401(k) · DOL Form 5500 · 2022

You Need a Budget LLC 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
138
Participants Small participant base
62nd
Percentile by assets National rank
$62,999
Avg per participant Low balance/head
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Official DOL plan name: You Need a Budget LLC 401(k) Profit Sharing Plan and Trust · Sponsored by You Need a Budget LLC · Utah · Retail Trade

$9M in assets, 138 participants

You Need a Budget LLC's You Need a Budget LLC 401(k) Profit Sharing Plan and Trust reported $9M in total assets and 138 participants in its 2022 DOL Form 5500 filing, ranking in the 62nd 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.

  • #6,924 in Retail Trade (9,519 peers)

Coverage in Utah

You Need a Budget LLC 401(k) Profit Sharing Plan and Trust covers 138 participants in Utah, about 23% of the average Utah filer (state average ~592 per filing). Assets: $9M.

#6,924
in Retail Trade (9,519 peers)
+17.8%
assets growth YoY

You Need a Budget LLC 401(k) Profit Sharing Plan and Trust's mid-pack asset rank among Retail Trade and all filers

You Need a Budget LLC 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$8,693,915 Top 38% higher than 62% 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

You Need a Budget LLC 401(k) Profit Sharing Plan and Trust 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. You Need a Budget LLC 401(k) Profit Sharing Plan and Trust sits mid-pack in the medium band (138 participants).

Published 5500 schedule card

Filing strip 472847611 · You Need a Budget LLC PY 2022 · 401(k)

You Need a Budget LLC 401(k) Profit Sharing Plan and Trust · $9M · 138 · 62nd

  • 5500 $9M
  • ASSETS 138
  • PCT 62nd
  • EIN 401(k)
  • RANK near L.N. Curtis & Sons 401(k) Retirement Plan
  • PHOTO ind #6924

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 →

You Need a Budget LLC 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

You Need a Budget LLC 401(k) Profit Sharing Plan and TrustYou Need a Budget LLC 401(k)…$9ML.N. Curtis & Sons 401(k) Retirement PlanL.N. Curtis & Sons 401(k) Re…$9MButler America Aerospace LLC 401(k) PlanButler America Aerospace LLC…$9MCrestwood, Inc 401(k) Plan$9MSaint Arnold Brewing Company 401(k) Profit Sharing PlanSaint Arnold Brewing Company…$9M
End-of-year total assets ($M) among You Need a Budget LLC 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Utah filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$9M
Net Income$1M
Employer EIN472847611
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (You Need a Budget LLC)

Sponsor-wide plan assets over time

All You Need a Budget LLC plans reported in each filing year

Latest sponsor-wide plan assets
$19M 114.2931119064311% vs 2022
2024 filing year
$5M$10M$15M$20M 202220232024 $8.69M $18.6M ▲ +114.4%
Year Plans Participants Total Assets
2022 1 138 $9M
2023 1 164 $13M
2024 1 154 $19M

Nearby 401(k) Plans in Utah

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

You Need a Budget LLC 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Utah, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants You Need a Budget LLC 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.008693915 · Participants: 138You Need a Budget LLC 401(k) Profit Sharing Plan and TrustDeseret 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
You Need a Budget LLC 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Utah, assets vs. participants
Compare You Need a Budget LLC 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

You Need a Budget LLC 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Utah, the nearest 401(k) by assets is L.N. Curtis & Sons 401(k) Retirement Plan in CA ($9M); by covered participants it is Capital Pumping, LP 401(k) Profit Sharing Plan in TX (138 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (138 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 You Need a Budget LLC 401(k) Profit Sharing Plan and Trust assets move in 2022? ▼
You Need a Budget LLC 401(k) Profit Sharing Plan and Trust grew sharply - up 17.8% during 2022, from $7M to $9M. Reported net income was $1M.
How have You Need a Budget LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), You Need a Budget LLC's sponsor-wide assets grew 114.3%, from $9M to $19M.
Which 401(k) plans are similar in size to You Need a Budget LLC 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is L.N. Curtis & Sons 401(k) Retirement Plan in CA ($9M, 265 participants).
Which 401(k) plans cover a similar participant headcount to You Need a Budget LLC 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Capital Pumping, LP 401(k) Profit Sharing Plan in TX (138 participants, N/A 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 472847611.

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.