401(k)
2022 plan-year 401(k) DOL Form 5500

YOUNG LIVING HOLDINGS, LLC

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

YOUNG LIVING HOLDINGS, LLC

This 401(k) plan holds $65M in total assets and serves 1,814 participants as of 2022. It is sponsored by YOUNG LIVING HOLDINGS, LLC in Utah. The plan reported a net loss of $16M for the year.

Total Assets (2023)
$65M
Participants
1,814
State
Industry
Administrative & Support Services

What the Filing Says About YOUNG LIVING HOLDINGS, LLC

YOUNG LIVING HOLDINGS, LLC is a 401(k) retirement plan sponsored by YOUNG LIVING HOLDINGS, LLC, headquartered in Utah. As of the 2022 Form 5500 filing, the plan reports $65M in total end-of-year assets and covers 1,814 participants across the Administrative & Support Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 862546118, and the plan has been effective since 2002-06-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $81M at the beginning of 2022 to $65M at year-end — a decline of 20.2%. Net assets (after liabilities) closed the year at $65M, with reported net income of $-16,425,991 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$81M
Total Assets (End of Year)$65M
Net Assets (End of Year)$65M
Net Income$-16,425,991
Plan Type401(k)
Employer EIN862546118
Plan Effective Date2002-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (YOUNG LIVING HOLDINGS, LLC)

Year Plans Participants Total Assets
2022 1 1,814 $65M
2023 1 1,223 $76M
2024 1 926 $83M

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Frequently Asked Questions

How much money is in the YOUNG LIVING HOLDINGS, LLC?
As of the 2022 Form 5500 filing, YOUNG LIVING HOLDINGS, LLC holds $65M in total assets with 1,814 participants. It is sponsored by YOUNG LIVING HOLDINGS, LLC.
What type of plan is YOUNG LIVING HOLDINGS, LLC?
YOUNG LIVING HOLDINGS, LLC is a 401(k) plan. It has been effective since 2002-06-01. The plan is filed with the U.S. Department of Labor under EIN 862546118.
Who sponsors the YOUNG LIVING HOLDINGS, LLC?
YOUNG LIVING HOLDINGS, LLC is sponsored by YOUNG LIVING HOLDINGS, LLC, located in Utah. The sponsor's EIN is 862546118 and the plan operates in the Administrative & Support Services industry.
How did YOUNG LIVING HOLDINGS, LLC perform in 2022?
YOUNG LIVING HOLDINGS, LLC declined by 20.2% during 2022, moving from $81M to $65M in total assets. Net income was $-16,425,991.
Where can I find official filings for YOUNG LIVING HOLDINGS, LLC?
Official Form 5500 filings for YOUNG LIVING HOLDINGS, LLC are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 862546118 or plan name at efast.dol.gov.
How does YOUNG LIVING HOLDINGS, LLC compare to other plans?
You can compare YOUNG LIVING HOLDINGS, LLC against other 401(k) plans on the plan type page, or view plans in Utah on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 862546118.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.