ESOP · DOL Form 5500 · 2022

Usi Holdings, Inc. ESOP

Data updated 2026-08-25

$5M
Total assets Small plan by assets
20
Participants Small participant base
50th
Percentile by assets National rank
$246,226
Avg per participant Above avg balance/head
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Official DOL plan name: Usi Employee Stock Ownership Plan · Sponsored by Usi Holdings, Inc. · Massachusetts · Construction

$5M in assets, 20 participants

Usi Holdings, Inc.'s Usi Employee Stock Ownership Plan reported $5M in total assets and 20 participants in its 2022 DOL Form 5500 filing, ranking in the 50th 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.

  • #4,905 in Construction (9,927 peers)

Usi Holdings, Inc. multi-year trail

Usi Holdings, Inc.'s plans moved +114.6% in assets from 2022 to 2024; this filing shows Usi Employee Stock Ownership Plan at $5M / 20 participants.

#4,905
in Construction (9,927 peers)
+21.9%
assets growth YoY

Usi Employee Stock Ownership Plan's mid-pack asset rank among Construction and all filers

Usi Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$4,924,511 Top 50% higher than 50% of 139,123 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 2022

Usi Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Usi Employee Stock Ownership Plan is a small filing (20 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 824155907 · Usi Holdings, Inc. PY 2022 · ESOP

Usi Employee Stock Ownership Plan · $5M · 20 · 50th

  • BOOK $5M
  • VS-ST 20
  • BOY 50th
  • SCH ESOP
  • EBSA near Creativemc Employee Stock Ownership Plan
  • PART ind #4905

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 What is an ESOP? → · Plans in Massachusetts →

Usi Employee Stock Ownership Plan in the asset neighbourhood

Armstrong Consultants, Inc. Employee Stock Ownership PlanArmstrong Consultants, Inc. …$5MElectrical Consulting Engineers, Inc. Employee Stock Ownership PlanElectrical Consulting Engine…$5MUsi Employee Stock Ownership PlanUsi Employee Stock Ownership…$5MCreativemc Employee Stock Ownership PlanCreativemc Employee Stock Ow…$5MSdr Transportation Holdings, Inc. Employee Stock Ownership PlanSdr Transportation Holdings,…$5M
End-of-year total assets ($M) among Usi Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Usi Holdings, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Usi Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$11M 114.58780374335645% vs 2022
2024 filing year
$4M$6M$8M$10M$12M 202220232024 $4.92M $10.6M ▲ +114.8%
Year Plans Participants Total Assets
2022 1 20 $5M
2023 1 21 $7M
2024 1 19 $11M

Usi Holdings, Inc. filing trail (2022)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$3M
Net Income$1000K
Employer EIN824155907
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Massachusetts

Peer ESOP plans, same state, same plan type, ranked by total assets.

Usi Employee Stock Ownership Plan vs. nearby ESOP plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -10000100020003000 -2000200400600 Total assets ($M) Participants Usi Employee Stock Ownership Plan, Total assets ($M): 4.924511 · Participants: 20Usi Employee Stock Ownership PlanConsigli Building Group Employee Stock Ownership Plan, Total assets ($M): 495.023943 · Participants: 1315Consigli Building Group Employee Stock Ownership PlanThe Gillette Company Employee Stock Ownership Plan, Total assets ($M): 380.839397 · Participants: 193The Gillette Company Employee Stock Ownership PlanAbt Associates Inc. Employees Stock Ownership Plan, Total assets ($M): 312.177588 · Participants: 2426Abt Associates Inc. Employees Stock Ownership PlanNew England Biolabs, Inc. Voting Stock Ownership Plan, Total assets ($M): 272.105333 · Participants: 386New England Biolabs, Inc. Voting Stock Ownership PlanEastern Bank Employee Stock Ownership Plan, Total assets ($M): 258.836117 · Participants: 1646Eastern Bank Employee Stock Ownership Plan
Usi Employee Stock Ownership Plan vs. nearby ESOP plans in Massachusetts, assets vs. participants
Compare Usi Employee Stock Ownership Plan side-by-side with 3 peers →

Usi Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Massachusetts, the nearest ESOP by assets is Creativemc Employee Stock Ownership Plan in CA ($5M); by covered participants it is Mckenzie Supply Company Employee Stock Ownership Plan in NC (20 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (20 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Usi Employee Stock Ownership Plan assets move in 2022? ▼
Usi Employee Stock Ownership Plan grew sharply - up 21.9% during 2022, from $4M to $5M. Reported net income was $1000K.
How have Usi Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Usi Holdings, Inc.'s sponsor-wide assets grew 114.6%, from $5M to $11M.
Which ESOP plans are similar in size to Usi Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Creativemc Employee Stock Ownership Plan in CA ($5M, 26 participants).
Which ESOP plans cover a similar participant headcount to Usi Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Mckenzie Supply Company Employee Stock Ownership Plan in NC (20 participants, $4M in assets).

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 824155907.

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.