401(k) · DOL Form 5500 · 2024

Challenger School Foundation 401(k) Plan

Data updated 2026-08-25

$67M
Total assets Below avg plan size
941
Participants Near avg headcount
87th
Percentile by assets National rank
$70,980
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Challenger School 401(k) Retirement Plan · Sponsored by Challenger School Foundation · Utah · Educational Services

$67M in assets, 941 participants

Challenger School Foundation's Challenger School 401(k) Retirement Plan reported $67M in total assets and 941 participants in its 2024 DOL Form 5500 filing, ranking in the 87th 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.

  • #2,800 in Educational Services (3,638 peers)

Where Challenger School 401(k) Retirement Plan sits by assets

Challenger School 401(k) Retirement Plan sits in the top quartile of all filed plans by assets, $67M for 941 participants (~$70,980/participant), up 20.2% in 2024.

#2,800
in Educational Services (3,638 peers)
+20.2%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Challenger School 401(k) Retirement Plan's outsized position by total assets

Challenger School 401(k) Retirement Plan vs every filed plan by assets

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

$66,792,163 Top 13% higher than 87% 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

Challenger School 401(k) Retirement Plan 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. Challenger School 401(k) Retirement Plan sits mid-pack in the medium band (941 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Challenger School 401(k) Retirement Plan end-of-year assets rose from $56M in the plan year 2023 filing to $67M in the plan year 2024 filing.
  • Challenger School 401(k) Retirement Plan reported participants rose from 802 in the plan year 2023 filing to 941 in the plan year 2024 filing.
  • Challenger School 401(k) Retirement Plan reported net income fell from $12M in the plan year 2023 filing to $11M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 471405971 · Challenger School Foundation PY 2024 · 401(k)

Challenger School 401(k) Retirement Plan · $67M · 941 · 87th

  • EIN $67M
  • EIN 941
  • EIN 87th
  • EIN 401(k)
  • EIN near American Eagle Financial Credit Union Incorporated Employee Savings Plan
  • EIN ind #2800

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 Educational Services retirement plans → · Plans in Utah →

Challenger School 401(k) Retirement Plan in the asset neighbourhood

Koss-Winn Bancshares, Inc. Employee Stock Ownership Plan with 401(k) ProvisionsKoss-Winn Bancshares, Inc. E…$67MCleveland Browns Retirement Savings PlanCleveland Browns Retirement …$67MChallenger School 401(k) Retirement PlanChallenger School 401(k) Ret…$67MAmerican Eagle Financial Credit Union Incorporated Employee Savings PlanAmerican Eagle Financial Cre…$67MDonaghy Sales, Inc. 401(k) Profit Sharing PlanDonaghy Sales, Inc. 401(k) P…$67M
End-of-year total assets ($M) among Challenger School 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$56M
Net Assets (End of Year)$67M
Net Income$11M
Employer EIN471405971
Plan Effective Date1994-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Challenger School Foundation)

Sponsor-wide plan assets over time

All Challenger School Foundation plans reported in each filing year

Latest sponsor-wide plan assets
$67M 52.21335642507686% vs 2022
2024 filing year
$40M$50M$60M$70M 202220232024 $43.9M $66.8M ▲ +52.2%
Year Plans Participants Total Assets
2022 1 652 $44M
2023 1 802 $56M
2024 1 941 $67M

Nearby 401(k) Plans in Utah

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

Challenger School 401(k) Retirement Plan vs. nearby 401(k) plans in Utah, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Challenger School 401(k) Retirement Plan, Total assets ($B): 0.066792163 · Participants: 941Challenger School 401(k) Retirement PlanIntermountain Health 401(k) Plan, Total assets ($B): 6.832891 · Participants: 68360Intermountain Health 401(k) PlanDeseret 401(k) Plan, Total assets ($B): 6.145738842 · Participants: 25301Deseret 401(k) PlanZions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan, Total assets ($B): 1.885575832 · Participants: 9972Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership PlanSkywest, Inc. Employees' Retirement Plan, Total assets ($B): 1.420052359 · Participants: 14259Skywest, Inc. Employees' Retirement PlanRio Tinto America Inc. 401(k) Savings Plan and Investment Partnership Plan, Total assets ($B): 0.686992924 · Participants: 1926Rio Tinto America Inc. 401(k) Savings Plan and Investment Partnership Plan
Challenger School 401(k) Retirement Plan vs. nearby 401(k) plans in Utah, assets vs. participants
Compare Challenger School 401(k) Retirement Plan side-by-side with 3 peers →

Challenger School 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Utah, the nearest 401(k) by assets is American Eagle Financial Credit Union Incorporated Employee Savings Plan in CT ($67M); by covered participants it is Zones, LLC 401(k) Plan in WA (941 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (941 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.

Frequently Asked Questions

How did Challenger School 401(k) Retirement Plan assets move in 2024? ▼
Challenger School 401(k) Retirement Plan grew sharply - up 20.2% during 2024, from $56M to $67M. Reported net income was $11M.
How have Challenger School Foundation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Challenger School Foundation's sponsor-wide assets grew 52.2%, from $44M to $67M.
Where does Challenger School 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Challenger School 401(k) Retirement Plan ranks in the 87th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Challenger School 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is American Eagle Financial Credit Union Incorporated Employee Savings Plan in CT ($67M, 356 participants).
Which 401(k) plans cover a similar participant headcount to Challenger School 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Zones, LLC 401(k) Plan in WA (941 participants, $109M 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 471405971.

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.