401(k) · DOL Form 5500 · 2022
Usic, LLC 401(k) Plan
Data updated 2026-08-25
- $143M
- Total assets Near avg plan size
- 10,036
- Participants Very large workforce
- 94th
- Percentile by assets National rank
- $14,218
- Avg per participant Low balance/head
Official DOL plan name: Usic 401(k) Savings Plan · Sponsored by Usic, LLC · Indiana · Utilities
$143M in assets, 10,036 participants
Usic, LLC's Usic 401(k) Savings Plan reported $143M in total assets and 10,036 participants in its 2022 DOL Form 5500 filing, ranking in the 94th 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.
- #508 in Utilities (738 peers)
Coverage in Indiana
Usic 401(k) Savings Plan covers 10,036 participants in Indiana, 19x the typical Indiana plan (state average ~541 per filing). Assets: $143M.
- #508
- in Utilities (738 peers)
- -11.2%
- assets change YoY
- 1.4×
- vs typical plan assets (national mean)
The plan reported a net loss of $18M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Usic 401(k) Savings Plan's outsized position by total assets
Usic 401(k) Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$142,694,116 Top 6% higher than 94% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Usic 401(k) Savings Plan's mega-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Usic 401(k) Savings Plan is a mega filing (10,036 participants), the rightmost band on the breakdown.
Plan-year Form 5500 strip
Filing strip 262212803 · Usic, LLC PY 2022 · 401(k)
Usic 401(k) Savings Plan · $143M · 10,036 · 94th
- NET $143M
- NET 10,036
- NET 94th
- NET 401(k)
- NET near Miles & Stockbridge Retirement Plan
- NET ind #508
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 Utilities retirement plans → · Plans in Indiana →
Usic 401(k) Savings Plan in the asset neighbourhood
Indiana filing particulars
| Total Assets (Beginning of Year) | $161M |
|---|---|
| Net Assets (End of Year) | $143M |
| Net Income | -$18M |
| Employer EIN | 262212803 |
| Plan Effective Date | 1994-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Usic, LLC)
Sponsor-wide plan assets over time
All Usic, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $207M 44.88175041499258% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 10,036 | $143M |
| 2023 | 1 | 11,405 | $177M |
| 2024 | 1 | 11,341 | $207M |
Nearby 401(k) Plans in Indiana
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Elevance Health 401(k) Plan $9.5B · 71,898
- The Lilly Employee 401(k) Plan $8.9B · 15,607
- Cummins Retirement and Savings Plan $4.4B · 23,710
- Iu Health 401(k) Savings Plan $3.2B · 39,243
- Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan $2.0B · 8,632
Scale composition for Usic 401(k) Savings Plan
Usic 401(k) Savings Plan reports $143M in end-of-year assets across 10,036 participants (0.001% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.011% of 93,925,755 covered participants) - about $14,218 per participant (10% of the national average assets-per-participant) . Net income for plan year 2022 was -$18M.
This plan identity (EIN 262212803, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $143M to $207M (+44.9%) while covered participants moved from 10,036 to 11,341 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 10,036 | $143M | This page |
| 2023 | 11,405 | $177M | Open filing |
| 2024 · index core | 11,341 | $207M | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Usic 401(k) Savings Plan (401(k), $207M, 11,341 participants)
Usic 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Indiana, the nearest 401(k) by assets is Miles & Stockbridge Retirement Plan in MD ($143M); by covered participants it is Slalom, LLC 401(k) Plan in WA (10,017 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($143M here).
- Miles & Stockbridge Retirement Plan (MD) $143M · 360
- Anesthesia Associates of Kansas City, P.a. 401(k) Profit Sharing Plan (KS) $143M · 279
- Etsy, Inc. 401(k) Plan (NY) $143M · 1,584
- Invacare Retirement Savings Plan (OH) $143M · 844
Similar participant headcount
Nearest other-state filings by covered participants (10,036 participants); asset peers above are excluded.
- Slalom, LLC 401(k) Plan (WA) 10,017 · 19 off
- Mantech International 401(k) Plan (VA) 10,057 · 21 off
- East Penn Manufacturing Co. 401(k) Savings Plan (PA) 10,062 · 26 off
- The Hershey Company 401(k) Plan (PA) 10,065 · 29 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.