Other · DOL Form 5500 · 2022
Brigham Young University Retirement Plan
Data updated 2026-08-11
- $182M
- Total assets
- 6,755
- Participants
- 95th
- Percentile by assets
- $27,015
- Avg per participant
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.
- 95th percentile by assets (of 139,126 plans)
- #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.
- $182M
- total plan assets (2022 EOY)
- 6,755
- covered participants
- 95th
- percentile by assets (of 139,126 plans)
- $27,015
- avg assets per participant
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.
Participants vs Utah filers
In Utah, the average filing covers about 592 participants across 1,280 plans. Brigham Young University Tax-Deferred Annuity Plan reports 6,755 participants - 11x that state average ($182M EOY assets).
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)
| 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.
Brigham Young University Tax-Deferred Annuity Plan vs. nearby Other plans in Utah, assets vs. participants
- 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)
Similar-Sized Other Plans Nationally
Other plans in other states closest to Brigham Young University Tax-Deferred Annuity Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Brigham Young University Tax-Deferred Annuity Plan assets move in 2022? ▼
How have Brigham Young University plan assets changed over time? ▼
Where does Brigham Young University Tax-Deferred Annuity Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Brigham Young University Tax-Deferred Annuity Plan? ▼
Next read for Brigham Young University Tax-Deferred An…
Filing takeaways
Ways to act on Brigham Young University Tax-Deferred Annuity Plan's numbers.
- By total assets, Brigham Young University Tax-Deferred Annuity Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Utah. Compare plans
- Brigham Young University's sponsor-wide assets have grown 3.4% since 2022 across 3 plan years on file. More Educational Services plans