401(k) · DOL Form 5500 · 2024

Doterra International LLC 401(k) Plan

Data updated 2026-08-25

$83M
Total assets Below avg plan size
2,109
Participants Near avg headcount
89th
Percentile by assets National rank
$39,426
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Doterra 401(k) Plan · Sponsored by Doterra International LLC · Utah · Retail Trade

$83M in assets, 2,109 participants

Doterra International LLC's Doterra 401(k) Plan reported $83M in total assets and 2,109 participants in its 2024 DOL Form 5500 filing, ranking in the 89th 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.

  • #7,561 in Retail Trade (8,048 peers)

Coverage in Utah

Doterra 401(k) Plan covers 2,109 participants in Utah, 3.6x the typical Utah plan (state average ~592 per filing). Assets: $83M.

#7,561
in Retail Trade (8,048 peers)
+11.9%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Doterra 401(k) Plan's outsized position by total assets

Doterra 401(k) Plan vs every filed plan by assets

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

$83,150,080 Top 11% higher than 89% 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

Doterra 401(k) 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. Doterra 401(k) Plan lands in the large band (2,109 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Doterra 401(k) Plan reported net income fell from $18M in the plan year 2023 filing to $9M in the plan year 2024 filing.
  • Doterra 401(k) Plan end-of-year assets rose from $74M in the plan year 2023 filing to $83M in the plan year 2024 filing.
  • Doterra 401(k) Plan reported participants fell from 2,389 in the plan year 2023 filing to 2,109 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 261898940 · Doterra International LLC PY 2024 · 401(k)

Doterra 401(k) Plan · $83M · 2,109 · 89th

  • RANK $83M
  • RANK 2,109
  • RANK 89th
  • RANK 401(k)
  • RANK near Parksite 401(k) Plan
  • RANK ind #7561

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 Retail Trade retirement plans → · Plans in Utah →

Doterra 401(k) Plan in the asset neighbourhood

Doterra 401(k) Plan$83MParksite 401(k) Plan$83MCreative Testing Solutions 401(k) Retirement Savings PlanCreative Testing Solutions 4…$83MImt Insurance Company Retirement Savings PlanImt Insurance Company Retire…$83MTri-Counties Bank 401(k) Plan$83M
End-of-year total assets ($M) among Doterra 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Utah filing particulars

Total Assets (Beginning of Year)$74M
Net Assets (End of Year)$83M
Net Income$9M
Employer EIN261898940
Plan Effective Date2013-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Doterra International LLC)

Sponsor-wide plan assets over time

All Doterra International LLC plans reported in each filing year

Latest sponsor-wide plan assets
$83M 47.309175939089776% vs 2022
2024 filing year
$50M$60M$70M$80M$90M 202220232024 $56.5M $83.2M ▲ +47.3%
Year Plans Participants Total Assets
2022 1 2,697 $56M
2023 1 2,389 $74M
2024 1 2,109 $83M

Nearby 401(k) Plans in Utah

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

Doterra 401(k) Plan vs. nearby 401(k) plans in Utah, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Doterra 401(k) Plan, Total assets ($B): 0.08315008 · Participants: 2109Doterra 401(k) 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
Doterra 401(k) Plan vs. nearby 401(k) plans in Utah, assets vs. participants
Compare Doterra 401(k) Plan side-by-side with 3 peers →

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

Outside Utah, the nearest 401(k) by assets is Parksite 401(k) Plan in IL ($83M); by covered participants it is The Cook & Boardman Group, LLC 401(k) Plan in NC (2,109 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($83M here).

Similar participant headcount

Nearest other-state filings by covered participants (2,109 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 Doterra 401(k) Plan assets move in 2024? ▼
Doterra 401(k) Plan grew at a solid clip - up 11.9% during 2024, from $74M to $83M. Reported net income was $9M.
How have Doterra International LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Doterra International LLC's sponsor-wide assets grew 47.3%, from $56M to $83M.
Where does Doterra 401(k) Plan rank by assets among Form 5500 filers? ▼
Doterra 401(k) Plan ranks in the 89th 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 Doterra 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Parksite 401(k) Plan in IL ($83M, 779 participants).
Which 401(k) plans cover a similar participant headcount to Doterra 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Cook & Boardman Group, LLC 401(k) Plan in NC (2,109 participants, $120M 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 261898940.

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.