401(k) · DOL Form 5500 · 2024

Stein Eriksen Lodge 401(k) Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
367
Participants Below avg headcount
71st
Percentile by assets National rank
$56,794
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Stein Eriksen Lodge 401(k) Retirement Savings Plan · Sponsored by Stein Eriksen Lodge · Utah · Food Services & Accommodation

$21M in assets, 367 participants

Stein Eriksen Lodge's Stein Eriksen Lodge 401(k) Retirement Savings Plan reported $21M in total assets and 367 participants in its 2024 DOL Form 5500 filing, ranking in the 71st 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.

  • #3,365 in Food Services & Accommodation (3,672 peers)

Food Services & Accommodation sector rank

Within Food Services & Accommodation, Stein Eriksen Lodge 401(k) Retirement Savings Plan ranks #3,365 of 3,672 2024 filers by assets (1.1x the sector average)-$21M for 367 participants.

#3,365
in Food Services & Accommodation (3,672 peers)
+19.7%
assets growth YoY

Stein Eriksen Lodge 401(k) Retirement Savings Plan's outsized position by total assets

Stein Eriksen Lodge 401(k) Retirement Savings Plan vs every filed plan by assets

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

$20,843,558 Top 29% higher than 71% 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

Stein Eriksen Lodge 401(k) Retirement Savings 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. Stein Eriksen Lodge 401(k) Retirement Savings Plan sits mid-pack in the medium band (367 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Stein Eriksen Lodge 401(k) Retirement Savings Plan end-of-year assets rose from $17M in the plan year 2023 filing to $21M in the plan year 2024 filing.
  • Stein Eriksen Lodge 401(k) Retirement Savings Plan reported participants fell from 427 in the plan year 2023 filing to 367 in the plan year 2024 filing.
  • Stein Eriksen Lodge 401(k) Retirement Savings Plan reported net income fell from $4M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 870404661 · Stein Eriksen Lodge PY 2024 · 401(k)

Stein Eriksen Lodge 401(k) Retirement Savings Plan · $21M · 367 · 71st

  • PCT $21M
  • EIN 367
  • RANK 71st
  • PHOTO 401(k)
  • IND near Rhinestahl Corporation 401(k) Plan
  • EOY ind #3365

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 Food Services & Accommodation retirement plans → · Plans in Utah →

Stein Eriksen Lodge 401(k) Retirement Savings Plan in the asset neighbourhood

Carolina Eastern, Inc. 401(k) PlanCarolina Eastern, Inc. 401(k…$21MOrt Tool & Die Corporation 401(k) Profit Sharing PlanOrt Tool & Die Corporation 4…$21MStein Eriksen Lodge 401(k) Retirement Savings PlanStein Eriksen Lodge 401(k) R…$21MRhinestahl Corporation 401(k) PlanRhinestahl Corporation 401(k…$21MU.F.G. Group 401(k) Retirement PlanU.F.G. Group 401(k) Retireme…$21M
End-of-year total assets ($M) among Stein Eriksen Lodge 401(k) Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Food Services & Accommodation filing particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$21M
Net Income$3M
Employer EIN870404661
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Stein Eriksen Lodge)

Sponsor-wide plan assets over time

All Stein Eriksen Lodge plans reported in each filing year

Latest sponsor-wide plan assets
$21M 51.44331210727913% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $13.8M $20.8M ▲ +51.5%
Year Plans Participants Total Assets
2022 1 377 $14M
2023 1 427 $17M
2024 1 367 $21M

Nearby 401(k) Plans in Utah

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

Stein Eriksen Lodge 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Utah, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Stein Eriksen Lodge 401(k) Retirement Savings Plan, Total assets ($B): 0.020843558 · Participants: 367Stein Eriksen Lodge 401(k) Retirement Savings 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
Stein Eriksen Lodge 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Utah, assets vs. participants
Compare Stein Eriksen Lodge 401(k) Retirement Savings Plan side-by-side with 3 peers →

Stein Eriksen Lodge 401(k) Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Utah, the nearest 401(k) by assets is Rhinestahl Corporation 401(k) Plan in OH ($21M); by covered participants it is The Joint Corp. 401(k) Plan in AZ (367 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($21M here).

Similar participant headcount

Nearest other-state filings by covered participants (367 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 Stein Eriksen Lodge 401(k) Retirement Savings Plan assets move in 2024? ▼
Stein Eriksen Lodge 401(k) Retirement Savings Plan grew sharply - up 19.7% during 2024, from $17M to $21M. Reported net income was $3M.
How have Stein Eriksen Lodge plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Stein Eriksen Lodge's sponsor-wide assets grew 51.4%, from $14M to $21M.
Which 401(k) plans are similar in size to Stein Eriksen Lodge 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Rhinestahl Corporation 401(k) Plan in OH ($21M, 151 participants).
Which 401(k) plans cover a similar participant headcount to Stein Eriksen Lodge 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Joint Corp. 401(k) Plan in AZ (367 participants, $4M 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 870404661.

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.