UTAH LABORERS ANNUITY PLAN
ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.
UTAH LABORERS ANNUITY TRUST FUND
This Profit Sharing plan holds $40M in total assets and serves 44 participants as of 2022. It is sponsored by UTAH LABORERS ANNUITY TRUST FUND in Utah. The plan reported a net loss of $15M for the year.
What the Filing Says About UTAH LABORERS ANNUITY PLAN
UTAH LABORERS ANNUITY PLAN is a Profit Sharing retirement plan sponsored by UTAH LABORERS ANNUITY TRUST FUND, headquartered in Utah. As of the 2022 Form 5500 filing, the plan reports $40M in total end-of-year assets and covers 44 participants across the Finance & Insurance industry. The sponsor's EIN on file with the U.S. Department of Labor is 876135141, and the plan has been effective since 1985-07-01. Its filing status is currently FILING RECEIVED.
Year over year, total assets moved from $55M at the beginning of 2022 to $40M at year-end — a decline of 27.2%. Net assets (after liabilities) closed the year at $40M, with reported net income of $-15,052,674 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.
Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.
Financial Summary (2023)
| Total Assets (Beginning of Year) | $55M |
| Total Assets (End of Year) | $40M |
| Net Assets (End of Year) | $40M |
| Net Income | $-15,052,674 |
| Plan Type | Profit Sharing |
| Employer EIN | 876135141 |
| Plan Effective Date | 1985-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (UTAH LABORERS ANNUITY TRUST FUND)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 44 | $40M |
| 2023 | 1 | 1,218 | $43M |
| 2024 | 1 | 1,314 | $47M |
Nearby Profit Sharing Plans in Utah
Peer Profit Sharing plans — same state, same plan type — ranked by total assets.
- CHG COMPANIES, INC. EMPLOYEE 401(K) PLAN $418M · 7,365
- O.C. TANNER RETIREMENT & SAVINGS PLAN $328M · 1,195
- INTERMOUNTAIN HEALTHCARE TAX DEFERRED SAVINGS 403(B) PLAN $310M · 41,571
- BRIGHAM YOUNG UNIVERSITY TAX-DEFERRED ANNUITY PLAN $191M · 7,029
- EXTRA SPACE MANAGEMENT, INC. 401(K) PLAN $136M · 4,176
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Frequently Asked Questions
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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 876135141.
Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.
Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.
Read our methodology — how this data is sourced, computed, and verified.