401(k) · DOL Form 5500 · 2024

Sundance Institute 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
159
Participants Small participant base
69th
Percentile by assets National rank
$120,785
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Sundance Institute 401(k) Retirement Plan · Sponsored by Sundance Institute · Utah · Information & Media

$19M in assets, 159 participants

Sundance Institute's Sundance Institute 401(k) Retirement Plan reported $19M in total assets and 159 participants in its 2024 DOL Form 5500 filing, ranking in the 69th 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.

  • #1,681 in Information & Media (2,822 peers)

Coverage in Utah

Sundance Institute 401(k) Retirement Plan covers 159 participants in Utah, about 27% of the average Utah filer (state average ~592 per filing). Assets: $19M.

#1,681
in Information & Media (2,822 peers)
+12.6%
assets growth YoY

Sundance Institute 401(k) Retirement Plan's outsized position by total assets

Sundance Institute 401(k) Retirement Plan vs every filed plan by assets

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

$19,204,890 Top 31% higher than 69% 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

Sundance Institute 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. Sundance Institute 401(k) Retirement Plan sits mid-pack in the medium band (159 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Sundance Institute 401(k) Retirement Plan reported net income fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Sundance Institute 401(k) Retirement Plan end-of-year assets rose from $17M in the plan year 2023 filing to $19M in the plan year 2024 filing.
  • Sundance Institute 401(k) Retirement Plan reported participants fell from 170 in the plan year 2023 filing to 159 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 870361394 · Sundance Institute PY 2024 · 401(k)

Sundance Institute 401(k) Retirement Plan · $19M · 159 · 69th

  • BOY $19M
  • BOY 159
  • BOY 69th
  • BOY 401(k)
  • BOY near Toyota Tsusho America, Inc. Enterprise Multiple Employer Plan
  • BOY ind #1681

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 Information & Media retirement plans → · Plans in Utah →

Sundance Institute 401(k) Retirement Plan in the asset neighbourhood

Stockton Mortgage Corporation 401(k) PlanStockton Mortgage Corporatio…$19MPeruvian Connection, LLC 401(k) & Profit Sharing PlanPeruvian Connection, LLC 401…$19MSundance Institute 401(k) Retirement PlanSundance Institute 401(k) Re…$19MToyota Tsusho America, Inc. Enterprise Multiple Employer PlanToyota Tsusho America, Inc. …$19MCedar Electronics Corporation 401(k) PlanCedar Electronics Corporatio…$19M
End-of-year total assets ($M) among Sundance Institute 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Utah filing particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$19M
Net Income$2M
Employer EIN870361394
Plan Effective Date1996-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sundance Institute)

Sponsor-wide plan assets over time

All Sundance Institute plans reported in each filing year

Latest sponsor-wide plan assets
$19M 40.472302696908116% vs 2022
2024 filing year
$12M$14M$16M$18M$20M 202220232024 $13.7M $19.2M ▲ +40.5%
Year Plans Participants Total Assets
2022 1 176 $14M
2023 1 170 $17M
2024 1 159 $19M

Nearby 401(k) Plans in Utah

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

Sundance Institute 401(k) Retirement Plan vs. nearby 401(k) plans in Utah, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Sundance Institute 401(k) Retirement Plan, Total assets ($B): 0.01920489 · Participants: 159Sundance Institute 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
Sundance Institute 401(k) Retirement Plan vs. nearby 401(k) plans in Utah, assets vs. participants
Compare Sundance Institute 401(k) Retirement Plan side-by-side with 3 peers →

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

Outside Utah, the nearest 401(k) by assets is Toyota Tsusho America, Inc. Enterprise Multiple Employer Plan in KY ($19M); by covered participants it is Innovative Control Systems, Inc. 401(k) Plan in PA (159 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (159 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 Sundance Institute 401(k) Retirement Plan assets move in 2024? ▼
Sundance Institute 401(k) Retirement Plan grew at a solid clip - up 12.6% during 2024, from $17M to $19M. Reported net income was $2M.
How have Sundance Institute plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sundance Institute's sponsor-wide assets grew 40.5%, from $14M to $19M.
Which 401(k) plans are similar in size to Sundance Institute 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Toyota Tsusho America, Inc. Enterprise Multiple Employer Plan in KY ($19M, 1,273 participants).
Which 401(k) plans cover a similar participant headcount to Sundance Institute 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Innovative Control Systems, Inc. 401(k) Plan in PA (159 participants, N/A 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 870361394.

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.