401(k) · DOL Form 5500 · 2024

Jazz Basketball Investors LLC 401(k) Plan

Data updated 2026-08-25

$41M
Total assets Below avg plan size
1,192
Participants Near avg headcount
82nd
Percentile by assets National rank
$34,538
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Jazz Basketball Investors LLC 401(k) Plan · Sponsored by Jazz Basketball Investors LLC · Utah · Arts, Entertainment & Recreation

$41M in assets, 1,192 participants

Jazz Basketball Investors LLC's Jazz Basketball Investors LLC 401(k) Plan reported $41M in total assets and 1,192 participants in its 2024 DOL Form 5500 filing, ranking in the 82nd 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.

  • #2,609 in Arts, Entertainment & Recreation (2,921 peers)

Coverage in Utah

Jazz Basketball Investors LLC 401(k) Plan covers 1,192 participants in Utah, 2.0x the typical Utah plan (state average ~592 per filing). Assets: $41M.

#2,609
in Arts, Entertainment & Recreation (2,921 peers)
+28.2%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Jazz Basketball Investors LLC 401(k) Plan's outsized position by total assets

Jazz Basketball Investors LLC 401(k) Plan vs every filed plan by assets

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

$41,168,916 Top 18% higher than 82% 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

Jazz Basketball Investors LLC 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. Jazz Basketball Investors LLC 401(k) Plan lands in the large band (1,192 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Jazz Basketball Investors LLC 401(k) Plan reported net income rose from $4M in the plan year 2023 filing to $9M in the plan year 2024 filing.
  • Jazz Basketball Investors LLC 401(k) Plan end-of-year assets rose from $32M in the plan year 2023 filing to $41M in the plan year 2024 filing.
  • Jazz Basketball Investors LLC 401(k) Plan reported participants rose from 1,116 in the plan year 2023 filing to 1,192 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 870463017 · Jazz Basketball Investors LLC PY 2024 · 401(k)

Jazz Basketball Investors LLC 401(k) Plan · $41M · 1,192 · 82nd

  • BOOK $41M
  • VS-ST 1,192
  • BOY 82nd
  • SCH 401(k)
  • EBSA near Mars Hill University Defined Contribution Retirement Plan
  • PART ind #2609

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 Arts, Entertainment & Recreation retirement plans → · Plans in Utah →

Jazz Basketball Investors LLC 401(k) Plan in the asset neighbourhood

Jazz Basketball Investors LLC 401(k) PlanJazz Basketball Investors LL…$41MMars Hill University Defined Contribution Retirement PlanMars Hill University Defined…$41MCosta Farms, LLC 401(k) Plan$41M401(k) Profit Sharing Plan for Employees of Welllife Network Inc.401(k) Profit Sharing Plan f…$41MKapnick and Company, Inc. Profit Sharing and Thrift Savings Plan and TrustKapnick and Company, Inc. Pr…$41M
End-of-year total assets ($M) among Jazz Basketball Investors LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Utah filing particulars

Total Assets (Beginning of Year)$32M
Net Assets (End of Year)$41M
Net Income$9M
Employer EIN870463017
Plan Effective Date2021-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Jazz Basketball Investors LLC)

Sponsor-wide plan assets over time

All Jazz Basketball Investors LLC plans reported in each filing year

Latest sponsor-wide plan assets
$41M 46.62995633076101% vs 2022
2024 filing year
$25M$30M$35M$40M$45M 202220232024 $28.1M $41.2M ▲ +46.6%
Year Plans Participants Total Assets
2022 1 400 $28M
2023 1 1,116 $32M
2024 1 1,192 $41M

Nearby 401(k) Plans in Utah

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

Jazz Basketball Investors LLC 401(k) Plan vs. nearby 401(k) plans in Utah, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Jazz Basketball Investors LLC 401(k) Plan, Total assets ($B): 0.041168916 · Participants: 1192Jazz Basketball Investors LLC 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
Jazz Basketball Investors LLC 401(k) Plan vs. nearby 401(k) plans in Utah, assets vs. participants

Jazz Basketball Investors LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Utah, the nearest 401(k) by assets is Mars Hill University Defined Contribution Retirement Plan in NC ($41M); by covered participants it is Central Hudson Gas & Electric Corporation Savings Incentive Plan in NY (1,192 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,192 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 Jazz Basketball Investors LLC 401(k) Plan assets move in 2024? ▼
Jazz Basketball Investors LLC 401(k) Plan grew sharply - up 28.2% during 2024, from $32M to $41M. Reported net income was $9M.
How have Jazz Basketball Investors LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jazz Basketball Investors LLC's sponsor-wide assets grew 46.6%, from $28M to $41M.
Where does Jazz Basketball Investors LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Jazz Basketball Investors LLC 401(k) Plan ranks in the 82nd 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 Jazz Basketball Investors LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mars Hill University Defined Contribution Retirement Plan in NC ($41M, 251 participants).
Which 401(k) plans cover a similar participant headcount to Jazz Basketball Investors LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Central Hudson Gas & Electric Corporation Savings Incentive Plan in NY (1,192 participants, $449M in assets).