401(k) · DOL Form 5500 · 2023

Sundance Institute 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
170
Participants Small participant base
70th
Percentile by assets National rank
$100,317
Avg per participant Below avg balance/head
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Official DOL plan name: Sundance Institute 401(k) Retirement Plan · Sponsored by Sundance Institute · Utah · Information & Media

$17M in assets, 170 participants

Sundance Institute's Sundance Institute 401(k) Retirement Plan reported $17M in total assets and 170 participants in its 2023 DOL Form 5500 filing, ranking in the 70th 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.

  • #1,674 in Information & Media (2,818 peers)

Coverage in Utah

Sundance Institute 401(k) Retirement Plan covers 170 participants in Utah, about 29% of the average Utah filer (state average ~592 per filing). Assets: $17M.

#1,674
in Information & Media (2,818 peers)
+24.7%
assets growth YoY

Sundance Institute 401(k) Retirement Plan's outsized position by total assets

Sundance Institute 401(k) Retirement Plan vs every filed plan by assets

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

$17,053,973 Top 30% higher than 70% 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

Sundance Institute 401(k) Retirement 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. Sundance Institute 401(k) Retirement Plan sits mid-pack in the medium band (170 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sundance Institute 401(k) Retirement Plan reported net income rose from -$7M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Sundance Institute 401(k) Retirement Plan end-of-year assets rose from $14M in the plan year 2022 filing to $17M in the plan year 2023 filing.
  • Sundance Institute 401(k) Retirement Plan reported participants fell from 176 in the plan year 2022 filing to 170 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 870361394 · Sundance Institute PY 2023 · 401(k)

Sundance Institute 401(k) Retirement Plan · $17M · 170 · 70th

  • PART $17M
  • TYPE 170
  • NET 70th
  • BOOK 401(k)
  • VS-ST near Tastefully Simple, Inc. 401(k) Plan & Trust
  • BOY ind #1674

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 Information & Media retirement plans → · Plans in Utah →

Sundance Institute 401(k) Retirement Plan in the asset neighbourhood

Sundance Institute 401(k) Retirement PlanSundance Institute 401(k) Re…$17MTastefully Simple, Inc. 401(k) Plan & TrustTastefully Simple, Inc. 401(…$17MEdwards, Inc. Savings Plus PlanEdwards, Inc. Savings Plus P…$17MTremec Corporation 401(k) PlanTremec Corporation 401(k) Pl…$17MPackaging Services of Maryland, Inc. 401(k) PlanPackaging Services of Maryla…$17M
End-of-year total assets ($M) among Sundance Institute 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Utah filing particulars

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$17M
Net Income$3M
Employer EIN870361394
Plan Effective Date1996-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sundance Institute)

Sponsor-wide plan assets over time

All Sundance Institute plans reported in each filing year

Latest sponsor-wide plan assets
$19M 40.472302696908116% vs 2022
2024 filing year
$12M$14M$16M$18M$20M 202220232024 $13.7M $19.2M ▲ +40.5%
Year Plans Participants Total Assets
2022 1 176 $14M
2023 1 170 $17M
2024 1 159 $19M

Nearby 401(k) Plans in Utah

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

Sundance Institute 401(k) Retirement Plan vs. nearby 401(k) plans in Utah, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Sundance Institute 401(k) Retirement Plan, Total assets ($B): 0.017053973 · Participants: 170Sundance Institute 401(k) Retirement 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
Sundance Institute 401(k) Retirement Plan vs. nearby 401(k) plans in Utah, assets vs. participants
Compare Sundance Institute 401(k) Retirement Plan side-by-side with 3 peers →

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

Outside Utah, the nearest 401(k) by assets is Tastefully Simple, Inc. 401(k) Plan & Trust in MN ($17M); by covered participants it is Keystone-Pacific 401(k) Plan in OR (170 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($17M here).

Similar participant headcount

Nearest other-state filings by covered participants (170 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 Sundance Institute 401(k) Retirement Plan assets move in 2023? ▼
Sundance Institute 401(k) Retirement Plan grew sharply - up 24.7% during 2023, from $14M to $17M. Reported net income was $3M.
How have Sundance Institute plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sundance Institute's sponsor-wide assets grew 40.5%, from $14M to $19M.
Which 401(k) plans are similar in size to Sundance Institute 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Tastefully Simple, Inc. 401(k) Plan & Trust in MN ($17M, 69 participants).
Which 401(k) plans cover a similar participant headcount to Sundance Institute 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Keystone-Pacific 401(k) Plan in OR (170 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 870361394.

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.