Usana Health Sciences 401(k) match, vesting and fees

Plan year 2025 filingUsana Health Sciences 401(k) Plan · Plan 001 · EIN 87-0500306Updated Oct 2026

What Usana Health Sciences' 401(k) plan says about matching contributions

The match terms have not been published from this plan's filing yet.
The plan year 2025 filing reports $2.3M in employer contributions, about $2,117 per participant. That total includes any match and profit-sharing; it is not a match formula. Plan year 2025 Form 5500 ↗
$126,830
Average account balance
1,107
Participants (end of year)
$138M
Plan assets (end of year)
0.16%
Admin expenses ÷ assets

Plan features

Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.

RecordkeeperFidelity Investments InstitutionalSchedule C ↗
Independent auditorTanner LLC (unmodified opinion)Schedule H ↗
Plan type and status401(k) · ActiveForm 5500 ↗

How the plan compares

Plan year 2025 medians for 434 defined-contribution plans in manufacturing with 1,000 to 4,999 participants.

Usana Health Sciences: employer contribution per participant$2,117
Peer median$2,591
Usana Health Sciences: average balance$126,830
Peer median$102,504
Usana Health Sciences: admin expenses ÷ assets0.16%
Peer median0.11%

Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.

Plan history

Plan assets went from $117M at the end of plan year 2021 to $138M at the end of plan year 2025.

$117M2021$96M2022$112M2023$126M2024$138M2025
End-of-year figures from each plan year's Form 5500 filing for the Usana Health Sciences plan.
Plan yearParticipantsAssetsEmployer contributionsPer participantAdmin expense ratioMatch formulaFiling
20251,107$138M$2.3M$2,1170.16%Not publishedForm 5500 ↗
20241,131$126M$2.5M$2,2620.17%Not publishedForm 5500 ↗
20231,201$112M$2.5M$2,1270.13%Not publishedForm 5500 ↗
20221,242$96M$2.6M$2,1700.16%Not publishedForm 5500 ↗
20211,225$117M$2.5M$2,1570.20%Not publishedForm 5500 ↗

Common questions

Does Usana Health Sciences match 401(k) contributions?

The match terms for the Usana Health Sciences 401(k) Plan have not been published from its filing yet. The plan year 2025 filing reports $2.3M in employer contributions, about $2,117 per participant. That total includes any match and profit-sharing; it is not a match formula.

When is the Usana Health Sciences 401(k) match vested?

The vesting schedule for the Usana Health Sciences 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.

Who manages the Usana Health Sciences 401(k)?

The recordkeeper listed on Schedule C of the plan year 2025 filing is Fidelity Investments Institutional. The plan administrator is Usana Health Sciences, Inc..

I left Usana Health Sciences. How do I find my old 401(k)?

Your account stays in the plan until you move it. Contact the plan administrator (Usana Health Sciences, Inc., (801) 954-7100) or the recordkeeper, Fidelity Investments Institutional. The Usana Health Sciences old 401(k) page lists the contacts from every plan filing. Find an old Usana Health Sciences 401(k)

Data from the public Form 5500 annual reports Usana Health Sciences filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Usana Health Sciences. Not financial advice. Report a correction · Methodology