401(k) · DOL Form 5500 · 2023
Southern Ute Indian Tribe Retirement Savings Plan 401(k) Plan
Data updated 2026-08-11
- $267M
- Total assets
- 1,252
- Participants
- 96th
- Percentile by assets
- $212,899
- Avg per participant
Official DOL plan name: Southern Ute Indian Tribe Retirement Savings Plan · Sponsored by Southern Ute Indian Tribe Retirement Savings Plan · Colorado · Food Services & Accommodation
$267M in assets, 1,252 participants
Southern Ute Indian Tribe Retirement Savings Plan's Southern Ute Indian Tribe Retirement Savings Plan reported $267M in total assets and 1,252 participants in its 2023 DOL Form 5500 filing, ranking in the 96th 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.
- 96th percentile by assets (of 127,072 plans)
- #3,789 in Food Services & Accommodation (3,828 peers)
Coverage in Colorado
Southern Ute Indian Tribe Retirement Savings Plan covers 1,252 participants in Colorado, 3.3x the typical Colorado plan (state average ~376 per filing). Assets: $267M.
- $267M
- total plan assets (2023 EOY)
- 1,252
- covered participants
- 96th
- percentile by assets (of 127,072 plans)
- $212,899
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Southern Ute Indian Tribe Retirement Savings Plan reported net income rose from -$55M in the plan year 2022 filing to $38M in the plan year 2023 filing.
- Southern Ute Indian Tribe Retirement Savings Plan end-of-year assets rose from $229M in the plan year 2022 filing to $267M in the plan year 2023 filing.
- Southern Ute Indian Tribe Retirement Savings Plan reported participants rose from 1,199 in the plan year 2022 filing to 1,252 in the plan year 2023 filing.
Participants vs Colorado filers
In Colorado, the average filing covers about 376 participants across 2,719 plans. Southern Ute Indian Tribe Retirement Savings Plan reports 1,252 participants - 3.3x that state average ($267M EOY assets).
Colorado filing particulars
| Total Assets (Beginning of Year) | $229M |
|---|---|
| Net Assets (End of Year) | $267M |
| Net Income | $38M |
| Employer EIN | 840404384 |
| Plan Effective Date | 1997-02-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Southern Ute Indian Tribe Retirement Savings Plan)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,199 | $229M |
| 2023 | 1 | 1,252 | $267M |
| 2024 | 1 | 1,300 | $303M |
Nearby 401(k) Plans in Colorado
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Southern Ute Indian Tribe Retirement Savings Plan vs. nearby 401(k) plans in Colorado, assets vs. participants
- Davita Retirement Savings Plan $3.3B · 57,711
- Ball Corporation 401(k) and Employee Stock Ownership Plan $2.8B · 10,349
- Empower Retirement, LLC 401(k) Savings Plan $1.9B · 10,036
- Woodward Retirement Savings Plan $1.8B · 5,847
- Arcadis U.S., Inc. Retirement Savings Plan $1.7B · 5,491
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Southern Ute Indian Tribe Retirement Savings Plan by total assets, not by location.
- Eqt Corporation Employee Savings Plan (PA) $266M · 742
- National Healthcare Corporation 401(k) Plan (TN) $266M · 13,894
- Orix Corporation USA Savings and Investment Plan (TX) $266M · 1,102
- Starkey Laboratories, Inc. Employee Retirement Plan (MN) $267M · 1,583
Frequently Asked Questions
How did Southern Ute Indian Tribe Retirement Savings Plan assets move in 2023? ▼
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Where does Southern Ute Indian Tribe Retirement Savings Plan rank by assets among Form 5500 filers? ▼
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Next read for Southern Ute Indian Tribe Retirement Sav…
Filing takeaways
Ways to act on Southern Ute Indian Tribe Retirement Savings Plan's numbers.
- By total assets, Southern Ute Indian Tribe Retirement Savings Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Colorado. Compare plans
- Southern Ute Indian Tribe Retirement Savings Plan's sponsor-wide assets have grown 32.7% since 2022 across 3 plan years on file. More Food Services & Accommodation plans