ESOP · DOL Form 5500 · 2023

Uscb, Inc. ESOP

Data updated 2026-08-11

$23M
Total assets
213
Participants
75th
Percentile by assets
$106,215
Avg per participant
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Official DOL plan name: Uscb, Inc. Employee Stock Ownership Plan · Sponsored by Uscb, Inc. · California · Administrative & Support Services

$23M in assets, 213 participants

Uscb, Inc.'s Uscb, Inc. Employee Stock Ownership Plan reported $23M in total assets and 213 participants in its 2023 DOL Form 5500 filing, ranking in the 75th 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.

  • 75th percentile by assets (of 127,072 plans)
  • #3,812 in Administrative & Support Services (4,372 peers)

Coverage in California

Uscb, Inc. Employee Stock Ownership Plan covers 213 participants in California, about 34% of the average California filer (state average ~630 per filing). Assets: $23M.

$23M
total plan assets (2023 EOY)
213
covered participants
75th
percentile by assets (of 127,072 plans)
$106,215
avg assets per participant

Where Uscb, Inc. Employee Stock Ownership Plan sits by total assets

Uscb, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$22,623,879 Top 25% higher than 75% of 127,068 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Uscb, Inc. Employee Stock Ownership Plan reported net income rose from -$1M in the plan year 2022 filing to $468K in the plan year 2023 filing.
  • Uscb, Inc. Employee Stock Ownership Plan reported participants fell from 243 in the plan year 2022 filing to 213 in the plan year 2023 filing.
  • Uscb, Inc. Employee Stock Ownership Plan end-of-year assets rose from $22M in the plan year 2022 filing to $23M in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
California
Industry
Administrative & Support Services

Participants vs California filers

In California, the average filing covers about 630 participants across 15,291 plans. Uscb, Inc. Employee Stock Ownership Plan reports 213 participants - about 34% of that state average ($23M EOY assets).

California filing particulars

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$23M
Net Income$468K
Employer EIN952770443
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Uscb, Inc.)

$33M$34M$35M$36M$37M$38M 202220232024 $34.2M $36.5M ▲ +6.8%
Total plan assets by year, all Uscb, Inc. plans on file
Year Plans Participants Total Assets
2022 2 503 $34M
2023 2 430 $37M
2024 2 459 $36M

Nearby ESOP Plans in California

Peer ESOP plans, same state, same plan type, ranked by total assets.

Uscb, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Uscb, Inc. Employee …, Total assets ($B): 0.022623879 · Participants: 213Uscb, Inc. Employee …Parsons Employee Sto…, Total assets ($B): 3.757068542 · Participants: 7871Parsons Employee Sto…Acco Employee Stock …, Total assets ($B): 1.444524335 · Participants: 1397Acco Employee Stock …Rosendin Electric, I…, Total assets ($B): 1.125537204 · Participants: 1700Rosendin Electric, I…Agron, Inc. Employee…, Total assets ($B): 0.533004512 · Participants: 72Agron, Inc. Employee…Recology Employee St…, Total assets ($B): 0.497089527 · Participants: 3656Recology Employee St…
Uscb, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Uscb, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Uscb, Inc. Employee Stock Ownership Plan by total assets, not by location.

Frequently Asked Questions

How did Uscb, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Uscb, Inc. Employee Stock Ownership Plan edged up modestly - up 2.1% during 2023, from $22M to $23M. Reported net income was $468K.
How have Uscb, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Uscb, Inc.'s sponsor-wide assets grew 6.8%, from $34M to $36M.
Where does Uscb, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Uscb, Inc. Employee Stock Ownership Plan ranks in the 75th 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 ESOP plans are similar in size to Uscb, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Diamond Antenna and Microwave Corporation Employee Stock Ownership in MA ($23M, 67 participants).

Next read for Uscb, Inc. Employee Stock Ownership Plan

Filing takeaways

Ways to act on Uscb, Inc. Employee Stock Ownership Plan's numbers.

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 952770443.

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.