401(k) · DOL Form 5500 · 2022

Elizabeth Kimberly Design, LLC 401(k) Plan

Data updated 2026-08-25

$581K
Total assets Small plan by assets
16
Participants Small participant base
20th
Percentile by assets National rank
$36,306
Avg per participant Low balance/head
PlainRetire home → About this data

Official DOL plan name: Establish Design Retirement Plan · Sponsored by Elizabeth Kimberly Design, LLC · Utah · Professional & Technical Services

$581K in assets, 16 participants

Elizabeth Kimberly Design, LLC's Establish Design Retirement Plan reported $581K in total assets and 16 participants in its 2022 DOL Form 5500 filing, ranking in the 20th 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.

  • #3,425 in Professional & Technical Services (21,562 peers)

What the 2022 filing shows

Establish Design Retirement Plan holds $581K for 16 participants - about $36,306 per participant, among the smaller plans by assets on file.

#3,425
in Professional & Technical Services (21,562 peers)
+3.6%
assets growth YoY

Establish Design Retirement Plan among the smaller filed plans by assets

Establish Design Retirement Plan vs every filed plan by assets

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

$580,903 20th percentile higher than 20% 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

Establish Design Retirement Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Establish Design Retirement Plan is a small filing (16 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 870659107 · Elizabeth Kimberly Design, LLC PY 2022 · 401(k)

Establish Design Retirement Plan · $581K · 16 · 20th

  • TYPE $581K
  • TYPE 16
  • TYPE 20th
  • TYPE 401(k)
  • TYPE near Mile Square Transportation, Inc. 401(k)/Profit Sharing Trust
  • TYPE ind #3425

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 Professional & Technical Services retirement plans → · Plans in Utah →

Establish Design Retirement Plan in the asset neighbourhood

Establish Design Retirement PlanEstablish Design Retirement …$581KMile Square Transportation, Inc. 401(k)/Profit Sharing TrustMile Square Transportation, …$581KHalo Network 403(b) ERISA PlanHalo Network 403(b) ERISA Pl…$581KMjl Investment Company 401(k) PlanMjl Investment Company 401(k…$581KNot Sew So, Inc. 401(k) Profit Sharing PlanNot Sew So, Inc. 401(k) Prof…$581K
End-of-year total assets ($M) among Establish Design Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Filing particulars (2022)

Total Assets (Beginning of Year)$561K
Net Assets (End of Year)$581K
Net Income$20K
Employer EIN870659107
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Utah

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

Establish Design Retirement Plan vs. nearby 401(k) plans in Utah, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants Establish Design Retirement Plan, Total assets ($B): 0.000580903 · Participants: 16Establish Design Retirement 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
Establish Design Retirement Plan vs. nearby 401(k) plans in Utah, assets vs. participants
Compare Establish Design Retirement Plan side-by-side with 3 peers →

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

Outside Utah, the nearest 401(k) by assets is Mile Square Transportation, Inc. 401(k)/Profit Sharing Trust in OH ($581K); by covered participants it is Williams, Robinson Et Al 401(k) Plan & Trust in MO (16 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (16 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 Establish Design Retirement Plan assets move in 2022? ▼
Establish Design Retirement Plan edged up modestly - up 3.6% during 2022, from $561K to $581K. Reported net income was $20K.
Where does Establish Design Retirement Plan rank by assets among Form 5500 filers? ▼
Establish Design Retirement Plan ranks in the 20th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Establish Design Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mile Square Transportation, Inc. 401(k)/Profit Sharing Trust in OH ($581K, 517 participants).
Which 401(k) plans cover a similar participant headcount to Establish Design Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Williams, Robinson Et Al 401(k) Plan & Trust in MO (16 participants, $2M 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 870659107.

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.