401(k) · DOL Form 5500 · 2022

Celtic Bank Corporation 401(k) Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
292
Participants Below avg headcount
77th
Percentile by assets National rank
$66,846
Avg per participant Below avg balance/head
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Official DOL plan name: Celtic Bank Corporation 401(k) Plan · Sponsored by Celtic Bank Corporation · Utah · Finance & Insurance

$20M in assets, 292 participants

Celtic Bank Corporation's Celtic Bank Corporation 401(k) Plan reported $20M in total assets and 292 participants in its 2022 DOL Form 5500 filing, ranking in the 77th 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.

  • #5,869 in Finance & Insurance (9,261 peers)

Coverage in Utah

Celtic Bank Corporation 401(k) Plan covers 292 participants in Utah, about 49% of the average Utah filer (state average ~592 per filing). Assets: $20M.

#5,869
in Finance & Insurance (9,261 peers)
-3.2%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $653K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Celtic Bank Corporation 401(k) Plan's outsized position by total assets

Celtic Bank Corporation 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$19,519,137 Top 23% higher than 77% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Celtic Bank Corporation 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. Celtic Bank Corporation 401(k) Plan sits mid-pack in the medium band (292 participants).

DOL schedule card

Filing strip 870662267 · Celtic Bank Corporation PY 2022 · 401(k)

Celtic Bank Corporation 401(k) Plan · $20M · 292 · 77th

  • IND $20M
  • EOY 292
  • 5500 77th
  • ASSETS 401(k)
  • PCT near Axia Consulting, Inc. 401(k) Profit Sharing Plan
  • EIN ind #5869

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 Finance & Insurance retirement plans → · Plans in Utah →

Celtic Bank Corporation 401(k) Plan in the asset neighbourhood

Celtic Bank Corporation 401(k) PlanCeltic Bank Corporation 401(…$20MAxia Consulting, Inc. 401(k) Profit Sharing PlanAxia Consulting, Inc. 401(k)…$20MTexas Spine and Joint Hospital 401(k) Profit Sharing PlanTexas Spine and Joint Hospit…$20MWatkins Distributing Profit Sharing 401(k) PlanWatkins Distributing Profit …$20MJoerns Healthcare Retirement PlanJoerns Healthcare Retirement…$20M
End-of-year total assets ($M) among Celtic Bank Corporation 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Utah filing particulars

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$20M
Net Income-$653K
Employer EIN870662267
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Celtic Bank Corporation)

Sponsor-wide plan assets over time

All Celtic Bank Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$33M 67.60741010219867% vs 2022
2024 filing year
$15M$20M$25M$30M$35M 202220232024 $19.5M $32.7M ▲ +67.6%
Year Plans Participants Total Assets
2022 1 292 $20M
2023 1 306 $26M
2024 1 308 $33M

Nearby 401(k) Plans in Utah

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Celtic Bank Corporation 401(k) Plan vs. nearby 401(k) plans in Utah, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants Celtic Bank Corporation 401(k) Plan, Total assets ($B): 0.019519137 · Participants: 292Celtic Bank Corporation 401(k) PlanDeseret 401(k) Plan, Total assets ($B): 4.66432779 · Participants: 23455Deseret 401(k) PlanIntermountain Healthcare Savings Plus 401(k) Plan, Total assets ($B): 3.594057 · Participants: 42446Intermountain Healthcare Savings Plus 401(k) PlanZions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan, Total assets ($B): 1.478809721 · Participants: 9870Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership PlanSkywest, Inc. Employees' Retirement Plan, Total assets ($B): 0.951734159 · Participants: 16878Skywest, Inc. Employees' Retirement PlanAutoliv Asp, Inc. Employee Savings and Investment Plan, Total assets ($B): 0.588382505 · Participants: 4068Autoliv Asp, Inc. Employee Savings and Investment Plan
Celtic Bank Corporation 401(k) Plan vs. nearby 401(k) plans in Utah, assets vs. participants
Compare Celtic Bank Corporation 401(k) Plan side-by-side with 3 peers →

Celtic Bank Corporation 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Utah, the nearest 401(k) by assets is Axia Consulting, Inc. 401(k) Profit Sharing Plan in OH ($20M); by covered participants it is Techsource, Inc. 401(k) Profit Sharing Plan in NM (292 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (292 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Celtic Bank Corporation 401(k) Plan assets move in 2022? ▼
Celtic Bank Corporation 401(k) Plan edged down modestly - down 3.2% during 2022, from $20M to $20M. Reported net income was -$653K.
How have Celtic Bank Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Celtic Bank Corporation's sponsor-wide assets grew 67.6%, from $20M to $33M.
Where does Celtic Bank Corporation 401(k) Plan rank by assets among Form 5500 filers? ▼
Celtic Bank Corporation 401(k) Plan ranks in the 77th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Celtic Bank Corporation 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Axia Consulting, Inc. 401(k) Profit Sharing Plan in OH ($20M, 92 participants).
Which 401(k) plans cover a similar participant headcount to Celtic Bank Corporation 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Techsource, Inc. 401(k) Profit Sharing Plan in NM (292 participants, $10M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 870662267.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.