401(k) · DOL Form 5500 · 2023

United Service Organizations, Inc. 401(k) Plan

Data updated 2026-08-25

$76M
Total assets Below avg plan size
710
Participants Below avg headcount
89th
Percentile by assets National rank
$106,797
Avg per participant Below avg balance/head
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Official DOL plan name: United Service Organizations Retirement Savings Plan · Sponsored by United Service Organizations, Inc. · Virginia · Other Services

$76M in assets, 710 participants

United Service Organizations, Inc.'s United Service Organizations Retirement Savings Plan reported $76M in total assets and 710 participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.

  • #7,525 in Other Services (7,857 peers)

Where United Service Organizations Retirement Savings Plan sits by assets

United Service Organizations Retirement Savings Plan sits in the top quartile of all filed plans by assets, $76M for 710 participants (~$106,797/participant), up 26.9% in 2023.

#7,525
in Other Services (7,857 peers)
+26.9%
assets growth YoY
0.8×
vs typical plan assets (national mean)

United Service Organizations Retirement Savings Plan's outsized position by total assets

United Service Organizations Retirement Savings Plan vs every filed plan by assets

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

$75,826,003 Top 11% higher than 89% 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

United Service Organizations Retirement 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. United Service Organizations Retirement Savings Plan sits mid-pack in the medium band (710 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • United Service Organizations Retirement Savings Plan reported net income rose from -$9M in the plan year 2022 filing to $16M in the plan year 2023 filing.
  • United Service Organizations Retirement Savings Plan end-of-year assets rose from $60M in the plan year 2022 filing to $76M in the plan year 2023 filing.
  • United Service Organizations Retirement Savings Plan reported participants fell from 751 in the plan year 2022 filing to 710 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 131610451 · United Service Organizations, Inc. PY 2023 · 401(k)

United Service Organizations Retirement Savings Plan · $76M · 710 · 89th

  • ASSETS $76M
  • ASSETS 710
  • ASSETS 89th
  • ASSETS 401(k)
  • ASSETS near Conway Medical Center 401(k) Plan
  • ASSETS ind #7525

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 Other Services retirement plans → · Plans in Virginia →

United Service Organizations Retirement Savings Plan in the asset neighbourhood

United Service Organizations Retirement Savings PlanUnited Service Organizations…$76MConway Medical Center 401(k) PlanConway Medical Center 401(k)…$76MAg Partners Coop 401(k) Retirement PlanAg Partners Coop 401(k) Reti…$76MQuarternorth Energy 401(k) PlanQuarternorth Energy 401(k) P…$76MThe Okonite Company 401(k) Savings PlanThe Okonite Company 401(k) S…$76M
End-of-year total assets ($M) among United Service Organizations Retirement 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)$60M
Net Assets (End of Year)$76M
Net Income$16M
Employer EIN131610451
Plan Effective Date1979-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (United Service Organizations, Inc.)

Sponsor-wide plan assets over time

All United Service Organizations, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$88M 46.517063823321095% vs 2022
2024 filing year
$50M$60M$70M$80M$90M$100M 202220232024 $59.8M $87.6M ▲ +46.5%
Year Plans Participants Total Assets
2022 1 751 $60M
2023 1 710 $76M
2024 1 657 $88M

Nearby 401(k) Plans in Virginia

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

United Service Organizations Retirement Savings Plan vs. nearby 401(k) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants United Service Organizations Retirement Savings Plan, Total assets ($B): 0.075826003 · Participants: 710United Service Organizations Retirement Savings PlanNorthrop Grumman Savings Plan, Total assets ($B): 36.173098625 · Participants: 97987Northrop Grumman Savings Plan401(k) Pension Plan, Total assets ($B): 14.97867624 · Participants: 62467401(k) Pension PlanGeneral Dynamics Corporation 401(k) Plan 6.0, Total assets ($B): 11.167449098 · Participants: 48860General Dynamics Corporation 401(k) Plan 6.0Leidos, Inc. Retirement Plan, Total assets ($B): 10.583898778 · Participants: 27043Leidos, Inc. Retirement PlanBae Systems Employees' Savings and Investment Plan, Total assets ($B): 9.406287325 · Participants: 31681Bae Systems Employees' Savings and Investment Plan
United Service Organizations Retirement Savings Plan vs. nearby 401(k) plans in Virginia, assets vs. participants
Compare United Service Organizations Retirement Savings Plan side-by-side with 3 peers →

United Service Organizations Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Virginia, the nearest 401(k) by assets is Conway Medical Center 401(k) Plan in SC ($76M); by covered participants it is Johnson Electric North America Inc in OH (710 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($76M here).

Similar participant headcount

Nearest other-state filings by covered participants (710 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 United Service Organizations Retirement Savings Plan assets move in 2023? ▼
United Service Organizations Retirement Savings Plan grew sharply - up 26.9% during 2023, from $60M to $76M. Reported net income was $16M.
How have United Service Organizations, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), United Service Organizations, Inc.'s sponsor-wide assets grew 46.5%, from $60M to $88M.
Where does United Service Organizations Retirement Savings Plan rank by assets among Form 5500 filers? ▼
United Service Organizations Retirement Savings Plan ranks in the 89th 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 United Service Organizations Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Conway Medical Center 401(k) Plan in SC ($76M, 1,806 participants).
Which 401(k) plans cover a similar participant headcount to United Service Organizations Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Johnson Electric North America Inc in OH (710 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 131610451.

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.