401(k) · DOL Form 5500 · 2023

USA Properties Fund, Inc. 401(k) Plan

Data updated 2026-08-25

$32M
Total assets Below avg plan size
329
Participants Below avg headcount
80th
Percentile by assets National rank
$97,053
Avg per participant Below avg balance/head
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Official DOL plan name: USA Properties Fund 401(k) Savings Plan · Sponsored by USA Properties Fund, Inc. · California · Real Estate

$32M in assets, 329 participants

USA Properties Fund, Inc.'s USA Properties Fund 401(k) Savings Plan reported $32M in total assets and 329 participants in its 2023 DOL Form 5500 filing, ranking in the 80th 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.

  • #4,321 in Real Estate (4,727 peers)

Where USA Properties Fund 401(k) Savings Plan sits by assets

USA Properties Fund 401(k) Savings Plan sits in the top quartile of all filed plans by assets, $32M for 329 participants (~$97,053/participant), up 20.9% in 2023.

#4,321
in Real Estate (4,727 peers)
+20.9%
assets growth YoY
0.3×
vs typical plan assets (national mean)

USA Properties Fund 401(k) Savings Plan's outsized position by total assets

USA Properties Fund 401(k) Savings Plan vs every filed plan by assets

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

$31,930,504 Top 20% higher than 80% 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

USA Properties Fund 401(k) Savings 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. USA Properties Fund 401(k) Savings Plan sits mid-pack in the medium band (329 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • USA Properties Fund 401(k) Savings Plan reported net income rose from -$5M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • USA Properties Fund 401(k) Savings Plan end-of-year assets rose from $26M in the plan year 2022 filing to $32M in the plan year 2023 filing.
  • USA Properties Fund 401(k) Savings Plan reported participants rose from 315 in the plan year 2022 filing to 329 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 953584895 · USA Properties Fund, Inc. PY 2023 · 401(k)

USA Properties Fund 401(k) Savings Plan · $32M · 329 · 80th

  • BOOK $32M
  • VS-ST 329
  • BOY 80th
  • SCH 401(k)
  • EBSA near Landscapes Unlimited, LLC 401(k) Plan
  • PART ind #4321

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 Real Estate retirement plans → · Plans in California →

USA Properties Fund 401(k) Savings Plan in the asset neighbourhood

Alpha Media LLC 401(k) Retirement PlanAlpha Media LLC 401(k) Retir…$32MUSA Properties Fund 401(k) Savings PlanUSA Properties Fund 401(k) S…$32MLandscapes Unlimited, LLC 401(k) PlanLandscapes Unlimited, LLC 40…$32MShift Digital Retirement Savings PlanShift Digital Retirement Sav…$32MNew Jersey Nursing Home 401(k) and Profit Sharing PlanNew Jersey Nursing Home 401(…$32M
End-of-year total assets ($M) among USA Properties Fund 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$26M
Net Assets (End of Year)$32M
Net Income$6M
Employer EIN953584895
Plan Effective Date1995-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (USA Properties Fund, Inc.)

Sponsor-wide plan assets over time

All USA Properties Fund, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$35M 31.4858541451009% vs 2022
2024 filing year
$25M$30M$35M$40M 202220232024 $26.4M $34.7M ▲ +31.5%
Year Plans Participants Total Assets
2022 1 315 $26M
2023 1 329 $32M
2024 1 316 $35M

Nearby 401(k) Plans in California

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

USA Properties Fund 401(k) Savings Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants USA Properties Fund 401(k) Savings Plan, Total assets ($B): 0.031930504 · Participants: 329USA Properties Fund 401(k) Savings PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
USA Properties Fund 401(k) Savings Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare USA Properties Fund 401(k) Savings Plan side-by-side with 3 peers →

USA Properties Fund 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Landscapes Unlimited, LLC 401(k) Plan in NE ($32M); by covered participants it is Vindex LLC Retirement Plan in NY (329 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($32M here).

Similar participant headcount

Nearest other-state filings by covered participants (329 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 USA Properties Fund 401(k) Savings Plan assets move in 2023? ▼
USA Properties Fund 401(k) Savings Plan grew sharply - up 20.9% during 2023, from $26M to $32M. Reported net income was $6M.
How have USA Properties Fund, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), USA Properties Fund, Inc.'s sponsor-wide assets grew 31.5%, from $26M to $35M.
Where does USA Properties Fund 401(k) Savings Plan rank by assets among Form 5500 filers? ▼
USA Properties Fund 401(k) Savings Plan ranks in the 80th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to USA Properties Fund 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Landscapes Unlimited, LLC 401(k) Plan in NE ($32M, 935 participants).
Which 401(k) plans cover a similar participant headcount to USA Properties Fund 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Vindex LLC Retirement Plan in NY (329 participants, N/A 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 953584895.

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.