401(k) Plan end-of-year assets rose from $358M in the plan year 2023 filing to $402M in the plan year 2024 filing.
  • Axis Specialty U.S. Services, Inc. 401(k) Plan reported participants rose from 1,017 in the plan year 2023 filing to 1,059 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 412030082 · Axis Specialty U.S. Services, Inc. PY 2024 · 401(k)

Axis Specialty U.S. Services, Inc. 401(k) Plan · $402M · 1,059 · 97th

  • PHOTO $402M
  • PHOTO 1,059
  • PHOTO 97th
  • PHOTO 401(k)
  • PHOTO near Digital Insurance, LLC 401(k) Plan
  • PHOTO ind #8057

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 →

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

Digital Insurance, LLC 401(k) PlanDigital Insurance, LLC 401(k…$402MAxis Specialty U.S. Services, Inc. 401(k) PlanAxis Specialty U.S. Services…$402MHonigman LLP Income Deferral and Profit Sharing PlanHonigman LLP Income Deferral…$402MPrimoris Services Corporation 401(k) Retirement Savings PlanPrimoris Services Corporatio…$401MFareway Stores, Inc. 401(k) Profit Sharing PlanFareway Stores, Inc. 401(k) …$401M
End-of-year total assets ($M) among Axis Specialty U.S. Services, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$358M
Net Assets (End of Year)$402M
Net Income$44M
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 New York

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 New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Axis Specialty U.S. Services, Inc. 401(k) Plan, Total assets ($B): 0.401659145 · Participants: 1059Axis Specialty U.S. Services, Inc. 401(k) PlanIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Axis Specialty U.S. Services, Inc. 401(k) Plan vs. nearby 401(k) plans in New York, 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 New York, the nearest 401(k) by assets is Digital Insurance, LLC 401(k) Plan in GA ($402M); by covered participants it is Merz North America 401(k) Plan in NC (1,059 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,059 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 Axis Specialty U.S. Services, Inc. 401(k) Plan assets move in 2024? ▼
Axis Specialty U.S. Services, Inc. 401(k) Plan grew at a solid clip - up 12.3% during 2024, from $358M to $402M. Reported net income was $44M.
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 123,622 plans that reported assets for plan year 2024 (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 Digital Insurance, LLC 401(k) Plan in GA ($402M, 3,920 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 Merz North America 401(k) Plan in NC (1,059 participants, $237M 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 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.