401(k) · DOL Form 5500 · 2022

Storied Management, LLC 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
128
Participants Small participant base
32nd
Percentile by assets National rank
$14,337
Avg per participant Low balance/head
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Official DOL plan name: Storied Management 401(k) Plan · Sponsored by Storied Management, LLC · Utah · Arts, Entertainment & Recreation

$2M in assets, 128 participants

Storied Management, LLC's Storied Management 401(k) Plan reported $2M in total assets and 128 participants in its 2022 DOL Form 5500 filing, ranking in the 32nd 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.

  • #1,647 in Arts, Entertainment & Recreation (3,077 peers)

Coverage in Utah

Storied Management 401(k) Plan covers 128 participants in Utah, about 22% of the average Utah filer (state average ~592 per filing). Assets: $2M.

#1,647
in Arts, Entertainment & Recreation (3,077 peers)
+1.3%
assets growth YoY

Storied Management 401(k) Plan among the smaller filed plans by assets

Storied Management 401(k) Plan vs every filed plan by assets

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

$1,835,191 32nd percentile higher than 32% 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

Storied Management 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. Storied Management 401(k) Plan sits mid-pack in the medium band (128 participants).

Plan-year Form 5500 strip

Filing strip 824913513 · Storied Management, LLC PY 2022 · 401(k)

Storied Management 401(k) Plan · $2M · 128 · 32nd

  • ASSETS $2M
  • PCT 128
  • EIN 32nd
  • RANK 401(k)
  • PHOTO near Storage Pro 401(k) Plan
  • IND ind #1647

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 Arts, Entertainment & Recreation retirement plans → · Plans in Utah →

Storied Management 401(k) Plan in the asset neighbourhood

Storied Management 401(k) PlanStoried Management 401(k) Pl…$2MStorage Pro 401(k) Plan$2MForge Die & Forge Precision 401(k) Savings PlanForge Die & Forge Precision …$2MSacyr 401(k) Plan$2MJ.G. Coram Company, Inc. 401(k) PlanJ.G. Coram Company, Inc. 401…$2M
End-of-year total assets ($M) among Storied Management 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Utah filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$24K
Employer EIN824913513
Plan Effective Date2017-03-28
Filing StatusFILING RECEIVED

Sponsor Plan History (Storied Management, LLC)

Sponsor-wide plan assets over time

All Storied Management, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$3M 61.19940649229426% vs 2022
2024 filing year
$1.5M$2M$2.5M$3M$3.5M 202220232024 $1.84M $2.96M ▲ +60.9%
Year Plans Participants Total Assets
2022 1 128 $2M
2023 1 156 $3M
2024 1 171 $3M

Nearby 401(k) Plans in Utah

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

Storied Management 401(k) Plan vs. nearby 401(k) plans in Utah, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants Storied Management 401(k) Plan, Total assets ($B): 0.001835191 · Participants: 128Storied Management 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
Storied Management 401(k) Plan vs. nearby 401(k) plans in Utah, assets vs. participants
Compare Storied Management 401(k) Plan side-by-side with 3 peers →

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

Outside Utah, the nearest 401(k) by assets is Storage Pro 401(k) Plan in CA ($2M); by covered participants it is Montage Inc 401(k) Profit Sharing Plan & Trust in MI (128 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

Similar participant headcount

Nearest other-state filings by covered participants (128 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 Storied Management 401(k) Plan assets move in 2022? ▼
Storied Management 401(k) Plan edged up modestly - up 1.3% during 2022, from $2M to $2M. Reported net income was $24K.
How have Storied Management, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Storied Management, LLC's sponsor-wide assets grew 61.2%, from $2M to $3M.
Which 401(k) plans are similar in size to Storied Management 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Storage Pro 401(k) Plan in CA ($2M, 174 participants).
Which 401(k) plans cover a similar participant headcount to Storied Management 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Montage Inc 401(k) Profit Sharing Plan & Trust in MI (128 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 824913513.

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.