401(k) · DOL Form 5500 · 2024

Utala, Inc. 401(k) Plan

Data updated 2026-08-25

$9K
Total assets Small plan by assets
1
Participants Small participant base
1st
Percentile by assets National rank
$9,195
Avg per participant Low balance/head
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Official DOL plan name: Utala, Inc. 401(k) Profit Sharing Plan · Sponsored by Utala, Inc. · Texas · Healthcare & Social Assistance

$9K in assets, 1 participants

Utala, Inc.'s Utala, Inc. 401(k) Profit Sharing Plan reported $9K in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 1st 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.

  • #165 in Healthcare & Social Assistance (16,916 peers)

Utala, Inc. multi-year trail

Utala, Inc.'s plans moved -29.8% in assets from 2022 to 2024; this filing shows Utala, Inc. 401(k) Profit Sharing Plan at $9K / 1 participant.

#165
in Healthcare & Social Assistance (16,916 peers)
-17.5%
assets change YoY

The plan reported a net loss of $2K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Utala, Inc. 401(k) Profit Sharing Plan among the smaller filed plans by assets

Utala, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$9,195 1st percentile higher than 1% of 123,620 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 2024

Utala, Inc. 401(k) Profit Sharing Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Utala, Inc. 401(k) Profit Sharing Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Utala, Inc. 401(k) Profit Sharing Plan end-of-year assets fell from $11K in the plan year 2023 filing to $9K in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 852780151 · Utala, Inc. PY 2024 · 401(k)

Utala, Inc. 401(k) Profit Sharing Plan · $9K · 1 · 1st

  • EBSA $9K
  • EBSA 1
  • EBSA 1st
  • EBSA 401(k)
  • EBSA near Intuity Medical, Inc. 401(k) Plan
  • EBSA ind #165

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 Healthcare & Social Assistance retirement plans → · Plans in Texas →

Utala, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Utala, Inc. 401(k) Profit Sharing PlanUtala, Inc. 401(k) Profit Sh…$9KIntuity Medical, Inc. 401(k) PlanIntuity Medical, Inc. 401(k)…$9KSilver State Inc. 401(k) Profit Sharing PlanSilver State Inc. 401(k) Pro…$9KPharmacy Systems Incorporated 401(k) PlanPharmacy Systems Incorporate…$9KJambina Huasi, Inc. 401(k) Profit Sharing PlanJambina Huasi, Inc. 401(k) P…$9K
End-of-year total assets ($M) among Utala, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Utala, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Utala, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$9K 29.8466468299382% vs 2022
2024 filing year
$0.01M 202220232024 $0.01M $0.01M ▲ +0.0%
Year Plans Participants Total Assets
2022 1 1 $13K
2023 1 1 $11K
2024 1 1 $9K

Utala, Inc. filing trail (2024)

Total Assets (Beginning of Year)$11K
Net Assets (End of Year)$9K
Net Income-$2K
Employer EIN852780151
Plan Effective Date2020-08-31
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Utala, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Utala, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.000009195 · Participants: 1Utala, Inc. 401(k) Profit Sharing PlanAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
Utala, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Utala, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Utala, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Intuity Medical, Inc. 401(k) Plan in CA ($9K); by covered participants it is The Directed Account Plan Staff 401(K ) Plan in MO (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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.

Frequently Asked Questions

How did Utala, Inc. 401(k) Profit Sharing Plan assets move in 2024? ▼
Utala, Inc. 401(k) Profit Sharing Plan declined sharply - down 17.5% during 2024, from $11K to $9K. Reported net income was -$2K.
How have Utala, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Utala, Inc.'s sponsor-wide assets declined 29.8%, from $13K to $9K.
Where does Utala, Inc. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Utala, Inc. 401(k) Profit Sharing Plan ranks in the 1st percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Utala, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Intuity Medical, Inc. 401(k) Plan in CA ($9K, 100 participants).
Which 401(k) plans cover a similar participant headcount to Utala, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Directed Account Plan Staff 401(K ) Plan in MO (1 participant, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 852780151.

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.