401(k) · DOL Form 5500 · 2022
Wasatch Advisors, Inc. 401(k) Plan
Data updated 2026-08-11
- $85M
- Total assets
- 86
- Participants
- 92nd
- Percentile by assets
- $985,331
- Avg per participant
Official DOL plan name: Wasatch Advisors, Inc. Deferred Profit Sharing Plan and Trust · Sponsored by Wasatch Advisors, Inc. · Utah · Finance & Insurance
$85M in assets, 86 participants
Wasatch Advisors, Inc.'s Wasatch Advisors, Inc. Deferred Profit Sharing Plan and Trust reported $85M in total assets and 86 participants in its 2022 DOL Form 5500 filing, ranking in the 92nd 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.
- 92nd percentile by assets (of 139,126 plans)
- #8,044 in Finance & Insurance (9,261 peers)
Where Wasatch Advisors, Inc. Deferred Profit Sharing Plan and Trust sits by assets
Wasatch Advisors, Inc. Deferred Profit Sharing Plan and Trust sits in the top 10% of all filed plans by assets, $85M for 86 participants (~$985,331/participant), down 24.8% in 2022.
- $85M
- total plan assets (2022 EOY)
- 86
- covered participants
- 92nd
- percentile by assets (of 139,126 plans)
- $985,331
- avg assets per participant
The plan reported a net loss of $28M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Wasatch Advisors, Inc. Deferred Profit Sharing Plan and Trust vs the 2022 asset distribution
By assets, Wasatch Advisors, Inc. Deferred Profit Sharing Plan and Trust outranks 92% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.9x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $113M |
|---|---|
| Net Assets (End of Year) | $85M |
| Net Income | -$28M |
| Employer EIN | 870319391 |
| Plan Effective Date | 1983-11-21 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Wasatch Advisors, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 86 | $85M |
| 2023 | 1 | 91 | $107M |
| 2024 | 1 | 92 | $120M |
Nearby 401(k) Plans in Utah
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Wasatch Advisors, Inc. Deferred Profit Sharing Plan and Trust vs. nearby 401(k) plans in Utah, assets vs. participants
- 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
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Wasatch Advisors, Inc. Deferred Profit Sharing Plan and Trust by total assets, not by location.
Frequently Asked Questions
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Ways to act on Wasatch Advisors, Inc. Deferred Profit Sharing Plan and Trust's numbers.
- By total assets, Wasatch Advisors, Inc. Deferred Profit Sharing Plan and Trust ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Utah. Compare plans
- Wasatch Advisors, Inc.'s sponsor-wide assets have grown 41.8% since 2022 across 3 plan years on file. More Finance & Insurance plans