401(k) · DOL Form 5500 · 2023

03 USA, Inc. 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
170
Participants Small participant base
48th
Percentile by assets National rank
$35,453
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: 03 USA 401(k) Plan · Sponsored by 03 USA, Inc. · Florida · Manufacturing

$6M in assets, 170 participants

03 USA, Inc.'s 03 USA 401(k) Plan reported $6M in total assets and 170 participants in its 2023 DOL Form 5500 filing, ranking in the 48th 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.

  • #5,949 in Manufacturing (18,722 peers)

Coverage in Florida

03 USA 401(k) Plan covers 170 participants in Florida, about 27% of the average Florida filer (state average ~628 per filing). Assets: $6M.

#5,949
in Manufacturing (18,722 peers)
+13.8%
assets growth YoY

03 USA 401(k) Plan's mid-pack asset rank among Manufacturing and all filers

03 USA 401(k) Plan vs every filed plan by assets

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

$6,027,034 48th percentile higher than 48% 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

03 USA 401(k) 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. 03 USA 401(k) Plan sits mid-pack in the medium band (170 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • 03 USA 401(k) Plan reported net income rose from -$776K in the plan year 2022 filing to $729K in the plan year 2023 filing.
  • 03 USA 401(k) Plan end-of-year assets rose from $5M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • 03 USA 401(k) Plan reported participants rose from 168 in the plan year 2022 filing to 170 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 263115252 · 03 USA, Inc. PY 2023 · 401(k)

03 USA 401(k) Plan · $6M · 170 · 48th

  • RANK $6M
  • PHOTO 170
  • IND 48th
  • EOY 401(k)
  • 5500 near Pillars Community Health - Non-Union Plan
  • ASSETS ind #5949

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 →

03 USA 401(k) Plan in the asset neighbourhood

03 USA 401(k) Plan$6MPillars Community Health - Non-Union PlanPillars Community Health - N…$6MRbr Alliance, Inc. 401(k) PlanRbr Alliance, Inc. 401(k) Pl…$6MSea Fresh U.S.a., Inc. 401(k) PlanSea Fresh U.S.a., Inc. 401(k…$6ML.W. Schneider Inc 401(k) & Profit Sharing PlanL.W. Schneider Inc 401(k) & …$6M
End-of-year total assets ($M) among 03 USA 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Florida filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$729K
Employer EIN263115252
Plan Effective Date2012-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (03 USA, Inc.)

Sponsor-wide plan assets over time

All 03 USA, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 32.68392871736518% vs 2022
2024 filing year
$5M$6M$7M$8M 202220232024 $5.3M $7.03M ▲ +32.6%
Year Plans Participants Total Assets
2022 1 168 $5M
2023 1 170 $6M
2024 1 179 $7M

Nearby 401(k) Plans in Florida

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

03 USA 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants 03 USA 401(k) Plan, Total assets ($B): 0.006027034 · Participants: 17003 USA 401(k) PlanL3harris Retirement Savings Plan, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Retirement Savings PlanTrinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets, Inc. 401(k) Smart Plan
03 USA 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants

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

Outside Florida, the nearest 401(k) by assets is Pillars Community Health - Non-Union Plan in IL ($6M); by covered participants it is Keystone-Pacific 401(k) Plan in OR (170 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($6M here).

Similar participant headcount

Nearest other-state filings by covered participants (170 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 03 USA 401(k) Plan assets move in 2023?
03 USA 401(k) Plan grew at a solid clip - up 13.8% during 2023, from $5M to $6M. Reported net income was $729K.
How have 03 USA, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), 03 USA, Inc.'s sponsor-wide assets grew 32.7%, from $5M to $7M.
Which 401(k) plans are similar in size to 03 USA 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Pillars Community Health - Non-Union Plan in IL ($6M, 200 participants).
Which 401(k) plans cover a similar participant headcount to 03 USA 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Keystone-Pacific 401(k) Plan in OR (170 participants, N/A in assets).