401(k) · DOL Form 5500 · 2024

U.S. Holdings, Inc. 401(k) Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
218
Participants Below avg headcount
70th
Percentile by assets National rank
$90,782
Avg per participant Below avg balance/head
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Official DOL plan name: U.S. Holdings, Inc. Et Al 401(k) Plan · Sponsored by U.S. Holdings, Inc. · Florida · Manufacturing

$20M in assets, 218 participants

U.S. Holdings, Inc.'s U.S. Holdings, Inc. Et Al 401(k) Plan reported $20M in total assets and 218 participants in its 2024 DOL Form 5500 filing, ranking in the 70th 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.

  • #10,581 in Manufacturing (17,777 peers)

Coverage in Florida

U.S. Holdings, Inc. Et Al 401(k) Plan covers 218 participants in Florida, about 35% of the average Florida filer (state average ~628 per filing). Assets: $20M.

#10,581
in Manufacturing (17,777 peers)
+13.2%
assets growth YoY

U.S. Holdings, Inc. Et Al 401(k) Plan's outsized position by total assets

U.S. Holdings, Inc. Et Al 401(k) Plan vs every filed plan by assets

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

$19,790,392 Top 30% higher than 70% 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

U.S. Holdings, Inc. Et Al 401(k) 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. U.S. Holdings, Inc. Et Al 401(k) Plan sits mid-pack in the medium band (218 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • U.S. Holdings, Inc. Et Al 401(k) Plan reported net income rose from -$516K in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • U.S. Holdings, Inc. Et Al 401(k) Plan end-of-year assets rose from $17M in the plan year 2023 filing to $20M in the plan year 2024 filing.
  • U.S. Holdings, Inc. Et Al 401(k) Plan reported participants rose from 196 in the plan year 2023 filing to 218 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 590490595 · U.S. Holdings, Inc. PY 2024 · 401(k)

U.S. Holdings, Inc. Et Al 401(k) Plan · $20M · 218 · 70th

  • BOY $20M
  • BOY 218
  • BOY 70th
  • BOY 401(k)
  • BOY near Davis-Moore Automotive, Inc. Salary Deferral 401(k) Profit Sharing Plan
  • BOY ind #10581

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 Florida →

U.S. Holdings, Inc. Et Al 401(k) Plan in the asset neighbourhood

U.S. Holdings, Inc. Et Al 401(k) PlanU.S. Holdings, Inc. Et Al 40…$20MDavis-Moore Automotive, Inc. Salary Deferral 401(k) Profit Sharing PlanDavis-Moore Automotive, Inc.…$20MBallston Spa National Bank Supplemental Retirement Savings PlanBallston Spa National Bank S…$20MThe Renfrew Centers, Inc. 401(k) PlanThe Renfrew Centers, Inc. 40…$20MYoungwilliams P.C. 401(k) Profit Sharing PlanYoungwilliams P.C. 401(k) Pr…$20M
End-of-year total assets ($M) among U.S. Holdings, Inc. Et Al 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Florida filing particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$20M
Net Income$2M
Employer EIN590490595
Plan Effective Date1987-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (U.S. Holdings, Inc.)

Sponsor-wide plan assets over time

All U.S. Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$20M 9.989695409052134% vs 2022
2024 filing year
$17M$18M$19M$20M$21M 202220232024 $18M $19.8M ▲ +10.0%
Year Plans Participants Total Assets
2022 1 193 $18M
2023 1 196 $17M
2024 1 218 $20M

Nearby 401(k) Plans in Florida

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

U.S. Holdings, Inc. Et Al 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants U.S. Holdings, Inc. Et Al 401(k) Plan, Total assets ($B): 0.019790392 · Participants: 218U.S. Holdings, Inc. Et Al 401(k) PlanL3harris Retirement Savings Plan, Total assets ($B): 16.316786122 · Participants: 40330L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 13.167098888 · Participants: 51081Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 9.190044852 · Participants: 310261Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 8.068866271 · Participants: 197102Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.484619612 · Participants: 16678Nextera Energy, Inc. Employee Retirement Savings Plan
U.S. Holdings, Inc. Et Al 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare U.S. Holdings, Inc. Et Al 401(k) Plan side-by-side with 3 peers →

U.S. Holdings, Inc. Et Al 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Davis-Moore Automotive, Inc. Salary Deferral 401(k) Profit Sharing Plan in KS ($20M); by covered participants it is Crisis Text Line 403(b) Tax Sheltered Annuity in NY (218 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (218 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 U.S. Holdings, Inc. Et Al 401(k) Plan assets move in 2024? ▼
U.S. Holdings, Inc. Et Al 401(k) Plan grew at a solid clip - up 13.2% during 2024, from $17M to $20M. Reported net income was $2M.
How have U.S. Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), U.S. Holdings, Inc.'s sponsor-wide assets grew 10.0%, from $18M to $20M.
Which 401(k) plans are similar in size to U.S. Holdings, Inc. Et Al 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Davis-Moore Automotive, Inc. Salary Deferral 401(k) Profit Sharing Plan in KS ($20M, 160 participants).
Which 401(k) plans cover a similar participant headcount to U.S. Holdings, Inc. Et Al 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Crisis Text Line 403(b) Tax Sheltered Annuity in NY (218 participants, $9M 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 590490595.

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.