401(k) · DOL Form 5500 · 2023
U.S. Borax Inc. 401(k) Plan
Data updated 2026-08-25
- $72M
- Total assets Below avg plan size
- 629
- Participants Below avg headcount
- 89th
- Percentile by assets National rank
- $113,916
- Avg per participant Below avg balance/head
Official DOL plan name: U.S. Borax Inc. 401(k) Savings & Retirement Contribution Plan for Represented Employees · Sponsored by U.S. Borax Inc. · Utah · Mining & Oil Extraction
$72M in assets, 629 participants
U.S. Borax Inc.'s U.S. Borax Inc. 401(k) Savings & Retirement Contribution Plan for Represented Employees reported $72M in total assets and 629 participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.
- #632 in Mining & Oil Extraction (811 peers)
Where U.S. Borax Inc. 401(k) Savings & Retirement Contribution Plan for Represented Employees sits by assets
U.S. Borax Inc. 401(k) Savings & Retirement Contribution Plan for Represented Employees sits in the top quartile of all filed plans by assets, $72M for 629 participants (~$113,916/participant), up 15.0% in 2023.
- #632
- in Mining & Oil Extraction (811 peers)
- +15.0%
- assets growth YoY
- 0.7×
- vs typical plan assets (national mean)
U.S. Borax Inc. 401(k) Savings & Retirement Contribution Plan for Represented Employees's outsized position by total assets
U.S. Borax Inc. 401(k) Savings & Retirement Contribution Plan for Represented Employees vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$71,652,923 Top 11% higher than 89% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
U.S. Borax Inc. 401(k) Savings & Retirement Contribution Plan for Represented Employees among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. U.S. Borax Inc. 401(k) Savings & Retirement Contribution Plan for Represented Employees sits mid-pack in the medium band (629 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- U.S. Borax Inc. 401(k) Savings & Retirement Contribution Plan for Represented Employees reported net income rose from -$10M in the plan year 2022 filing to $10M in the plan year 2023 filing.
- U.S. Borax Inc. 401(k) Savings & Retirement Contribution Plan for Represented Employees end-of-year assets rose from $62M in the plan year 2022 filing to $72M in the plan year 2023 filing.
- U.S. Borax Inc. 401(k) Savings & Retirement Contribution Plan for Represented Employees reported participants rose from 612 in the plan year 2022 filing to 629 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 980047580 · U.S. Borax Inc. PY 2023 · 401(k)
U.S. Borax Inc. 401(k) Savings & Retirement Contribution Plan for Represented Employees · $72M · 629 · 89th
- NET $72M
- BOOK 629
- VS-ST 89th
- BOY 401(k)
- SCH near Washington Education Association Staff 401(k) Plan
- EBSA ind #632
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 Mining & Oil Extraction retirement plans → · Plans in Utah →
U.S. Borax Inc. 401(k) Savings & Retirement Contribution Plan for Represented Employees in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $62M |
|---|---|
| Net Assets (End of Year) | $72M |
| Net Income | $10M |
| Employer EIN | 980047580 |
| Plan Effective Date | 1990-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (U.S. Borax Inc.)
Sponsor-wide plan assets over time
All U.S. Borax Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $76M 22.243391138062798% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 612 | $62M |
| 2023 | 1 | 629 | $72M |
| 2024 | 1 | 607 | $76M |
Nearby 401(k) Plans in Utah
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Intermountain Healthcare Savings Plus 401(k) Plan $6.0B · 46,680
- Deseret 401(k) Plan $5.5B · 24,292
- Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan $1.7B · 10,088
- Skywest, Inc. Employees' Retirement Plan $1.2B · 15,411
- Autoliv Asp, Inc. Employee Savings and Investment Plan $634M · 4,537
U.S. Borax Inc. 401(k) Savings & Retirement Contribution Plan for Represented Employees's out-of-state 401(k) peers by assets and headcount
Outside Utah, the nearest 401(k) by assets is Washington Education Association Staff 401(k) Plan in WA ($72M); by covered participants it is Purcell Tire & Rubber Company 401(k) Plan in MO (629 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($72M here).
- Washington Education Association Staff 401(k) Plan (WA) $72M · 190
- Maxion Wheels Retirement Savings Plan (MI) $72M · 230
- Harrington Industrial Plastics 401(k) Plan (CA) $72M · 627
- Tempus Labs, Inc. 401(k) Plan (IL) $72M · 1,888
Similar participant headcount
Nearest other-state filings by covered participants (629 participants); asset peers above are excluded.
- Purcell Tire & Rubber Company 401(k) Plan (MO) 629 · 0 off
- Baffetto, Inc. 401(k) Plan and Trust (WA) 629 · 0 off
- NPW401K (FL) 629 · 0 off
- Saalex Solutions, Inc. 401(k) Plan & Trust (CA) 629 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.