401(k)
2022 plan-year 401(k) DOL Form 5500

USHIO AMERICA SAVINGS AND RETIREMENT PLAN

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

USHIO AMERICA, INC.

This 401(k) plan holds $115M in total assets and serves 428 participants as of 2022. It is sponsored by USHIO AMERICA, INC. in California. The plan reported a net loss of $14M for the year.

Total Assets (2023)
$115M
Participants
428
State
Industry
Manufacturing

What the Filing Says About USHIO AMERICA SAVINGS AND RETIREMENT PLAN

USHIO AMERICA SAVINGS AND RETIREMENT PLAN is a 401(k) retirement plan sponsored by USHIO AMERICA, INC., headquartered in California. As of the 2022 Form 5500 filing, the plan reports $115M in total end-of-year assets and covers 428 participants across the Manufacturing industry. The sponsor's EIN on file with the U.S. Department of Labor is 952485252, and the plan has been effective since 1990-04-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $129M at the beginning of 2022 to $115M at year-end — a decline of 11.1%. Net assets (after liabilities) closed the year at $115M, with reported net income of $-14,287,347 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$129M
Total Assets (End of Year)$115M
Net Assets (End of Year)$115M
Net Income$-14,287,347
Plan Type401(k)
Employer EIN952485252
Plan Effective Date1990-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (USHIO AMERICA, INC.)

Year Plans Participants Total Assets
2022 1 428 $115M
2023 1 464 $134M
2024 1 504 $138M

Nearby 401(k) Plans in California

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Frequently Asked Questions

How much money is in the USHIO AMERICA SAVINGS AND RETIREMENT PLAN?
As of the 2022 Form 5500 filing, USHIO AMERICA SAVINGS AND RETIREMENT PLAN holds $115M in total assets with 428 participants. It is sponsored by USHIO AMERICA, INC..
What type of plan is USHIO AMERICA SAVINGS AND RETIREMENT PLAN?
USHIO AMERICA SAVINGS AND RETIREMENT PLAN is a 401(k) plan. It has been effective since 1990-04-01. The plan is filed with the U.S. Department of Labor under EIN 952485252.
Who sponsors the USHIO AMERICA SAVINGS AND RETIREMENT PLAN?
USHIO AMERICA SAVINGS AND RETIREMENT PLAN is sponsored by USHIO AMERICA, INC., located in California. The sponsor's EIN is 952485252 and the plan operates in the Manufacturing industry.
How did USHIO AMERICA SAVINGS AND RETIREMENT PLAN perform in 2022?
USHIO AMERICA SAVINGS AND RETIREMENT PLAN declined by 11.1% during 2022, moving from $129M to $115M in total assets. Net income was $-14,287,347.
Where can I find official filings for USHIO AMERICA SAVINGS AND RETIREMENT PLAN?
Official Form 5500 filings for USHIO AMERICA SAVINGS AND RETIREMENT PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 952485252 or plan name at efast.dol.gov.
How does USHIO AMERICA SAVINGS AND RETIREMENT PLAN compare to other plans?
You can compare USHIO AMERICA SAVINGS AND RETIREMENT PLAN against other 401(k) plans on the plan type page, or view plans in California on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 952485252.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.