401(k) · DOL Form 5500 · 2022
Investment Property Group Ut 401(k) Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 294
- Participants Below avg headcount
- 46th
- Percentile by assets National rank
- $13,319
- Avg per participant Low balance/head
Official DOL plan name: Investment Property Group Ut 401(k) Plan · Sponsored by Investment Property Group Ut · Utah · Real Estate
$4M in assets, 294 participants
Investment Property Group Ut's Investment Property Group Ut 401(k) Plan reported $4M in total assets and 294 participants in its 2022 DOL Form 5500 filing, ranking in the 46th 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.
- #3,225 in Real Estate (5,057 peers)
Coverage in Utah
Investment Property Group Ut 401(k) Plan covers 294 participants in Utah, about 50% of the average Utah filer (state average ~592 per filing). Assets: $4M.
- #3,225
- in Real Estate (5,057 peers)
- +127.6%
- assets growth YoY
Investment Property Group Ut 401(k) Plan's mid-pack asset rank among Real Estate and all filers
Investment Property Group Ut 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$3,915,753 46th percentile higher than 46% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Investment Property Group Ut 401(k) Plan among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Investment Property Group Ut 401(k) Plan sits mid-pack in the medium band (294 participants).
DOL schedule card
Filing strip 861283995 · Investment Property Group Ut PY 2022 · 401(k)
Investment Property Group Ut 401(k) Plan · $4M · 294 · 46th
- BOY $4M
- SCH 294
- EBSA 46th
- PART 401(k)
- TYPE near Harrod Concrete Profit Sharing Plan
- NET ind #3225
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 Real Estate retirement plans → · Plans in Utah →
Investment Property Group Ut 401(k) Plan in the asset neighbourhood
Utah filing particulars
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | $424K |
| Employer EIN | 861283995 |
| Plan Effective Date | 2017-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Investment Property Group Ut)
Sponsor-wide plan assets over time
All Investment Property Group Ut plans reported in each filing year
- Latest sponsor-wide plan assets
- $7M 79.36718684758716% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 294 | $4M |
| 2023 | 1 | 346 | $5M |
| 2024 | 1 | 389 | $7M |
Nearby 401(k) Plans in Utah
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Deseret 401(k) Plan $4.7B · 23,455
- Intermountain Healthcare Savings Plus 401(k) Plan $3.6B · 42,446
- Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan $1.5B · 9,870
- Skywest, Inc. Employees' Retirement Plan $952M · 16,878
- Autoliv Asp, Inc. Employee Savings and Investment Plan $588M · 4,068
Investment Property Group Ut 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Utah, the nearest 401(k) by assets is Harrod Concrete Profit Sharing Plan in KY ($4M); by covered participants it is Bueno Foods 401(k) Plan in NM (294 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (294 participants); asset peers above are excluded.
- Bueno Foods 401(k) Plan (NM) 294 · 0 off
- Psi America 401(k) Plan (PA) 294 · 0 off
- Greylock 401(k) Plan (MA) 294 · 0 off
- Lubricar, Inc. 401(k) Plan (NM) 294 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.