ESOP · DOL Form 5500 · 2024

United States Sugar Corporation ESOP

Data updated 2026-08-25

$282M
Total assets Near avg plan size
716
Participants Below avg headcount
96th
Percentile by assets National rank
$393,509
Avg per participant High balance/head
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Official DOL plan name: United States Sugar Corporation - ESOP Ownership Plan · Sponsored by United States Sugar Corporation · Florida · Manufacturing

$282M in assets, 716 participants

United States Sugar Corporation's United States Sugar Corporation - ESOP Ownership Plan reported $282M in total assets and 716 participants in its 2024 DOL Form 5500 filing, ranking in the 96th 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.

  • #16,558 in Manufacturing (17,777 peers)

Where United States Sugar Corporation - ESOP Ownership Plan sits by assets

United States Sugar Corporation - ESOP Ownership Plan sits in the top 5% of all filed plans by assets, $282M for 716 participants (~$393,509/participant), up 18.7% in 2024.

#16,558
in Manufacturing (17,777 peers)
+18.7%
assets growth YoY
2.8×
vs typical plan assets (national mean)

United States Sugar Corporation - ESOP Ownership Plan's outsized position by total assets

United States Sugar Corporation - ESOP Ownership Plan vs every filed plan by assets

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

$281,752,519 Top 4% higher than 96% 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

United States Sugar Corporation - ESOP 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. United States Sugar Corporation - ESOP Ownership Plan sits mid-pack in the medium band (716 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • United States Sugar Corporation - ESOP Ownership Plan end-of-year assets rose from $237M in the plan year 2023 filing to $282M in the plan year 2024 filing.
  • United States Sugar Corporation - ESOP Ownership Plan reported net income fell from $48M in the plan year 2023 filing to $45M in the plan year 2024 filing.
  • United States Sugar Corporation - ESOP Ownership Plan reported participants fell from 732 in the plan year 2023 filing to 716 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 590490750 · United States Sugar Corporation PY 2024 · ESOP

United States Sugar Corporation - ESOP Ownership Plan · $282M · 716 · 96th

  • EIN $282M
  • RANK 716
  • PHOTO 96th
  • IND ESOP
  • EOY near Aubrey Silvey Enterprises, Inc. Employee Stock Ownership Plan
  • 5500 ind #16558

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 Florida →

United States Sugar Corporation - ESOP Ownership Plan in the asset neighbourhood

Lockheed Martin Corporation Capital Accumulation PlanLockheed Martin Corporation …$284MHarbor Linx, Inc. Employee Stock Ownership PlanHarbor Linx, Inc. Employee S…$282MUnited States Sugar Corporation - ESOP Ownership PlanUnited States Sugar Corporat…$282MAubrey Silvey Enterprises, Inc. Employee Stock Ownership PlanAubrey Silvey Enterprises, I…$281MMathematica Group Holding Inc. Employee Stock Ownership PlanMathematica Group Holding In…$281M
End-of-year total assets ($M) among United States Sugar Corporation - ESOP Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$237M
Net Assets (End of Year)$260M
Net Income$45M
Employer EIN590490750
Plan Effective Date1983-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (United States Sugar Corporation)

Sponsor-wide plan assets over time

All United States Sugar Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$364M 58.235255913979266% vs 2022
2024 filing year
$200M$250M$300M$350M$400M 202220232024 $230M $364M ▲ +58.2%
Year Plans Participants Total Assets
2022 2 2,116 $230M
2023 3 2,581 $316M
2024 3 2,701 $364M

Nearby ESOP Plans in Florida

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

United States Sugar Corporation - ESOP Ownership Plan vs. nearby ESOP plans in Florida, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -5051015 Total assets ($B) Participants United States Sugar Corporation - ESOP Ownership Plan, Total assets ($B): 0.281752519 · Participants: 716United States Sugar Corporation - ESOP Ownership PlanPublix Super Markets, Inc. Employee Stock Ownership Plan & Trust, Total assets ($B): 14.286420169 · Participants: 149213Publix Super Markets, Inc. Employee Stock Ownership Plan & TrustRaymond James Financial, Inc. & Affiliates Employee Stock Ownership Plan, Total assets ($B): 1.130328955 · Participants: 16036Raymond James Financial, Inc. & Affiliates Employee Stock Ownership PlanSummit Companies Holdings, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.75388536 · Participants: 354Summit Companies Holdings, Inc. Employee Stock Ownership PlanThirty Fifteen Employee Stock Ownership Plan, Total assets ($B): 0.724566492 · Participants: 4730Thirty Fifteen Employee Stock Ownership PlanWestern Global Airlines, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.441212218 · Participants: 353Western Global Airlines, Inc. Employee Stock Ownership Plan
United States Sugar Corporation - ESOP Ownership Plan vs. nearby ESOP plans in Florida, assets vs. participants
Compare United States Sugar Corporation - ESOP Ownership Plan side-by-side with 3 peers →

United States Sugar Corporation - ESOP Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Florida, the nearest ESOP by assets is Aubrey Silvey Enterprises, Inc. Employee Stock Ownership Plan in GA ($281M); by covered participants it is Fishback Financial Corporation Employee Stock Ownership Plan in SD (715 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (716 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 United States Sugar Corporation - ESOP Ownership Plan assets move in 2024? ▼
United States Sugar Corporation - ESOP Ownership Plan grew sharply - up 18.7% during 2024, from $237M to $282M. Reported net income was $45M.
How have United States Sugar Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), United States Sugar Corporation's sponsor-wide assets grew 58.2%, from $230M to $364M.
Where does United States Sugar Corporation - ESOP Ownership Plan rank by assets among Form 5500 filers? ▼
United States Sugar Corporation - ESOP Ownership Plan ranks in the 96th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which ESOP plans are similar in size to United States Sugar Corporation - ESOP Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Aubrey Silvey Enterprises, Inc. Employee Stock Ownership Plan in GA ($281M, 488 participants).
Which ESOP plans cover a similar participant headcount to United States Sugar Corporation - ESOP Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Fishback Financial Corporation Employee Stock Ownership Plan in SD (715 participants, $56M 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 590490750.

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.