401(k) · DOL Form 5500 · 2022

Challenger School Foundation 401(k) Plan

Data updated 2026-08-25

$44M
Total assets Below avg plan size
652
Participants Below avg headcount
87th
Percentile by assets National rank
$67,302
Avg per participant Below avg balance/head
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Official DOL plan name: Challenger School 401(k) Retirement Plan · Sponsored by Challenger School Foundation · Utah · Educational Services

$44M in assets, 652 participants

Challenger School Foundation's Challenger School 401(k) Retirement Plan reported $44M in total assets and 652 participants in its 2022 DOL Form 5500 filing, ranking in the 87th 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.

  • #3,048 in Educational Services (4,024 peers)

Where Challenger School 401(k) Retirement Plan sits by assets

Challenger School 401(k) Retirement Plan sits in the top quartile of all filed plans by assets, $44M for 652 participants (~$67,302/participant), down 19.6% in 2022.

#3,048
in Educational Services (4,024 peers)
-19.6%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $11M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Challenger School 401(k) Retirement Plan's outsized position by total assets

Challenger School 401(k) Retirement Plan vs every filed plan by assets

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

$43,880,619 Top 13% higher than 87% 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

Challenger School 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. Challenger School 401(k) Retirement Plan sits mid-pack in the medium band (652 participants).

EBSA filing schedule strip

Filing strip 471405971 · Challenger School Foundation PY 2022 · 401(k)

Challenger School 401(k) Retirement Plan · $44M · 652 · 87th

  • NET $44M
  • BOOK 652
  • VS-ST 87th
  • BOY 401(k)
  • SCH near Echo Group, Inc. 401(k) Profit Sharing Plan
  • EBSA ind #3048

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 Educational Services retirement plans → · Plans in Utah →

Challenger School 401(k) Retirement Plan in the asset neighbourhood

Wells Vehicle Electronics 401(k) Savings PlanWells Vehicle Electronics 40…$44MImerys 401(k) Plan for Bargaining EmployeesImerys 401(k) Plan for Barga…$44MChallenger School 401(k) Retirement PlanChallenger School 401(k) Ret…$44MEcho Group, Inc. 401(k) Profit Sharing PlanEcho Group, Inc. 401(k) Prof…$44MSquaretrade, Inc. 401(k) Plan$44M
End-of-year total assets ($M) among Challenger School 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$55M
Net Assets (End of Year)$44M
Net Income-$11M
Employer EIN471405971
Plan Effective Date1994-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Challenger School Foundation)

Sponsor-wide plan assets over time

All Challenger School Foundation plans reported in each filing year

Latest sponsor-wide plan assets
$67M 52.21335642507686% vs 2022
2024 filing year
$40M$50M$60M$70M 202220232024 $43.9M $66.8M ▲ +52.2%
Year Plans Participants Total Assets
2022 1 652 $44M
2023 1 802 $56M
2024 1 941 $67M

Nearby 401(k) Plans in Utah

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

Challenger School 401(k) Retirement Plan vs. nearby 401(k) plans in Utah, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants Challenger School 401(k) Retirement Plan, Total assets ($B): 0.043880619 · Participants: 652Challenger School 401(k) 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
Challenger School 401(k) Retirement Plan vs. nearby 401(k) plans in Utah, assets vs. participants
Compare Challenger School 401(k) Retirement Plan side-by-side with 3 peers →

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

Outside Utah, the nearest 401(k) by assets is Echo Group, Inc. 401(k) Profit Sharing Plan in IA ($44M); by covered participants it is Centerpointe 401(k) Plan in TN (652 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($44M here).

Similar participant headcount

Nearest other-state filings by covered participants (652 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 Challenger School 401(k) Retirement Plan assets move in 2022? ▼
Challenger School 401(k) Retirement Plan declined sharply - down 19.6% during 2022, from $55M to $44M. Reported net income was -$11M.
How have Challenger School Foundation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Challenger School Foundation's sponsor-wide assets grew 52.2%, from $44M to $67M.
Where does Challenger School 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Challenger School 401(k) Retirement Plan ranks in the 87th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Challenger School 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Echo Group, Inc. 401(k) Profit Sharing Plan in IA ($44M, 598 participants).
Which 401(k) plans cover a similar participant headcount to Challenger School 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Centerpointe 401(k) Plan in TN (652 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 471405971.

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.