ESOP · DOL Form 5500 · 2024

Uscb, Inc. ESOP

Data updated 2026-08-25

$21M
Total assets Small plan by assets
230
Participants Below avg headcount
71st
Percentile by assets National rank
$89,453
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Uscb, Inc. Employee Stock Ownership Plan · Sponsored by Uscb, Inc. · California · Administrative & Support Services

$21M in assets, 230 participants

Uscb, Inc.'s Uscb, Inc. Employee Stock Ownership Plan reported $21M in total assets and 230 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.

  • #3,697 in Administrative & Support Services (4,368 peers)

Coverage in California

Uscb, Inc. Employee Stock Ownership Plan covers 230 participants in California, about 36% of the average California filer (state average ~630 per filing). Assets: $21M.

#3,697
in Administrative & Support Services (4,368 peers)
-9.1%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Uscb, Inc. Employee Stock Ownership Plan's outsized position by total assets

Uscb, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$20,574,218 Top 29% higher than 71% 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

Uscb, Inc. Employee Stock Ownership 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. Uscb, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (230 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Uscb, Inc. Employee Stock Ownership Plan reported net income fell from $468K in the plan year 2023 filing to -$2M in the plan year 2024 filing.
  • Uscb, Inc. Employee Stock Ownership Plan end-of-year assets fell from $23M in the plan year 2023 filing to $21M in the plan year 2024 filing.
  • Uscb, Inc. Employee Stock Ownership Plan reported participants rose from 213 in the plan year 2023 filing to 230 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 952770443 · Uscb, Inc. PY 2024 · ESOP

Uscb, Inc. Employee Stock Ownership Plan · $21M · 230 · 71st

  • 5500 $21M
  • ASSETS 230
  • PCT 71st
  • EIN ESOP
  • RANK near J. B. Steel Employee Stock Ownership Plan
  • PHOTO ind #3697

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 California →

Uscb, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Thermoanalytics, Inc. Employee Stock Ownership PlanThermoanalytics, Inc. Employ…$21MUscb, Inc. Employee Stock Ownership PlanUscb, Inc. Employee Stock Ow…$21MJ. B. Steel Employee Stock Ownership PlanJ. B. Steel Employee Stock O…$21MAppleton Marine, Inc. Employee Stock Ownership Plan and TrustAppleton Marine, Inc. Employ…$21MNlogic, Inc. Employee Stock Ownership PlanNlogic, Inc. Employee Stock …$21M
End-of-year total assets ($M) among Uscb, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$21M
Net Income-$2M
Employer EIN952770443
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Uscb, Inc.)

Sponsor-wide plan assets over time

All Uscb, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$36M 6.76902983763321% vs 2022
2024 filing year
$33M$34M$35M$36M$37M$38M 202220232024 $34.2M $36.5M ▲ +6.8%
Year Plans Participants Total Assets
2022 2 503 $34M
2023 2 430 $37M
2024 2 459 $36M

Nearby ESOP Plans in California

Peer ESOP plans, same state, same plan type, ranked by total assets.

Uscb, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -20246 Total assets ($B) Participants Uscb, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.020574218 · Participants: 230Uscb, Inc. Employee Stock Ownership PlanParsons Employee Stock Ownership Plan, Total assets ($B): 4.994512995 · Participants: 8040Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.694943363 · Participants: 1499Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.538046697 · Participants: 1998Rosendin Electric, Inc. Employee Stock Ownership PlanEcc Employee Stock Ownership Plan, Total assets ($B): 0.632082376 · Participants: 317Ecc Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.596115632 · Participants: 68Agron, Inc. Employee Stock Ownership Plan
Uscb, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Uscb, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Uscb, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is J. B. Steel Employee Stock Ownership Plan in AZ ($21M); by covered participants it is Combined Public Communications Employee Stock Ownership Plan in KY (230 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (230 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 Uscb, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Uscb, Inc. Employee Stock Ownership Plan pulled back noticeably - down 9.1% during 2024, from $23M to $21M. Reported net income was -$2M.
How have Uscb, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Uscb, Inc.'s sponsor-wide assets grew 6.8%, from $34M to $36M.
Which ESOP plans are similar in size to Uscb, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is J. B. Steel Employee Stock Ownership Plan in AZ ($21M, 83 participants).
Which ESOP plans cover a similar participant headcount to Uscb, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Combined Public Communications Employee Stock Ownership Plan in KY (230 participants, $45M 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 952770443.

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.