401(k) · DOL Form 5500 · 2024
Allied World Assurance Company (U.S.) Inc. 401(k) Plan
Data updated 2026-08-25
- $310M
- Total assets Above avg plan size
- 868
- Participants Near avg headcount
- 96th
- Percentile by assets National rank
- $356,657
- Avg per participant High balance/head
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.
- #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.
- #7,956
- in Finance & Insurance (8,549 peers)
- +17.0%
- assets growth YoY
- 3.1×
- 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 2024 · DOL Form 5500
$309,578,213 Top 4% higher than 96% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Allied World Assurance Company (U.S.) 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. Allied World Assurance Company (U.S.) Inc. 401(k) Plan sits mid-pack in the medium band (868 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- 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.
EBSA filing schedule strip
Filing strip 954387273 · Allied World Assurance Company (U.S.) Inc. PY 2024 · 401(k)
Allied World Assurance Company (U.S.) Inc. 401(k) Plan · $310M · 868 · 96th
- SCH $310M
- EBSA 868
- PART 96th
- TYPE 401(k)
- NET near Werner Enterprises, Inc. and Subsidiaries Employees' 401(k) Retirement Savings Plan
- BOOK ind #7956
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
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.)
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
| 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.
- 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
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 Werner Enterprises, Inc. and Subsidiaries Employees' 401(k) Retirement Savings Plan in NE ($310M); by covered participants it is Eco Material Technologies 401(k) Plan in UT (868 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($310M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (868 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.