401(k) · DOL Form 5500 · 2022

USA Properties Fund, Inc. 401(k) Plan

Data updated 2026-08-11

$26M
Total assets
315
Participants
81st
Percentile by assets
$83,870
Avg per participant
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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.

  • 81st percentile by assets (of 139,126 plans)
  • #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.

$26M
total plan assets (2022 EOY)
315
covered participants
81st
percentile by assets (of 139,126 plans)
$83,870
avg assets per participant

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.

State
Industry

Participants vs California filers

In California, the average filing covers about 630 participants across 15,291 plans. USA Properties Fund 401(k) Savings Plan reports 315 participants - about 50% of that state average ($26M EOY assets).

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.)

$25M$30M$35M$40M 202220232024 $26.4M $34.7M ▲ +31.5%
Total plan assets by year, all USA Properties Fund, Inc. plans on file
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

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 …Wells Fargo & Compan…Google LLC 401(k) Sa…Oracle Corporation 4…Chevron Employee Sav…Intel 401(k) Savings…
USA Properties Fund 401(k) Savings Plan vs. nearby 401(k) plans in California, assets vs. participants

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to USA Properties Fund 401(k) Savings Plan by total assets, not by location.

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).

Next read for USA Properties Fund 401(k) Savings Plan

Filing takeaways

Ways to act on USA Properties Fund 401(k) Savings Plan's numbers.

  • By total assets, USA Properties Fund 401(k) Savings Plan ranks in the top quartile of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar 401(k) plans in California. Compare plans
  • USA Properties Fund, Inc.'s sponsor-wide assets have grown 31.5% since 2022 across 3 plan years on file. More Real Estate plans