Other · DOL Form 5500 · 2022

Brigham Young University-Idaho Retirement Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
1,368
Participants Near avg headcount
62nd
Percentile by assets National rank
$6,214
Avg per participant Low balance/head
PlainRetire home → About this data

Official DOL plan name: Brigham Young University-Idaho Tax-Deferred Annuity Plan · Sponsored by Brigham Young University-Idaho · Idaho · Educational Services

$9M in assets, 1,368 participants

Brigham Young University-Idaho's Brigham Young University-Idaho Tax-Deferred Annuity Plan reported $9M in total assets and 1,368 participants in its 2022 DOL Form 5500 filing, ranking in the 62nd 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.

  • #1,800 in Educational Services (4,024 peers)

Coverage in Idaho

Brigham Young University-Idaho Tax-Deferred Annuity Plan covers 1,368 participants in Idaho, 3.9x the typical Idaho plan (state average ~347 per filing). Assets: $9M.

#1,800
in Educational Services (4,024 peers)
-13.0%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Brigham Young University-Idaho Tax-Deferred Annuity Plan's mid-pack asset rank among Educational Services and all filers

Brigham Young University-Idaho Tax-Deferred Annuity Plan vs every filed plan by assets

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

$8,500,965 Top 38% higher than 62% 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

Brigham Young University-Idaho Tax-Deferred Annuity Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Brigham Young University-Idaho Tax-Deferred Annuity Plan lands in the large band (1,368 participants).

DOL schedule card

Filing strip 820207699 · Brigham Young University-Idaho PY 2022 · Other

Brigham Young University-Idaho Tax-Deferred Annuity Plan · $9M · 1,368 · 62nd

  • NET $9M
  • BOOK 1,368
  • VS-ST 62nd
  • BOY Other
  • SCH near The Recovery Network of Programs, Inc. 403b Retirement Plan
  • EBSA ind #1800

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 Educational Services retirement plans → · Plans in Idaho →

Brigham Young University-Idaho Tax-Deferred Annuity Plan in the asset neighbourhood

Landmark Christian School 403(b) Retirement PlanLandmark Christian School 40…$9MBrigham Young University-Idaho Tax-Deferred Annuity PlanBrigham Young University-Ida…$9MThe Recovery Network of Programs, Inc. 403b Retirement PlanThe Recovery Network of Prog…$8MTiaa-Cref Tax Deferred Annuity Plan for All Employee of Maria CollegeTiaa-Cref Tax Deferred Annui…$8MBalance Autism Retirement PlanBalance Autism Retirement Pl…$8M
End-of-year total assets ($M) among Brigham Young University-Idaho Tax-Deferred Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Idaho filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$9M
Net Income-$1M
Employer EIN820207699
Plan Effective Date1992-07-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Idaho

Peer Other plans, same state, same plan type, ranked by total assets.

Brigham Young University-Idaho Tax-Deferred Annuity Plan vs. nearby Other plans in Idaho, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -20002004006008001000 Total assets ($M) Participants Brigham Young University-Idaho Tax-Deferred Annuity Plan, Total assets ($M): 8.500965 · Participants: 1368Brigham Young University-Idaho Tax-Deferred Annuity PlanSt. Lukes Health System Matched 403b Plan, Total assets ($M): 771.593986 · Participants: 15284St. Lukes Health System Matched 403b PlanThe College of Idaho 403(b) Retirement Plan, Total assets ($M): 42.619579 · Participants: 352The College of Idaho 403(b) Retirement PlanKootenai Clinic 403(b) Plan, Total assets ($M): 24.27215 · Participants: 197Kootenai Clinic 403(b) PlanSun Valley Community School, Inc. 403(b) Plan, Total assets ($M): 21.519295 · Participants: 135Sun Valley Community School, Inc. 403(b) PlanFull Circle Health, Inc. 403(b) Plan, Total assets ($M): 21.289243 · Participants: 369Full Circle Health, Inc. 403(b) Plan
Brigham Young University-Idaho Tax-Deferred Annuity Plan vs. nearby Other plans in Idaho, assets vs. participants
Compare Brigham Young University-Idaho Tax-Deferred Annuity Plan side-by-side with 3 peers →

Brigham Young University-Idaho Tax-Deferred Annuity Plan's out-of-state Other peers by assets and headcount

Outside Idaho, the nearest Other by assets is The Recovery Network of Programs, Inc. 403b Retirement Plan in CT ($8M); by covered participants it is Martin Luther King Jr. Community Hospital 403(b) Retirement Plan in CA (1,368 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,368 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 Brigham Young University-Idaho Tax-Deferred Annuity Plan assets move in 2022? ▼
Brigham Young University-Idaho Tax-Deferred Annuity Plan pulled back noticeably - down 13.0% during 2022, from $10M to $9M. Reported net income was -$1M.
Which Other plans are similar in size to Brigham Young University-Idaho Tax-Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by assets is The Recovery Network of Programs, Inc. 403b Retirement Plan in CT ($8M, 169 participants).
Which Other plans cover a similar participant headcount to Brigham Young University-Idaho Tax-Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by covered participants is Martin Luther King Jr. Community Hospital 403(b) Retirement Plan in CA (1,368 participants, $52M 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 820207699.

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.