401(k) · DOL Form 5500 · 2023

U.S Mechanical Limited Company 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
138
Participants Small participant base
37th
Percentile by assets National rank
$24,469
Avg per participant Low balance/head
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Official DOL plan name: Usm/Sm/Usofs 401(k) Profit Sharing Plan · Sponsored by U.S Mechanical Limited Company · Utah · Construction

$3M in assets, 138 participants

U.S Mechanical Limited Company's Usm/Sm/Usofs 401(k) Profit Sharing Plan reported $3M in total assets and 138 participants in its 2023 DOL Form 5500 filing, ranking in the 37th 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.

  • #3,208 in Construction (9,030 peers)

Coverage in Utah

Usm/Sm/Usofs 401(k) Profit Sharing Plan covers 138 participants in Utah, about 23% of the average Utah filer (state average ~592 per filing). Assets: $3M.

#3,208
in Construction (9,030 peers)
+85.6%
assets growth YoY

Usm/Sm/Usofs 401(k) Profit Sharing Plan's mid-pack asset rank among Construction and all filers

Usm/Sm/Usofs 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$3,376,770 37th percentile higher than 37% of 127,068 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 2023

Usm/Sm/Usofs 401(k) Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Usm/Sm/Usofs 401(k) Profit Sharing Plan sits mid-pack in the medium band (138 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Usm/Sm/Usofs 401(k) Profit Sharing Plan reported net income rose from $454K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Usm/Sm/Usofs 401(k) Profit Sharing Plan end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Usm/Sm/Usofs 401(k) Profit Sharing Plan reported participants fell from 141 in the plan year 2022 filing to 138 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 870501447 · U.S Mechanical Limited Company PY 2023 · 401(k)

Usm/Sm/Usofs 401(k) Profit Sharing Plan · $3M · 138 · 37th

  • NET $3M
  • BOOK 138
  • VS-ST 37th
  • BOY 401(k)
  • SCH near Bond Botes Sykstus P C 401(k) Profit Sharing Plan & Trust
  • EBSA ind #3208

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 Construction retirement plans → · Plans in Utah →

Usm/Sm/Usofs 401(k) Profit Sharing Plan in the asset neighbourhood

Usm/Sm/Usofs 401(k) Profit Sharing PlanUsm/Sm/Usofs 401(k) Profit S…$3MBond Botes Sykstus P C 401(k) Profit Sharing Plan & TrustBond Botes Sykstus P C 401(k…$3MA P Ventures 401(k) Safe Harbor PlanA P Ventures 401(k) Safe Har…$3MRdp Food Service 401(k) Profit Sharing Plan & TrustRdp Food Service 401(k) Prof…$3MForsythe's Investments, Inc. Retirement PlanForsythe's Investments, Inc.…$3M
End-of-year total assets ($M) among Usm/Sm/Usofs 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Utah filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$2M
Employer EIN870501447
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (U.S Mechanical Limited Company)

Sponsor-wide plan assets over time

All U.S Mechanical Limited Company plans reported in each filing year

Latest sponsor-wide plan assets
$5M 178.3350069445246% vs 2022
2024 filing year
$1M$2M$3M$4M$5M$6M 202220232024 $1.82M $5.06M ▲ +178.0%
Year Plans Participants Total Assets
2022 1 141 $2M
2023 1 138 $3M
2024 1 172 $5M

Nearby 401(k) Plans in Utah

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

Usm/Sm/Usofs 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Utah, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Usm/Sm/Usofs 401(k) Profit Sharing Plan, Total assets ($B): 0.00337677 · Participants: 138Usm/Sm/Usofs 401(k) Profit Sharing PlanIntermountain Healthcare Savings Plus 401(k) Plan, Total assets ($B): 6.015479 · Participants: 46680Intermountain Healthcare Savings Plus 401(k) PlanDeseret 401(k) Plan, Total assets ($B): 5.481729272 · Participants: 24292Deseret 401(k) PlanZions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan, Total assets ($B): 1.662904822 · Participants: 10088Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership PlanSkywest, Inc. Employees' Retirement Plan, Total assets ($B): 1.192769515 · Participants: 15411Skywest, Inc. Employees' Retirement PlanAutoliv Asp, Inc. Employee Savings and Investment Plan, Total assets ($B): 0.633594695 · Participants: 4537Autoliv Asp, Inc. Employee Savings and Investment Plan
Usm/Sm/Usofs 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Utah, assets vs. participants
Compare Usm/Sm/Usofs 401(k) Profit Sharing Plan side-by-side with 3 peers →

Usm/Sm/Usofs 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Utah, the nearest 401(k) by assets is Bond Botes Sykstus P C 401(k) Profit Sharing Plan & Trust in AL ($3M); by covered participants it is Pmt Group, Inc. Profit Sharing 401(k) Plan in CT (138 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (138 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Usm/Sm/Usofs 401(k) Profit Sharing Plan assets move in 2023? ▼
Usm/Sm/Usofs 401(k) Profit Sharing Plan surged - up 85.6% during 2023, from $2M to $3M. Reported net income was $2M.
How have U.S Mechanical Limited Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), U.S Mechanical Limited Company's sponsor-wide assets grew 178.3%, from $2M to $5M.
Which 401(k) plans are similar in size to Usm/Sm/Usofs 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bond Botes Sykstus P C 401(k) Profit Sharing Plan & Trust in AL ($3M, 15 participants).
Which 401(k) plans cover a similar participant headcount to Usm/Sm/Usofs 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Pmt Group, Inc. Profit Sharing 401(k) Plan in CT (138 participants, $28M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 870501447.

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.