ESOP · DOL Form 5500 · 2023

Uscb, Inc. ESOP

Data updated 2026-08-25

$23M
Total assets Small plan by assets
213
Participants Below avg headcount
75th
Percentile by assets National rank
$106,215
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

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.

  • #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.

#3,812
in Administrative & Support Services (4,372 peers)
+2.1%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Uscb, Inc. Employee Stock Ownership Plan's outsized position 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 $2,050,000,000 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

Uscb, Inc. Employee Stock Ownership 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. Uscb, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (213 participants).

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 →

Published 5500 schedule card

Filing strip 952770443 · Uscb, Inc. PY 2023 · ESOP

Uscb, Inc. Employee Stock Ownership Plan · $23M · 213 · 75th

  • PCT $23M
  • PCT 213
  • PCT 75th
  • PCT ESOP
  • PCT near Diamond Antenna and Microwave Corporation Employee Stock Ownership
  • PCT ind #3812

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 What is an ESOP? → · Plans in California →

Uscb, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Ldj Manufacturing, Inc. Employee Stock Ownership PlanLdj Manufacturing, Inc. Empl…$23MGibson Insurance Agency, Inc. Employee Stock Ownership PlanGibson Insurance Agency, Inc…$23MUscb, Inc. Employee Stock Ownership PlanUscb, Inc. Employee Stock Ow…$23MDiamond Antenna and Microwave Corporation Employee Stock OwnershipDiamond Antenna and Microwav…$23MHenson Robinson Company Employee Stock Ownership PlanHenson Robinson Company Empl…$23M
End-of-year total assets ($M) among Uscb, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

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.)

Sponsor-wide plan assets over time

All Uscb, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$36M 6.76902983763321% vs 2022
2024 filing year
$33M$34M$35M$36M$37M$38M 202220232024 $34.2M $36.5M ▲ +6.8%
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 ($B) Participants Uscb, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.022623879 · Participants: 213Uscb, Inc. Employee Stock Ownership PlanParsons Employee Stock Ownership Plan, Total assets ($B): 3.757068542 · Participants: 7871Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.444524335 · Participants: 1397Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.125537204 · Participants: 1700Rosendin Electric, Inc. Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.533004512 · Participants: 72Agron, Inc. Employee Stock Ownership PlanRecology Employee Stock Ownership Plan, Total assets ($B): 0.497089527 · Participants: 3656Recology Employee Stock Ownership Plan
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 →

Uscb, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Diamond Antenna and Microwave Corporation Employee Stock Ownership in MA ($23M); by covered participants it is Health Management Associates, Inc. Employee Stock Ownership Plan in MI (213 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (213 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 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).
Which ESOP plans cover a similar participant headcount to Uscb, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Health Management Associates, Inc. Employee Stock Ownership Plan in MI (213 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 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.