401(k)
2022 plan-year 401(k) DOL Form 5500

USCA MANAGEMENT LLC

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

USCA MANAGEMENT LLC

This 401(k) plan holds $12M in total assets and serves 121 participants as of 2022. It is sponsored by USCA MANAGEMENT LLC in Texas. The plan reported a net loss of $3M for the year.

Total Assets (2023)
$12M
Participants
121
State
Industry
Finance & Insurance

What the Filing Says About USCA MANAGEMENT LLC

USCA MANAGEMENT LLC is a 401(k) retirement plan sponsored by USCA MANAGEMENT LLC, headquartered in Texas. As of the 2022 Form 5500 filing, the plan reports $12M in total end-of-year assets and covers 121 participants across the Finance & Insurance industry. The sponsor's EIN on file with the U.S. Department of Labor is 900889322, and the plan has been effective since 2010-10-15. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $16M at the beginning of 2022 to $12M at year-end — a decline of 21.1%. Net assets (after liabilities) closed the year at $12M, with reported net income of $-3,334,583 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$16M
Total Assets (End of Year)$12M
Net Assets (End of Year)$12M
Net Income$-3,334,583
Plan Type401(k)
Employer EIN900889322
Plan Effective Date2010-10-15
Filing StatusFILING RECEIVED

Sponsor Plan History (USCA MANAGEMENT LLC)

Year Plans Participants Total Assets
2022 1 121 $12M
2023 1 119 $17M
2024 1 132 $19M

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Frequently Asked Questions

How much money is in the USCA MANAGEMENT LLC?
As of the 2022 Form 5500 filing, USCA MANAGEMENT LLC holds $12M in total assets with 121 participants. It is sponsored by USCA MANAGEMENT LLC.
What type of plan is USCA MANAGEMENT LLC?
USCA MANAGEMENT LLC is a 401(k) plan. It has been effective since 2010-10-15. The plan is filed with the U.S. Department of Labor under EIN 900889322.
Who sponsors the USCA MANAGEMENT LLC?
USCA MANAGEMENT LLC is sponsored by USCA MANAGEMENT LLC, located in Texas. The sponsor's EIN is 900889322 and the plan operates in the Finance & Insurance industry.
How did USCA MANAGEMENT LLC perform in 2022?
USCA MANAGEMENT LLC declined by 21.1% during 2022, moving from $16M to $12M in total assets. Net income was $-3,334,583.
Where can I find official filings for USCA MANAGEMENT LLC?
Official Form 5500 filings for USCA MANAGEMENT LLC are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 900889322 or plan name at efast.dol.gov.
How does USCA MANAGEMENT LLC compare to other plans?
You can compare USCA MANAGEMENT LLC against other 401(k) plans on the plan type page, or view plans in Texas on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 900889322.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.