ESOP · DOL Form 5500 · 2024

Usp Group, Inc. ESOP

Data updated 2026-08-25

$5M
Total assets Small plan by assets
39
Participants Small participant base
41st
Percentile by assets National rank
$120,628
Avg per participant Near avg balance/head
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Official DOL plan name: Usp Group, Inc. Employee Stock Ownership Plan and Trust Agreement · Sponsored by Usp Group, Inc. · California · Wholesale Trade

$5M in assets, 39 participants

Usp Group, Inc.'s Usp Group, Inc. Employee Stock Ownership Plan and Trust Agreement reported $5M in total assets and 39 participants in its 2024 DOL Form 5500 filing, ranking in the 41st 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.

  • #1,866 in Wholesale Trade (6,080 peers)

Usp Group, Inc. multi-year trail

Usp Group, Inc.'s plans moved -17.1% in assets from 2022 to 2024; this filing shows Usp Group, Inc. Employee Stock Ownership Plan and Trust Agreement at $5M / 39 participants.

#1,866
in Wholesale Trade (6,080 peers)
-5.5%
assets change YoY

The plan reported a net loss of $271K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Usp Group, Inc. Employee Stock Ownership Plan and Trust Agreement's mid-pack asset rank among Wholesale Trade and all filers

Usp Group, Inc. Employee Stock Ownership Plan and Trust Agreement vs every filed plan by assets

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

$4,704,482 41st percentile higher than 41% 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

Usp Group, Inc. Employee Stock Ownership Plan and Trust Agreement among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Usp Group, Inc. Employee Stock Ownership Plan and Trust Agreement is a small filing (39 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Usp Group, Inc. Employee Stock Ownership Plan and Trust Agreement reported net income rose from -$702K in the plan year 2023 filing to -$271K in the plan year 2024 filing.
  • Usp Group, Inc. Employee Stock Ownership Plan and Trust Agreement end-of-year assets fell from $5M in the plan year 2023 filing to $5M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 203039372 · Usp Group, Inc. PY 2024 · ESOP

Usp Group, Inc. Employee Stock Ownership Plan and Trust Agreement · $5M · 39 · 41st

  • RANK $5M
  • PHOTO 39
  • IND 41st
  • EOY ESOP
  • 5500 near National Spinning Co., Inc. Employee Stock Ownership Plan
  • ASSETS ind #1866

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 →

Usp Group, Inc. Employee Stock Ownership Plan and Trust Agreement in the asset neighbourhood

Hackett Publishing Company, Inc. Employee Stock Ownership PlanHackett Publishing Company, …$5MUsp Group, Inc. Employee Stock Ownership Plan and Trust AgreementUsp Group, Inc. Employee Sto…$5MNational Spinning Co., Inc. Employee Stock Ownership PlanNational Spinning Co., Inc. …$5MAir Purification, Inc. Employee Stock Ownership PlanAir Purification, Inc. Emplo…$5MTc Federal Bank Employee Stock Ownership PlanTc Federal Bank Employee Sto…$5M
End-of-year total assets ($M) among Usp Group, Inc. Employee Stock Ownership Plan and Trust Agreement and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Usp Group, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Usp Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 17.14149845096544% vs 2022
2024 filing year
$4.5M$5M$5.5M$6M 202220232024 $5.68M $4.7M ▼ -17.3%
Year Plans Participants Total Assets
2022 1 43 $6M
2023 1 39 $5M
2024 1 39 $5M

Usp Group, Inc. filing trail (2024)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income-$271K
Employer EIN203039372
Plan Effective Date2005-06-03
Filing StatusFILING RECEIVED

Nearby ESOP Plans in California

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

Usp Group, Inc. Employee Stock Ownership Plan and Trust Agreement vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -20246 Total assets ($B) Participants Usp Group, Inc. Employee Stock Ownership Plan and Trust Agreement, Total assets ($B): 0.004704482 · Participants: 39Usp Group, Inc. Employee Stock Ownership Plan and Trust AgreementParsons 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
Usp Group, Inc. Employee Stock Ownership Plan and Trust Agreement vs. nearby ESOP plans in California, assets vs. participants
Compare Usp Group, Inc. Employee Stock Ownership Plan and Trust Agreement side-by-side with 3 peers →

Usp Group, Inc. Employee Stock Ownership Plan and Trust Agreement's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is National Spinning Co., Inc. Employee Stock Ownership Plan in NC ($5M); by covered participants it is Sacred Wind Employee Stock Ownership Plan in NM (39 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (39 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 Usp Group, Inc. Employee Stock Ownership Plan and Trust Agreement assets move in 2024? ▼
Usp Group, Inc. Employee Stock Ownership Plan and Trust Agreement pulled back noticeably - down 5.5% during 2024, from $5M to $5M. Reported net income was -$271K.
How have Usp Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Usp Group, Inc.'s sponsor-wide assets declined 17.1%, from $6M to $5M.
Which ESOP plans are similar in size to Usp Group, Inc. Employee Stock Ownership Plan and Trust Agreement? ▼
Among ESOP plans in other states, the closest by assets is National Spinning Co., Inc. Employee Stock Ownership Plan in NC ($5M, 158 participants).
Which ESOP plans cover a similar participant headcount to Usp Group, Inc. Employee Stock Ownership Plan and Trust Agreement? ▼
Among ESOP plans in other states, the closest by covered participants is Sacred Wind Employee Stock Ownership Plan in NM (39 participants, $1M 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 203039372.

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.