ESOP · DOL Form 5500 · 2022

United States Sugar Corporation ESOP

Data updated 2026-08-25

$190M
Total assets Near avg plan size
766
Participants Near avg headcount
95th
Percentile by assets National rank
$247,783
Avg per participant Above avg balance/head
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Official DOL plan name: United States Sugar Corporation - ESOP Ownership Plan · Sponsored by United States Sugar Corporation · Florida · Manufacturing

$190M in assets, 766 participants

United States Sugar Corporation's United States Sugar Corporation - ESOP Ownership Plan reported $190M in total assets and 766 participants in its 2022 DOL Form 5500 filing, ranking in the 95th 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.

  • #19,120 in Manufacturing (20,602 peers)

Where United States Sugar Corporation - ESOP Ownership Plan sits by assets

United States Sugar Corporation - ESOP Ownership Plan sits in the top 5% of all filed plans by assets, $190M for 766 participants (~$247,783/participant), down 14.3% in 2022.

#19,120
in Manufacturing (20,602 peers)
-14.3%
assets change YoY
1.9×
vs typical plan assets (national mean)

The plan reported a net loss of $31M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

United States Sugar Corporation - ESOP Ownership Plan's outsized position by total assets

United States Sugar Corporation - ESOP Ownership Plan vs every filed plan by assets

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

$189,801,616 Top 5% higher than 95% 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

United States Sugar Corporation - ESOP Ownership 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. United States Sugar Corporation - ESOP Ownership Plan sits mid-pack in the medium band (766 participants).

DOL schedule card

Filing strip 590490750 · United States Sugar Corporation PY 2022 · ESOP

United States Sugar Corporation - ESOP Ownership Plan · $190M · 766 · 95th

  • PCT $190M
  • PCT 766
  • PCT 95th
  • PCT ESOP
  • PCT near Aubrey Silvey Enterprises, Inc. Employee Stock Ownership Plan
  • PCT ind #19120

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 Florida →

United States Sugar Corporation - ESOP Ownership Plan in the asset neighbourhood

Motor City Electric Co. Employee Stock Ownership PlanMotor City Electric Co. Empl…$191MHometown Community Bancorp, Inc. Employee Stock Ownership Plan & TrustHometown Community Bancorp, …$191MPima Medical Institute Employee Stock Ownership PlanPima Medical Institute Emplo…$190MUnited States Sugar Corporation - ESOP Ownership PlanUnited States Sugar Corporat…$190MAubrey Silvey Enterprises, Inc. Employee Stock Ownership PlanAubrey Silvey Enterprises, I…$190M
End-of-year total assets ($M) among United States Sugar Corporation - ESOP Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$221M
Net Assets (End of Year)$166M
Net Income-$31M
Employer EIN590490750
Plan Effective Date1983-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (United States Sugar Corporation)

Sponsor-wide plan assets over time

All United States Sugar Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$364M 58.235255913979266% vs 2022
2024 filing year
$200M$250M$300M$350M$400M 202220232024 $230M $364M ▲ +58.2%
Year Plans Participants Total Assets
2022 2 2,116 $230M
2023 3 2,581 $316M
2024 3 2,701 $364M

Nearby ESOP Plans in Florida

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

United States Sugar Corporation - ESOP Ownership Plan vs. nearby ESOP plans in Florida, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -5051015 Total assets ($B) Participants United States Sugar Corporation - ESOP Ownership Plan, Total assets ($B): 0.189801616 · Participants: 766United States Sugar Corporation - ESOP Ownership PlanPublix Super Markets, Inc. Employee Stock Ownership Plan & Trust, Total assets ($B): 11.726925474 · Participants: 142486Publix Super Markets, Inc. Employee Stock Ownership Plan & TrustRaymond James Financial, Inc. & Affiliates Employee Stock Ownership Plan, Total assets ($B): 0.661618269 · Participants: 14200Raymond James Financial, Inc. & Affiliates Employee Stock Ownership PlanThirty Fifteen Employee Stock Ownership Plan, Total assets ($B): 0.425498726 · Participants: 6258Thirty Fifteen Employee Stock Ownership PlanRsr Employee Stock Ownership Plan, Total assets ($B): 0.309502065 · Participants: 465Rsr Employee Stock Ownership PlanTeam Horner Employee Stock Ownership Plan, Total assets ($B): 0.217088578 · Participants: 448Team Horner Employee Stock Ownership Plan
United States Sugar Corporation - ESOP Ownership Plan vs. nearby ESOP plans in Florida, assets vs. participants

United States Sugar Corporation - ESOP Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Florida, the nearest ESOP by assets is Aubrey Silvey Enterprises, Inc. Employee Stock Ownership Plan in GA ($190M); by covered participants it is Penn United Technologies, Inc. Employee Stock Ownership Plan in PA (767 participants). Same-state nearby plans are listed separately above.

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 United States Sugar Corporation - ESOP Ownership Plan assets move in 2022? ▼
United States Sugar Corporation - ESOP Ownership Plan pulled back noticeably - down 14.3% during 2022, from $221M to $190M. Reported net income was -$31M.
How have United States Sugar Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), United States Sugar Corporation's sponsor-wide assets grew 58.2%, from $230M to $364M.
Where does United States Sugar Corporation - ESOP Ownership Plan rank by assets among Form 5500 filers? ▼
United States Sugar Corporation - ESOP Ownership Plan ranks in the 95th 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 ESOP plans are similar in size to United States Sugar Corporation - ESOP Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Aubrey Silvey Enterprises, Inc. Employee Stock Ownership Plan in GA ($190M, 397 participants).
Which ESOP plans cover a similar participant headcount to United States Sugar Corporation - ESOP Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Penn United Technologies, Inc. Employee Stock Ownership Plan in PA (767 participants, $153M in assets).