401(k) · DOL Form 5500 · 2023

Lagoon Corporation and Affiliates 401(k) Plan

Data updated 2026-08-25

$58M
Total assets Below avg plan size
189
Participants Below avg headcount
87th
Percentile by assets National rank
$305,315
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Lagoon Corp. & Affiliates Profit Sharing Plan · Sponsored by Lagoon Corporation and Affiliates · Utah · Arts, Entertainment & Recreation

$58M in assets, 189 participants

Lagoon Corporation and Affiliates's Lagoon Corp. & Affiliates Profit Sharing Plan reported $58M in total assets and 189 participants in its 2023 DOL Form 5500 filing, ranking in the 87th 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.

  • #2,731 in Arts, Entertainment & Recreation (2,945 peers)

Coverage in Utah

Lagoon Corp. & Affiliates Profit Sharing Plan covers 189 participants in Utah, about 32% of the average Utah filer (state average ~592 per filing). Assets: $58M.

#2,731
in Arts, Entertainment & Recreation (2,945 peers)
+18.1%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Lagoon Corp. & Affiliates Profit Sharing Plan's outsized position by total assets

Lagoon Corp. & Affiliates Profit Sharing Plan vs every filed plan by assets

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

$57,704,562 Top 13% higher than 87% 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

Lagoon Corp. & Affiliates Profit Sharing 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. Lagoon Corp. & Affiliates Profit Sharing Plan sits mid-pack in the medium band (189 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Lagoon Corp. & Affiliates Profit Sharing Plan reported net income rose from -$13M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Lagoon Corp. & Affiliates Profit Sharing Plan end-of-year assets rose from $49M in the plan year 2022 filing to $58M in the plan year 2023 filing.
  • Lagoon Corp. & Affiliates Profit Sharing Plan reported participants rose from 164 in the plan year 2022 filing to 189 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 870201171 · Lagoon Corporation and Affiliates PY 2023 · 401(k)

Lagoon Corp. & Affiliates Profit Sharing Plan · $58M · 189 · 87th

  • VS-ST $58M
  • BOY 189
  • SCH 87th
  • EBSA 401(k)
  • PART near Oregon Community Credit Union 401(k) Plan and Trust
  • TYPE ind #2731

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 →

Lagoon Corp. & Affiliates Profit Sharing Plan in the asset neighbourhood

Data Center, Inc. Savings & Retirement PlanData Center, Inc. Savings & …$58MMackenzie Engineering Employees 401(k) Profit Sharing PlanMackenzie Engineering Employ…$58MLagoon Corp. & Affiliates Profit Sharing PlanLagoon Corp. & Affiliates Pr…$58MOregon Community Credit Union 401(k) Plan and TrustOregon Community Credit Unio…$58MA&b Individual Deferred Compensation and Profit Sharing Plan for Salaried Non-Bargaining EmployeesA&b Individual Deferred Comp…$58M
End-of-year total assets ($M) among Lagoon Corp. & Affiliates Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Utah filing particulars

Total Assets (Beginning of Year)$49M
Net Assets (End of Year)$58M
Net Income$9M
Employer EIN870201171
Plan Effective Date1967-03-31
Filing StatusFILING RECEIVED

Sponsor Plan History (Lagoon Corporation and Affiliates)

Sponsor-wide plan assets over time

All Lagoon Corporation and Affiliates plans reported in each filing year

Latest sponsor-wide plan assets
$66M 35.859684190214416% vs 2022
2024 filing year
$40M$50M$60M$70M 202220232024 $48.9M $66.4M ▲ +35.9%
Year Plans Participants Total Assets
2022 1 164 $49M
2023 1 189 $58M
2024 1 199 $66M

Nearby 401(k) Plans in Utah

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

Lagoon Corp. & Affiliates Profit Sharing Plan vs. nearby 401(k) plans in Utah, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Lagoon Corp. & Affiliates Profit Sharing Plan, Total assets ($B): 0.057704562 · Participants: 189Lagoon Corp. & Affiliates Profit Sharing 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
Lagoon Corp. & Affiliates Profit Sharing Plan vs. nearby 401(k) plans in Utah, assets vs. participants
Compare Lagoon Corp. & Affiliates Profit Sharing Plan side-by-side with 3 peers →

Lagoon Corp. & Affiliates Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Utah, the nearest 401(k) by assets is Oregon Community Credit Union 401(k) Plan and Trust in OR ($58M); by covered participants it is Physician's Medical Center, LLC 401(k) Plan in TX (189 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (189 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 Lagoon Corp. & Affiliates Profit Sharing Plan assets move in 2023? ▼
Lagoon Corp. & Affiliates Profit Sharing Plan grew sharply - up 18.1% during 2023, from $49M to $58M. Reported net income was $9M.
How have Lagoon Corporation and Affiliates plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lagoon Corporation and Affiliates's sponsor-wide assets grew 35.9%, from $49M to $66M.
Where does Lagoon Corp. & Affiliates Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Lagoon Corp. & Affiliates Profit Sharing Plan ranks in the 87th 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 Lagoon Corp. & Affiliates Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Oregon Community Credit Union 401(k) Plan and Trust in OR ($58M, 594 participants).
Which 401(k) plans cover a similar participant headcount to Lagoon Corp. & Affiliates Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Physician's Medical Center, LLC 401(k) Plan in TX (189 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 870201171.

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.