401(k) · DOL Form 5500 · 2023

Stonehenge of Orem LLC 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
333
Participants Below avg headcount
44th
Percentile by assets National rank
$14,665
Avg per participant Low balance/head
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Official DOL plan name: Stonehenge 401(k) Plan · Sponsored by Stonehenge of Orem LLC · Utah · Healthcare & Social Assistance

$5M in assets, 333 participants

Stonehenge of Orem LLC's Stonehenge 401(k) Plan reported $5M in total assets and 333 participants in its 2023 DOL Form 5500 filing, ranking in the 44th 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.

  • #8,432 in Healthcare & Social Assistance (17,684 peers)

Stonehenge of Orem LLC multi-year trail

Stonehenge of Orem LLC's plans moved +17.8% in assets from 2022 to 2024; this filing shows Stonehenge 401(k) Plan at $5M / 333 participants.

#8,432
in Healthcare & Social Assistance (17,684 peers)
+12.1%
assets growth YoY

Stonehenge 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Stonehenge 401(k) Plan vs every filed plan by assets

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

$4,883,536 44th percentile higher than 44% 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

Stonehenge 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. Stonehenge 401(k) Plan sits mid-pack in the medium band (333 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Stonehenge 401(k) Plan reported net income rose from -$756K in the plan year 2022 filing to $529K in the plan year 2023 filing.
  • Stonehenge 401(k) Plan end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Stonehenge 401(k) Plan reported participants rose from 316 in the plan year 2022 filing to 333 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 261325556 · Stonehenge of Orem LLC PY 2023 · 401(k)

Stonehenge 401(k) Plan · $5M · 333 · 44th

  • ASSETS $5M
  • ASSETS 333
  • ASSETS 44th
  • ASSETS 401(k)
  • ASSETS near Aspen Manufacturing LLC 401(k) P
  • ASSETS ind #8432

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 Healthcare & Social Assistance retirement plans → · Plans in Utah →

Stonehenge 401(k) Plan in the asset neighbourhood

Stonehenge 401(k) Plan$5MAspen Manufacturing LLC 401(k) PAspen Manufacturing LLC 401(…$5MFrawner Corporation 401(k) PlanFrawner Corporation 401(k) P…$5MO.C. Schulz & Sons, Inc. Safe Harbor 401(k) Profit Sharing PlanO.C. Schulz & Sons, Inc. Saf…$5MMobis North America LLC Detroit Union PlanMobis North America LLC Detr…$5M
End-of-year total assets ($M) among Stonehenge 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Stonehenge of Orem LLC multi-year asset trail

Sponsor-wide plan assets over time

All Stonehenge of Orem LLC plans reported in each filing year

Latest sponsor-wide plan assets
$5M 17.767679495588048% vs 2022
2024 filing year
$4M$4.5M$5M$5.5M 202220232024 $4.35M $5.13M ▲ +17.9%
Year Plans Participants Total Assets
2022 1 316 $4M
2023 1 333 $5M
2024 1 303 $5M

Stonehenge of Orem LLC filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$529K
Employer EIN261325556
Plan Effective Date2011-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Utah

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

Stonehenge 401(k) Plan vs. nearby 401(k) plans in Utah, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Stonehenge 401(k) Plan, Total assets ($B): 0.004883536 · Participants: 333Stonehenge 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
Stonehenge 401(k) Plan vs. nearby 401(k) plans in Utah, assets vs. participants
Compare Stonehenge 401(k) Plan side-by-side with 3 peers →

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

Outside Utah, the nearest 401(k) by assets is Aspen Manufacturing LLC 401(k) P in TX ($5M); by covered participants it is Lookout, Inc. 401(k) Plan in CA (333 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (333 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 Stonehenge 401(k) Plan assets move in 2023? ▼
Stonehenge 401(k) Plan grew at a solid clip - up 12.1% during 2023, from $4M to $5M. Reported net income was $529K.
How have Stonehenge of Orem LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Stonehenge of Orem LLC's sponsor-wide assets grew 17.8%, from $4M to $5M.
Which 401(k) plans are similar in size to Stonehenge 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Aspen Manufacturing LLC 401(k) P in TX ($5M, 196 participants).
Which 401(k) plans cover a similar participant headcount to Stonehenge 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Lookout, Inc. 401(k) Plan in CA (333 participants, $35M 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 261325556.

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.