401(k) · DOL Form 5500 · 2024
U.S. Borax Inc. 401(k) Plan
Data updated 2026-08-25
- $76M
- Total assets Below avg plan size
- 607
- Participants Below avg headcount
- 88th
- Percentile by assets National rank
- $125,524
- Avg per participant Near avg balance/head
Official DOL plan name: U.S. Borax Inc. 401(k) Savings & Retirement Contribution Plan for Represented Employees · Sponsored by U.S. Borax Inc. · Utah · Mining & Oil Extraction
$76M in assets, 607 participants
U.S. Borax Inc.'s U.S. Borax Inc. 401(k) Savings & Retirement Contribution Plan for Represented Employees reported $76M in total assets and 607 participants in its 2024 DOL Form 5500 filing, ranking in the 88th 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.
- #613 in Mining & Oil Extraction (785 peers)
Where U.S. Borax Inc. 401(k) Savings & Retirement Contribution Plan for Represented Employees sits by assets
U.S. Borax Inc. 401(k) Savings & Retirement Contribution Plan for Represented Employees sits in the top quartile of all filed plans by assets, $76M for 607 participants (~$125,524/participant), up 6.3% in 2024.
- #613
- in Mining & Oil Extraction (785 peers)
- +6.3%
- assets growth YoY
- 0.8×
- vs typical plan assets (national mean)
U.S. Borax Inc. 401(k) Savings & Retirement Contribution Plan for Represented Employees's outsized position by total assets
U.S. Borax Inc. 401(k) Savings & Retirement Contribution Plan for Represented Employees vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$76,192,851 Top 12% higher than 88% 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
U.S. Borax Inc. 401(k) Savings & Retirement Contribution Plan for Represented Employees 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. U.S. Borax Inc. 401(k) Savings & Retirement Contribution Plan for Represented Employees sits mid-pack in the medium band (607 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- U.S. Borax Inc. 401(k) Savings & Retirement Contribution Plan for Represented Employees reported net income fell from $10M in the plan year 2023 filing to $5M in the plan year 2024 filing.
- U.S. Borax Inc. 401(k) Savings & Retirement Contribution Plan for Represented Employees end-of-year assets rose from $72M in the plan year 2023 filing to $76M in the plan year 2024 filing.
- U.S. Borax Inc. 401(k) Savings & Retirement Contribution Plan for Represented Employees reported participants fell from 629 in the plan year 2023 filing to 607 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 980047580 · U.S. Borax Inc. PY 2024 · 401(k)
U.S. Borax Inc. 401(k) Savings & Retirement Contribution Plan for Represented Employees · $76M · 607 · 88th
- RANK $76M
- PHOTO 607
- IND 88th
- EOY 401(k)
- 5500 near Woven by Toyota, U.S., Inc. 401(k) Plan
- ASSETS ind #613
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 Mining & Oil Extraction retirement plans → · Plans in Utah →
U.S. Borax Inc. 401(k) Savings & Retirement Contribution Plan for Represented Employees in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $72M |
|---|---|
| Net Assets (End of Year) | $76M |
| Net Income | $5M |
| Employer EIN | 980047580 |
| Plan Effective Date | 1990-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (U.S. Borax Inc.)
Sponsor-wide plan assets over time
All U.S. Borax Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $76M 22.243391138062798% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 612 | $62M |
| 2023 | 1 | 629 | $72M |
| 2024 | 1 | 607 | $76M |
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
U.S. Borax Inc. 401(k) Savings & Retirement Contribution Plan for Represented Employees's out-of-state 401(k) peers by assets and headcount
Outside Utah, the nearest 401(k) by assets is Woven by Toyota, U.S., Inc. 401(k) Plan in CA ($76M); by covered participants it is Hatco Corporation 401(k) Trust in WI (607 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($76M here).
- Woven by Toyota, U.S., Inc. 401(k) Plan (CA) $76M · 528
- Lasership 401(k) Plan (VA) $76M · 9,326
- Lcmc Clinics 401(k) Retirement Savings Plan (LA) $76M · 457
- Mascoma Bank 401(k) Profit Sharing Plan (NH) $76M · 396
Similar participant headcount
Nearest other-state filings by covered participants (607 participants); asset peers above are excluded.
- Hatco Corporation 401(k) Trust (WI) 607 · 0 off
- International Services, Inc. 401(k) Plan (IL) 607 · 0 off
- Collibra 401(k) Plan (NY) 607 · 0 off
- Daicel America Holdings, 401(k) Plan (CA) 607 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.