401(k) · DOL Form 5500 · 2023

Young Living Holdings, LLC 401(k) Plan

Data updated 2026-08-11

$76M
Total assets
1,223
Participants
89th
Percentile by assets
$61,778
Avg per participant
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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.

  • 89th percentile by assets (of 127,072 plans)
  • #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.

$76M
total plan assets (2023 EOY)
1,223
covered participants
89th
percentile by assets (of 127,072 plans)
$61,778
avg assets per participant

Where Young Living Holdings, LLC sits 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 $2,010,000,000 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

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 →

State
Utah
Industry
Administrative & Support Services

Participants vs Utah filers

In Utah, the average filing covers about 592 participants across 1,280 plans. Young Living Holdings, LLC reports 1,223 participants - 2.1x that state average ($76M EOY assets).

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)

$60M$70M$80M$90M 202220232024 $64.9M $83.3M ▲ +28.4%
Total plan assets by year, all Young Living Holdings, LLC plans on file
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 ($B) Participants Young Living Holding…, Total assets ($B): 0.075554927 · Participants: 1223Young Living Holding…Intermountain Health…, Total assets ($B): 6.015479 · Participants: 46680Intermountain Health…Deseret 401(k) Plan, Total assets ($B): 5.481729272 · Participants: 24292Deseret 401(k) PlanZions Bancorporation…, Total assets ($B): 1.662904822 · Participants: 10088Zions Bancorporation…Skywest, Inc. Employ…, Total assets ($B): 1.192769515 · Participants: 15411Skywest, Inc. Employ…Autoliv Asp, Inc. Em…, Total assets ($B): 0.633594695 · Participants: 4537Autoliv Asp, Inc. Em…
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 →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Young Living Holdings, LLC by total assets, not by location.

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).

Next read for Young Living Holdings, LLC

Filing takeaways

Ways to act on Young Living Holdings, LLC's numbers.

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.