401(k)
2023 plan-year 401(k) DOL Form 5500

Employee Benefits Leasing, Inc. 401(k) Plan

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

Sponsored by Employee Benefits Leasing, Inc. · Utah · Professional & Technical Services

What the 2023 filing shows

Employee Benefits Leasing, Inc. 401(k) Plan holds $8M for 214 participants — about $38,093 per participant, up 30.8% over the 2023 plan year.

$8M
total plan assets (2023 EOY)
214
covered participants
$38,093
avg assets per participant
+30.8%
assets growth YoY
Total Assets (2023)
$8M
Participants
214
State
Industry
Professional & Technical Services

What the Filing Says About Employee Benefits Leasing, Inc. 401(k) Plan

Employee Benefits Leasing, Inc. 401(k) Plan is a 401(k) retirement plan sponsored by Employee Benefits Leasing, Inc., headquartered in Utah. As of the 2023 Form 5500 filing, the plan reports $8M in total end-of-year assets and covers 214 participants across the Professional & Technical Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 270016253, and the plan has been effective since 2002-06-21. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $6M at the beginning of 2023 to $8M at year-end — a gain of 30.8%. Net assets (after liabilities) closed the year at $8M, with reported net income of $2M 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)$6M
Total Assets (End of Year)$8M
Net Assets (End of Year)$8M
Net Income$2M
Plan Type401(k)
Employer EIN270016253
Plan Effective Date2002-06-21
Filing StatusFILING RECEIVED

Sponsor Plan History (Employee Benefits Leasing, Inc.)

Year Plans Participants Total Assets
2022 1 220 $6M
2023 1 214 $8M

Nearby 401(k) Plans in Utah

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Frequently Asked Questions

How much money is in the Employee Benefits Leasing, Inc. 401(k) Plan?
As of the 2023 Form 5500 filing, Employee Benefits Leasing, Inc. 401(k) Plan holds $8M in total assets with 214 participants. It is sponsored by Employee Benefits Leasing, Inc..
What type of plan is Employee Benefits Leasing, Inc. 401(k) Plan?
Employee Benefits Leasing, Inc. 401(k) Plan is a 401(k) plan. It has been effective since 2002-06-21. The plan is filed with the U.S. Department of Labor under EIN 270016253.
Who sponsors the Employee Benefits Leasing, Inc. 401(k) Plan?
Employee Benefits Leasing, Inc. 401(k) Plan is sponsored by Employee Benefits Leasing, Inc., located in Utah. The sponsor's EIN is 270016253 and the plan operates in the Professional & Technical Services industry.
How did Employee Benefits Leasing, Inc. 401(k) Plan perform in 2023?
Employee Benefits Leasing, Inc. 401(k) Plan grew by 30.8% during 2023, moving from $6M to $8M in total assets. Net income was $2M.
Where can I find official filings for Employee Benefits Leasing, Inc. 401(k) Plan?
Official Form 5500 filings for Employee Benefits Leasing, Inc. 401(k) Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 270016253 or plan name at efast.dol.gov.
How does Employee Benefits Leasing, Inc. 401(k) Plan compare to other plans?
You can compare Employee Benefits Leasing, Inc. 401(k) Plan against other 401(k) plans on the plan type page, or view plans in Utah on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 270016253.

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.