401(k) · DOL Form 5500 · 2022

Stein Eriksen Lodge 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
377
Participants Below avg headcount
71st
Percentile by assets National rank
$36,507
Avg per participant Low balance/head
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Official DOL plan name: Stein Eriksen Lodge 401(k) Retirement Savings Plan · Sponsored by Stein Eriksen Lodge · Utah · Food Services & Accommodation

$14M in assets, 377 participants

Stein Eriksen Lodge's Stein Eriksen Lodge 401(k) Retirement Savings Plan reported $14M in total assets and 377 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.

  • #4,237 in Food Services & Accommodation (4,592 peers)

Food Services & Accommodation sector rank

Within Food Services & Accommodation, Stein Eriksen Lodge 401(k) Retirement Savings Plan ranks #4,237 of 4,592 2022 filers by assets (142% of the sector average)-$14M for 377 participants.

#4,237
in Food Services & Accommodation (4,592 peers)
-20.8%
assets change YoY

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Stein Eriksen Lodge 401(k) Retirement Savings Plan's outsized position by total assets

Stein Eriksen Lodge 401(k) Retirement Savings Plan vs every filed plan by assets

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

$13,763,274 Top 29% higher than 71% 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

Stein Eriksen Lodge 401(k) Retirement Savings 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. Stein Eriksen Lodge 401(k) Retirement Savings Plan sits mid-pack in the medium band (377 participants).

Published 5500 schedule card

Filing strip 870404661 · Stein Eriksen Lodge PY 2022 · 401(k)

Stein Eriksen Lodge 401(k) Retirement Savings Plan · $14M · 377 · 71st

  • PHOTO $14M
  • IND 377
  • EOY 71st
  • 5500 401(k)
  • ASSETS near Puget Consumers' Co-Op Union Employees' 401(k) Retirement Plan & Trust
  • PCT ind #4237

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 Food Services & Accommodation retirement plans → · Plans in Utah →

Stein Eriksen Lodge 401(k) Retirement Savings Plan in the asset neighbourhood

Stein Eriksen Lodge 401(k) Retirement Savings PlanStein Eriksen Lodge 401(k) R…$14MPuget Consumers' Co-Op Union Employees' 401(k) Retirement Plan & TrustPuget Consumers' Co-Op Union…$14MSunnyside 401(k) and Retirement PlanSunnyside 401(k) and Retirem…$14MSecurity First Managers LLC 401(k) Profit Sharing Plan and TrustSecurity First Managers LLC …$14MAscentra Credit Union 401(k) Retirement Plan and TrustAscentra Credit Union 401(k)…$14M
End-of-year total assets ($M) among Stein Eriksen Lodge 401(k) Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Food Services & Accommodation filing particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$14M
Net Income-$4M
Employer EIN870404661
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Stein Eriksen Lodge)

Sponsor-wide plan assets over time

All Stein Eriksen Lodge plans reported in each filing year

Latest sponsor-wide plan assets
$21M 51.44331210727913% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $13.8M $20.8M ▲ +51.5%
Year Plans Participants Total Assets
2022 1 377 $14M
2023 1 427 $17M
2024 1 367 $21M

Nearby 401(k) Plans in Utah

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

Stein Eriksen Lodge 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Utah, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants Stein Eriksen Lodge 401(k) Retirement Savings Plan, Total assets ($B): 0.013763274 · Participants: 377Stein Eriksen Lodge 401(k) Retirement Savings 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
Stein Eriksen Lodge 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Utah, assets vs. participants
Compare Stein Eriksen Lodge 401(k) Retirement Savings Plan side-by-side with 3 peers →

Stein Eriksen Lodge 401(k) Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Utah, the nearest 401(k) by assets is Puget Consumers' Co-Op Union Employees' 401(k) Retirement Plan & Trust in WA ($14M); by covered participants it is Jim Lupient Companies Employee Savings Plan in MN (377 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (377 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 Stein Eriksen Lodge 401(k) Retirement Savings Plan assets move in 2022? ▼
Stein Eriksen Lodge 401(k) Retirement Savings Plan declined sharply - down 20.8% during 2022, from $17M to $14M. Reported net income was -$4M.
How have Stein Eriksen Lodge plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Stein Eriksen Lodge's sponsor-wide assets grew 51.4%, from $14M to $21M.
Which 401(k) plans are similar in size to Stein Eriksen Lodge 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Puget Consumers' Co-Op Union Employees' 401(k) Retirement Plan & Trust in WA ($14M, 992 participants).
Which 401(k) plans cover a similar participant headcount to Stein Eriksen Lodge 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Jim Lupient Companies Employee Savings Plan in MN (377 participants, $16M 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 870404661.

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.