401(k) · DOL Form 5500 · 2023

Wasatch Advisors, LP 401(k) Plan

Data updated 2026-08-25

$107M
Total assets Near avg plan size
91
Participants Small participant base
92nd
Percentile by assets National rank
$1.2M
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Wasatch Advisors, LP Deferred Profit Sharing Plan and Trust · Sponsored by Wasatch Advisors, LP · Utah · Finance & Insurance

$107M in assets, 91 participants

Wasatch Advisors, LP's Wasatch Advisors, LP Deferred Profit Sharing Plan and Trust reported $107M in total assets and 91 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.

  • #7,744 in Finance & Insurance (8,869 peers)

Where Wasatch Advisors, LP Deferred Profit Sharing Plan and Trust sits by assets

Wasatch Advisors, LP Deferred Profit Sharing Plan and Trust sits in the top 10% of all filed plans by assets, $107M for 91 participants (~$1.2M/participant), up 25.9% in 2023.

#7,744
in Finance & Insurance (8,869 peers)
+25.9%
assets growth YoY
1.1×
vs typical plan assets (national mean)

Wasatch Advisors, LP Deferred Profit Sharing Plan and Trust's outsized position by total assets

Wasatch Advisors, LP Deferred Profit Sharing Plan and Trust vs every filed plan by assets

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

$106,714,362 Top 8% higher than 92% 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

Wasatch Advisors, LP Deferred Profit Sharing Plan and Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Wasatch Advisors, LP Deferred Profit Sharing Plan and Trust is a small filing (91 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Wasatch Advisors, LP Deferred Profit Sharing Plan and Trust reported net income rose from -$28M in the plan year 2022 filing to $22M in the plan year 2023 filing.
  • Wasatch Advisors, LP Deferred Profit Sharing Plan and Trust end-of-year assets rose from $85M in the plan year 2022 filing to $107M in the plan year 2023 filing.
  • Wasatch Advisors, LP Deferred Profit Sharing Plan and Trust reported participants rose from 86 in the plan year 2022 filing to 91 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 870319391 · Wasatch Advisors, LP PY 2023 · 401(k)

Wasatch Advisors, LP Deferred Profit Sharing Plan and Trust · $107M · 91 · 92nd

  • EOY $107M
  • EOY 91
  • EOY 92nd
  • EOY 401(k)
  • EOY near Blue Bird 401(k) Plan
  • EOY ind #7744

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 Finance & Insurance retirement plans → · Plans in Utah →

Wasatch Advisors, LP Deferred Profit Sharing Plan and Trust in the asset neighbourhood

Beall's Employees' Savings TrustBeall's Employees' Savings T…$107MAllied Solutions, LLC 401(k) PlanAllied Solutions, LLC 401(k)…$107MWasatch Advisors, LP Deferred Profit Sharing Plan and TrustWasatch Advisors, LP Deferre…$107MBlue Bird 401(k) Plan$107MZoeller Company Retirement Savings Plan and TrustZoeller Company Retirement S…$107M
End-of-year total assets ($M) among Wasatch Advisors, LP Deferred Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$85M
Net Assets (End of Year)$107M
Net Income$22M
Employer EIN870319391
Plan Effective Date1983-11-21
Filing StatusFILING RECEIVED

Sponsor Plan History (Wasatch Advisors, LP)

Sponsor-wide plan assets over time

All Wasatch Advisors, LP plans reported in each filing year

Latest sponsor-wide plan assets
$120M 41.77745537930137% vs 2022
2024 filing year
$80M$100M$120M$140M 202220232024 $84.7M $120M ▲ +41.8%
Year Plans Participants Total Assets
2022 1 86 $85M
2023 1 91 $107M
2024 1 92 $120M

Nearby 401(k) Plans in Utah

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

Wasatch Advisors, LP Deferred 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 ($B) Participants Wasatch Advisors, LP Deferred Profit Sharing Plan and Trust, Total assets ($B): 0.106714362 · Participants: 91Wasatch Advisors, LP Deferred 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
Wasatch Advisors, LP Deferred Profit Sharing Plan and Trust vs. nearby 401(k) plans in Utah, assets vs. participants
Compare Wasatch Advisors, LP Deferred Profit Sharing Plan and Trust side-by-side with 3 peers →

Wasatch Advisors, LP Deferred 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 Blue Bird 401(k) Plan in GA ($107M); by covered participants it is Techaspect 401(k) Plan in CA (91 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($107M here).

Similar participant headcount

Nearest other-state filings by covered participants (91 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 Wasatch Advisors, LP Deferred Profit Sharing Plan and Trust assets move in 2023? ▼
Wasatch Advisors, LP Deferred Profit Sharing Plan and Trust grew sharply - up 25.9% during 2023, from $85M to $107M. Reported net income was $22M.
How have Wasatch Advisors, LP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wasatch Advisors, LP's sponsor-wide assets grew 41.8%, from $85M to $120M.
Where does Wasatch Advisors, LP Deferred Profit Sharing Plan and Trust rank by assets among Form 5500 filers? ▼
Wasatch Advisors, LP Deferred Profit Sharing Plan and Trust ranks in the 92nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Wasatch Advisors, LP Deferred Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Blue Bird 401(k) Plan in GA ($107M, 1,646 participants).
Which 401(k) plans cover a similar participant headcount to Wasatch Advisors, LP Deferred Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Techaspect 401(k) Plan in CA (91 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 870319391.

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.