401(k) · DOL Form 5500 · 2024
US Institutional Corporation 401(k) Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 7
- Participants Small participant base
- 35th
- Percentile by assets National rank
- $447,429
- Avg per participant High balance/head
Official DOL plan name: US Institutional Corporation 401(k) Profit Sharing Plan & Trust · Sponsored by US Institutional Corporation · Missouri · Finance & Insurance
$3M in assets, 7 participants
US Institutional Corporation's US Institutional Corporation 401(k) Profit Sharing Plan & Trust reported $3M in total assets and 7 participants in its 2024 DOL Form 5500 filing, ranking in the 35th 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.
- #1,933 in Finance & Insurance (8,549 peers)
US Institutional Corporation multi-year trail
US Institutional Corporation's plans moved +19.4% in assets from 2022 to 2024; this filing shows US Institutional Corporation 401(k) Profit Sharing Plan & Trust at $3M / 7 participants.
- #1,933
- in Finance & Insurance (8,549 peers)
- -2.1%
- assets change YoY
The plan reported a net loss of $68K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
US Institutional Corporation 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Finance & Insurance and all filers
US Institutional Corporation 401(k) Profit Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$3,132,001 35th percentile higher than 35% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
US Institutional Corporation 401(k) Profit Sharing Plan & Trust among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. US Institutional Corporation 401(k) Profit Sharing Plan & Trust is a micro filing (7 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- US Institutional Corporation 401(k) Profit Sharing Plan & Trust reported net income fell from $577K in the plan year 2023 filing to -$68K in the plan year 2024 filing.
- US Institutional Corporation 401(k) Profit Sharing Plan & Trust reported participants rose from 4 in the plan year 2023 filing to 7 in the plan year 2024 filing.
- US Institutional Corporation 401(k) Profit Sharing Plan & Trust end-of-year assets fell from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 202885939 · US Institutional Corporation PY 2024 · 401(k)
US Institutional Corporation 401(k) Profit Sharing Plan & Trust · $3M · 7 · 35th
- EIN $3M
- EIN 7
- EIN 35th
- EIN 401(k)
- EIN near Giglio Enterprises Inc 401(k) Plan
- EIN ind #1933
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 Finance & Insurance retirement plans → · Plans in Missouri →
US Institutional Corporation 401(k) Profit Sharing Plan & Trust in the asset neighbourhood
US Institutional Corporation multi-year asset trail
Sponsor-wide plan assets over time
All US Institutional Corporation plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 19.37321459539087% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 5 | $3M |
| 2023 | 1 | 4 | $3M |
| 2024 | 1 | 7 | $3M |
US Institutional Corporation filing trail (2024)
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | -$68K |
| Employer EIN | 202885939 |
| Plan Effective Date | 2005-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Missouri
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Edward D. Jones & Co. Profit Sharing and 401(k) Plan $12.4B · 47,254
- Bayer Corporation Savings and Retirement Plan $10.8B · 19,357
- Emerson Savings Plan $7.4B · 8,315
- Enterprise Holdings Retirement Savings Plan $6.5B · 72,024
- Centene Management Corporation Retirement Plan $4.7B · 53,760
US Institutional Corporation 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside Missouri, the nearest 401(k) by assets is Giglio Enterprises Inc 401(k) Plan in NJ ($3M); by covered participants it is Nexvisionix, Inc. 401(k) Plan in CA (7 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
- Giglio Enterprises Inc 401(k) Plan (NJ) $3M · 17
- Eggleston Special Retirement Plan (VA) $3M · 337
- Torrid 401(k) Plan (CA) $3M · 2,256
- Csp, Inc. 401(k) Profit Sharing Plan (NC) $3M · 23
Similar participant headcount
Nearest other-state filings by covered participants (7 participants); asset peers above are excluded.
- Nexvisionix, Inc. 401(k) Plan (CA) 7 · 0 off
- Aguirre Engineering Inc Profit Sharing Plan (CA) 7 · 0 off
- Cz14, Inc. 401(k) Plan (DE) 7 · 0 off
- Jersey Auto Supply Inc. 401(k) Plan (NJ) 7 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.