401(k) · DOL Form 5500 · 2024
Happy Delivery LLC 401(k) Plan
Data updated 2026-08-25
- $527K
- Total assets Small plan by assets
- 145
- Participants Small participant base
- 18th
- Percentile by assets National rank
- $3,638
- Avg per participant Low balance/head
Official DOL plan name: Happy Delivery 401(k) Plan · Sponsored by Happy Delivery LLC · Utah · Transportation & Warehousing
$527K in assets, 145 participants
Happy Delivery LLC's Happy Delivery 401(k) Plan reported $527K in total assets and 145 participants in its 2024 DOL Form 5500 filing, ranking in the 18th 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.
- #629 in Transportation & Warehousing (3,299 peers)
Coverage in Utah
Happy Delivery 401(k) Plan covers 145 participants in Utah, about 25% of the average Utah filer (state average ~592 per filing). Assets: $527K.
- #629
- in Transportation & Warehousing (3,299 peers)
- +96.0%
- assets growth YoY
Happy Delivery 401(k) Plan among the smaller filed plans by assets
Happy Delivery 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$527,464 18th percentile higher than 18% 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
Happy Delivery 401(k) 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. Happy Delivery 401(k) Plan sits mid-pack in the medium band (145 participants).
DOL schedule card
Filing strip 871780449 · Happy Delivery LLC PY 2024 · 401(k)
Happy Delivery 401(k) Plan · $527K · 145 · 18th
- PCT $527K
- EIN 145
- RANK 18th
- PHOTO 401(k)
- IND near Avani Inc 401(k) Profit Sharing Plan & Trust
- EOY ind #629
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 Transportation & Warehousing retirement plans → · Plans in Utah →
Happy Delivery 401(k) Plan in the asset neighbourhood
Utah filing particulars
| Total Assets (Beginning of Year) | $269K |
|---|---|
| Net Assets (End of Year) | $527K |
| Net Income | $258K |
| Employer EIN | 871780449 |
| Plan Effective Date | 2022-01-01 |
| Filing Status | FILING RECEIVED |
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
Happy Delivery 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Utah, the nearest 401(k) by assets is Avani Inc 401(k) Profit Sharing Plan & Trust in TX ($528K); by covered participants it is Bayfirst Solutions 401(k) Plan in DC (145 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($527K here).
Similar participant headcount
Nearest other-state filings by covered participants (145 participants); asset peers above are excluded.
- Bayfirst Solutions 401(k) Plan (DC) 145 · 0 off
- Bnccorp, Inc. 401(k) Savings Plan (ND) 145 · 0 off
- Isun 401(k) Retirement Plan (PA) 145 · 0 off
- When I Work, Inc. 401(k) Plan (MN) 145 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.