401(k) · DOL Form 5500 · 2024

Chubb Ina Holdings Inc. Formerly Ace - Puerto Rico 401(k) Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
105
Participants Small participant base
70th
Percentile by assets National rank
$189,136
Avg per participant Above avg balance/head
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Official DOL plan name: Chubb Puerto Rico Retirement Savings Plan · Sponsored by Chubb Ina Holdings Inc. Formerly Ace - Puerto Rico · Pennsylvania · Finance & Insurance

$20M in assets, 105 participants

Chubb Ina Holdings Inc. Formerly Ace - Puerto Rico's Chubb Puerto Rico Retirement Savings Plan reported $20M in total assets and 105 participants in its 2024 DOL Form 5500 filing, ranking in the 70th 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.

  • #4,710 in Finance & Insurance (8,549 peers)

Coverage in Pennsylvania

Chubb Puerto Rico Retirement Savings Plan covers 105 participants in Pennsylvania, about 13% of the average Pennsylvania filer (state average ~822 per filing). Assets: $20M.

#4,710
in Finance & Insurance (8,549 peers)
+15.4%
assets growth YoY

Chubb Puerto Rico Retirement Savings Plan's outsized position by total assets

Chubb Puerto Rico Retirement Savings Plan vs every filed plan by assets

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

$19,859,263 Top 30% higher than 70% 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

Chubb Puerto Rico Retirement Savings 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. Chubb Puerto Rico Retirement Savings Plan sits mid-pack in the medium band (105 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Chubb Puerto Rico Retirement Savings Plan end-of-year assets rose from $17M in the plan year 2023 filing to $20M in the plan year 2024 filing.
  • Chubb Puerto Rico Retirement Savings Plan reported net income rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Chubb Puerto Rico Retirement Savings Plan reported participants rose from 100 in the plan year 2023 filing to 105 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 952371728 · Chubb Ina Holdings Inc. Formerly Ace - Puerto Rico PY 2024 · 401(k)

Chubb Puerto Rico Retirement Savings Plan · $20M · 105 · 70th

  • 5500 $20M
  • ASSETS 105
  • PCT 70th
  • EIN 401(k)
  • RANK near Scion Group 401(k) Plan
  • PHOTO ind #4710

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 Pennsylvania →

Chubb Puerto Rico Retirement Savings Plan in the asset neighbourhood

Chubb Puerto Rico Retirement Savings PlanChubb Puerto Rico Retirement…$20MScion Group 401(k) Plan$20MAllegis Corporation Retirement PlanAllegis Corporation Retireme…$20MFlorida Crystals Corporation Retirement Savings Plan for Bargaining Unit EmployeesFlorida Crystals Corporation…$20MCalendar Holdings LLC 401(k) & Profit Sharing PlanCalendar Holdings LLC 401(k)…$20M
End-of-year total assets ($M) among Chubb Puerto Rico Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$20M
Net Income$3M
Employer EIN952371728
Plan Effective Date1999-07-02
Filing StatusFILING RECEIVED

Sponsor Plan History (Chubb Ina Holdings Inc. Formerly Ace - Puerto Rico)

Sponsor-wide plan assets over time

All Chubb Ina Holdings Inc. Formerly Ace - Puerto Rico plans reported in each filing year

Latest sponsor-wide plan assets
$5.0B 33.740808905431216% vs 2022
2024 filing year
$3.5B$4B$4.5B$5B$5.5B 202220232024 $3.72B $4.97B ▲ +33.6%
Year Plans Participants Total Assets
2022 2 15,071 $3.7B
2023 2 15,507 $4.4B
2024 2 15,501 $5.0B

Nearby 401(k) Plans in Pennsylvania

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

Chubb Puerto Rico Retirement Savings Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants Chubb Puerto Rico Retirement Savings Plan, Total assets ($B): 0.019859263 · Participants: 105Chubb Puerto Rico Retirement Savings PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 19.687957793 · Participants: 90495Comcast Corporation Retirement - Investment PlanThe Cigna Group 401(k) Plan, Total assets ($B): 14.20308608 · Participants: 63634The Cigna Group 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 11.084818612 · Participants: 18066The Vanguard Retirement and Savings PlanThermo Fisher Scientific Inc. 401(k) Retirement Plan, Total assets ($B): 10.263366209 · Participants: 36150Thermo Fisher Scientific Inc. 401(k) Retirement PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 10.189629 · Participants: 54604The PNC Financial Services Group, Inc. Incentive Savings Plan
Chubb Puerto Rico Retirement Savings Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Chubb Puerto Rico Retirement Savings Plan side-by-side with 3 peers →

Chubb Puerto Rico Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Scion Group 401(k) Plan in IL ($20M); by covered participants it is Medwest Associates, Inc. Profit Sharing Plan in IL (105 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (105 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 Chubb Puerto Rico Retirement Savings Plan assets move in 2024? ▼
Chubb Puerto Rico Retirement Savings Plan grew sharply - up 15.4% during 2024, from $17M to $20M. Reported net income was $3M.
How have Chubb Ina Holdings Inc. Formerly Ace - Puerto Rico plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Chubb Ina Holdings Inc. Formerly Ace - Puerto Rico's sponsor-wide assets grew 33.7%, from $3.7B to $5.0B.
Which 401(k) plans are similar in size to Chubb Puerto Rico Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Scion Group 401(k) Plan in IL ($20M, 1,174 participants).
Which 401(k) plans cover a similar participant headcount to Chubb Puerto Rico Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Medwest Associates, Inc. Profit Sharing Plan in IL (105 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 952371728.

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.