401(k) · DOL Form 5500 · 2024

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

Data updated 2026-08-11

$310M
Total assets: 868
Participants: 96th
Percentile by assets: $356,657
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

$310M in assets, 868 participants

Allied World Assurance Company (U.S.) Inc.'s Allied World Assurance Company (U.S.) Inc. 401(k) Plan reported $310M in total assets and 868 participants in its 2024 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 123,622 plans)
#7,956 in Finance & Insurance (8,549 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, $310M for 868 participants (~$356,657/participant), up 17.0% in 2024.

$310M
total plan assets (2024 EOY): 868
covered participants: 96th
percentile by assets (of 123,622 plans): $356,657
avg assets per participant

Allied World Assurance Company (U.S.) Inc. 401(k) Plan reported net income fell from $56M in the plan year 2023 filing to $45M in the plan year 2024 filing.
Allied World Assurance Company (U.S.) Inc. 401(k) Plan end-of-year assets rose from $265M in the plan year 2023 filing to $310M in the plan year 2024 filing.
Allied World Assurance Company (U.S.) Inc. 401(k) Plan reported participants rose from 848 in the plan year 2023 filing to 868 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

New York

Industry

Finance & Insurance

Allied World Assurance Company (U.S.) Inc. 401(k) Plan vs the 2024 asset distribution

By assets, Allied World Assurance Company (U.S.) Inc. 401(k) Plan outranks 96% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 3.1x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)	$265M
Net Assets (End of Year)	$310M
Net Income	$45M
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) Plan $60.4B · 52,674
Morgan Stanley 401(k) Plan $22.2B · 53,860
Pfizer Savings Plan $22.0B · 33,309
The Pepsico Savings Plan $14.9B · 137,398
The Goldman Sachs 401(k) Plan $12.8B · 23,227

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.

Werner Enterprises, Inc. and Subsidiaries Employees' 401(k) Retirement Savings Plan (NE) $310M · 11,757
Equinor US Holdings Inc. 401(k) Retirement Plan (CT) $310M · 664
Kemira Group 401(k) Plan (GA) $310M · 1,024
Drw Trading Group Profit Sharing and Salary Deferral Plan (IL) $310M · 1,189

Frequently Asked Questions

How did Allied World Assurance Company (U.S.) Inc. 401(k) Plan assets move in 2024? ▼

Allied World Assurance Company (U.S.) Inc. 401(k) Plan grew sharply - up 17.0% during 2024, from $265M to $310M. Reported net income was $45M.

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

Among 401(k) plans in other states, the closest by assets is Werner Enterprises, Inc. and Subsidiaries Employees' 401(k) Retirement Savings Plan in NE ($310M, 11,757 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 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 954387273.