401(k) · DOL Form 5500 · 2022

Doterra International LLC 401(k) Plan

Data updated 2026-08-25

$56M
Total assets Below avg plan size
2,697
Participants Above avg headcount
89th
Percentile by assets National rank
$20,929
Avg per participant Low balance/head
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Official DOL plan name: Doterra 401(k) Plan · Sponsored by Doterra International LLC · Utah · Retail Trade

$56M in assets, 2,697 participants

Doterra International LLC's Doterra 401(k) Plan reported $56M in total assets and 2,697 participants in its 2022 DOL Form 5500 filing, ranking in the 89th 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.

  • #8,957 in Retail Trade (9,519 peers)

Coverage in Utah

Doterra 401(k) Plan covers 2,697 participants in Utah, 4.6x the typical Utah plan (state average ~592 per filing). Assets: $56M.

#8,957
in Retail Trade (9,519 peers)
-0.9%
assets change YoY
0.6×
vs typical plan assets (national mean)

The plan reported a net loss of $513K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Doterra 401(k) Plan's outsized position by total assets

Doterra 401(k) Plan vs every filed plan by assets

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

$56,445,961 Top 11% higher than 89% 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

Doterra 401(k) 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. Doterra 401(k) Plan lands in the large band (2,697 participants).

DOL schedule card

Filing strip 261898940 · Doterra International LLC PY 2022 · 401(k)

Doterra 401(k) Plan · $56M · 2,697 · 89th

  • 5500 $56M
  • ASSETS 2,697
  • PCT 89th
  • EIN 401(k)
  • RANK near City Year 401(k) Savings Plan
  • PHOTO ind #8957

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 Retail Trade retirement plans → · Plans in Utah →

Doterra 401(k) Plan in the asset neighbourhood

Doterra 401(k) Plan$56MCity Year 401(k) Savings Plan$56MPlumbers Local 68 Pension Plan of Defined Contribution BenefitsPlumbers Local 68 Pension Pl…$56MDakota Supply Group, Inc. 401(k) PlanDakota Supply Group, Inc. 40…$56MLynch Companies 401(k) Savings PlanLynch Companies 401(k) Savin…$56M
End-of-year total assets ($M) among Doterra 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Utah filing particulars

Total Assets (Beginning of Year)$57M
Net Assets (End of Year)$56M
Net Income-$513K
Employer EIN261898940
Plan Effective Date2013-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Doterra International LLC)

Sponsor-wide plan assets over time

All Doterra International LLC plans reported in each filing year

Latest sponsor-wide plan assets
$83M 47.309175939089776% vs 2022
2024 filing year
$50M$60M$70M$80M$90M 202220232024 $56.5M $83.2M ▲ +47.3%
Year Plans Participants Total Assets
2022 1 2,697 $56M
2023 1 2,389 $74M
2024 1 2,109 $83M

Nearby 401(k) Plans in Utah

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

Doterra 401(k) Plan vs. nearby 401(k) plans in Utah, assets vs. participants Scatter plot of 6 data points. 01000020000300004000050000 -20246 Total assets ($B) Participants Doterra 401(k) Plan, Total assets ($B): 0.056445961 · Participants: 2697Doterra 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
Doterra 401(k) Plan vs. nearby 401(k) plans in Utah, assets vs. participants
Compare Doterra 401(k) Plan side-by-side with 3 peers →

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

Outside Utah, the nearest 401(k) by assets is City Year 401(k) Savings Plan in MA ($56M); by covered participants it is East West Bank Employees 401(k) Savings Plan in CA (2,698 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($56M here).

Similar participant headcount

Nearest other-state filings by covered participants (2,697 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 Doterra 401(k) Plan assets move in 2022? ▼
Doterra 401(k) Plan held essentially flat - down 0.9% during 2022, from $57M to $56M. Reported net income was -$513K.
How have Doterra International LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Doterra International LLC's sponsor-wide assets grew 47.3%, from $56M to $83M.
Where does Doterra 401(k) Plan rank by assets among Form 5500 filers? ▼
Doterra 401(k) Plan ranks in the 89th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Doterra 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is City Year 401(k) Savings Plan in MA ($56M, 797 participants).
Which 401(k) plans cover a similar participant headcount to Doterra 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is East West Bank Employees 401(k) Savings Plan in CA (2,698 participants, $442M 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 261898940.

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.