401(k) · DOL Form 5500 · 2024
Southern Ute Indian Tribe Retirement Savings Plan 401(k) Plan
Data updated 2026-08-25
- $303M
- Total assets Above avg plan size
- 1,300
- Participants Near avg headcount
- 96th
- Percentile by assets National rank
- $233,226
- Avg per participant Above avg balance/head
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.
- #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.
- #3,634
- in Food Services & Accommodation (3,672 peers)
- +13.7%
- assets growth YoY
- 3.0×
- vs typical plan assets (national mean)
Southern Ute Indian Tribe Retirement Savings Plan's outsized position by total assets
Southern Ute Indian Tribe Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$303,194,065 Top 4% higher than 96% 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
Southern Ute Indian Tribe Retirement Savings Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Southern Ute Indian Tribe Retirement Savings Plan lands in the large band (1,300 participants).
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.
Plan-year Form 5500 strip
Filing strip 840404384 · Southern Ute Indian Tribe Retirement Savings Plan PY 2024 · 401(k)
Southern Ute Indian Tribe Retirement Savings Plan · $303M · 1,300 · 96th
- BOOK $303M
- VS-ST 1,300
- BOY 96th
- SCH 401(k)
- EBSA near Allen Matkins Profit Sharing and 401(k) Plan
- PART ind #3634
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 Colorado →
Southern Ute Indian Tribe Retirement Savings Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Southern Ute Indian Tribe Retirement Savings Plan plans reported in each filing year
- Latest sponsor-wide plan assets
- $303M 32.66278494118576% vs 2022
- 2024 filing year
| 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.
- 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
Southern Ute Indian Tribe Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Colorado, the nearest 401(k) by assets is Allen Matkins Profit Sharing and 401(k) Plan in CA ($303M); by covered participants it is Continental Micronesia, Inc. 401(k) Savings Plan in IL (1,300 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($303M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (1,300 participants); asset peers above are excluded.
- Continental Micronesia, Inc. 401(k) Savings Plan (IL) 1,300 · 0 off
- Rapid7 LLC 401(k) Plan (MA) 1,300 · 0 off
- Imc Companies 401(k) & Investment Plan (OH) 1,300 · 0 off
- Nab Pension Retirement Plan & Trust (AR) 1,301 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.