ESOP · DOL Form 5500 · 2023

US Default Group, Inc. ESOP

Data updated 2026-08-25

$5M
Total assets Small plan by assets
387
Participants Below avg headcount
43rd
Percentile by assets National rank
$12,172
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: US Default Group, Inc. Employee Stock Ownership Plan · Sponsored by US Default Group, Inc. · Florida · Professional & Technical Services

$5M in assets, 387 participants

US Default Group, Inc.'s US Default Group, Inc. Employee Stock Ownership Plan reported $5M in total assets and 387 participants in its 2023 DOL Form 5500 filing, ranking in the 43rd 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.

  • #8,307 in Professional & Technical Services (20,321 peers)

US Default Group, Inc. multi-year trail

US Default Group, Inc.'s plans moved -22.6% in assets from 2022 to 2024; this filing shows US Default Group, Inc. Employee Stock Ownership Plan at $5M / 387 participants.

#8,307
in Professional & Technical Services (20,321 peers)
-45.3%
assets change YoY

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

US Default Group, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Professional & Technical Services and all filers

US Default Group, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$4,710,487 43rd percentile higher than 43% 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

US Default Group, 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. US Default Group, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (387 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • US Default Group, Inc. Employee Stock Ownership Plan reported net income fell from $856K in the plan year 2022 filing to -$4M in the plan year 2023 filing.
  • US Default Group, Inc. Employee Stock Ownership Plan end-of-year assets fell from $9M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • US Default Group, Inc. Employee Stock Ownership Plan reported participants rose from 377 in the plan year 2022 filing to 387 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 271120007 · US Default Group, Inc. PY 2023 · ESOP

US Default Group, Inc. Employee Stock Ownership Plan · $5M · 387 · 43rd

  • 5500 $5M
  • ASSETS 387
  • PCT 43rd
  • EIN ESOP
  • RANK near Commonwealth Fire Protection Company, Inc. Employee Stock Ownership Plan
  • PHOTO ind #8307

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 Florida →

US Default Group, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Amc Engineers Employee Stock Ownership PlanAmc Engineers Employee Stock…$5MApplied Controls, Inc. Employee Stock Ownership PlanApplied Controls, Inc. Emplo…$5MUS Default Group, Inc. Employee Stock Ownership PlanUS Default Group, Inc. Emplo…$5MCommonwealth Fire Protection Company, Inc. Employee Stock Ownership PlanCommonwealth Fire Protection…$5MSwissturn/USA, Inc. Employee Stock Ownership PlanSwissturn/USA, Inc. Employee…$5M
End-of-year total assets ($M) among US Default Group, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

US Default Group, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All US Default Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$8M 22.624339759180476% vs 2022
2024 filing year
$7M$8M$9M$10M$11M$12M 202220232024 $10.8M $8.38M ▼ -22.7%
Year Plans Participants Total Assets
2022 2 1,060 $11M
2023 2 1,232 $8M
2024 2 1,174 $8M

US Default Group, Inc. filing trail (2023)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)-$400K
Net Income-$4M
Employer EIN271120007
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Florida

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

US Default Group, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Florida, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -5051015 Total assets ($B) Participants US Default Group, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.004710487 · Participants: 387US Default Group, Inc. Employee Stock Ownership PlanPublix Super Markets, Inc. Employee Stock Ownership Plan & Trust, Total assets ($B): 11.810430673 · Participants: 141229Publix Super Markets, Inc. Employee Stock Ownership Plan & TrustRaymond James Financial, Inc. & Affiliates Employee Stock Ownership Plan, Total assets ($B): 0.836004639 · Participants: 15500Raymond James Financial, Inc. & Affiliates Employee Stock Ownership PlanRsr Employee Stock Ownership Plan, Total assets ($B): 0.390019755 · Participants: 382Rsr Employee Stock Ownership PlanSummit Companies Holdings, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.367604547 · Participants: 233Summit Companies Holdings, Inc. Employee Stock Ownership PlanThirty Fifteen Employee Stock Ownership Plan, Total assets ($B): 0.324400117 · Participants: 5365Thirty Fifteen Employee Stock Ownership Plan
US Default Group, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Florida, assets vs. participants
Compare US Default Group, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Florida, the nearest ESOP by assets is Commonwealth Fire Protection Company, Inc. Employee Stock Ownership Plan in PA ($5M); by covered participants it is Skyline Construction Employee Stock Ownership Plan in CA (387 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (387 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 US Default Group, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
US Default Group, Inc. Employee Stock Ownership Plan contracted severely - down 45.3% during 2023, from $9M to $5M. Reported net income was -$4M.
How have US Default Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), US Default Group, Inc.'s sponsor-wide assets declined 22.6%, from $11M to $8M.
Which ESOP plans are similar in size to US Default Group, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Commonwealth Fire Protection Company, Inc. Employee Stock Ownership Plan in PA ($5M, 80 participants).
Which ESOP plans cover a similar participant headcount to US Default Group, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Skyline Construction Employee Stock Ownership Plan in CA (387 participants, $82M 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 271120007.

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.