401(k) · DOL Form 5500 · 2023

You Need a Budget LLC 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
164
Participants Small participant base
65th
Percentile by assets National rank
$80,534
Avg per participant Below avg balance/head
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Official DOL plan name: You Need a Budget LLC 401(k) Profit Sharing Plan and Trust · Sponsored by You Need a Budget LLC · Utah · Retail Trade

$13M in assets, 164 participants

You Need a Budget LLC's You Need a Budget LLC 401(k) Profit Sharing Plan and Trust reported $13M in total assets and 164 participants in its 2023 DOL Form 5500 filing, ranking in the 65th 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.

  • #6,331 in Retail Trade (8,414 peers)

Coverage in Utah

You Need a Budget LLC 401(k) Profit Sharing Plan and Trust covers 164 participants in Utah, about 28% of the average Utah filer (state average ~592 per filing). Assets: $13M.

#6,331
in Retail Trade (8,414 peers)
+51.9%
assets growth YoY

You Need a Budget LLC 401(k) Profit Sharing Plan and Trust's mid-pack asset rank among Retail Trade and all filers

You Need a Budget LLC 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$13,207,657 Top 35% higher than 65% of 127,068 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 2023

You Need a Budget LLC 401(k) Profit Sharing Plan and Trust 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. You Need a Budget LLC 401(k) Profit Sharing Plan and Trust sits mid-pack in the medium band (164 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • You Need a Budget LLC 401(k) Profit Sharing Plan and Trust reported net income rose from $1M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • You Need a Budget LLC 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $9M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • You Need a Budget LLC 401(k) Profit Sharing Plan and Trust reported participants rose from 138 in the plan year 2022 filing to 164 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 472847611 · You Need a Budget LLC PY 2023 · 401(k)

You Need a Budget LLC 401(k) Profit Sharing Plan and Trust · $13M · 164 · 65th

  • NET $13M
  • BOOK 164
  • VS-ST 65th
  • BOY 401(k)
  • SCH near Bvpv Styrenics LLC Capital Accumulation Plan
  • EBSA ind #6331

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 Retail Trade retirement plans → · Plans in Utah →

You Need a Budget LLC 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

You Need a Budget LLC 401(k) Profit Sharing Plan and TrustYou Need a Budget LLC 401(k)…$13MBvpv Styrenics LLC Capital Accumulation PlanBvpv Styrenics LLC Capital A…$13MOrion Health Inc. 401(k) Plan$13MMunicipal Authority of Westmoreland County 401(k) PlanMunicipal Authority of Westm…$13MAtlas Construction Supply, Inc. Retirement Savings PlanAtlas Construction Supply, I…$13M
End-of-year total assets ($M) among You Need a Budget LLC 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Utah filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$13M
Net Income$5M
Employer EIN472847611
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (You Need a Budget LLC)

Sponsor-wide plan assets over time

All You Need a Budget LLC plans reported in each filing year

Latest sponsor-wide plan assets
$19M 114.2931119064311% vs 2022
2024 filing year
$5M$10M$15M$20M 202220232024 $8.69M $18.6M ▲ +114.4%
Year Plans Participants Total Assets
2022 1 138 $9M
2023 1 164 $13M
2024 1 154 $19M

Nearby 401(k) Plans in Utah

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

You Need a Budget LLC 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Utah, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants You Need a Budget LLC 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.013207657 · Participants: 164You Need a Budget LLC 401(k) Profit Sharing Plan and TrustIntermountain Healthcare Savings Plus 401(k) Plan, Total assets ($B): 6.015479 · Participants: 46680Intermountain Healthcare Savings Plus 401(k) PlanDeseret 401(k) Plan, Total assets ($B): 5.481729272 · Participants: 24292Deseret 401(k) PlanZions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan, Total assets ($B): 1.662904822 · Participants: 10088Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership PlanSkywest, Inc. Employees' Retirement Plan, Total assets ($B): 1.192769515 · Participants: 15411Skywest, Inc. Employees' Retirement PlanAutoliv Asp, Inc. Employee Savings and Investment Plan, Total assets ($B): 0.633594695 · Participants: 4537Autoliv Asp, Inc. Employee Savings and Investment Plan
You Need a Budget LLC 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Utah, assets vs. participants
Compare You Need a Budget LLC 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

You Need a Budget LLC 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Utah, the nearest 401(k) by assets is Bvpv Styrenics LLC Capital Accumulation Plan in PA ($13M); by covered participants it is Daycon Products Company, Inc. 401(k) Plan in MD (164 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (164 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did You Need a Budget LLC 401(k) Profit Sharing Plan and Trust assets move in 2023? ▼
You Need a Budget LLC 401(k) Profit Sharing Plan and Trust surged - up 51.9% during 2023, from $9M to $13M. Reported net income was $5M.
How have You Need a Budget LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), You Need a Budget LLC's sponsor-wide assets grew 114.3%, from $9M to $19M.
Which 401(k) plans are similar in size to You Need a Budget LLC 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Bvpv Styrenics LLC Capital Accumulation Plan in PA ($13M, 107 participants).
Which 401(k) plans cover a similar participant headcount to You Need a Budget LLC 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Daycon Products Company, Inc. 401(k) Plan in MD (164 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 472847611.

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.