401(k) · DOL Form 5500 · 2023

Stein Eriksen Lodge 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
427
Participants Below avg headcount
70th
Percentile by assets National rank
$40,764
Avg per participant Low balance/head
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Official DOL plan name: Stein Eriksen Lodge 401(k) Retirement Savings Plan · Sponsored by Stein Eriksen Lodge · Utah · Food Services & Accommodation

$17M in assets, 427 participants

Stein Eriksen Lodge's Stein Eriksen Lodge 401(k) Retirement Savings Plan reported $17M in total assets and 427 participants in its 2023 DOL Form 5500 filing, ranking in the 70th 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.

  • #3,501 in Food Services & Accommodation (3,828 peers)

Food Services & Accommodation sector rank

Within Food Services & Accommodation, Stein Eriksen Lodge 401(k) Retirement Savings Plan ranks #3,501 of 3,828 2023 filers by assets (112% of the sector average)-$17M for 427 participants.

#3,501
in Food Services & Accommodation (3,828 peers)
+26.5%
assets growth YoY

Stein Eriksen Lodge 401(k) Retirement Savings Plan's outsized position by total assets

Stein Eriksen Lodge 401(k) Retirement Savings Plan vs every filed plan by assets

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

$17,406,084 Top 30% higher than 70% 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

Stein Eriksen Lodge 401(k) Retirement Savings 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. Stein Eriksen Lodge 401(k) Retirement Savings Plan sits mid-pack in the medium band (427 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Stein Eriksen Lodge 401(k) Retirement Savings Plan reported net income rose from -$4M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Stein Eriksen Lodge 401(k) Retirement Savings Plan end-of-year assets rose from $14M in the plan year 2022 filing to $17M in the plan year 2023 filing.
  • Stein Eriksen Lodge 401(k) Retirement Savings Plan reported participants rose from 377 in the plan year 2022 filing to 427 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 870404661 · Stein Eriksen Lodge PY 2023 · 401(k)

Stein Eriksen Lodge 401(k) Retirement Savings Plan · $17M · 427 · 70th

  • RANK $17M
  • PHOTO 427
  • IND 70th
  • EOY 401(k)
  • 5500 near St. Joseph's Health Services, Inc. 401(k) Plan
  • ASSETS ind #3501

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 Food Services & Accommodation retirement plans → · Plans in Utah →

Stein Eriksen Lodge 401(k) Retirement Savings Plan in the asset neighbourhood

Stein Eriksen Lodge 401(k) Retirement Savings PlanStein Eriksen Lodge 401(k) R…$17MSt. Joseph's Health Services, Inc. 401(k) PlanSt. Joseph's Health Services…$17MStorer Transportation Service, Inc. Profit Sharing 401(k) PlanStorer Transportation Servic…$17MPersona Signs, LLC 401(k) Retirement Savings PlanPersona Signs, LLC 401(k) Re…$17MMenholt Automotive Group 401(k) PlanMenholt Automotive Group 401…$17M
End-of-year total assets ($M) among Stein Eriksen Lodge 401(k) Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Food Services & Accommodation filing particulars

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$17M
Net Income$4M
Employer EIN870404661
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Stein Eriksen Lodge)

Sponsor-wide plan assets over time

All Stein Eriksen Lodge plans reported in each filing year

Latest sponsor-wide plan assets
$21M 51.44331210727913% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $13.8M $20.8M ▲ +51.5%
Year Plans Participants Total Assets
2022 1 377 $14M
2023 1 427 $17M
2024 1 367 $21M

Nearby 401(k) Plans in Utah

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

Stein Eriksen Lodge 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Utah, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Stein Eriksen Lodge 401(k) Retirement Savings Plan, Total assets ($B): 0.017406084 · Participants: 427Stein Eriksen Lodge 401(k) Retirement Savings 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
Stein Eriksen Lodge 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Utah, assets vs. participants
Compare Stein Eriksen Lodge 401(k) Retirement Savings Plan side-by-side with 3 peers →

Stein Eriksen Lodge 401(k) Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Utah, the nearest 401(k) by assets is St. Joseph's Health Services, Inc. 401(k) Plan in WI ($17M); by covered participants it is Coachsource LLC 401(k) Profit Sharing Plan & Trust in NJ (427 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (427 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 Stein Eriksen Lodge 401(k) Retirement Savings Plan assets move in 2023? ▼
Stein Eriksen Lodge 401(k) Retirement Savings Plan grew sharply - up 26.5% during 2023, from $14M to $17M. Reported net income was $4M.
How have Stein Eriksen Lodge plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Stein Eriksen Lodge's sponsor-wide assets grew 51.4%, from $14M to $21M.
Which 401(k) plans are similar in size to Stein Eriksen Lodge 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is St. Joseph's Health Services, Inc. 401(k) Plan in WI ($17M, 172 participants).
Which 401(k) plans cover a similar participant headcount to Stein Eriksen Lodge 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Coachsource LLC 401(k) Profit Sharing Plan & Trust in NJ (427 participants, $2M 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 870404661.

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.