401(k) · DOL Form 5500 · 2022
Sundance Institute 401(k) Plan
Data updated 2026-08-25
- $14M
- Total assets Small plan by assets
- 176
- Participants Small participant base
- 71st
- Percentile by assets National rank
- $77,680
- Avg per participant Below avg balance/head
Official DOL plan name: Sundance Institute 401(k) Retirement Plan · Sponsored by Sundance Institute · Utah · Information & Media
$14M in assets, 176 participants
Sundance Institute's Sundance Institute 401(k) Retirement Plan reported $14M in total assets and 176 participants in its 2022 DOL Form 5500 filing, ranking in the 71st 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.
- #1,744 in Information & Media (2,911 peers)
Coverage in Utah
Sundance Institute 401(k) Retirement Plan covers 176 participants in Utah, about 30% of the average Utah filer (state average ~592 per filing). Assets: $14M.
- #1,744
- in Information & Media (2,911 peers)
- -34.5%
- assets change YoY
The plan reported a net loss of $7M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Sundance Institute 401(k) Retirement Plan's outsized position by total assets
Sundance Institute 401(k) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$13,671,656 Top 29% higher than 71% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Sundance Institute 401(k) Retirement 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. Sundance Institute 401(k) Retirement Plan sits mid-pack in the medium band (176 participants).
EBSA filing schedule strip
Filing strip 870361394 · Sundance Institute PY 2022 · 401(k)
Sundance Institute 401(k) Retirement Plan · $14M · 176 · 71st
- BOY $14M
- BOY 176
- BOY 71st
- BOY 401(k)
- BOY near Arylessence, Inc. 401(k) Profit Sharing Plan
- BOY ind #1744
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 Information & Media retirement plans → · Plans in Utah →
Sundance Institute 401(k) Retirement Plan in the asset neighbourhood
Utah filing particulars
| Total Assets (Beginning of Year) | $21M |
|---|---|
| Net Assets (End of Year) | $14M |
| Net Income | -$7M |
| Employer EIN | 870361394 |
| Plan Effective Date | 1996-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Sundance Institute)
Sponsor-wide plan assets over time
All Sundance Institute plans reported in each filing year
- Latest sponsor-wide plan assets
- $19M 40.472302696908116% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 176 | $14M |
| 2023 | 1 | 170 | $17M |
| 2024 | 1 | 159 | $19M |
Nearby 401(k) Plans in Utah
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Deseret 401(k) Plan $4.7B · 23,455
- Intermountain Healthcare Savings Plus 401(k) Plan $3.6B · 42,446
- Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan $1.5B · 9,870
- Skywest, Inc. Employees' Retirement Plan $952M · 16,878
- Autoliv Asp, Inc. Employee Savings and Investment Plan $588M · 4,068
Sundance Institute 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Utah, the nearest 401(k) by assets is Arylessence, Inc. 401(k) Profit Sharing Plan in GA ($14M); by covered participants it is Spin-Off Termination Plan for Arranta Bio Ma, LLC in MA (176 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($14M here).
- Arylessence, Inc. 401(k) Profit Sharing Plan (GA) $14M · 159
- Clayton Corporation 401(k) Plan (MO) $14M · 112
- Rev Renewables Ops, LLC 401(k) Plan (NY) $14M · 67
- Al Baumann Chevrolet Buick, Inc. 401(k) Plan (OH) $14M · 230
Similar participant headcount
Nearest other-state filings by covered participants (176 participants); asset peers above are excluded.
- Spin-Off Termination Plan for Arranta Bio Ma, LLC (MA) 176 · 0 off
- Empyrean Services LLC 401(k) Plan (PA) 176 · 0 off
- Vpay Benefits Corporation 401(k) Profit Sharing Plan & Trust (MN) 176 · 0 off
- Revolution Industrial LLC 401(k) Plan (AZ) 176 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.