401(k) · DOL Form 5500 · 2022
Utah Real Estate PC 401(k) Plan
Data updated 2026-08-25
- $788K
- Total assets Small plan by assets
- 5
- Participants Small participant base
- 23rd
- Percentile by assets National rank
- $157,604
- Avg per participant Above avg balance/head
Official DOL plan name: Utah Real Estate Retirement Plan · Sponsored by Utah Real Estate PC · Utah · Real Estate
$788K in assets, 5 participants
Utah Real Estate PC's Utah Real Estate Retirement Plan reported $788K in total assets and 5 participants in its 2022 DOL Form 5500 filing, ranking in the 23rd 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.
- #1,924 in Real Estate (5,057 peers)
What the 2022 filing shows
Utah Real Estate Retirement Plan holds $788K for 5 participants - about $157,604 per participant, among the smaller plans by assets on file.
- #1,924
- in Real Estate (5,057 peers)
- -6.1%
- assets change YoY
The plan reported a net loss of $51K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Utah Real Estate Retirement Plan among the smaller filed plans by assets
Utah Real Estate Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$788,021 23rd percentile higher than 23% 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
Utah Real Estate Retirement Plan among micro filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Utah Real Estate Retirement Plan is a micro filing (5 participants), the leftmost band.
EBSA filing schedule strip
Filing strip 455529561 · Utah Real Estate PC PY 2022 · 401(k)
Utah Real Estate Retirement Plan · $788K · 5 · 23rd
- TYPE $788K
- TYPE 5
- TYPE 23rd
- TYPE 401(k)
- TYPE near Pawpaw, Inc. 401(k) Plan
- TYPE ind #1924
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 →
Utah Real Estate Retirement Plan in the asset neighbourhood
Filing particulars (2022)
| Total Assets (Beginning of Year) | $839K |
|---|---|
| Net Assets (End of Year) | $788K |
| Net Income | -$51K |
| Employer EIN | 455529561 |
| Plan Effective Date | 2015-01-01 |
| Filing Status | FILING RECEIVED |
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
Utah Real Estate Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Utah, the nearest 401(k) by assets is Pawpaw, Inc. 401(k) Plan in CO ($788K); by covered participants it is Stel Pro Inc 401(k) Plan in TX (5 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($788K here).
- Pawpaw, Inc. 401(k) Plan (CO) $788K · 1
- Rosebud Restaurants, Inc. 401(k) Plan (IL) $788K · 1,215
- Mitchell & Fernandez Business Solutions, Inc. 401(k) Plan (FL) $788K · 2
- We Can Help, Inc. 401(k) Profit Sharing Plan (WI) $788K · 39
Similar participant headcount
Nearest other-state filings by covered participants (5 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.