401(k) · DOL Form 5500 · 2024
Southern Ute Indian Tribe Retirement Savings Plan 401(k) Plan
Data updated 2026-08-11
- $303M
- Total assets
- 1,300
- Participants
- 96th
- Percentile by assets
- $233,226
- Avg per participant
Official DOL plan name: Southern Ute Indian Tribe Retirement Savings Plan · Sponsored by Southern Ute Indian Tribe Retirement Savings Plan · Colorado · Food Services & Accommodation
$303M in assets, 1,300 participants
Southern Ute Indian Tribe Retirement Savings Plan's Southern Ute Indian Tribe Retirement Savings Plan reported $303M in total assets and 1,300 participants in its 2024 DOL Form 5500 filing, ranking in the 96th 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.
- 96th percentile by assets (of 123,622 plans)
- #3,634 in Food Services & Accommodation (3,672 peers)
Coverage in Colorado
Southern Ute Indian Tribe Retirement Savings Plan covers 1,300 participants in Colorado, 3.5x the typical Colorado plan (state average ~376 per filing). Assets: $303M.
- $303M
- total plan assets (2024 EOY)
- 1,300
- covered participants
- 96th
- percentile by assets (of 123,622 plans)
- $233,226
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Southern Ute Indian Tribe Retirement Savings Plan end-of-year assets rose from $267M in the plan year 2023 filing to $303M in the plan year 2024 filing.
- Southern Ute Indian Tribe Retirement Savings Plan reported participants rose from 1,252 in the plan year 2023 filing to 1,300 in the plan year 2024 filing.
- Southern Ute Indian Tribe Retirement Savings Plan reported net income fell from $38M in the plan year 2023 filing to $37M in the plan year 2024 filing.
Participants vs Colorado filers
In Colorado, the average filing covers about 376 participants across 2,719 plans. Southern Ute Indian Tribe Retirement Savings Plan reports 1,300 participants - 3.5x that state average ($303M EOY assets).
Colorado filing particulars
| Total Assets (Beginning of Year) | $267M |
|---|---|
| Net Assets (End of Year) | $303M |
| Net Income | $37M |
| Employer EIN | 840404384 |
| Plan Effective Date | 1997-02-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Southern Ute Indian Tribe Retirement Savings Plan)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,199 | $229M |
| 2023 | 1 | 1,252 | $267M |
| 2024 | 1 | 1,300 | $303M |
Nearby 401(k) Plans in Colorado
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Southern Ute Indian Tribe Retirement Savings Plan vs. nearby 401(k) plans in Colorado, assets vs. participants
- Davita Retirement Savings Plan $3.8B · 57,900
- Ball Corporation 401(k) and Employee Stock Ownership Plan $2.3B · 9,935
- Arcadis U.S., Inc. Retirement Savings Plan $2.3B · 7,607
- Empower Retirement, LLC 401(k) Savings Plan $2.2B · 10,185
- Woodward Retirement Savings Plan $2.0B · 6,210
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Southern Ute Indian Tribe Retirement Savings Plan by total assets, not by location.
- Allen Matkins Profit Sharing and 401(k) Plan (CA) $303M · 403
- American Public Education Retirement Plan (WV) $303M · 5,717
- Brg 401(k) Plan (DC) $303M · 1,384
- Olmsted Medical Center Retirement Savings Plan (MN) $303M · 1,364
Frequently Asked Questions
How did Southern Ute Indian Tribe Retirement Savings Plan assets move in 2024? ▼
How have Southern Ute Indian Tribe Retirement Savings Plan plan assets changed over time? ▼
Where does Southern Ute Indian Tribe Retirement Savings Plan rank by assets among Form 5500 filers? ▼
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Next read for Southern Ute Indian Tribe Retirement Sav…
Filing takeaways
Ways to act on Southern Ute Indian Tribe Retirement Savings Plan's numbers.
- By total assets, Southern Ute Indian Tribe Retirement Savings Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Colorado. Compare plans
- Southern Ute Indian Tribe Retirement Savings Plan's sponsor-wide assets have grown 32.7% since 2022 across 3 plan years on file. More Food Services & Accommodation plans