401(k) · DOL Form 5500 · 2022

Albion Financial Group 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
26
Participants Small participant base
62nd
Percentile by assets National rank
$333,653
Avg per participant High balance/head
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Official DOL plan name: Albion Financial Group Retirement Plan · Sponsored by Albion Financial Group · Utah · Finance & Insurance

$9M in assets, 26 participants

Albion Financial Group's Albion Financial Group Retirement Plan reported $9M in total assets and 26 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.

  • #4,203 in Finance & Insurance (9,261 peers)

Albion Financial Group multi-year trail

Albion Financial Group's plans moved +67.1% in assets from 2022 to 2024; this filing shows Albion Financial Group Retirement Plan at $9M / 26 participants.

#4,203
in Finance & Insurance (9,261 peers)
-24.6%
assets change YoY

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Albion Financial Group Retirement Plan's mid-pack asset rank among Finance & Insurance and all filers

Albion Financial Group Retirement Plan vs every filed plan by assets

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

$8,674,981 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

Albion Financial Group Retirement Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Albion Financial Group Retirement Plan is a small filing (26 participants) on this national headcount ladder.

DOL schedule card

Filing strip 870392058 · Albion Financial Group PY 2022 · 401(k)

Albion Financial Group Retirement Plan · $9M · 26 · 62nd

  • EBSA $9M
  • EBSA 26
  • EBSA 62nd
  • EBSA 401(k)
  • EBSA near Rocky Mountain Chocolate Factory, Inc. 401(k) Plan
  • EBSA ind #4203

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 →

Albion Financial Group Retirement Plan in the asset neighbourhood

Blue Apron Holdings, Inc. 401(k) PlanBlue Apron Holdings, Inc. 40…$9MStve-Aai Education, Inc. 401(k) PlanStve-Aai Education, Inc. 401…$9MAlbion Financial Group Retirement PlanAlbion Financial Group Retir…$9MRocky Mountain Chocolate Factory, Inc. 401(k) PlanRocky Mountain Chocolate Fac…$9MGolden Valley Supply 401(k) and Profit Sharing PlanGolden Valley Supply 401(k) …$9M
End-of-year total assets ($M) among Albion Financial Group Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Albion Financial Group multi-year asset trail

Sponsor-wide plan assets over time

All Albion Financial Group plans reported in each filing year

Latest sponsor-wide plan assets
$14M 67.12787036651723% vs 2022
2024 filing year
$8M$10M$12M$14M$16M 202220232024 $8.67M $14.5M ▲ +67.2%
Year Plans Participants Total Assets
2022 1 26 $9M
2023 1 29 $11M
2024 1 30 $14M

Albion Financial Group filing trail (2022)

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$9M
Net Income-$3M
Employer EIN870392058
Plan Effective Date1985-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Utah

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

Albion Financial Group Retirement Plan vs. nearby 401(k) plans in Utah, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants Albion Financial Group Retirement Plan, Total assets ($B): 0.008674981 · Participants: 26Albion Financial Group Retirement 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
Albion Financial Group Retirement Plan vs. nearby 401(k) plans in Utah, assets vs. participants
Compare Albion Financial Group Retirement Plan side-by-side with 3 peers →

Albion Financial Group Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Utah, the nearest 401(k) by assets is Rocky Mountain Chocolate Factory, Inc. 401(k) Plan in CO ($9M); by covered participants it is Acceletronics, Inc. Employees 401(k) Profit Sharing Plan in PA (26 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (26 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 Albion Financial Group Retirement Plan assets move in 2022? ▼
Albion Financial Group Retirement Plan declined sharply - down 24.6% during 2022, from $12M to $9M. Reported net income was -$3M.
How have Albion Financial Group plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Albion Financial Group's sponsor-wide assets grew 67.1%, from $9M to $14M.
Which 401(k) plans are similar in size to Albion Financial Group Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Rocky Mountain Chocolate Factory, Inc. 401(k) Plan in CO ($9M, 144 participants).
Which 401(k) plans cover a similar participant headcount to Albion Financial Group Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Acceletronics, Inc. Employees 401(k) Profit Sharing Plan in PA (26 participants, N/A 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 870392058.

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.