ESOP · DOL Form 5500 · 2023

United States Sugar Corporation ESOP

Data updated 2026-08-25

$237M
Total assets Near avg plan size
732
Participants Near avg headcount
95th
Percentile by assets National rank
$324,325
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

$237M in assets, 732 participants

United States Sugar Corporation's United States Sugar Corporation - ESOP Ownership Plan reported $237M in total assets and 732 participants in its 2023 DOL Form 5500 filing, ranking in the 95th 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.

  • #17,363 in Manufacturing (18,722 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, $237M for 732 participants (~$324,325/participant), up 25.1% in 2023.

#17,363
in Manufacturing (18,722 peers)
+25.1%
assets growth YoY
2.4×
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 2023 · DOL Form 5500

$237,405,762 Top 5% higher than 95% of 127,068 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 2023

United States Sugar Corporation - ESOP Ownership Plan among mid-size filed plans by headcount

Plan-year 2023 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 (732 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • United States Sugar Corporation - ESOP Ownership Plan reported net income rose from -$31M in the plan year 2022 filing to $48M in the plan year 2023 filing.
  • United States Sugar Corporation - ESOP Ownership Plan end-of-year assets rose from $190M in the plan year 2022 filing to $237M in the plan year 2023 filing.
  • United States Sugar Corporation - ESOP Ownership Plan reported participants fell from 766 in the plan year 2022 filing to 732 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 590490750 · United States Sugar Corporation PY 2023 · ESOP

United States Sugar Corporation - ESOP Ownership Plan · $237M · 732 · 95th

  • BOOK $237M
  • BOOK 732
  • BOOK 95th
  • BOOK ESOP
  • BOOK near Lee Contracting, Inc. Employee Stock Ownership Plan
  • BOOK ind #17363

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

Lee Contracting, Inc. Employee Stock Ownership PlanLee Contracting, Inc. Employ…$238MUnited States Sugar Corporation - ESOP Ownership PlanUnited States Sugar Corporat…$237MHarbor Linx, Inc. Employee Stock Ownership PlanHarbor Linx, Inc. Employee S…$237MAblenet, Inc. Employee Stock Ownership PlanAblenet, Inc. Employee Stock…$237MBob's Red Mill Natural Foods, Inc. Employee Stock Ownership PlanBob's Red Mill Natural Foods…$236M
End-of-year total assets ($M) among United States Sugar Corporation - ESOP Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$190M
Net Assets (End of Year)$215M
Net Income$48M
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. -50000050000100000150000 -5051015 Total assets ($B) Participants United States Sugar Corporation - ESOP Ownership Plan, Total assets ($B): 0.237405762 · Participants: 732United States Sugar Corporation - ESOP Ownership PlanPublix Super Markets, Inc. Employee Stock Ownership Plan & Trust, Total assets ($B): 11.810430673 · Participants: 141229Publix Super Markets, Inc. Employee Stock Ownership Plan & TrustRaymond James Financial, Inc. & Affiliates Employee Stock Ownership Plan, Total assets ($B): 0.836004639 · Participants: 15500Raymond James Financial, Inc. & Affiliates Employee Stock Ownership PlanRsr Employee Stock Ownership Plan, Total assets ($B): 0.390019755 · Participants: 382Rsr Employee Stock Ownership PlanSummit Companies Holdings, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.367604547 · Participants: 233Summit Companies Holdings, Inc. Employee Stock Ownership PlanThirty Fifteen Employee Stock Ownership Plan, Total assets ($B): 0.324400117 · Participants: 5365Thirty Fifteen 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 Lee Contracting, Inc. Employee Stock Ownership Plan in MI ($238M); by covered participants it is Corgan Employee Stock Ownership Plan in TX (734 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (732 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. 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 2023? ▼
United States Sugar Corporation - ESOP Ownership Plan grew sharply - up 25.1% during 2023, from $190M to $237M. Reported net income was $48M.
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 95th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (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 Lee Contracting, Inc. Employee Stock Ownership Plan in MI ($238M, 500 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 Corgan Employee Stock Ownership Plan in TX (734 participants, $97M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

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.