401(k) · DOL Form 5500 · 2022

Ultimate Fitness Holdings, LLC 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
295
Participants Below avg headcount
59th
Percentile by assets National rank
$25,010
Avg per participant Low balance/head
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Official DOL plan name: Orangetheory Fitness 401(k) Retirement Plan · Sponsored by Ultimate Fitness Holdings, LLC · Florida · Arts, Entertainment & Recreation

$7M in assets, 295 participants

Ultimate Fitness Holdings, LLC's Orangetheory Fitness 401(k) Retirement Plan reported $7M in total assets and 295 participants in its 2022 DOL Form 5500 filing, ranking in the 59th 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.

  • #2,256 in Arts, Entertainment & Recreation (3,077 peers)

Coverage in Florida

Orangetheory Fitness 401(k) Retirement Plan covers 295 participants in Florida, about 47% of the average Florida filer (state average ~628 per filing). Assets: $7M.

#2,256
in Arts, Entertainment & Recreation (3,077 peers)
+8.4%
assets growth YoY

Orangetheory Fitness 401(k) Retirement Plan's mid-pack asset rank among Arts, Entertainment & Recreation and all filers

Orangetheory Fitness 401(k) Retirement Plan vs every filed plan by assets

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

$7,378,003 Top 41% higher than 59% 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

Orangetheory Fitness 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. Orangetheory Fitness 401(k) Retirement Plan sits mid-pack in the medium band (295 participants).

DOL schedule card

Filing strip 811144993 · Ultimate Fitness Holdings, LLC PY 2022 · 401(k)

Orangetheory Fitness 401(k) Retirement Plan · $7M · 295 · 59th

  • NET $7M
  • BOOK 295
  • VS-ST 59th
  • BOY 401(k)
  • SCH near Ottawa Dental Laboratory, LLC Employees' Profit Sharing Plan
  • EBSA ind #2256

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 Florida →

Orangetheory Fitness 401(k) Retirement Plan in the asset neighbourhood

Orangetheory Fitness 401(k) Retirement PlanOrangetheory Fitness 401(k) …$7MOttawa Dental Laboratory, LLC Employees' Profit Sharing PlanOttawa Dental Laboratory, LL…$7MWilliams Architects Profit Sharing PlanWilliams Architects Profit S…$7MRam Manufacturing Company, Inc 401(k) PlanRam Manufacturing Company, I…$7MPractitioner Support Services 401(k) Retirement PlanPractitioner Support Service…$7M
End-of-year total assets ($M) among Orangetheory Fitness 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Florida filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$7M
Net Income$573K
Employer EIN811144993
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ultimate Fitness Holdings, LLC)

Sponsor-wide plan assets over time

All Ultimate Fitness Holdings, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$15M 105.20226137072592% vs 2022
2024 filing year
$5M$10M$15M$20M 202220232024 $7.38M $15.1M ▲ +105.1%
Year Plans Participants Total Assets
2022 1 295 $7M
2023 1 497 $11M
2024 1 476 $15M

Nearby 401(k) Plans in Florida

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

Orangetheory Fitness 401(k) Retirement Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -5051015 Total assets ($B) Participants Orangetheory Fitness 401(k) Retirement Plan, Total assets ($B): 0.007378003 · Participants: 295Orangetheory Fitness 401(k) Retirement PlanL3harris Retirement Savings Plan, Total assets ($B): 12.863481581 · Participants: 41096L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pricewatercoopers LLP, Total assets ($B): 9.121428518 · Participants: 50354Savings Plan for Employees and Partners of Pricewatercoopers LLPAdp Totalsource Retirement Savings Plan, Total assets ($B): 6.687694478 · Participants: 287453Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.05990007 · Participants: 176752Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.44531949 · Participants: 14889Nextera Energy, Inc. Employee Retirement Savings Plan
Orangetheory Fitness 401(k) Retirement Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Orangetheory Fitness 401(k) Retirement Plan side-by-side with 3 peers →

Orangetheory Fitness 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Ottawa Dental Laboratory, LLC Employees' Profit Sharing Plan in IL ($7M); by covered participants it is Dorner Mfg. Corp. Profit Sharing and Incentive Savings Plan in WI (295 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (295 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 Orangetheory Fitness 401(k) Retirement Plan assets move in 2022? ▼
Orangetheory Fitness 401(k) Retirement Plan grew at a solid clip - up 8.4% during 2022, from $7M to $7M. Reported net income was $573K.
How have Ultimate Fitness Holdings, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ultimate Fitness Holdings, LLC's sponsor-wide assets grew 105.2%, from $7M to $15M.
Which 401(k) plans are similar in size to Orangetheory Fitness 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ottawa Dental Laboratory, LLC Employees' Profit Sharing Plan in IL ($7M, 307 participants).
Which 401(k) plans cover a similar participant headcount to Orangetheory Fitness 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Dorner Mfg. Corp. Profit Sharing and Incentive Savings Plan in WI (295 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 811144993.

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.