401(k) · DOL Form 5500 · 2023

Young Living Holdings, LLC 401(k) Plan

Data updated 2026-08-25

$76M
Total assets Below avg plan size
1,223
Participants Near avg headcount
89th
Percentile by assets National rank
$61,778
Avg per participant Low balance/head
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Official DOL plan name: Young Living Holdings, LLC · Sponsored by Young Living Holdings, LLC · Utah · Administrative & Support Services

$76M in assets, 1,223 participants

Young Living Holdings, LLC's Young Living Holdings, LLC reported $76M in total assets and 1,223 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.

  • #4,149 in Administrative & Support Services (4,372 peers)

Coverage in Utah

Young Living Holdings, LLC covers 1,223 participants in Utah, 2.1x the typical Utah plan (state average ~592 per filing). Assets: $76M.

#4,149
in Administrative & Support Services (4,372 peers)
+16.5%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Young Living Holdings, LLC's outsized position by total assets

Young Living Holdings, LLC vs every filed plan by assets

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

$75,554,927 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

Young Living Holdings, LLC'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. Young Living Holdings, LLC lands in the large band (1,223 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Young Living Holdings, LLC reported net income rose from -$16M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Young Living Holdings, LLC reported participants fell from 1,814 in the plan year 2022 filing to 1,223 in the plan year 2023 filing.
  • Young Living Holdings, LLC end-of-year assets rose from $65M in the plan year 2022 filing to $76M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 862546118 · Young Living Holdings, LLC PY 2023 · 401(k)

Young Living Holdings, LLC · $76M · 1,223 · 89th

  • PCT $76M
  • PCT 1,223
  • PCT 89th
  • PCT 401(k)
  • PCT near Wade Trim Group, Inc. Profit Sharing & 401(k) Savings Plan
  • PCT ind #4149

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 Administrative & Support Services retirement plans → · Plans in Utah →

Young Living Holdings, LLC in the asset neighbourhood

Wade Trim Group, Inc. Profit Sharing & 401(k) Savings PlanWade Trim Group, Inc. Profit…$76MAmerican Society of Mechanical Engineers 401(k) PlanAmerican Society of Mechanic…$76MYoung Living Holdings, LLC$76MArc International North America 401(k) RetirementArc International North Amer…$76MVan Eck Associates Employees Profit Sharing Plan and TrustVan Eck Associates Employees…$76M
End-of-year total assets ($M) among Young Living Holdings, LLC and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Utah filing particulars

Total Assets (Beginning of Year)$65M
Net Assets (End of Year)$76M
Net Income$11M
Employer EIN862546118
Plan Effective Date2002-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Young Living Holdings, LLC)

Sponsor-wide plan assets over time

All Young Living Holdings, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$83M 28.39881584741769% vs 2022
2024 filing year
$60M$70M$80M$90M 202220232024 $64.9M $83.3M ▲ +28.4%
Year Plans Participants Total Assets
2022 1 1,814 $65M
2023 1 1,223 $76M
2024 1 926 $83M

Nearby 401(k) Plans in Utah

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

Young Living Holdings, LLC vs. nearby 401(k) plans in Utah, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Young Living Holdings, LLC, Total assets ($B): 0.075554927 · Participants: 1223Young Living Holdings, LLCIntermountain 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
Young Living Holdings, LLC vs. nearby 401(k) plans in Utah, assets vs. participants
Compare Young Living Holdings, LLC side-by-side with 3 peers →

Young Living Holdings, LLC's out-of-state 401(k) peers by assets and headcount

Outside Utah, the nearest 401(k) by assets is Wade Trim Group, Inc. Profit Sharing & 401(k) Savings Plan in MI ($76M); by covered participants it is Jac Products, Inc. 401(k) Retirement Savings Plan in MI (1,223 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,223 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 Young Living Holdings, LLC assets move in 2023? ▼
Young Living Holdings, LLC grew sharply - up 16.5% during 2023, from $65M to $76M. Reported net income was $11M.
How have Young Living Holdings, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Young Living Holdings, LLC's sponsor-wide assets grew 28.4%, from $65M to $83M.
Where does Young Living Holdings, LLC rank by assets among Form 5500 filers? ▼
Young Living Holdings, LLC 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 Young Living Holdings, LLC? ▼
Among 401(k) plans in other states, the closest by assets is Wade Trim Group, Inc. Profit Sharing & 401(k) Savings Plan in MI ($76M, 594 participants).
Which 401(k) plans cover a similar participant headcount to Young Living Holdings, LLC? ▼
Among 401(k) plans in other states, the closest by covered participants is Jac Products, Inc. 401(k) Retirement Savings Plan in MI (1,223 participants, $47M 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 862546118.

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.