401(k) · DOL Form 5500 · 2024

Wasatch Advisors, LP 401(k) Plan

Data updated 2026-08-25

$120M
Total assets Near avg plan size
92
Participants Small participant base
92nd
Percentile by assets National rank
$1.3M
Avg per participant High balance/head
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Official DOL plan name: Wasatch Advisors, LP Deferred Profit Sharing Plan and Trust · Sponsored by Wasatch Advisors, LP · Utah · Finance & Insurance

$120M in assets, 92 participants

Wasatch Advisors, LP's Wasatch Advisors, LP Deferred Profit Sharing Plan and Trust reported $120M in total assets and 92 participants in its 2024 DOL Form 5500 filing, ranking in the 92nd 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.

  • #7,441 in Finance & Insurance (8,549 peers)

Where Wasatch Advisors, LP Deferred Profit Sharing Plan and Trust sits by assets

Wasatch Advisors, LP Deferred Profit Sharing Plan and Trust sits in the top 10% of all filed plans by assets, $120M for 92 participants (~$1.3M/participant), up 12.6% in 2024.

#7,441
in Finance & Insurance (8,549 peers)
+12.6%
assets growth YoY
1.2×
vs typical plan assets (national mean)

Wasatch Advisors, LP Deferred Profit Sharing Plan and Trust's outsized position by total assets

Wasatch Advisors, LP Deferred Profit Sharing Plan and Trust vs every filed plan by assets

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

$120,140,055 Top 8% higher than 92% 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

Wasatch Advisors, LP Deferred Profit Sharing Plan and Trust among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Wasatch Advisors, LP Deferred Profit Sharing Plan and Trust is a small filing (92 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Wasatch Advisors, LP Deferred Profit Sharing Plan and Trust reported net income fell from $22M in the plan year 2023 filing to $13M in the plan year 2024 filing.
  • Wasatch Advisors, LP Deferred Profit Sharing Plan and Trust end-of-year assets rose from $107M in the plan year 2023 filing to $120M in the plan year 2024 filing.
  • Wasatch Advisors, LP Deferred Profit Sharing Plan and Trust reported participants rose from 91 in the plan year 2023 filing to 92 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 870319391 · Wasatch Advisors, LP PY 2024 · 401(k)

Wasatch Advisors, LP Deferred Profit Sharing Plan and Trust · $120M · 92 · 92nd

  • RANK $120M
  • RANK 92
  • RANK 92nd
  • RANK 401(k)
  • RANK near The Vollrath Company, LLC Savings & Profit Sharing Plan
  • RANK ind #7441

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 Finance & Insurance retirement plans → · Plans in Utah →

Wasatch Advisors, LP Deferred Profit Sharing Plan and Trust in the asset neighbourhood

The Vollrath Company, LLC Savings & Profit Sharing PlanThe Vollrath Company, LLC Sa…$120MSunflower Bank, N.a. Wealth Savings PlanSunflower Bank, N.a. Wealth …$120MWasatch Advisors, LP Deferred Profit Sharing Plan and TrustWasatch Advisors, LP Deferre…$120MThe Cook & Boardman Group, LLC 401(k) PlanThe Cook & Boardman Group, L…$120MLidl US, LLC 401(k) Plan$120M
End-of-year total assets ($M) among Wasatch Advisors, LP Deferred Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$107M
Net Assets (End of Year)$120M
Net Income$13M
Employer EIN870319391
Plan Effective Date1983-11-21
Filing StatusFILING RECEIVED

Sponsor Plan History (Wasatch Advisors, LP)

Sponsor-wide plan assets over time

All Wasatch Advisors, LP plans reported in each filing year

Latest sponsor-wide plan assets
$120M 41.77745537930137% vs 2022
2024 filing year
$80M$100M$120M$140M 202220232024 $84.7M $120M ▲ +41.8%
Year Plans Participants Total Assets
2022 1 86 $85M
2023 1 91 $107M
2024 1 92 $120M

Nearby 401(k) Plans in Utah

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

Wasatch Advisors, LP Deferred Profit Sharing Plan and Trust vs. nearby 401(k) plans in Utah, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Wasatch Advisors, LP Deferred Profit Sharing Plan and Trust, Total assets ($B): 0.120140055 · Participants: 92Wasatch Advisors, LP Deferred Profit Sharing Plan and TrustIntermountain 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
Wasatch Advisors, LP Deferred Profit Sharing Plan and Trust vs. nearby 401(k) plans in Utah, assets vs. participants
Compare Wasatch Advisors, LP Deferred Profit Sharing Plan and Trust side-by-side with 3 peers →

Wasatch Advisors, LP Deferred Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Utah, the nearest 401(k) by assets is The Vollrath Company, LLC Savings & Profit Sharing Plan in WI ($120M); by covered participants it is Dlmc, Inc. Dba Kamaaina Health Services 401(k) Retirement Plan in HI (92 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($120M here).

Similar participant headcount

Nearest other-state filings by covered participants (92 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 Wasatch Advisors, LP Deferred Profit Sharing Plan and Trust assets move in 2024? ▼
Wasatch Advisors, LP Deferred Profit Sharing Plan and Trust grew at a solid clip - up 12.6% during 2024, from $107M to $120M. Reported net income was $13M.
How have Wasatch Advisors, LP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wasatch Advisors, LP's sponsor-wide assets grew 41.8%, from $85M to $120M.
Where does Wasatch Advisors, LP Deferred Profit Sharing Plan and Trust rank by assets among Form 5500 filers? ▼
Wasatch Advisors, LP Deferred Profit Sharing Plan and Trust ranks in the 92nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Wasatch Advisors, LP Deferred Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is The Vollrath Company, LLC Savings & Profit Sharing Plan in WI ($120M, 597 participants).
Which 401(k) plans cover a similar participant headcount to Wasatch Advisors, LP Deferred Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Dlmc, Inc. Dba Kamaaina Health Services 401(k) Retirement Plan in HI (92 participants, $487K 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 870319391.

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.