Other · DOL Form 5500 · 2022
Brigham Young University Retirement Plan
Data updated 2026-08-25
- $182M
- Total assets Near avg plan size
- 6,755
- Participants Above avg headcount
- 95th
- Percentile by assets National rank
- $27,015
- Avg per participant Low balance/head
Official DOL plan name: Brigham Young University Tax-Deferred Annuity Plan · Sponsored by Brigham Young University · Utah · Educational Services
$182M in assets, 6,755 participants
Brigham Young University's Brigham Young University Tax-Deferred Annuity Plan reported $182M in total assets and 6,755 participants in its 2022 DOL Form 5500 filing, ranking in the 95th 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.
- #3,705 in Educational Services (4,024 peers)
Coverage in Utah
Brigham Young University Tax-Deferred Annuity Plan covers 6,755 participants in Utah, 11x the typical Utah plan (state average ~592 per filing). Assets: $182M.
- #3,705
- in Educational Services (4,024 peers)
- -16.6%
- assets change YoY
- 1.8×
- vs typical plan assets (national mean)
The plan reported a net loss of $36M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Brigham Young University Tax-Deferred Annuity Plan's outsized position by total assets
Brigham Young University Tax-Deferred Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$182,484,855 Top 5% higher than 95% 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
Brigham Young University 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 Tax-Deferred Annuity Plan lands in the large band (6,755 participants).
Published 5500 schedule card
Filing strip 870217280 · Brigham Young University PY 2022 · Other
Brigham Young University Tax-Deferred Annuity Plan · $182M · 6,755 · 95th
- IND $182M
- IND 6,755
- IND 95th
- IND Other
- IND near Research Foundation for Mental Hygiene, Inc. Tda and (Frozen) DC Plan
- IND ind #3705
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 Utah →
Brigham Young University Tax-Deferred Annuity Plan in the asset neighbourhood
Utah filing particulars
| Total Assets (Beginning of Year) | $219M |
|---|---|
| Net Assets (End of Year) | $182M |
| Net Income | -$36M |
| Employer EIN | 870217280 |
| Plan Effective Date | 1954-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Brigham Young University)
Sponsor-wide plan assets over time
All Brigham Young University plans reported in each filing year
- Latest sponsor-wide plan assets
- $189M 3.3825634461555723% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 6,755 | $182M |
| 2023 | 1 | 7,029 | $191M |
| 2024 | 1 | 293 | $189M |
Nearby Other Plans in Utah
Peer Other plans, same state, same plan type, ranked by total assets.
- Intermountain Healthcare Tax Deferred Savings 403(b) Plan $262M · 38,547
- Intermountain Ironworkers' Tax Deferral Plan $88M · 1,774
- Westminster College Defined Contribution Retirement Plan $79M · 349
- Children's Miracle Network 403(b) Plan $36M · 200
- Waterford School 403(b) Plan $27M · 301
Scale composition for Brigham Young University Tax-Deferred Annuity Plan
Brigham Young University Tax-Deferred Annuity Plan reports $182M in end-of-year assets across 6,755 participants (0.001% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.007% of 93,925,755 covered participants) - about $27,015 per participant (20% of the national average assets-per-participant) . Net income for plan year 2022 was -$36M.
This plan identity (EIN 870217280, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $182M to $189M (+3.4%) while covered participants moved from 6,755 to 293 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 6,755 | $182M | This page |
| 2023 | 7,029 | $191M | Open filing |
| 2024 · index core | 293 | $189M | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Brigham Young University Tax-Deferred Annuity Plan (Other, $189M, 293 participants)
Brigham Young University Tax-Deferred Annuity Plan's out-of-state Other peers by assets and headcount
Outside Utah, the nearest Other by assets is Research Foundation for Mental Hygiene, Inc. Tda and (Frozen) DC Plan in NY ($183M); by covered participants it is Willis-Knighton Health System 403(b) Plan in LA (6,736 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($182M here).
- Research Foundation for Mental Hygiene, Inc. Tda and (Frozen) DC Plan (NY) $183M · 554
- Boulder Community Health 403(b) Plan (CO) $183M · 1,963
- Hope College Invest Plan (MI) $182M · 999
- Choate Rosemary Hall Foundation, Inc. DC Retirement Plan (CT) $181M · 333
Similar participant headcount
Nearest other-state filings by covered participants (6,755 participants); asset peers above are excluded.
- Willis-Knighton Health System 403(b) Plan (LA) 6,736 · 19 off
- Northshore University Healthsystem Retirement Contribution Plan (IL) 6,710 · 45 off
- Centra Health Matching Tax Deferred Savings Plan (VA) 6,854 · 99 off
- Ironworkers District Council of the Pacific Nw Field Ironworkers Annuity Trust Fund (WA) 6,863 · 108 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.