401(k) · DOL Form 5500 · 2022

Usana Health Sciences, Inc. 401(k) Plan

Data updated 2026-08-25

$96M
Total assets Below avg plan size
920
Participants Near avg headcount
93rd
Percentile by assets National rank
$104,317
Avg per participant Below avg balance/head
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Official DOL plan name: Usana Health Sciences 401(k) Plan · Sponsored by Usana Health Sciences, Inc. · Utah · Manufacturing

$96M in assets, 920 participants

Usana Health Sciences, Inc.'s Usana Health Sciences 401(k) Plan reported $96M in total assets and 920 participants in its 2022 DOL Form 5500 filing, ranking in the 93rd 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.

  • #18,243 in Manufacturing (20,602 peers)

Where Usana Health Sciences 401(k) Plan sits by assets

Usana Health Sciences 401(k) Plan sits in the top 10% of all filed plans by assets, $96M for 920 participants (~$104,317/participant), down 18.0% in 2022.

#18,243
in Manufacturing (20,602 peers)
-18.0%
assets change YoY
1.0×
vs typical plan assets (national mean)

The plan reported a net loss of $21M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Usana Health Sciences 401(k) Plan's outsized position by total assets

Usana Health Sciences 401(k) Plan vs every filed plan by assets

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

$95,971,200 Top 7% higher than 93% 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

Usana Health Sciences 401(k) Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Usana Health Sciences 401(k) Plan sits mid-pack in the medium band (920 participants).

EBSA filing schedule strip

Filing strip 870500306 · Usana Health Sciences, Inc. PY 2022 · 401(k)

Usana Health Sciences 401(k) Plan · $96M · 920 · 93rd

  • EOY $96M
  • EOY 920
  • EOY 93rd
  • EOY 401(k)
  • EOY near Hospice of the Valley 401(k) Plan & Trust Agreement (Amended and Restated)
  • EOY ind #18243

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 Utah →

Usana Health Sciences 401(k) Plan in the asset neighbourhood

The Berdon LLP Retirement PlanThe Berdon LLP Retirement Pl…$96MHospice of the Valley 401(k) Plan & Trust Agreement (Amended and Restated)Hospice of the Valley 401(k)…$96MLantheus Medical Imaging, Inc. Retirement Savings PlanLantheus Medical Imaging, In…$96MUsana Health Sciences 401(k) PlanUsana Health Sciences 401(k)…$96MFirst National Bank Alaska Profit Sharing & 401(k) PlanFirst National Bank Alaska P…$96M
End-of-year total assets ($M) among Usana Health Sciences 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$117M
Net Assets (End of Year)$96M
Net Income-$21M
Employer EIN870500306
Plan Effective Date1994-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Usana Health Sciences, Inc.)

Sponsor-wide plan assets over time

All Usana Health Sciences, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$126M 31.628291612483743% vs 2022
2024 filing year
$90M$100M$110M$120M$130M 202220232024 $96M $126M ▲ +31.6%
Year Plans Participants Total Assets
2022 1 920 $96M
2023 1 915 $112M
2024 1 863 $126M

Nearby 401(k) Plans in Utah

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

Usana Health Sciences 401(k) Plan vs. nearby 401(k) plans in Utah, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants Usana Health Sciences 401(k) Plan, Total assets ($B): 0.0959712 · Participants: 920Usana Health Sciences 401(k) PlanDeseret 401(k) Plan, Total assets ($B): 4.66432779 · Participants: 23455Deseret 401(k) PlanIntermountain Healthcare Savings Plus 401(k) Plan, Total assets ($B): 3.594057 · Participants: 42446Intermountain Healthcare Savings Plus 401(k) PlanZions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan, Total assets ($B): 1.478809721 · Participants: 9870Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership PlanSkywest, Inc. Employees' Retirement Plan, Total assets ($B): 0.951734159 · Participants: 16878Skywest, Inc. Employees' Retirement PlanAutoliv Asp, Inc. Employee Savings and Investment Plan, Total assets ($B): 0.588382505 · Participants: 4068Autoliv Asp, Inc. Employee Savings and Investment Plan
Usana Health Sciences 401(k) Plan vs. nearby 401(k) plans in Utah, assets vs. participants
Compare Usana Health Sciences 401(k) Plan side-by-side with 3 peers →

Usana Health Sciences 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Utah, the nearest 401(k) by assets is Hospice of the Valley 401(k) Plan & Trust Agreement (Amended and Restated) in AZ ($96M); by covered participants it is Bancplus Corporation Employee Stock Ownership Plan W/401(k) Provisions in MS (920 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (920 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 Usana Health Sciences 401(k) Plan assets move in 2022? ▼
Usana Health Sciences 401(k) Plan declined sharply - down 18.0% during 2022, from $117M to $96M. Reported net income was -$21M.
How have Usana Health Sciences, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Usana Health Sciences, Inc.'s sponsor-wide assets grew 31.6%, from $96M to $126M.
Where does Usana Health Sciences 401(k) Plan rank by assets among Form 5500 filers? ▼
Usana Health Sciences 401(k) Plan ranks in the 93rd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Usana Health Sciences 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Hospice of the Valley 401(k) Plan & Trust Agreement (Amended and Restated) in AZ ($96M, 1,553 participants).
Which 401(k) plans cover a similar participant headcount to Usana Health Sciences 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bancplus Corporation Employee Stock Ownership Plan W/401(k) Provisions in MS (920 participants, $148M 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 870500306.

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.