401(k) · DOL Form 5500 · 2023
Southern Ute Indian Tribe Retirement Savings Plan 401(k) Plan
Data updated 2026-08-25
- $267M
- Total assets Near avg plan size
- 1,252
- Participants Near avg headcount
- 96th
- Percentile by assets National rank
- $212,899
- Avg per participant Above avg balance/head
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.
- #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.
- #3,789
- in Food Services & Accommodation (3,828 peers)
- +16.6%
- assets growth YoY
- 2.7×
- vs typical plan assets (national mean)
Southern Ute Indian Tribe Retirement Savings Plan's outsized position by total assets
Southern Ute Indian Tribe Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$266,549,755 Top 4% higher than 96% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Southern Ute Indian Tribe Retirement Savings Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Southern Ute Indian Tribe Retirement Savings Plan lands in the large band (1,252 participants).
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.
Published 5500 schedule card
Filing strip 840404384 · Southern Ute Indian Tribe Retirement Savings Plan PY 2023 · 401(k)
Southern Ute Indian Tribe Retirement Savings Plan · $267M · 1,252 · 96th
- VS-ST $267M
- BOY 1,252
- SCH 96th
- EBSA 401(k)
- PART near Eqt Corporation Employee Savings Plan
- TYPE ind #3789
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 Food Services & Accommodation retirement plans → · Plans in Colorado →
Southern Ute Indian Tribe Retirement Savings Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Southern Ute Indian Tribe Retirement Savings Plan plans reported in each filing year
- Latest sponsor-wide plan assets
- $303M 32.66278494118576% vs 2022
- 2024 filing year
| 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.
- 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
Southern Ute Indian Tribe Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Colorado, the nearest 401(k) by assets is Eqt Corporation Employee Savings Plan in PA ($266M); by covered participants it is Kimball Electronics Retirement Plan in IN (1,252 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($267M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (1,252 participants); asset peers above are excluded.
- Kimball Electronics Retirement Plan (IN) 1,252 · 0 off
- Opaa Food Management Inc. 401(k) Plan (MO) 1,252 · 0 off
- First Advantage Corporation 401(k) Plan (GA) 1,252 · 0 off
- Ati Restoration, LLC 401(k) Savings & Retirement Plan (CA) 1,252 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.