401(k) · DOL Form 5500 · 2023

Storied Management, LLC 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
156
Participants Small participant base
33rd
Percentile by assets National rank
$16,053
Avg per participant Low balance/head
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Official DOL plan name: Storied Management 401(k) Plan · Sponsored by Storied Management, LLC · Utah · Arts, Entertainment & Recreation

$3M in assets, 156 participants

Storied Management, LLC's Storied Management 401(k) Plan reported $3M in total assets and 156 participants in its 2023 DOL Form 5500 filing, ranking in the 33rd 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.

  • #1,661 in Arts, Entertainment & Recreation (2,945 peers)

Coverage in Utah

Storied Management 401(k) Plan covers 156 participants in Utah, about 26% of the average Utah filer (state average ~592 per filing). Assets: $3M.

#1,661
in Arts, Entertainment & Recreation (2,945 peers)
+36.5%
assets growth YoY

Storied Management 401(k) Plan among the smaller filed plans by assets

Storied Management 401(k) Plan vs every filed plan by assets

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

$2,504,227 33rd percentile higher than 33% 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

Storied Management 401(k) Plan 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. Storied Management 401(k) Plan sits mid-pack in the medium band (156 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Storied Management 401(k) Plan reported net income rose from $24K in the plan year 2022 filing to $669K in the plan year 2023 filing.
  • Storied Management 401(k) Plan end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Storied Management 401(k) Plan reported participants rose from 128 in the plan year 2022 filing to 156 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 824913513 · Storied Management, LLC PY 2023 · 401(k)

Storied Management 401(k) Plan · $3M · 156 · 33rd

  • TYPE $3M
  • NET 156
  • BOOK 33rd
  • VS-ST 401(k)
  • BOY near The Coronado Club 401(k) Plan
  • SCH ind #1661

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 Arts, Entertainment & Recreation retirement plans → · Plans in Utah →

Storied Management 401(k) Plan in the asset neighbourhood

Storied Management 401(k) PlanStoried Management 401(k) Pl…$3MThe Coronado Club 401(k) Plan$3MLumicor Inc 401(k) Plan$3MAbbott-Rhoton Investments, LLC 401(k) PlanAbbott-Rhoton Investments, L…$3MInland Valley Construction Co 401(k) Profit Sharing Plan & TrustInland Valley Construction C…$3M
End-of-year total assets ($M) among Storied Management 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Utah filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$669K
Employer EIN824913513
Plan Effective Date2017-03-28
Filing StatusFILING RECEIVED

Sponsor Plan History (Storied Management, LLC)

Sponsor-wide plan assets over time

All Storied Management, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$3M 61.19940649229426% vs 2022
2024 filing year
$1.5M$2M$2.5M$3M$3.5M 202220232024 $1.84M $2.96M ▲ +60.9%
Year Plans Participants Total Assets
2022 1 128 $2M
2023 1 156 $3M
2024 1 171 $3M

Nearby 401(k) Plans in Utah

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

Storied Management 401(k) Plan vs. nearby 401(k) plans in Utah, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Storied Management 401(k) Plan, Total assets ($B): 0.002504227 · Participants: 156Storied Management 401(k) PlanIntermountain 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
Storied Management 401(k) Plan vs. nearby 401(k) plans in Utah, assets vs. participants
Compare Storied Management 401(k) Plan side-by-side with 3 peers →

Storied Management 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Utah, the nearest 401(k) by assets is The Coronado Club 401(k) Plan in TX ($3M); by covered participants it is Motivating Graphics 401(k) Retirement Plan in TX (156 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (156 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 Storied Management 401(k) Plan assets move in 2023? ▼
Storied Management 401(k) Plan surged - up 36.5% during 2023, from $2M to $3M. Reported net income was $669K.
How have Storied Management, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Storied Management, LLC's sponsor-wide assets grew 61.2%, from $2M to $3M.
Which 401(k) plans are similar in size to Storied Management 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Coronado Club 401(k) Plan in TX ($3M, 29 participants).
Which 401(k) plans cover a similar participant headcount to Storied Management 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Motivating Graphics 401(k) Retirement Plan in TX (156 participants, $1M 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 824913513.

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.