401(k) · DOL Form 5500 · 2022

Wasatch Advisors, Inc. 401(k) Plan

Data updated 2026-08-25

$85M
Total assets Below avg plan size
86
Participants Small participant base
92nd
Percentile by assets National rank
$985,331
Avg per participant High balance/head
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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.

  • #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.

#8,044
in Finance & Insurance (9,261 peers)
-24.8%
assets change YoY
0.9×
vs typical plan assets (national mean)

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's outsized position by total assets

Wasatch Advisors, Inc. Deferred Profit Sharing Plan and Trust vs every filed plan by assets

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

$84,738,476 Top 8% higher than 92% 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

Wasatch Advisors, Inc. Deferred Profit Sharing Plan and Trust among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Wasatch Advisors, Inc. Deferred Profit Sharing Plan and Trust is a small filing (86 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 870319391 · Wasatch Advisors, Inc. PY 2022 · 401(k)

Wasatch Advisors, Inc. Deferred Profit Sharing Plan and Trust · $85M · 86 · 92nd

  • ASSETS $85M
  • PCT 86
  • EIN 92nd
  • RANK 401(k)
  • PHOTO near Summit Credit Union Capital Accumulation Plan
  • IND ind #8044

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 Finance & Insurance retirement plans → · Plans in Utah →

Wasatch Advisors, Inc. Deferred Profit Sharing Plan and Trust in the asset neighbourhood

The Sheehy Organization 401(k) Savings PlanThe Sheehy Organization 401(…$85MFloor and Decor Outlets of America, Inc. 401(k) Retirement PlanFloor and Decor Outlets of A…$85MSummit Credit Union Capital Accumulation PlanSummit Credit Union Capital …$85MWasatch Advisors, Inc. Deferred Profit Sharing Plan and TrustWasatch Advisors, Inc. Defer…$85MGenesis Alkali, LLC Savings Investment PlanGenesis Alkali, LLC Savings …$85M
End-of-year total assets ($M) among Wasatch Advisors, Inc. Deferred Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$113M
Net Assets (End of Year)$85M
Net Income-$28M
Employer EIN870319391
Plan Effective Date1983-11-21
Filing StatusFILING RECEIVED

Sponsor Plan History (Wasatch Advisors, Inc.)

Sponsor-wide plan assets over time

All Wasatch Advisors, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$120M 41.77745537930137% vs 2022
2024 filing year
$80M$100M$120M$140M 202220232024 $84.7M $120M ▲ +41.8%
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 Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants Wasatch Advisors, Inc. Deferred Profit Sharing Plan and Trust, Total assets ($B): 0.084738476 · Participants: 86Wasatch Advisors, Inc. Deferred 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
Wasatch Advisors, Inc. Deferred Profit Sharing Plan and Trust vs. nearby 401(k) plans in Utah, assets vs. participants
Compare Wasatch Advisors, Inc. Deferred Profit Sharing Plan and Trust side-by-side with 3 peers →

Wasatch Advisors, Inc. Deferred 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 Summit Credit Union Capital Accumulation Plan in WI ($85M); by covered participants it is Sauder Woodworking Subsidiaries 401(k) Retirement Investment Plan in OH (86 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (86 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 Wasatch Advisors, Inc. Deferred Profit Sharing Plan and Trust assets move in 2022? ▼
Wasatch Advisors, Inc. Deferred Profit Sharing Plan and Trust declined sharply - down 24.8% during 2022, from $113M to $85M. Reported net income was -$28M.
How have Wasatch Advisors, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wasatch Advisors, Inc.'s sponsor-wide assets grew 41.8%, from $85M to $120M.
Where does Wasatch Advisors, Inc. Deferred Profit Sharing Plan and Trust rank by assets among Form 5500 filers? ▼
Wasatch Advisors, Inc. Deferred Profit Sharing Plan and Trust ranks in the 92nd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Wasatch Advisors, Inc. Deferred Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Summit Credit Union Capital Accumulation Plan in WI ($85M, 641 participants).
Which 401(k) plans cover a similar participant headcount to Wasatch Advisors, Inc. Deferred Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Sauder Woodworking Subsidiaries 401(k) Retirement Investment Plan in OH (86 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 870319391.

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.