401(k) · DOL Form 5500 · 2024
Young Living Holdings, LLC 401(k) Plan
Data updated 2026-08-25
- $83M
- Total assets Below avg plan size
- 926
- Participants Near avg headcount
- 89th
- Percentile by assets National rank
- $89,929
- Avg per participant Below avg balance/head
Official DOL plan name: Young Living Holdings, LLC · Sponsored by Young Living Holdings, LLC · Utah · Administrative & Support Services
$83M in assets, 926 participants
Young Living Holdings, LLC's Young Living Holdings, LLC reported $83M in total assets and 926 participants in its 2024 DOL Form 5500 filing, ranking in the 89th 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.
- #4,138 in Administrative & Support Services (4,368 peers)
Where Young Living Holdings, LLC sits by assets
Young Living Holdings, LLC sits in the top quartile of all filed plans by assets, $83M for 926 participants (~$89,929/participant), up 10.2% in 2024.
- #4,138
- in Administrative & Support Services (4,368 peers)
- +10.2%
- assets growth YoY
- 0.8×
- vs typical plan assets (national mean)
Young Living Holdings, LLC's outsized position by total assets
Young Living Holdings, LLC vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$83,274,553 Top 11% higher than 89% 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
Young Living Holdings, LLC 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. Young Living Holdings, LLC sits mid-pack in the medium band (926 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Young Living Holdings, LLC reported net income fell from $11M in the plan year 2023 filing to $8M in the plan year 2024 filing.
- Young Living Holdings, LLC reported participants fell from 1,223 in the plan year 2023 filing to 926 in the plan year 2024 filing.
- Young Living Holdings, LLC end-of-year assets rose from $76M in the plan year 2023 filing to $83M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 862546118 · Young Living Holdings, LLC PY 2024 · 401(k)
Young Living Holdings, LLC · $83M · 926 · 89th
- 5500 $83M
- ASSETS 926
- PCT 89th
- EIN 401(k)
- RANK near Missouri Aggregates 401(k) Plan
- PHOTO ind #4138
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 Administrative & Support Services retirement plans → · Plans in Utah →
Young Living Holdings, LLC in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $76M |
|---|---|
| Net Assets (End of Year) | $83M |
| Net Income | $8M |
| Employer EIN | 862546118 |
| Plan Effective Date | 2002-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Young Living Holdings, LLC)
Sponsor-wide plan assets over time
All Young Living Holdings, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $83M 28.39881584741769% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,814 | $65M |
| 2023 | 1 | 1,223 | $76M |
| 2024 | 1 | 926 | $83M |
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
Young Living Holdings, LLC's out-of-state 401(k) peers by assets and headcount
Outside Utah, the nearest 401(k) by assets is Missouri Aggregates 401(k) Plan in MO ($83M); by covered participants it is The Mazzella Companies Savings & Retirement Plan in OH (926 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($83M here).
- Missouri Aggregates 401(k) Plan (MO) $83M · 2,269
- Mood401(k) Savings and Retirement Plan (TX) $83M · 588
- Descartes Systems Group Employee Retirement Plan (GA) $83M · 645
- Premier Medical Group, Inc. 401(k) Profit Sharing Plan (AL) $83M · 285
Similar participant headcount
Nearest other-state filings by covered participants (926 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.