401(k) · DOL Form 5500 · 2024

USA Properties Fund, Inc. 401(k) Plan

Data updated 2026-08-25

$35M
Total assets Below avg plan size
316
Participants Below avg headcount
79th
Percentile by assets National rank
$109,929
Avg per participant Below avg balance/head
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Official DOL plan name: USA Properties Fund 401(k) Savings Plan · Sponsored by USA Properties Fund, Inc. · California · Real Estate

$35M in assets, 316 participants

USA Properties Fund, Inc.'s USA Properties Fund 401(k) Savings Plan reported $35M in total assets and 316 participants in its 2024 DOL Form 5500 filing, ranking in the 79th 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.

  • #4,175 in Real Estate (4,605 peers)

Where USA Properties Fund 401(k) Savings Plan sits by assets

USA Properties Fund 401(k) Savings Plan sits in the top quartile of all filed plans by assets, $35M for 316 participants (~$109,929/participant), up 8.8% in 2024.

#4,175
in Real Estate (4,605 peers)
+8.8%
assets growth YoY
0.3×
vs typical plan assets (national mean)

USA Properties Fund 401(k) Savings Plan's outsized position by total assets

USA Properties Fund 401(k) Savings Plan vs every filed plan by assets

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

$34,737,495 Top 21% higher than 79% of 123,620 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 2024

USA Properties Fund 401(k) Savings Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. USA Properties Fund 401(k) Savings Plan sits mid-pack in the medium band (316 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • USA Properties Fund 401(k) Savings Plan reported net income fell from $6M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • USA Properties Fund 401(k) Savings Plan end-of-year assets rose from $32M in the plan year 2023 filing to $35M in the plan year 2024 filing.
  • USA Properties Fund 401(k) Savings Plan reported participants fell from 329 in the plan year 2023 filing to 316 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 953584895 · USA Properties Fund, Inc. PY 2024 · 401(k)

USA Properties Fund 401(k) Savings Plan · $35M · 316 · 79th

  • EIN $35M
  • EIN 316
  • EIN 79th
  • EIN 401(k)
  • EIN near Tolleson Wealth Management 401(k) Plan
  • EIN ind #4175

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 Real Estate retirement plans → · Plans in California →

USA Properties Fund 401(k) Savings Plan in the asset neighbourhood

USA Properties Fund 401(k) Savings PlanUSA Properties Fund 401(k) S…$35MTolleson Wealth Management 401(k) PlanTolleson Wealth Management 4…$35MStark Carpet Corp. 401(k) PlanStark Carpet Corp. 401(k) Pl…$35MDream Motor Group 401(k) Plan$35MProlink Staffing Services, LLC 401(k) PlanProlink Staffing Services, L…$35M
End-of-year total assets ($M) among USA Properties Fund 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$32M
Net Assets (End of Year)$35M
Net Income$3M
Employer EIN953584895
Plan Effective Date1995-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (USA Properties Fund, Inc.)

Sponsor-wide plan assets over time

All USA Properties Fund, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$35M 31.4858541451009% vs 2022
2024 filing year
$25M$30M$35M$40M 202220232024 $26.4M $34.7M ▲ +31.5%
Year Plans Participants Total Assets
2022 1 315 $26M
2023 1 329 $32M
2024 1 316 $35M

Nearby 401(k) Plans in California

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

USA Properties Fund 401(k) Savings Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants USA Properties Fund 401(k) Savings Plan, Total assets ($B): 0.034737495 · Participants: 316USA Properties Fund 401(k) Savings PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
USA Properties Fund 401(k) Savings Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare USA Properties Fund 401(k) Savings Plan side-by-side with 3 peers →

USA Properties Fund 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Tolleson Wealth Management 401(k) Plan in TX ($35M); by covered participants it is Glidefast Consulting LLC 401(k) Profit Sharing Plan and Trust in MA (316 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($35M here).

Similar participant headcount

Nearest other-state filings by covered participants (316 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.

Frequently Asked Questions

How did USA Properties Fund 401(k) Savings Plan assets move in 2024? ▼
USA Properties Fund 401(k) Savings Plan grew at a solid clip - up 8.8% during 2024, from $32M to $35M. Reported net income was $3M.
How have USA Properties Fund, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), USA Properties Fund, Inc.'s sponsor-wide assets grew 31.5%, from $26M to $35M.
Where does USA Properties Fund 401(k) Savings Plan rank by assets among Form 5500 filers? ▼
USA Properties Fund 401(k) Savings Plan ranks in the 79th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to USA Properties Fund 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Tolleson Wealth Management 401(k) Plan in TX ($35M, 231 participants).
Which 401(k) plans cover a similar participant headcount to USA Properties Fund 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Glidefast Consulting LLC 401(k) Profit Sharing Plan and Trust in MA (316 participants, N/A 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 953584895.

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.