401(k) · DOL Form 5500 · 2024
The Board of Trustees Usw Industry 401(k) Fund 401(k) Plan
Data updated 2026-08-25
- $398M
- Total assets Above avg plan size
- 8,726
- Participants Very large workforce
- 97th
- Percentile by assets National rank
- $45,637
- Avg per participant Low balance/head
Official DOL plan name: Usw Industry 401(k) Plan · Sponsored by The Board of Trustees Usw Industry 401(k) Fund · Tennessee · Manufacturing
$398M in assets, 8,726 participants
The Board of Trustees Usw Industry 401(k) Fund's Usw Industry 401(k) Plan reported $398M in total assets and 8,726 participants in its 2024 DOL Form 5500 filing, ranking in the 97th 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.
- #16,829 in Manufacturing (17,777 peers)
Coverage in Tennessee
Usw Industry 401(k) Plan covers 8,726 participants in Tennessee, 7.7x the typical Tennessee plan (state average ~1,126 per filing). Assets: $398M.
- #16,829
- in Manufacturing (17,777 peers)
- +5.7%
- assets growth YoY
- 4.0×
- vs typical plan assets (national mean)
Usw Industry 401(k) Plan's outsized position by total assets
Usw Industry 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$398,229,194 Top 3% higher than 97% 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
Usw Industry 401(k) Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Usw Industry 401(k) Plan lands in the large band (8,726 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Usw Industry 401(k) Plan reported net income fell from $34M in the plan year 2023 filing to $22M in the plan year 2024 filing.
- Usw Industry 401(k) Plan end-of-year assets rose from $377M in the plan year 2023 filing to $398M in the plan year 2024 filing.
- Usw Industry 401(k) Plan reported participants rose from 8,460 in the plan year 2023 filing to 8,726 in the plan year 2024 filing.
DOL schedule card
Filing strip 621564649 · The Board of Trustees Usw Industry 401(k) Fund PY 2024 · 401(k)
Usw Industry 401(k) Plan · $398M · 8,726 · 97th
- EIN $398M
- RANK 8,726
- PHOTO 97th
- IND 401(k)
- EOY near Carollo Engineers, Inc. 401(k) Profit Sharing Plan
- 5500 ind #16829
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 Manufacturing retirement plans → · Plans in Tennessee →
Usw Industry 401(k) Plan in the asset neighbourhood
Tennessee filing particulars
| Total Assets (Beginning of Year) | $377M |
|---|---|
| Net Assets (End of Year) | $396M |
| Net Income | $22M |
| Employer EIN | 621564649 |
| Plan Effective Date | 1994-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Board of Trustees Usw Industry 401(k) Fund)
Sponsor-wide plan assets over time
All The Board of Trustees Usw Industry 401(k) Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $398M 16.521059473659413% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 8,450 | $342M |
| 2023 | 1 | 8,460 | $377M |
| 2024 | 1 | 8,726 | $398M |
Nearby 401(k) Plans in Tennessee
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fedex Corporation Retirement Savings Plan $25.4B · 113,079
- Hca 401(k) Plan $23.8B · 307,086
- Federal Express Corporation Pilots Retirement Savings Plan $5.3B · 5,830
- International Paper Company Salaried Savings Plan $5.0B · 12,564
- Chs/Community Health Systems, Inc. Retirement Savings Plan $4.8B · 59,441
Scale composition for Usw Industry 401(k) Plan
Usw Industry 401(k) Plan reports $398M in end-of-year assets across 8,726 participants (0.003% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.009% of 93,925,755 covered participants) - about $45,637 per participant (33% of the national average assets-per-participant) . Net income for plan year 2024 was $22M.
This plan identity (EIN 621564649, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $342M to $398M (+16.5%) while covered participants moved from 8,450 to 8,726 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 8,450 | $342M | Open filing |
| 2023 | 8,460 | $377M | Open filing |
| 2024 · index core | 8,726 | $398M | This page |
Usw Industry 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Tennessee, the nearest 401(k) by assets is Carollo Engineers, Inc. 401(k) Profit Sharing Plan in AZ ($398M); by covered participants it is Wolters Kluwer 401(k) Plan in IL (8,741 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($398M here).
- Carollo Engineers, Inc. 401(k) Profit Sharing Plan (AZ) $398M · 1,375
- Ogletree, Deakins, Nash, Smoak & Stewart 401(k) Savings Plan (SC) $398M · 2,315
- Everon 401(k) Plan (FL) $398M · 3,831
- Wilbur-Ellis 401(k) Plan (CO) $398M · 3,013
Similar participant headcount
Nearest other-state filings by covered participants (8,726 participants); asset peers above are excluded.
- Wolters Kluwer 401(k) Plan (IL) 8,741 · 15 off
- Schwan's Company Retirement Savings Plan (MN) 8,706 · 20 off
- Post Acute Medical, LLC 401(k) Plan (PA) 8,701 · 25 off
- Gruma Corporation Retirement Savings Plan (TX) 8,752 · 26 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.