401(k) · DOL Form 5500 · 2022

The Board of Trustees Usw Industry 401(k) Fund 401(k) Plan

Data updated 2026-08-25

$342M
Total assets Above avg plan size
8,450
Participants Very large workforce
97th
Percentile by assets National rank
$40,446
Avg per participant Low balance/head
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Official DOL plan name: Usw Industry 401(k) Plan · Sponsored by The Board of Trustees Usw Industry 401(k) Fund · Tennessee · Manufacturing

$342M in assets, 8,450 participants

The Board of Trustees Usw Industry 401(k) Fund's Usw Industry 401(k) Plan reported $342M in total assets and 8,450 participants in its 2022 DOL Form 5500 filing, ranking in the 97th 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.

  • #19,628 in Manufacturing (20,602 peers)

Coverage in Tennessee

Usw Industry 401(k) Plan covers 8,450 participants in Tennessee, 7.5x the typical Tennessee plan (state average ~1,126 per filing). Assets: $342M.

#19,628
in Manufacturing (20,602 peers)
-17.4%
assets change YoY
3.4×
vs typical plan assets (national mean)

The plan reported a net loss of $69M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Usw Industry 401(k) Plan's outsized position by total assets

Usw Industry 401(k) Plan vs every filed plan by assets

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

$341,765,854 Top 3% higher than 97% 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

Usw Industry 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Usw Industry 401(k) Plan lands in the large band (8,450 participants).

Published 5500 schedule card

Filing strip 621564649 · The Board of Trustees Usw Industry 401(k) Fund PY 2022 · 401(k)

Usw Industry 401(k) Plan · $342M · 8,450 · 97th

  • RANK $342M
  • PHOTO 8,450
  • IND 97th
  • EOY 401(k)
  • 5500 near Johnson, Mirmiran & Thompson ESOP and 401(k) Retirement Savings Plan and Trust
  • ASSETS ind #19628

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 Manufacturing retirement plans → · Plans in Tennessee →

Usw Industry 401(k) Plan in the asset neighbourhood

Belk 401(k) Savings Plan$342MDocusign, Inc. 401(k) Plan$342MUsw Industry 401(k) Plan$342MJohnson, Mirmiran & Thompson ESOP and 401(k) Retirement Savings Plan and TrustJohnson, Mirmiran & Thompson…$342MIBEW Local 701 Retirement Savings FundIBEW Local 701 Retirement Sa…$341M
End-of-year total assets ($M) among Usw Industry 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Tennessee filing particulars

Total Assets (Beginning of Year)$414M
Net Assets (End of Year)$340M
Net Income-$69M
Employer EIN621564649
Plan Effective Date1994-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Board of Trustees Usw Industry 401(k) Fund)

Sponsor-wide plan assets over time

All The Board of Trustees Usw Industry 401(k) Fund plans reported in each filing year

Latest sponsor-wide plan assets
$398M 16.521059473659413% vs 2022
2024 filing year
$320M$340M$360M$380M$400M$420M 202220232024 $342M $398M ▲ +16.5%
Year Plans Participants Total Assets
2022 1 8,450 $342M
2023 1 8,460 $377M
2024 1 8,726 $398M

Nearby 401(k) Plans in Tennessee

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

Usw Industry 401(k) Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -50510152025 Total assets ($B) Participants Usw Industry 401(k) Plan, Total assets ($B): 0.341765854 · Participants: 8450Usw Industry 401(k) PlanFedex Corporation Retirement Savings Plan, Total assets ($B): 21.031401128 · Participants: 220835Fedex Corporation Retirement Savings PlanHca 401(k) Plan, Total assets ($B): 18.669830548 · Participants: 280576Hca 401(k) PlanInternational Paper Company Salaried Savings Plan, Total assets ($B): 4.178827147 · Participants: 11839International Paper Company Salaried Savings PlanFederal Express Corporation Pilots Retirement Savings Plan, Total assets ($B): 4.035859621 · Participants: 5305Federal Express Corporation Pilots Retirement Savings PlanChs/Community Health Systems, Inc. Retirement Savings Plan, Total assets ($B): 4.015461486 · Participants: 62485Chs/Community Health Systems, Inc. Retirement Savings Plan
Usw Industry 401(k) Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants
Compare Usw Industry 401(k) Plan side-by-side with 3 peers →

Scale composition for Usw Industry 401(k) Plan

Usw Industry 401(k) Plan reports $342M in end-of-year assets across 8,450 participants (0.003% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.009% of 93,925,755 covered participants) - about $40,446 per participant (29% of the national average assets-per-participant) . Net income for plan year 2022 was -$69M.

This plan identity (EIN 621564649, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $342M to $398M (+16.5%) while covered participants moved from 8,450 to 8,726 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 8,450 $342M This page
2023 8,460 $377M Open filing
2024 · index core 8,726 $398M Open filing

The same sponsor also keeps 1 other index-core plan on PlainRetire:

Usw Industry 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Tennessee, the nearest 401(k) by assets is Johnson, Mirmiran & Thompson ESOP and 401(k) Retirement Savings Plan and Trust in MD ($342M); by covered participants it is Pike 401(k) Plan in NC (8,453 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($342M here).

Similar participant headcount

Nearest other-state filings by covered participants (8,450 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 Usw Industry 401(k) Plan assets move in 2022? ▼
Usw Industry 401(k) Plan declined sharply - down 17.4% during 2022, from $414M to $342M. Reported net income was -$69M.
How have The Board of Trustees Usw Industry 401(k) Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Board of Trustees Usw Industry 401(k) Fund's sponsor-wide assets grew 16.5%, from $342M to $398M.
Where does Usw Industry 401(k) Plan rank by assets among Form 5500 filers? ▼
Usw Industry 401(k) Plan ranks in the 97th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Usw Industry 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Johnson, Mirmiran & Thompson ESOP and 401(k) Retirement Savings Plan and Trust in MD ($342M, 1,856 participants).
Which 401(k) plans cover a similar participant headcount to Usw Industry 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Pike 401(k) Plan in NC (8,453 participants, $237M 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 621564649.

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.