401(k) · DOL Form 5500 · 2022

Utah Laborers Annuity Trust Fund 401(k) Plan

Data updated 2026-08-25

$40M
Total assets Below avg plan size
44
Participants Small participant base
86th
Percentile by assets National rank
$914,968
Avg per participant High balance/head
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Official DOL plan name: Utah Laborers Annuity Plan · Sponsored by Utah Laborers Annuity Trust Fund · Utah · Finance & Insurance

$40M in assets, 44 participants

Utah Laborers Annuity Trust Fund's Utah Laborers Annuity Plan reported $40M in total assets and 44 participants in its 2022 DOL Form 5500 filing, ranking in the 86th 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.

  • #7,195 in Finance & Insurance (9,261 peers)

Where Utah Laborers Annuity Plan sits by assets

Utah Laborers Annuity Plan sits in the top quartile of all filed plans by assets, $40M for 44 participants (~$914,968/participant), down 27.2% in 2022.

#7,195
in Finance & Insurance (9,261 peers)
-27.2%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $15M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Utah Laborers Annuity Plan's outsized position by total assets

Utah Laborers Annuity Plan vs every filed plan by assets

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

$40,258,581 Top 14% higher than 86% 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

Utah Laborers Annuity 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. Utah Laborers Annuity Plan is a small filing (44 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 876135141 · Utah Laborers Annuity Trust Fund PY 2022 · 401(k)

Utah Laborers Annuity Plan · $40M · 44 · 86th

  • EOY $40M
  • EOY 44
  • EOY 86th
  • EOY 401(k)
  • EOY near Continuing Life 401(k) Plan
  • EOY ind #7195

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 →

Utah Laborers Annuity Plan in the asset neighbourhood

J. Craig Venter Institute, Inc. 401(k) PlanJ. Craig Venter Institute, I…$40MUtah Laborers Annuity Plan$40MContinuing Life 401(k) Plan$40MShake-N-Go Fashion Inc. 401(k) Profit Sharing Plan & TrustShake-N-Go Fashion Inc. 401(…$40MNorthstrat, Inc. 401(k) & Profit Sharing PlanNorthstrat, Inc. 401(k) & Pr…$40M
End-of-year total assets ($M) among Utah Laborers Annuity Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$55M
Net Assets (End of Year)$40M
Net Income-$15M
Employer EIN876135141
Plan Effective Date1985-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Utah Laborers Annuity Trust Fund)

Sponsor-wide plan assets over time

All Utah Laborers Annuity Trust Fund plans reported in each filing year

Latest sponsor-wide plan assets
$47M 17.002191408584423% vs 2022
2024 filing year
$35M$40M$45M$50M 202220232024 $40.3M $47.1M ▲ +17.0%
Year Plans Participants Total Assets
2022 1 44 $40M
2023 1 1,218 $43M
2024 1 1,314 $47M

Nearby 401(k) Plans in Utah

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

Utah Laborers Annuity Plan vs. nearby 401(k) plans in Utah, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants Utah Laborers Annuity Plan, Total assets ($B): 0.040258581 · Participants: 44Utah Laborers Annuity 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
Utah Laborers Annuity Plan vs. nearby 401(k) plans in Utah, assets vs. participants

Utah Laborers Annuity Plan's out-of-state 401(k) peers by assets and headcount

Outside Utah, the nearest 401(k) by assets is Continuing Life 401(k) Plan in CA ($40M); by covered participants it is Bay Corporation Profit Sharing Plan & Trust in OH (44 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (44 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 Utah Laborers Annuity Plan assets move in 2022?
Utah Laborers Annuity Plan declined sharply - down 27.2% during 2022, from $55M to $40M. Reported net income was -$15M.
How have Utah Laborers Annuity Trust Fund plan assets changed over time?
Across 3 plan years on file (2022-2024), Utah Laborers Annuity Trust Fund's sponsor-wide assets grew 17.0%, from $40M to $47M.
Where does Utah Laborers Annuity Plan rank by assets among Form 5500 filers?
Utah Laborers Annuity Plan ranks in the 86th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Utah Laborers Annuity Plan?
Among 401(k) plans in other states, the closest by assets is Continuing Life 401(k) Plan in CA ($40M, 1,567 participants).
Which 401(k) plans cover a similar participant headcount to Utah Laborers Annuity Plan?
Among 401(k) plans in other states, the closest by covered participants is Bay Corporation Profit Sharing Plan & Trust in OH (44 participants, $10M in assets).