401(k) · DOL Form 5500 · 2022

U.S. Holdings, Inc. 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
193
Participants Below avg headcount
76th
Percentile by assets National rank
$93,228
Avg per participant Below avg balance/head
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Official DOL plan name: U.S. Holdings, Inc. Et Al 401(k) Plan · Sponsored by U.S. Holdings, Inc. · Florida · Manufacturing

$18M in assets, 193 participants

U.S. Holdings, Inc.'s U.S. Holdings, Inc. Et Al 401(k) Plan reported $18M in total assets and 193 participants in its 2022 DOL Form 5500 filing, ranking in the 76th 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.

  • #13,604 in Manufacturing (20,602 peers)

Coverage in Florida

U.S. Holdings, Inc. Et Al 401(k) Plan covers 193 participants in Florida, about 31% of the average Florida filer (state average ~628 per filing). Assets: $18M.

#13,604
in Manufacturing (20,602 peers)
-3.9%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $721K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

U.S. Holdings, Inc. Et Al 401(k) Plan's outsized position by total assets

U.S. Holdings, Inc. Et Al 401(k) Plan vs every filed plan by assets

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

$17,992,951 Top 24% higher than 76% 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

U.S. Holdings, Inc. Et Al 401(k) 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. U.S. Holdings, Inc. Et Al 401(k) Plan sits mid-pack in the medium band (193 participants).

EBSA filing schedule strip

Filing strip 590490595 · U.S. Holdings, Inc. PY 2022 · 401(k)

U.S. Holdings, Inc. Et Al 401(k) Plan · $18M · 193 · 76th

  • ASSETS $18M
  • ASSETS 193
  • ASSETS 76th
  • ASSETS 401(k)
  • ASSETS near American Association for Justice 401(k) Profit Sharing Plan
  • ASSETS ind #13604

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 Florida →

U.S. Holdings, Inc. Et Al 401(k) Plan in the asset neighbourhood

U.S. Holdings, Inc. Et Al 401(k) PlanU.S. Holdings, Inc. Et Al 40…$18MAmerican Association for Justice 401(k) Profit Sharing PlanAmerican Association for Jus…$18MKellermeyer Bergensons Services Savings & Protection PlanKellermeyer Bergensons Servi…$18MThe Knapheide Manufacturing Company 401(k) Retirement Savings Plan for Hourly Production EmployeesThe Knapheide Manufacturing …$18MMidamerica National Bank 401(k) PlanMidamerica National Bank 401…$18M
End-of-year total assets ($M) among U.S. Holdings, Inc. Et Al 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Florida filing particulars

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$18M
Net Income-$721K
Employer EIN590490595
Plan Effective Date1987-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (U.S. Holdings, Inc.)

Sponsor-wide plan assets over time

All U.S. Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$20M 9.989695409052134% vs 2022
2024 filing year
$17M$18M$19M$20M$21M 202220232024 $18M $19.8M ▲ +10.0%
Year Plans Participants Total Assets
2022 1 193 $18M
2023 1 196 $17M
2024 1 218 $20M

Nearby 401(k) Plans in Florida

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

U.S. Holdings, Inc. Et Al 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -5051015 Total assets ($B) Participants U.S. Holdings, Inc. Et Al 401(k) Plan, Total assets ($B): 0.017992951 · Participants: 193U.S. Holdings, Inc. Et Al 401(k) PlanL3harris Retirement Savings Plan, Total assets ($B): 12.863481581 · Participants: 41096L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pricewatercoopers LLP, Total assets ($B): 9.121428518 · Participants: 50354Savings Plan for Employees and Partners of Pricewatercoopers LLPAdp Totalsource Retirement Savings Plan, Total assets ($B): 6.687694478 · Participants: 287453Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.05990007 · Participants: 176752Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.44531949 · Participants: 14889Nextera Energy, Inc. Employee Retirement Savings Plan
U.S. Holdings, Inc. Et Al 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare U.S. Holdings, Inc. Et Al 401(k) Plan side-by-side with 3 peers →

U.S. Holdings, Inc. Et Al 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is American Association for Justice 401(k) Profit Sharing Plan in DC ($18M); by covered participants it is K&d Services 401(k) Plan in WA (193 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (193 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 U.S. Holdings, Inc. Et Al 401(k) Plan assets move in 2022? ▼
U.S. Holdings, Inc. Et Al 401(k) Plan edged down modestly - down 3.9% during 2022, from $19M to $18M. Reported net income was -$721K.
How have U.S. Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), U.S. Holdings, Inc.'s sponsor-wide assets grew 10.0%, from $18M to $20M.
Where does U.S. Holdings, Inc. Et Al 401(k) Plan rank by assets among Form 5500 filers? ▼
U.S. Holdings, Inc. Et Al 401(k) Plan ranks in the 76th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to U.S. Holdings, Inc. Et Al 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is American Association for Justice 401(k) Profit Sharing Plan in DC ($18M, 82 participants).
Which 401(k) plans cover a similar participant headcount to U.S. Holdings, Inc. Et Al 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is K&d Services 401(k) Plan in WA (193 participants, $598K 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 590490595.

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.