ESOP · DOL Form 5500 · 2023
United States Sugar Corporation ESOP
Data updated 2026-08-11
- $237M
- Total assets
- 732
- Participants
- 95th
- Percentile by assets
- $324,325
- Avg per participant
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.
- 95th percentile by assets (of 127,072 plans)
- #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.
- $237M
- total plan assets (2023 EOY)
- 732
- covered participants
- 95th
- percentile by assets (of 127,072 plans)
- $324,325
- avg assets per participant
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.
United States Sugar Corporation - ESOP Ownership Plan vs the 2023 asset distribution
By assets, United States Sugar Corporation - ESOP Ownership Plan outranks 95% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 2.4x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $190M |
|---|---|
| Net Assets (End of Year) | $215M |
| Net Income | $48M |
| Employer EIN | 590490750 |
| Plan Effective Date | 1983-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (United States Sugar Corporation)
| 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
- Publix Super Markets, Inc. Employee Stock Ownership Plan & Trust $11.8B · 141,229
- Raymond James Financial, Inc. & Affiliates Employee Stock Ownership Plan $836M · 15,500
- Rsr Employee Stock Ownership Plan $390M · 382
- Summit Companies Holdings, Inc. Employee Stock Ownership Plan $368M · 233
- Thirty Fifteen Employee Stock Ownership Plan $324M · 5,365
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to United States Sugar Corporation - ESOP Ownership Plan by total assets, not by location.
Frequently Asked Questions
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Ways to act on United States Sugar Corporation - ESOP Ownership Plan's numbers.
- By total assets, United States Sugar Corporation - ESOP Ownership Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Florida. Compare plans
- United States Sugar Corporation's sponsor-wide assets have grown 58.2% since 2022 across 3 plan years on file. More Manufacturing plans