401(k) · DOL Form 5500 · 2022

Southern Ute Indian Tribe Retirement Savings Plan 401(k) Plan

Data updated 2026-08-25

$229M
Total assets Near avg plan size
1,199
Participants Near avg headcount
96th
Percentile by assets National rank
$190,613
Avg per participant Above avg balance/head
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Official DOL plan name: Southern Ute Indian Tribe Retirement Savings Plan · Sponsored by Southern Ute Indian Tribe Retirement Savings Plan · Colorado · Food Services & Accommodation

$229M in assets, 1,199 participants

Southern Ute Indian Tribe Retirement Savings Plan's Southern Ute Indian Tribe Retirement Savings Plan reported $229M in total assets and 1,199 participants in its 2022 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.

  • #4,551 in Food Services & Accommodation (4,592 peers)

Coverage in Colorado

Southern Ute Indian Tribe Retirement Savings Plan covers 1,199 participants in Colorado, 3.2x the typical Colorado plan (state average ~376 per filing). Assets: $229M.

#4,551
in Food Services & Accommodation (4,592 peers)
-19.4%
assets change YoY
2.3×
vs typical plan assets (national mean)

The plan reported a net loss of $55M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Southern Ute Indian Tribe Retirement Savings Plan's outsized position by total assets

Southern Ute Indian Tribe Retirement Savings Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$228,544,927 Top 4% higher than 96% of 139,123 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 2022

Southern Ute Indian Tribe Retirement Savings Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Southern Ute Indian Tribe Retirement Savings Plan lands in the large band (1,199 participants).

Form 5500 schedule snapshot

Filing strip 840404384 · Southern Ute Indian Tribe Retirement Savings Plan PY 2022 · 401(k)

Southern Ute Indian Tribe Retirement Savings Plan · $229M · 1,199 · 96th

  • RANK $229M
  • RANK 1,199
  • RANK 96th
  • RANK 401(k)
  • RANK near Phelps Dunbar, LLP Savings and Retirement Plan
  • RANK ind #4551

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 Food Services & Accommodation retirement plans → · Plans in Colorado →

Southern Ute Indian Tribe Retirement Savings Plan in the asset neighbourhood

Employees Profit Sharing 401(k) Plan of Alfred Benesch & CompanyEmployees Profit Sharing 401…$229MFlorida Medical Clinic, LLC 401(k) Plan and TrustFlorida Medical Clinic, LLC …$229MPhelps Dunbar, LLP Savings and Retirement PlanPhelps Dunbar, LLP Savings a…$229MSouthern Ute Indian Tribe Retirement Savings PlanSouthern Ute Indian Tribe Re…$229ME. & J. Gallo Winery Union Retirement PlanE. & J. Gallo Winery Union R…$228M
End-of-year total assets ($M) among Southern Ute Indian Tribe Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Colorado filing particulars

Total Assets (Beginning of Year)$284M
Net Assets (End of Year)$229M
Net Income-$55M
Employer EIN840404384
Plan Effective Date1997-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Southern Ute Indian Tribe Retirement Savings Plan)

Sponsor-wide plan assets over time

All Southern Ute Indian Tribe Retirement Savings Plan plans reported in each filing year

Latest sponsor-wide plan assets
$303M 32.66278494118576% vs 2022
2024 filing year
$200M$250M$300M$350M 202220232024 $229M $303M ▲ +32.7%
Year Plans Participants Total Assets
2022 1 1,199 $229M
2023 1 1,252 $267M
2024 1 1,300 $303M

Nearby 401(k) Plans in Colorado

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

Southern Ute Indian Tribe Retirement Savings Plan vs. nearby 401(k) plans in Colorado, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 0123 Total assets ($B) Participants Southern Ute Indian Tribe Retirement Savings Plan, Total assets ($B): 0.228544927 · Participants: 1199Southern Ute Indian Tribe Retirement Savings PlanDavita Retirement Savings Plan, Total assets ($B): 2.75238679 · Participants: 57172Davita Retirement Savings PlanBall Corporation 401(k) and Employee Stock Ownership Plan, Total assets ($B): 2.51543651 · Participants: 10671Ball Corporation 401(k) and Employee Stock Ownership PlanScl Health 401(k) Retirement Savings Plan, Total assets ($B): 1.514958969 · Participants: 12642Scl Health 401(k) Retirement Savings PlanWoodward Retirement Savings Plan, Total assets ($B): 1.504801917 · Participants: 5046Woodward Retirement Savings PlanEmpower Retirement, LLC 401(k) Savings Plan, Total assets ($B): 1.49307635 · Participants: 7741Empower Retirement, LLC 401(k) Savings Plan
Southern Ute Indian Tribe Retirement Savings Plan vs. nearby 401(k) plans in Colorado, assets vs. participants
Compare Southern Ute Indian Tribe Retirement Savings Plan side-by-side with 3 peers →

Southern Ute Indian Tribe Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Colorado, the nearest 401(k) by assets is Phelps Dunbar, LLP Savings and Retirement Plan in LA ($229M); by covered participants it is Continental Resources, Inc. 401(k) in OK (1,199 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,199 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Southern Ute Indian Tribe Retirement Savings Plan assets move in 2022? ▼
Southern Ute Indian Tribe Retirement Savings Plan declined sharply - down 19.4% during 2022, from $284M to $229M. Reported net income was -$55M.
How have Southern Ute Indian Tribe Retirement Savings Plan plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Southern Ute Indian Tribe Retirement Savings Plan's sponsor-wide assets grew 32.7%, from $229M to $303M.
Where does Southern Ute Indian Tribe Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Southern Ute Indian Tribe Retirement Savings Plan ranks in the 96th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Southern Ute Indian Tribe Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Phelps Dunbar, LLP Savings and Retirement Plan in LA ($229M, 574 participants).
Which 401(k) plans cover a similar participant headcount to Southern Ute Indian Tribe Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Continental Resources, Inc. 401(k) in OK (1,199 participants, $259M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 840404384.

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.