ESOP · DOL Form 5500 · 2024
U.S. Fiduciary Services, Inc. ESOP
Data updated 2026-08-25
- $11M
- Total assets Small plan by assets
- 61
- Participants Small participant base
- 58th
- Percentile by assets National rank
- $182,092
- Avg per participant Above avg balance/head
Official DOL plan name: U.S. Fiduciary Services, Inc. Employee Stock Ownership Plan · Sponsored by U.S. Fiduciary Services, Inc. · Illinois · Finance & Insurance
$11M in assets, 61 participants
U.S. Fiduciary Services, Inc.'s U.S. Fiduciary Services, Inc. Employee Stock Ownership Plan reported $11M in total assets and 61 participants in its 2024 DOL Form 5500 filing, ranking in the 58th 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.
- #3,577 in Finance & Insurance (8,549 peers)
What the 2024 filing shows
U.S. Fiduciary Services, Inc. Employee Stock Ownership Plan holds $11M for 61 participants - about $182,092 per participant, above the median plan by assets.
- #3,577
- in Finance & Insurance (8,549 peers)
- -$3M
- reported net income
The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
U.S. Fiduciary Services, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Finance & Insurance and all filers
U.S. Fiduciary Services, Inc. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$11,107,609 Top 42% higher than 58% 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
U.S. Fiduciary Services, Inc. Employee Stock Ownership 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. U.S. Fiduciary Services, Inc. Employee Stock Ownership Plan is a small filing (61 participants) on this national headcount ladder.
EBSA filing schedule strip
Filing strip 200394155 · U.S. Fiduciary Services, Inc. PY 2024 · ESOP
U.S. Fiduciary Services, Inc. Employee Stock Ownership Plan · $11M · 61 · 58th
- TYPE $11M
- TYPE 61
- TYPE 58th
- TYPE ESOP
- TYPE near Varney, Inc Employee Stock Ownership Plan and Trust
- TYPE ind #3577
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 Illinois →
U.S. Fiduciary Services, Inc. Employee Stock Ownership Plan in the asset neighbourhood
Filing particulars (2024)
| Total Assets (Beginning of Year) | N/A |
|---|---|
| Net Assets (End of Year) | -$3M |
| Net Income | -$3M |
| Employer EIN | 200394155 |
| Plan Effective Date | 2024-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Illinois
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Amsted Industries Incorporated Employees' Stock Ownership Plan $3.7B · 4,909
- Kehe Distributors, Inc. Employee Stock Ownership Plan $2.2B · 4,815
- Scot Forge Company Employee Stock Ownership Plan $1.4B · 491
- Bdo USA Employee Stock Ownership Plan $1.1B · 9,258
- Shorr Paper Products, Inc. Employee Stock Ownership Plan $430M · 543
U.S. Fiduciary Services, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Illinois, the nearest ESOP by assets is Varney, Inc Employee Stock Ownership Plan and Trust in VA ($11M); by covered participants it is Minn-Dak, Co. Employee Stock Ownership Plan in ND (61 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($11M here).
Similar participant headcount
Nearest other-state filings by covered participants (61 participants); asset peers above are excluded.
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.