401(k) · DOL Form 5500 · 2023

Team Karl Malone 401(k) Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
500
Participants Below avg headcount
73rd
Percentile by assets National rank
$40,336
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Team Karl Malone 401(k) Plan · Sponsored by Team Karl Malone · Utah · Retail Trade

$20M in assets, 500 participants

Team Karl Malone's Team Karl Malone 401(k) Plan reported $20M in total assets and 500 participants in its 2023 DOL Form 5500 filing, ranking in the 73rd 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.

  • #6,970 in Retail Trade (8,414 peers)

Team Karl Malone multi-year trail

Team Karl Malone's plans moved +57.1% in assets from 2022 to 2024; this filing shows Team Karl Malone 401(k) Plan at $20M / 500 participants.

#6,970
in Retail Trade (8,414 peers)
+33.9%
assets growth YoY

Team Karl Malone 401(k) Plan's outsized position by total assets

Team Karl Malone 401(k) Plan vs every filed plan by assets

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

$20,167,816 Top 27% higher than 73% 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

Team Karl Malone 401(k) 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. Team Karl Malone 401(k) Plan sits mid-pack in the medium band (500 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Team Karl Malone 401(k) Plan reported net income rose from $738K in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Team Karl Malone 401(k) Plan end-of-year assets rose from $15M in the plan year 2022 filing to $20M in the plan year 2023 filing.
  • Team Karl Malone 401(k) Plan reported participants rose from 451 in the plan year 2022 filing to 500 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 870571961 · Team Karl Malone PY 2023 · 401(k)

Team Karl Malone 401(k) Plan · $20M · 500 · 73rd

  • PCT $20M
  • EIN 500
  • RANK 73rd
  • PHOTO 401(k)
  • IND near California Bank of Commerce Profit Sharing 401(k) Plan
  • EOY ind #6970

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 Retail Trade retirement plans → · Plans in Utah →

Team Karl Malone 401(k) Plan in the asset neighbourhood

Team Karl Malone 401(k) Plan$20MCalifornia Bank of Commerce Profit Sharing 401(k) PlanCalifornia Bank of Commerce …$20MSeagull Scientific Inc 401(k) Profit Sharing Plan & TrustSeagull Scientific Inc 401(k…$20MMilestone Retirement Plan$20MWashington Radiology Associates, PLLC Profit Sharing PlanWashington Radiology Associa…$20M
End-of-year total assets ($M) among Team Karl Malone 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Team Karl Malone multi-year asset trail

Sponsor-wide plan assets over time

All Team Karl Malone plans reported in each filing year

Latest sponsor-wide plan assets
$24M 57.143859543374035% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $15.1M $23.7M ▲ +57.2%
Year Plans Participants Total Assets
2022 1 451 $15M
2023 1 500 $20M
2024 1 594 $24M

Team Karl Malone filing trail (2023)

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$20M
Net Income$5M
Employer EIN870571961
Plan Effective Date2010-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Utah

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

Team Karl Malone 401(k) Plan vs. nearby 401(k) plans in Utah, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Team Karl Malone 401(k) Plan, Total assets ($B): 0.020167816 · Participants: 500Team Karl Malone 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
Team Karl Malone 401(k) Plan vs. nearby 401(k) plans in Utah, assets vs. participants
Compare Team Karl Malone 401(k) Plan side-by-side with 3 peers →

Team Karl Malone 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Utah, the nearest 401(k) by assets is California Bank of Commerce Profit Sharing 401(k) Plan in CA ($20M); by covered participants it is Harsco Corporation Savings Plan in PA (500 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (500 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 Team Karl Malone 401(k) Plan assets move in 2023? ▼
Team Karl Malone 401(k) Plan surged - up 33.9% during 2023, from $15M to $20M. Reported net income was $5M.
How have Team Karl Malone plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Team Karl Malone's sponsor-wide assets grew 57.1%, from $15M to $24M.
Which 401(k) plans are similar in size to Team Karl Malone 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is California Bank of Commerce Profit Sharing 401(k) Plan in CA ($20M, 153 participants).
Which 401(k) plans cover a similar participant headcount to Team Karl Malone 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Harsco Corporation Savings Plan in PA (500 participants, $43M 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 870571961.

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.