401(k) · DOL Form 5500 · 2024

Usd LLC 401(k) Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets: 64
Participants Small participant base: 71st
Percentile by assets National rank: $322,991
Avg per participant High balance/head

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Official DOL plan name: Usd LLC Savings Plan · Sponsored by Usd LLC · Texas · Transportation & Warehousing

$21M in assets, 64 participants

Usd LLC's Usd LLC Savings Plan reported $21M in total assets and 64 participants in its 2024 DOL Form 5500 filing, ranking in the 71st 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.

#2,347 in Transportation & Warehousing (3,299 peers)

Usd LLC multi-year trail

Usd LLC's plans moved +38.1% in assets from 2022 to 2024; this filing shows Usd LLC Savings Plan at $21M / 64 participants.

#2,347
in Transportation & Warehousing (3,299 peers): +11.8%
assets growth YoY

Usd LLC Savings Plan's outsized position by total assets

Usd LLC Savings Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$20,671,413 Top 29% higher than 71% 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

Usd LLC Savings Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Usd LLC Savings Plan is a small filing (64 participants) on this national headcount ladder.

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Usd LLC Savings Plan reported net income fell from $4M in the plan year 2023 filing to $2M in the plan year 2024 filing.
Usd LLC Savings Plan reported participants fell from 78 in the plan year 2023 filing to 64 in the plan year 2024 filing.
Usd LLC Savings Plan end-of-year assets rose from $18M in the plan year 2023 filing to $21M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 412063477 · Usd LLC PY 2024 · 401(k)

Usd LLC Savings Plan · $21M · 64 · 71st

VS-ST $21M
VS-ST 64
VS-ST 71st
VS-ST 401(k)
VS-ST near Americas Home Place, Inc. Profit Sharing Plan
VS-ST ind #2347

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 Transportation & Warehousing retirement plans → · Plans in Texas →

End-of-year total assets ($M) among Usd LLC Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Usd LLC multi-year asset trail

Latest sponsor-wide plan assets: $21M 38.09589533166904% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	82	$15M
2023	1	78	$18M
2024	1	64	$21M

Usd LLC filing trail (2024)

Total Assets (Beginning of Year)	$18M
Net Assets (End of Year)	$21M
Net Income	$2M
Employer EIN	412063477
Plan Effective Date	2007-11-30
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Texas

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

Usd LLC Savings Plan vs. nearby 401(k) plans in Texas, assets vs. participants

AT&T Retirement Savings Plan $43.1B · 109,889
Exxonmobil Savings Plan $23.7B · 21,990
Chevron Employee Savings Investment Plan $20.4B · 21,505
Caterpillar 401(k) Savings Plan $18.8B · 43,873
Southwest Airlines Co. Retirement Savings Plan $17.0B · 67,820

Compare Usd LLC Savings Plan side-by-side with 3 peers →

Usd LLC Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Americas Home Place, Inc. Profit Sharing Plan in GA ($21M); by covered participants it is Kwik Goal Ltd. 401(k) Plan in PA (64 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($21M here).

Americas Home Place, Inc. Profit Sharing Plan (GA) $21M · 445
Sound Family Medicine 401(k) Plan (WA) $21M · 200
T.R. Nelson, Inc. Profit Sharing Plan (WI) $21M · 2,378
Neda 401(k) Plan (MA) $21M · 628

Similar participant headcount

Nearest other-state filings by covered participants (64 participants); asset peers above are excluded.

Kwik Goal Ltd. 401(k) Plan (PA) 64 · 0 off
Sandusky International Inc. Profit Sharing and 401(k) Retirement Plan (OH) 64 · 0 off
Lex Brodie's Tire Co. 401(k) Plan (HI) 64 · 0 off
Gevurtz, Menashe, P.C. 401(k) Profit Sharing Plan and Trust (OR) 64 · 0 off

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Usd LLC Savings Plan assets move in 2024? ▼

Usd LLC Savings Plan grew at a solid clip - up 11.8% during 2024, from $18M to $21M. Reported net income was $2M.

How have Usd LLC plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Usd LLC's sponsor-wide assets grew 38.1%, from $15M to $21M.

Which 401(k) plans are similar in size to Usd LLC Savings Plan? ▼

Among 401(k) plans in other states, the closest by assets is Americas Home Place, Inc. Profit Sharing Plan in GA ($21M, 445 participants).

Which 401(k) plans cover a similar participant headcount to Usd LLC Savings Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Kwik Goal Ltd. 401(k) Plan in PA (64 participants, $5M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 412063477.