401(k) · DOL Form 5500 · 2022

USA Properties Fund, Inc. 401(k) Plan

Data updated 2026-08-25

$26M
Total assets Below avg plan size
315
Participants Below avg headcount
81st
Percentile by assets National rank
$83,870
Avg per participant Below avg balance/head
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Official DOL plan name: USA Properties Fund 401(k) Savings Plan · Sponsored by USA Properties Fund, Inc. · California · Real Estate

$26M in assets, 315 participants

USA Properties Fund, Inc.'s USA Properties Fund 401(k) Savings Plan reported $26M in total assets and 315 participants in its 2022 DOL Form 5500 filing, ranking in the 81st 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.

  • #4,631 in Real Estate (5,057 peers)

Coverage in California

USA Properties Fund 401(k) Savings Plan covers 315 participants in California, about 50% of the average California filer (state average ~630 per filing). Assets: $26M.

#4,631
in Real Estate (5,057 peers)
-16.1%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

USA Properties Fund 401(k) Savings Plan's outsized position by total assets

USA Properties Fund 401(k) Savings Plan vs every filed plan by assets

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

$26,419,188 Top 19% higher than 81% 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

USA Properties Fund 401(k) Savings Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. USA Properties Fund 401(k) Savings Plan sits mid-pack in the medium band (315 participants).

DOL schedule card

Filing strip 953584895 · USA Properties Fund, Inc. PY 2022 · 401(k)

USA Properties Fund 401(k) Savings Plan · $26M · 315 · 81st

  • IND $26M
  • EOY 315
  • 5500 81st
  • ASSETS 401(k)
  • PCT near Rkd Group, LLC 401(k) Plan
  • EIN ind #4631

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 Real Estate retirement plans → · Plans in California →

USA Properties Fund 401(k) Savings Plan in the asset neighbourhood

USA Properties Fund 401(k) Savings PlanUSA Properties Fund 401(k) S…$26MRkd Group, LLC 401(k) Plan$26MLuma Energy 401 (K) Pr Retirement Savings PlanLuma Energy 401 (K) Pr Retir…$26MWright-Ryan Construction, Inc. Employee Stock Ownership 401(k) PlanWright-Ryan Construction, In…$26MXl Parts 401(k) Plan$26M
End-of-year total assets ($M) among USA Properties Fund 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$31M
Net Assets (End of Year)$26M
Net Income-$5M
Employer EIN953584895
Plan Effective Date1995-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (USA Properties Fund, Inc.)

Sponsor-wide plan assets over time

All USA Properties Fund, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$35M 31.4858541451009% vs 2022
2024 filing year
$25M$30M$35M$40M 202220232024 $26.4M $34.7M ▲ +31.5%
Year Plans Participants Total Assets
2022 1 315 $26M
2023 1 329 $32M
2024 1 316 $35M

Nearby 401(k) Plans in California

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

USA Properties Fund 401(k) Savings Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants USA Properties Fund 401(k) Savings Plan, Total assets ($B): 0.026419188 · Participants: 315USA Properties Fund 401(k) Savings PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
USA Properties Fund 401(k) Savings Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare USA Properties Fund 401(k) Savings Plan side-by-side with 3 peers →

USA Properties Fund 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Rkd Group, LLC 401(k) Plan in TX ($26M); by covered participants it is Blue Horseshoe Solutions, Inc. 401(k) Plan in IN (315 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($26M here).

Similar participant headcount

Nearest other-state filings by covered participants (315 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 USA Properties Fund 401(k) Savings Plan assets move in 2022? ▼
USA Properties Fund 401(k) Savings Plan declined sharply - down 16.1% during 2022, from $31M to $26M. Reported net income was -$5M.
How have USA Properties Fund, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), USA Properties Fund, Inc.'s sponsor-wide assets grew 31.5%, from $26M to $35M.
Where does USA Properties Fund 401(k) Savings Plan rank by assets among Form 5500 filers? ▼
USA Properties Fund 401(k) Savings Plan ranks in the 81st percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to USA Properties Fund 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Rkd Group, LLC 401(k) Plan in TX ($26M, 334 participants).
Which 401(k) plans cover a similar participant headcount to USA Properties Fund 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Blue Horseshoe Solutions, Inc. 401(k) Plan in IN (315 participants, N/A 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 953584895.

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.