401(k) · DOL Form 5500 · 2024
You Need a Budget LLC 401(k) Plan
Data updated 2026-08-25
- $19M
- Total assets Small plan by assets
- 154
- Participants Small participant base
- 69th
- Percentile by assets National rank
- $120,977
- Avg per participant Near avg balance/head
Official DOL plan name: You Need a Budget LLC 401(k) Profit Sharing Plan and Trust · Sponsored by You Need a Budget LLC · Utah · Retail Trade
$19M in assets, 154 participants
You Need a Budget LLC's You Need a Budget LLC 401(k) Profit Sharing Plan and Trust reported $19M in total assets and 154 participants in its 2024 DOL Form 5500 filing, ranking in the 69th 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.
- #6,407 in Retail Trade (8,048 peers)
Coverage in Utah
You Need a Budget LLC 401(k) Profit Sharing Plan and Trust covers 154 participants in Utah, about 26% of the average Utah filer (state average ~592 per filing). Assets: $19M.
- #6,407
- in Retail Trade (8,048 peers)
- +41.1%
- assets growth YoY
You Need a Budget LLC 401(k) Profit Sharing Plan and Trust's outsized position by total assets
You Need a Budget LLC 401(k) Profit Sharing Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$18,630,461 Top 31% higher than 69% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
You Need a Budget LLC 401(k) Profit Sharing Plan and Trust among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. You Need a Budget LLC 401(k) Profit Sharing Plan and Trust sits mid-pack in the medium band (154 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- You Need a Budget LLC 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $13M in the plan year 2023 filing to $19M in the plan year 2024 filing.
- You Need a Budget LLC 401(k) Profit Sharing Plan and Trust reported net income rose from $5M in the plan year 2023 filing to $5M in the plan year 2024 filing.
- You Need a Budget LLC 401(k) Profit Sharing Plan and Trust reported participants fell from 164 in the plan year 2023 filing to 154 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 472847611 · You Need a Budget LLC PY 2024 · 401(k)
You Need a Budget LLC 401(k) Profit Sharing Plan and Trust · $19M · 154 · 69th
- PHOTO $19M
- PHOTO 154
- PHOTO 69th
- PHOTO 401(k)
- PHOTO near Medical Diagnostic Associates, PA Employees' Profit Sharing Plan
- PHOTO ind #6407
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 →
You Need a Budget LLC 401(k) Profit Sharing Plan and Trust in the asset neighbourhood
Utah filing particulars
| Total Assets (Beginning of Year) | $13M |
|---|---|
| Net Assets (End of Year) | $19M |
| Net Income | $5M |
| Employer EIN | 472847611 |
| Plan Effective Date | 2012-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (You Need a Budget LLC)
Sponsor-wide plan assets over time
All You Need a Budget LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $19M 114.2931119064311% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 138 | $9M |
| 2023 | 1 | 164 | $13M |
| 2024 | 1 | 154 | $19M |
Nearby 401(k) Plans in Utah
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Intermountain Health 401(k) Plan $6.8B · 68,360
- Deseret 401(k) Plan $6.1B · 25,301
- Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan $1.9B · 9,972
- Skywest, Inc. Employees' Retirement Plan $1.4B · 14,259
- Rio Tinto America Inc. 401(k) Savings Plan and Investment Partnership Plan $687M · 1,926
You Need a Budget LLC 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside Utah, the nearest 401(k) by assets is Medical Diagnostic Associates, PA Employees' Profit Sharing Plan in NJ ($19M); by covered participants it is 401(k) Savings Plan for Peter Marino Architect, PLLC in NY (154 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($19M here).
Similar participant headcount
Nearest other-state filings by covered participants (154 participants); asset peers above are excluded.
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.