401(k) · DOL Form 5500 · 2023
The Board of Trustees Usw Industry 401(k) Fund 401(k) Plan
Data updated 2026-08-11
- $377M
- Total assets
- 8,460
- Participants
- 97th
- Percentile by assets
- $44,522
- Avg per participant
Official DOL plan name: Usw Industry 401(k) Plan · Sponsored by The Board of Trustees Usw Industry 401(k) Fund · Tennessee · Manufacturing
$377M in assets, 8,460 participants
The Board of Trustees Usw Industry 401(k) Fund's Usw Industry 401(k) Plan reported $377M in total assets and 8,460 participants in its 2023 DOL Form 5500 filing, ranking in the 97th 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.
- 97th percentile by assets (of 127,072 plans)
- #17,749 in Manufacturing (18,722 peers)
Coverage in Tennessee
Usw Industry 401(k) Plan covers 8,460 participants in Tennessee, 7.5x the typical Tennessee plan (state average ~1,126 per filing). Assets: $377M.
- $377M
- total plan assets (2023 EOY)
- 8,460
- covered participants
- 97th
- percentile by assets (of 127,072 plans)
- $44,522
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Usw Industry 401(k) Plan reported net income rose from -$69M in the plan year 2022 filing to $34M in the plan year 2023 filing.
- Usw Industry 401(k) Plan end-of-year assets rose from $342M in the plan year 2022 filing to $377M in the plan year 2023 filing.
- Usw Industry 401(k) Plan reported participants rose from 8,450 in the plan year 2022 filing to 8,460 in the plan year 2023 filing.
Participants vs Tennessee filers
In Tennessee, the average filing covers about 1,126 participants across 2,384 plans. Usw Industry 401(k) Plan reports 8,460 participants - 7.5x that state average ($377M EOY assets).
Tennessee filing particulars
| Total Assets (Beginning of Year) | $342M |
|---|---|
| Net Assets (End of Year) | $374M |
| Net Income | $34M |
| Employer EIN | 621564649 |
| Plan Effective Date | 1994-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Board of Trustees Usw Industry 401(k) Fund)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 8,450 | $342M |
| 2023 | 1 | 8,460 | $377M |
| 2024 | 1 | 8,726 | $398M |
Nearby 401(k) Plans in Tennessee
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Usw Industry 401(k) Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants
- Fedex Corporation Retirement Savings Plan $23.9B · 127,010
- Hca 401(k) Plan $21.5B · 291,649
- Federal Express Corporation Pilots Retirement Savings Plan $4.7B · 5,728
- International Paper Company Salaried Savings Plan $4.6B · 12,153
- Chs/Community Health Systems, Inc. Retirement Savings Plan $4.5B · 62,487
Scale composition for Usw Industry 401(k) Plan
Usw Industry 401(k) Plan reports $377M in end-of-year assets across 8,460 participants (0.003% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.009% of 93,925,755 covered participants) - about $44,522 per participant (32% of the national average assets-per-participant) . Net income for plan year 2023 was $34M.
This plan identity (EIN 621564649, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $342M to $398M (+16.5%) while covered participants moved from 8,450 to 8,726 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 8,450 | $342M | Open filing |
| 2023 | 8,460 | $377M | This page |
| 2024 · index core | 8,726 | $398M | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Usw Industry 401(k) Plan (401(k), $398M, 8,726 participants)
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Usw Industry 401(k) Plan by total assets, not by location.
- Loandepot 401(k) Plan (CA) $377M · 5,408
- Gkn U.S. Retirement Savings Plan (MI) $377M · 3,512
- Vertex, Inc. 401(k) Plan (PA) $376M · 1,299
- Leggett & Platt, Incorporated 401(k) Plan and Trust Agreement (MO) $377M · 5,742
Frequently Asked Questions
How did Usw Industry 401(k) Plan assets move in 2023? ▼
How have The Board of Trustees Usw Industry 401(k) Fund plan assets changed over time? ▼
Where does Usw Industry 401(k) Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Usw Industry 401(k) Plan? ▼
Next read for Usw Industry 401(k) Plan
Filing takeaways
Ways to act on Usw Industry 401(k) Plan's numbers.
- By total assets, Usw Industry 401(k) Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Tennessee. Compare plans
- The Board of Trustees Usw Industry 401(k) Fund's sponsor-wide assets have grown 16.5% since 2022 across 3 plan years on file. More Manufacturing plans