401(k) · DOL Form 5500 · 2024

Usi Consultants, Inc 401(k) Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
93
Participants Small participant base
72nd
Percentile by assets National rank
$234,211
Avg per participant Above avg balance/head
PlainRetire home → About this data

Official DOL plan name: Usi Consultants, Inc 401(k) Plan · Sponsored by Usi Consultants, Inc · Indiana · Professional & Technical Services

$22M in assets, 93 participants

Usi Consultants, Inc's Usi Consultants, Inc 401(k) Plan reported $22M in total assets and 93 participants in its 2024 DOL Form 5500 filing, ranking in the 72nd 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.

  • #14,394 in Professional & Technical Services (20,173 peers)

2024 asset change

Usi Consultants, Inc 401(k) Plan grew sharply 19.2% in 2024 ($18M → $22M) for 93 participants.

#14,394
in Professional & Technical Services (20,173 peers)
+19.2%
assets growth YoY

Usi Consultants, Inc 401(k) Plan's outsized position by total assets

Usi Consultants, Inc 401(k) Plan vs every filed plan by assets

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

$21,781,638 Top 28% higher than 72% 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

Usi Consultants, Inc 401(k) Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Usi Consultants, Inc 401(k) Plan is a small filing (93 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 351372928 · Usi Consultants, Inc PY 2024 · 401(k)

Usi Consultants, Inc 401(k) Plan · $22M · 93 · 72nd

  • 5500 $22M
  • ASSETS 93
  • PCT 72nd
  • EIN 401(k)
  • RANK near W.E. Bowers & Associates Union Retirement Plan
  • PHOTO ind #14394

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 Professional & Technical Services retirement plans → · Plans in Indiana →

Usi Consultants, Inc 401(k) Plan in the asset neighbourhood

Usi Consultants, Inc 401(k) PlanUsi Consultants, Inc 401(k) …$22MW.E. Bowers & Associates Union Retirement PlanW.E. Bowers & Associates Uni…$22MBlack Forest 401(k) Plan$22MPerrin Employee Stock Ownership and 401(k) PlanPerrin Employee Stock Owners…$22MKingsway Community / Mohawk Ambulance 401(k) PlanKingsway Community / Mohawk …$22M
End-of-year total assets ($M) among Usi Consultants, Inc 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

2024 asset-move particulars

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$22M
Net Income$4M
Employer EIN351372928
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Indiana

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

Usi Consultants, Inc 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Usi Consultants, Inc 401(k) Plan, Total assets ($B): 0.021781638 · Participants: 93Usi Consultants, Inc 401(k) PlanThe Lilly Employee 401(k) Plan, Total assets ($B): 13.056609955 · Participants: 19977The Lilly Employee 401(k) PlanElevance Health 401(k) Plan, Total assets ($B): 12.109864062 · Participants: 73120Elevance Health 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 6.366370789 · Participants: 30272Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 4.481656061 · Participants: 38460Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.996436059 · Participants: 9385Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
Usi Consultants, Inc 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants

Usi Consultants, Inc 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is W.E. Bowers & Associates Union Retirement Plan in MD ($22M); by covered participants it is Burns Pest Elimination, Inc. 401(k) Plan in AZ (93 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (93 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 Usi Consultants, Inc 401(k) Plan assets move in 2024?
Usi Consultants, Inc 401(k) Plan grew sharply - up 19.2% during 2024, from $18M to $22M. Reported net income was $4M.
Which 401(k) plans are similar in size to Usi Consultants, Inc 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is W.E. Bowers & Associates Union Retirement Plan in MD ($22M, 1,074 participants).
Which 401(k) plans cover a similar participant headcount to Usi Consultants, Inc 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Burns Pest Elimination, Inc. 401(k) Plan in AZ (93 participants, $2M in assets).