401(k) · DOL Form 5500 · 2024
Lagoon Corporation and Affiliates 401(k) Plan
Data updated 2026-08-25
- $66M
- Total assets Below avg plan size
- 199
- Participants Below avg headcount
- 87th
- Percentile by assets National rank
- $333,602
- Avg per participant High balance/head
Official DOL plan name: Lagoon Corp. & Affiliates Profit Sharing Plan · Sponsored by Lagoon Corporation and Affiliates · Utah · Arts, Entertainment & Recreation
$66M in assets, 199 participants
Lagoon Corporation and Affiliates's Lagoon Corp. & Affiliates Profit Sharing Plan reported $66M in total assets and 199 participants in its 2024 DOL Form 5500 filing, ranking in the 87th 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.
- #2,717 in Arts, Entertainment & Recreation (2,921 peers)
Coverage in Utah
Lagoon Corp. & Affiliates Profit Sharing Plan covers 199 participants in Utah, about 34% of the average Utah filer (state average ~592 per filing). Assets: $66M.
- #2,717
- in Arts, Entertainment & Recreation (2,921 peers)
- +15.0%
- assets growth YoY
- 0.7×
- vs typical plan assets (national mean)
Lagoon Corp. & Affiliates Profit Sharing Plan's outsized position by total assets
Lagoon Corp. & Affiliates Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$66,386,866 Top 13% higher than 87% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Lagoon Corp. & Affiliates Profit Sharing 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. Lagoon Corp. & Affiliates Profit Sharing Plan sits mid-pack in the medium band (199 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Lagoon Corp. & Affiliates Profit Sharing Plan end-of-year assets rose from $58M in the plan year 2023 filing to $66M in the plan year 2024 filing.
- Lagoon Corp. & Affiliates Profit Sharing Plan reported participants rose from 189 in the plan year 2023 filing to 199 in the plan year 2024 filing.
- Lagoon Corp. & Affiliates Profit Sharing Plan reported net income fell from $9M in the plan year 2023 filing to $9M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 870201171 · Lagoon Corporation and Affiliates PY 2024 · 401(k)
Lagoon Corp. & Affiliates Profit Sharing Plan · $66M · 199 · 87th
- EOY $66M
- EOY 199
- EOY 87th
- EOY 401(k)
- EOY near Neighborhood House Association 401(k) Plan
- EOY ind #2717
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 →
Lagoon Corp. & Affiliates Profit Sharing Plan in the asset neighbourhood
Utah filing particulars
| Total Assets (Beginning of Year) | $58M |
|---|---|
| Net Assets (End of Year) | $66M |
| Net Income | $9M |
| Employer EIN | 870201171 |
| Plan Effective Date | 1967-03-31 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Lagoon Corporation and Affiliates)
Sponsor-wide plan assets over time
All Lagoon Corporation and Affiliates plans reported in each filing year
- Latest sponsor-wide plan assets
- $66M 35.859684190214416% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 164 | $49M |
| 2023 | 1 | 189 | $58M |
| 2024 | 1 | 199 | $66M |
Nearby 401(k) Plans in Utah
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Intermountain Health 401(k) Plan $6.8B · 68,360
- Deseret 401(k) Plan $6.1B · 25,301
- Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan $1.9B · 9,972
- Skywest, Inc. Employees' Retirement Plan $1.4B · 14,259
- Rio Tinto America Inc. 401(k) Savings Plan and Investment Partnership Plan $687M · 1,926
Lagoon Corp. & Affiliates Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Utah, the nearest 401(k) by assets is Neighborhood House Association 401(k) Plan in CA ($66M); by covered participants it is Erie Federal Credit Union 401(k) Plan and Trust in PA (199 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($66M here).
Similar participant headcount
Nearest other-state filings by covered participants (199 participants); asset peers above are excluded.
- Erie Federal Credit Union 401(k) Plan and Trust (PA) 199 · 0 off
- Sanwa Growers, Inc 401(k) Plan (FL) 199 · 0 off
- Stillwater Designs and Audio, Inc. 401(k) Profit Sharing Plan (OK) 199 · 0 off
- Popmenu 401(k) Plan (GA) 199 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.