ESOP · DOL Form 5500 · 2022
US Default Group, Inc. ESOP
Data updated 2026-08-25
- $9M
- Total assets Small plan by assets
- 377
- Participants Below avg headcount
- 62nd
- Percentile by assets National rank
- $22,851
- Avg per participant Low balance/head
Official DOL plan name: US Default Group, Inc. Employee Stock Ownership Plan · Sponsored by US Default Group, Inc. · Florida · Professional & Technical Services
$9M in assets, 377 participants
US Default Group, Inc.'s US Default Group, Inc. Employee Stock Ownership Plan reported $9M in total assets and 377 participants in its 2022 DOL Form 5500 filing, ranking in the 62nd 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.
- #12,992 in Professional & Technical Services (21,562 peers)
US Default Group, Inc. multi-year trail
US Default Group, Inc.'s plans moved -22.6% in assets from 2022 to 2024; this filing shows US Default Group, Inc. Employee Stock Ownership Plan at $9M / 377 participants.
- #12,992
- in Professional & Technical Services (21,562 peers)
- +6.5%
- assets growth YoY
US Default Group, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Professional & Technical Services and all filers
US Default Group, Inc. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$8,614,845 Top 38% higher than 62% 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
US Default Group, Inc. Employee Stock 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. US Default Group, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (377 participants).
DOL schedule card
Filing strip 271120007 · US Default Group, Inc. PY 2022 · ESOP
US Default Group, Inc. Employee Stock Ownership Plan · $9M · 377 · 62nd
- TYPE $9M
- TYPE 377
- TYPE 62nd
- TYPE ESOP
- TYPE near Donald a. Campbell & Company Employee Stock Ownership Plan
- TYPE ind #12992
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 →
US Default Group, Inc. Employee Stock Ownership Plan in the asset neighbourhood
US Default Group, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All US Default Group, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $8M 22.624339759180476% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 1,060 | $11M |
| 2023 | 2 | 1,232 | $8M |
| 2024 | 2 | 1,174 | $8M |
US Default Group, Inc. filing trail (2022)
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $856K |
| Employer EIN | 271120007 |
| Plan Effective Date | 2015-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Florida
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Publix Super Markets, Inc. Employee Stock Ownership Plan & Trust $11.7B · 142,486
- Raymond James Financial, Inc. & Affiliates Employee Stock Ownership Plan $662M · 14,200
- Thirty Fifteen Employee Stock Ownership Plan $425M · 6,258
- Rsr Employee Stock Ownership Plan $310M · 465
- Team Horner Employee Stock Ownership Plan $217M · 448
US Default Group, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Florida, the nearest ESOP by assets is Donald a. Campbell & Company Employee Stock Ownership Plan in IL ($9M); by covered participants it is The Fort Miller Group, Inc. Employee Stock Ownership Plan in NY (377 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($9M here).
Similar participant headcount
Nearest other-state filings by covered participants (377 participants); asset peers above are excluded.
- The Fort Miller Group, Inc. Employee Stock Ownership Plan (NY) 377 · 0 off
- Buist Electric Inc Employee Stock Ownership Plan (MI) 377 · 0 off
- Berkel & Company Contractors, Inc. Employee Stock Ownership Plan (KS) 377 · 0 off
- Murray Plumbing & Heating Corporation Employee Stock Ownership Plan (CA) 377 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.