401(k) · DOL Form 5500 · 2022

Usb Corporation 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
25
Participants Small participant base
58th
Percentile by assets National rank
$281,407
Avg per participant High balance/head
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Official DOL plan name: Usb Corporation Incentive Savings Plan · Sponsored by Usb Corporation · Massachusetts · Finance & Insurance

$7M in assets, 25 participants

Usb Corporation's Usb Corporation Incentive Savings Plan reported $7M in total assets and 25 participants in its 2022 DOL Form 5500 filing, ranking in the 58th 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.

  • #3,816 in Finance & Insurance (9,261 peers)

Usb Corporation multi-year trail

Usb Corporation's plans moved +33.7% in assets from 2022 to 2024; this filing shows Usb Corporation Incentive Savings Plan at $7M / 25 participants.

#3,816
in Finance & Insurance (9,261 peers)
+20.8%
assets growth YoY

Usb Corporation Incentive Savings Plan's mid-pack asset rank among Finance & Insurance and all filers

Usb Corporation Incentive Savings Plan vs every filed plan by assets

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

$7,035,181 Top 42% higher than 58% 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

Usb Corporation Incentive Savings Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Usb Corporation Incentive Savings Plan is a small filing (25 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 042859171 · Usb Corporation PY 2022 · 401(k)

Usb Corporation Incentive Savings Plan · $7M · 25 · 58th

  • ASSETS $7M
  • PCT 25
  • EIN 58th
  • RANK 401(k)
  • PHOTO near David N. Hainsworth, Cpa, P.C. Retirement Plan & Trust
  • IND ind #3816

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 Finance & Insurance retirement plans → · Plans in Massachusetts →

Usb Corporation Incentive Savings Plan in the asset neighbourhood

Usb Corporation Incentive Savings PlanUsb Corporation Incentive Sa…$7MZapproved LLC 401(k) Plan$7MAce Company, Inc. 401(k) Plan$7MDavid N. Hainsworth, Cpa, P.C. Retirement Plan & TrustDavid N. Hainsworth, Cpa, P.…$7MSaporito Finishing Company 401(k) PlanSaporito Finishing Company 4…$7M
End-of-year total assets ($M) among Usb Corporation Incentive Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Usb Corporation multi-year asset trail

Sponsor-wide plan assets over time

All Usb Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$9M 33.674897632342365% vs 2022
2024 filing year
$6M$7M$8M$9M$10M 202220232024 $7.04M $9.4M ▲ +33.5%
Year Plans Participants Total Assets
2022 1 25 $7M
2023 1 23 $9M
2024 1 24 $9M

Usb Corporation filing trail (2022)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$1M
Employer EIN042859171
Plan Effective Date1986-10-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

Usb Corporation Incentive Savings Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -100102030 Total assets ($B) Participants Usb Corporation Incentive Savings Plan, Total assets ($B): 0.007035181 · Participants: 25Usb Corporation Incentive Savings PlanFidelity Retirement Savings Plan, Total assets ($B): 22.953563448 · Participants: 52036Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 8.79802945 · Participants: 32843Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 5.810585521 · Participants: 13690Massachusetts Institute of Technology Supplemental 401(k) PlanPhilips North America 401(k) Plan, Total assets ($B): 5.180251859 · Participants: 19750Philips North America 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 4.853752256 · Participants: 18359Boston Scientific Corporation 401(k) Retirement Savings Plan
Usb Corporation Incentive Savings Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants

Usb Corporation Incentive Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is David N. Hainsworth, Cpa, P.C. Retirement Plan & Trust in VA ($7M); by covered participants it is Gray, Layton, Kersh, Solomon, Furr & Smith 401(k) Profit Sharing Plan and Trust in NC (25 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($7M here).

Similar participant headcount

Nearest other-state filings by covered participants (25 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 Usb Corporation Incentive Savings Plan assets move in 2022?
Usb Corporation Incentive Savings Plan grew sharply - up 20.8% during 2022, from $6M to $7M. Reported net income was $1M.
How have Usb Corporation plan assets changed over time?
Across 3 plan years on file (2022-2024), Usb Corporation's sponsor-wide assets grew 33.7%, from $7M to $9M.
Which 401(k) plans are similar in size to Usb Corporation Incentive Savings Plan?
Among 401(k) plans in other states, the closest by assets is David N. Hainsworth, Cpa, P.C. Retirement Plan & Trust in VA ($7M, 7 participants).
Which 401(k) plans cover a similar participant headcount to Usb Corporation Incentive Savings Plan?
Among 401(k) plans in other states, the closest by covered participants is Gray, Layton, Kersh, Solomon, Furr & Smith 401(k) Profit Sharing Plan and Trust in NC (25 participants, $7M in assets).