401(k) · DOL Form 5500 · 2024
Ultimate Fitness Holdings, LLC 401(k) Plan
Data updated 2026-08-25
- $15M
- Total assets Small plan by assets
- 476
- Participants Below avg headcount
- 65th
- Percentile by assets National rank
- $31,806
- Avg per participant Low balance/head
Official DOL plan name: Orangetheory Fitness 401(k) Retirement Plan · Sponsored by Ultimate Fitness Holdings, LLC · Florida · Arts, Entertainment & Recreation
$15M in assets, 476 participants
Ultimate Fitness Holdings, LLC's Orangetheory Fitness 401(k) Retirement Plan reported $15M in total assets and 476 participants in its 2024 DOL Form 5500 filing, ranking in the 65th 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.
- #2,294 in Arts, Entertainment & Recreation (2,921 peers)
Ultimate Fitness Holdings, LLC multi-year trail
Ultimate Fitness Holdings, LLC's plans moved +105.2% in assets from 2022 to 2024; this filing shows Orangetheory Fitness 401(k) Retirement Plan at $15M / 476 participants.
- #2,294
- in Arts, Entertainment & Recreation (2,921 peers)
- +33.8%
- assets growth YoY
Orangetheory Fitness 401(k) Retirement Plan's mid-pack asset rank among Arts, Entertainment & Recreation and all filers
Orangetheory Fitness 401(k) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$15,139,829 Top 35% higher than 65% 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
Orangetheory Fitness 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. Orangetheory Fitness 401(k) Retirement Plan sits mid-pack in the medium band (476 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Orangetheory Fitness 401(k) Retirement Plan end-of-year assets rose from $11M in the plan year 2023 filing to $15M in the plan year 2024 filing.
- Orangetheory Fitness 401(k) Retirement Plan reported participants fell from 497 in the plan year 2023 filing to 476 in the plan year 2024 filing.
- Orangetheory Fitness 401(k) Retirement Plan reported net income fell from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 811144993 · Ultimate Fitness Holdings, LLC PY 2024 · 401(k)
Orangetheory Fitness 401(k) Retirement Plan · $15M · 476 · 65th
- RANK $15M
- PHOTO 476
- IND 65th
- EOY 401(k)
- 5500 near Astech Corp. Employees Savings Trust
- ASSETS ind #2294
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 Florida →
Orangetheory Fitness 401(k) Retirement Plan in the asset neighbourhood
Ultimate Fitness Holdings, LLC multi-year asset trail
Sponsor-wide plan assets over time
All Ultimate Fitness Holdings, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $15M 105.20226137072592% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 295 | $7M |
| 2023 | 1 | 497 | $11M |
| 2024 | 1 | 476 | $15M |
Ultimate Fitness Holdings, LLC filing trail (2024)
| Total Assets (Beginning of Year) | $11M |
|---|---|
| Net Assets (End of Year) | $15M |
| Net Income | $4M |
| Employer EIN | 811144993 |
| Plan Effective Date | 2016-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Florida
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- L3harris Retirement Savings Plan $16.3B · 40,330
- Savings Plan for Employees and Partners of Pwc $13.2B · 51,081
- Adp Totalsource Retirement Savings Plan $9.2B · 310,261
- Publix Super Markets, Inc. 401(k) Smart Plan $8.1B · 197,102
- Nextera Energy, Inc. Employee Retirement Savings Plan $5.5B · 16,678
Orangetheory Fitness 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Florida, the nearest 401(k) by assets is Astech Corp. Employees Savings Trust in MN ($15M); by covered participants it is Flushing Bank 401(k) Savings Plan in NY (476 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($15M here).
- Astech Corp. Employees Savings Trust (MN) $15M · 167
- Eye Centers of America 401(k) (NJ) $15M · 375
- Sidock Group Inc. 401(k) (MI) $15M · 129
- Arteris Ip 401(k) Plan (CA) $15M · 98
Similar participant headcount
Nearest other-state filings by covered participants (476 participants); asset peers above are excluded.
- Flushing Bank 401(k) Savings Plan (NY) 476 · 0 off
- Ecmc Group 401(k) Plan (MN) 476 · 0 off
- Electro-Mechanical Retirement Plan (VA) 476 · 0 off
- Cribl 401(k) Plan (CA) 476 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.