401(k) · DOL Form 5500 · 2023

Doterra International LLC 401(k) Plan

Data updated 2026-08-25

$74M
Total assets Below avg plan size
2,389
Participants Above avg headcount
89th
Percentile by assets National rank
$31,102
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Doterra 401(k) Plan · Sponsored by Doterra International LLC · Utah · Retail Trade

$74M in assets, 2,389 participants

Doterra International LLC's Doterra 401(k) Plan reported $74M in total assets and 2,389 participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.

  • #7,917 in Retail Trade (8,414 peers)

Coverage in Utah

Doterra 401(k) Plan covers 2,389 participants in Utah, 4.0x the typical Utah plan (state average ~592 per filing). Assets: $74M.

#7,917
in Retail Trade (8,414 peers)
+31.6%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Doterra 401(k) Plan's outsized position by total assets

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

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

$74,302,712 Top 11% higher than 89% 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

Doterra 401(k) 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. Doterra 401(k) Plan lands in the large band (2,389 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Doterra 401(k) Plan reported net income rose from -$513K in the plan year 2022 filing to $18M in the plan year 2023 filing.
  • Doterra 401(k) Plan end-of-year assets rose from $56M in the plan year 2022 filing to $74M in the plan year 2023 filing.
  • Doterra 401(k) Plan reported participants fell from 2,697 in the plan year 2022 filing to 2,389 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 261898940 · Doterra International LLC PY 2023 · 401(k)

Doterra 401(k) Plan · $74M · 2,389 · 89th

  • ASSETS $74M
  • ASSETS 2,389
  • ASSETS 89th
  • ASSETS 401(k)
  • ASSETS near C.W. Driver Contractors 401(k) Profit Sharing Plan
  • ASSETS ind #7917

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 Retail Trade retirement plans → · Plans in Utah →

Doterra 401(k) Plan in the asset neighbourhood

Fisher Profit Sharing and Prevailing Wage PlanFisher Profit Sharing and Pr…$74MDoterra 401(k) Plan$74MC.W. Driver Contractors 401(k) Profit Sharing PlanC.W. Driver Contractors 401(…$74MPermobil, Inc. 401(k) Profit Sharing and TrustPermobil, Inc. 401(k) Profit…$74MPdf Solutions, Inc. 401(k) PlanPdf Solutions, Inc. 401(k) P…$74M
End-of-year total assets ($M) among Doterra 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Utah filing particulars

Total Assets (Beginning of Year)$56M
Net Assets (End of Year)$74M
Net Income$18M
Employer EIN261898940
Plan Effective Date2013-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Doterra International LLC)

Sponsor-wide plan assets over time

All Doterra International LLC plans reported in each filing year

Latest sponsor-wide plan assets
$83M 47.309175939089776% vs 2022
2024 filing year
$50M$60M$70M$80M$90M 202220232024 $56.5M $83.2M ▲ +47.3%
Year Plans Participants Total Assets
2022 1 2,697 $56M
2023 1 2,389 $74M
2024 1 2,109 $83M

Nearby 401(k) Plans in Utah

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

Doterra 401(k) Plan vs. nearby 401(k) plans in Utah, assets vs. participants Scatter plot of 6 data points. 01000020000300004000050000 -202468 Total assets ($B) Participants Doterra 401(k) Plan, Total assets ($B): 0.074302712 · Participants: 2389Doterra 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
Doterra 401(k) Plan vs. nearby 401(k) plans in Utah, assets vs. participants
Compare Doterra 401(k) Plan side-by-side with 3 peers →

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

Outside Utah, the nearest 401(k) by assets is C.W. Driver Contractors 401(k) Profit Sharing Plan in CA ($74M); by covered participants it is I. B. E. W. Local 25 401(k) Fund in NY (2,389 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,389 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 Doterra 401(k) Plan assets move in 2023? ▼
Doterra 401(k) Plan surged - up 31.6% during 2023, from $56M to $74M. Reported net income was $18M.
How have Doterra International LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Doterra International LLC's sponsor-wide assets grew 47.3%, from $56M to $83M.
Where does Doterra 401(k) Plan rank by assets among Form 5500 filers? ▼
Doterra 401(k) Plan ranks in the 89th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Doterra 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is C.W. Driver Contractors 401(k) Profit Sharing Plan in CA ($74M, 303 participants).
Which 401(k) plans cover a similar participant headcount to Doterra 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is I. B. E. W. Local 25 401(k) Fund in NY (2,389 participants, $396M 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 261898940.

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.