401(k) · DOL Form 5500 · 2023

U.S. Holdings, Inc. 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
196
Participants Below avg headcount
70th
Percentile by assets National rank
$89,205
Avg per participant Below avg balance/head
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Official DOL plan name: U.S. Holdings, Inc. Et Al 401(k) Plan · Sponsored by U.S. Holdings, Inc. · Florida · Manufacturing

$17M in assets, 196 participants

U.S. Holdings, Inc.'s U.S. Holdings, Inc. Et Al 401(k) Plan reported $17M in total assets and 196 participants in its 2023 DOL Form 5500 filing, ranking in the 70th 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.

  • #11,098 in Manufacturing (18,722 peers)

Coverage in Florida

U.S. Holdings, Inc. Et Al 401(k) Plan covers 196 participants in Florida, about 31% of the average Florida filer (state average ~628 per filing). Assets: $17M.

#11,098
in Manufacturing (18,722 peers)
-2.8%
assets change YoY

The plan reported a net loss of $516K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

U.S. Holdings, Inc. Et Al 401(k) Plan's outsized position by total assets

U.S. Holdings, Inc. Et Al 401(k) Plan vs every filed plan by assets

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

$17,484,226 Top 30% higher than 70% 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

U.S. Holdings, Inc. Et Al 401(k) 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. U.S. Holdings, Inc. Et Al 401(k) Plan sits mid-pack in the medium band (196 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • U.S. Holdings, Inc. Et Al 401(k) Plan reported net income rose from -$721K in the plan year 2022 filing to -$516K in the plan year 2023 filing.
  • U.S. Holdings, Inc. Et Al 401(k) Plan end-of-year assets fell from $18M in the plan year 2022 filing to $17M in the plan year 2023 filing.
  • U.S. Holdings, Inc. Et Al 401(k) Plan reported participants rose from 193 in the plan year 2022 filing to 196 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 590490595 · U.S. Holdings, Inc. PY 2023 · 401(k)

U.S. Holdings, Inc. Et Al 401(k) Plan · $17M · 196 · 70th

  • PART $17M
  • TYPE 196
  • NET 70th
  • BOOK 401(k)
  • VS-ST near Climate Pros LLC 401(k) Profit Sharing Plan and Trust
  • BOY ind #11098

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 Manufacturing retirement plans → · Plans in Florida →

U.S. Holdings, Inc. Et Al 401(k) Plan in the asset neighbourhood

Knight Barry Title, Inc. 401(k) PlanKnight Barry Title, Inc. 401…$17MDesert De Oro Foods, Inc. 401(k) PlanDesert De Oro Foods, Inc. 40…$17MU.S. Holdings, Inc. Et Al 401(k) PlanU.S. Holdings, Inc. Et Al 40…$17MClimate Pros LLC 401(k) Profit Sharing Plan and TrustClimate Pros LLC 401(k) Prof…$17MAllen Flavors, Inc. 401(k) Profit Sharing PlanAllen Flavors, Inc. 401(k) P…$17M
End-of-year total assets ($M) among U.S. Holdings, Inc. Et Al 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Florida filing particulars

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$17M
Net Income-$516K
Employer EIN590490595
Plan Effective Date1987-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (U.S. Holdings, Inc.)

Sponsor-wide plan assets over time

All U.S. Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$20M 9.989695409052134% vs 2022
2024 filing year
$17M$18M$19M$20M$21M 202220232024 $18M $19.8M ▲ +10.0%
Year Plans Participants Total Assets
2022 1 193 $18M
2023 1 196 $17M
2024 1 218 $20M

Nearby 401(k) Plans in Florida

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

U.S. Holdings, Inc. Et Al 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants U.S. Holdings, Inc. Et Al 401(k) Plan, Total assets ($B): 0.017484226 · Participants: 196U.S. Holdings, Inc. Et Al 401(k) PlanL3harris Retirement Savings Plan, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Retirement Savings PlanTrinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets, Inc. 401(k) Smart Plan
U.S. Holdings, Inc. Et Al 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare U.S. Holdings, Inc. Et Al 401(k) Plan side-by-side with 3 peers →

U.S. Holdings, Inc. Et Al 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Climate Pros LLC 401(k) Profit Sharing Plan and Trust in IL ($17M); by covered participants it is Logicworks 401(k) Plan in NY (196 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (196 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 U.S. Holdings, Inc. Et Al 401(k) Plan assets move in 2023? ▼
U.S. Holdings, Inc. Et Al 401(k) Plan edged down modestly - down 2.8% during 2023, from $18M to $17M. Reported net income was -$516K.
How have U.S. Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), U.S. Holdings, Inc.'s sponsor-wide assets grew 10.0%, from $18M to $20M.
Which 401(k) plans are similar in size to U.S. Holdings, Inc. Et Al 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Climate Pros LLC 401(k) Profit Sharing Plan and Trust in IL ($17M, 647 participants).
Which 401(k) plans cover a similar participant headcount to U.S. Holdings, Inc. Et Al 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Logicworks 401(k) Plan in NY (196 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 590490595.

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.