401(k) Ā· DOL Form 5500 Ā· 2024

Maggie Sottero Designs, LLC Retirement Plan

ERISA Form 5500 plan record drawn from DOL EBSA, verify with linked source filings below.

$11M
Total assets
82
Participants
33th
Percentile by assets

Sponsored by Maggie Sottero Designs, LLC Ā· Utah Ā· Wholesale Trade

What the 2024 filing shows

Maggie Sottero Designs, LLC Retirement Plan holds $11M for 82 participants - about $138,496 per participant, in the lower half of filed plans by assets, up 4.8% over the 2024 plan year.

$11M
total plan assets (2024 EOY)
82
covered participants
33th
percentile by assets (of 67,083 plans)
$138,496
avg assets per participant
Total Assets (2023)
$11M
Participants
82
State
Industry
Wholesale Trade

What the Filing Says About Maggie Sottero Designs, LLC Retirement Plan

Maggie Sottero Designs, LLC Retirement Plan is a 401(k) retirement plan sponsored by Maggie Sottero Designs, LLC, headquartered in Utah. As of the 2024 Form 5500 filing, the plan reports $11M in total end-of-year assets and covers 82 participants across the Wholesale Trade industry. The sponsor's EIN on file with the U.S. Department of Labor is 841372968, and the plan has been effective since 2002-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $11M at the beginning of 2024 to $11M at year-end - a gain of 4.8%. Net assets (after liabilities) closed the year at $11M, with reported net income of $525K driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 1 prior plan-year filing from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows, a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$11M
Total Assets (End of Year)$11M
Net Assets (End of Year)$11M
Net Income$525K
Plan Type401(k)
Employer EIN841372968
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Maggie Sottero Designs, LLC)

Year Plans Participants Total Assets
2023 1 77 $11M
2024 1 82 $11M

Nearby 401(k) Plans in Utah

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

Frequently Asked Questions

How much money is in the Maggie Sottero Designs, LLC Retirement Plan?
As of the 2024 Form 5500 filing, Maggie Sottero Designs, LLC Retirement Plan holds $11M in total assets with 82 participants. It is sponsored by Maggie Sottero Designs, LLC.
What type of plan is Maggie Sottero Designs, LLC Retirement Plan?
Maggie Sottero Designs, LLC Retirement Plan is a 401(k) plan. It has been effective since 2002-01-01. The plan is filed with the U.S. Department of Labor under EIN 841372968.
Who sponsors the Maggie Sottero Designs, LLC Retirement Plan?
Maggie Sottero Designs, LLC Retirement Plan is sponsored by Maggie Sottero Designs, LLC, located in Utah. The sponsor's EIN is 841372968 and the plan operates in the Wholesale Trade industry.
How did Maggie Sottero Designs, LLC Retirement Plan perform in 2024?
Maggie Sottero Designs, LLC Retirement Plan grew by 4.8% during 2024, moving from $11M to $11M in total assets. Net income was $525K.
Where can I find official filings for Maggie Sottero Designs, LLC Retirement Plan?
Official Form 5500 filings for Maggie Sottero Designs, LLC Retirement Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 841372968 or plan name at efast.dol.gov.
How does Maggie Sottero Designs, LLC Retirement Plan compare to other plans?
You can compare Maggie Sottero Designs, LLC Retirement Plan against other 401(k) plans on the plan type page, or view plans in Utah on the state page. PlainRetire tracks all 402,674 ERISA-covered retirement plans in the U.S. that filed a Form 5500 for the 2023 plan year.

Explore PlainRetire

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 841372968.

Reference: IRS Publication 560, Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B, Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.