401(k) · DOL Form 5500 · 2023

Jazz Basketball Investors LLC 401(k) Plan

Data updated 2026-08-25

$32M
Total assets Below avg plan size
1,116
Participants Near avg headcount
80th
Percentile by assets National rank
$28,776
Avg per participant Low balance/head
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Official DOL plan name: Jazz Basketball Investors LLC 401(k) Plan · Sponsored by Jazz Basketball Investors LLC · Utah · Arts, Entertainment & Recreation

$32M in assets, 1,116 participants

Jazz Basketball Investors LLC's Jazz Basketball Investors LLC 401(k) Plan reported $32M in total assets and 1,116 participants in its 2023 DOL Form 5500 filing, ranking in the 80th 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.

  • #2,590 in Arts, Entertainment & Recreation (2,945 peers)

Where Jazz Basketball Investors LLC 401(k) Plan sits by assets

Jazz Basketball Investors LLC 401(k) Plan sits in the top quartile of all filed plans by assets, $32M for 1,116 participants (~$28,776/participant), up 14.4% in 2023.

#2,590
in Arts, Entertainment & Recreation (2,945 peers)
+14.4%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Jazz Basketball Investors LLC 401(k) Plan's outsized position by total assets

Jazz Basketball Investors LLC 401(k) Plan vs every filed plan by assets

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

$32,113,555 Top 20% higher than 80% 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

Jazz Basketball Investors LLC 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. Jazz Basketball Investors LLC 401(k) Plan lands in the large band (1,116 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Jazz Basketball Investors LLC 401(k) Plan reported participants rose from 400 in the plan year 2022 filing to 1,116 in the plan year 2023 filing.
  • Jazz Basketball Investors LLC 401(k) Plan reported net income rose from -$5M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Jazz Basketball Investors LLC 401(k) Plan end-of-year assets rose from $28M in the plan year 2022 filing to $32M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 870463017 · Jazz Basketball Investors LLC PY 2023 · 401(k)

Jazz Basketball Investors LLC 401(k) Plan · $32M · 1,116 · 80th

  • SCH $32M
  • EBSA 1,116
  • PART 80th
  • TYPE 401(k)
  • NET near Hoag Clinic Medical Groups 401(k) Plan
  • BOOK ind #2590

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 Arts, Entertainment & Recreation retirement plans → · Plans in Utah →

Jazz Basketball Investors LLC 401(k) Plan in the asset neighbourhood

Ufcw Investment Savings Plan and TrustUfcw Investment Savings Plan…$32MSonic Automotive, Inc. Northern California Ula 401(k) PlanSonic Automotive, Inc. North…$32MJazz Basketball Investors LLC 401(k) PlanJazz Basketball Investors LL…$32MHoag Clinic Medical Groups 401(k) PlanHoag Clinic Medical Groups 4…$32MLeadwise 401(k) Plan$32M
End-of-year total assets ($M) among Jazz Basketball Investors LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$28M
Net Assets (End of Year)$32M
Net Income$4M
Employer EIN870463017
Plan Effective Date2021-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Jazz Basketball Investors LLC)

Sponsor-wide plan assets over time

All Jazz Basketball Investors LLC plans reported in each filing year

Latest sponsor-wide plan assets
$41M 46.62995633076101% vs 2022
2024 filing year
$25M$30M$35M$40M$45M 202220232024 $28.1M $41.2M ▲ +46.6%
Year Plans Participants Total Assets
2022 1 400 $28M
2023 1 1,116 $32M
2024 1 1,192 $41M

Nearby 401(k) Plans in Utah

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

Jazz Basketball Investors LLC 401(k) Plan vs. nearby 401(k) plans in Utah, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Jazz Basketball Investors LLC 401(k) Plan, Total assets ($B): 0.032113555 · Participants: 1116Jazz Basketball Investors LLC 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
Jazz Basketball Investors LLC 401(k) Plan vs. nearby 401(k) plans in Utah, assets vs. participants
Compare Jazz Basketball Investors LLC 401(k) Plan side-by-side with 3 peers →

Jazz Basketball Investors LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Utah, the nearest 401(k) by assets is Hoag Clinic Medical Groups 401(k) Plan in CA ($32M); by covered participants it is 1st Source Corporation Employee Stock Ownership and Profit Sharing Plan in IN (1,116 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($32M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,116 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 Jazz Basketball Investors LLC 401(k) Plan assets move in 2023? ▼
Jazz Basketball Investors LLC 401(k) Plan grew at a solid clip - up 14.4% during 2023, from $28M to $32M. Reported net income was $4M.
How have Jazz Basketball Investors LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jazz Basketball Investors LLC's sponsor-wide assets grew 46.6%, from $28M to $41M.
Where does Jazz Basketball Investors LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Jazz Basketball Investors LLC 401(k) Plan ranks in the 80th 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 Jazz Basketball Investors LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Hoag Clinic Medical Groups 401(k) Plan in CA ($32M, 189 participants).
Which 401(k) plans cover a similar participant headcount to Jazz Basketball Investors LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is 1st Source Corporation Employee Stock Ownership and Profit Sharing Plan in IN (1,116 participants, $237M 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 870463017.

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.