Defined Benefit (Pension) · DOL Form 5500 · 2022
Utah Valley Pediatrics, PLLC Pension Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 131
- Participants Small participant base
- 49th
- Percentile by assets National rank
- $35,125
- Avg per participant Low balance/head
Official DOL plan name: Utah Valley Pediatrics, PLLC Cash Balance Pension Plan · Sponsored by Utah Valley Pediatrics, PLLC · Utah · Healthcare & Social Assistance
$5M in assets, 131 participants
Utah Valley Pediatrics, PLLC's Utah Valley Pediatrics, PLLC Cash Balance Pension Plan reported $5M in total assets and 131 participants in its 2022 DOL Form 5500 filing, ranking in the 49th 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.
- #10,886 in Healthcare & Social Assistance (20,060 peers)
Coverage in Utah
Utah Valley Pediatrics, PLLC Cash Balance Pension Plan covers 131 participants in Utah, about 22% of the average Utah filer (state average ~592 per filing). Assets: $5M.
- #10,886
- in Healthcare & Social Assistance (20,060 peers)
- +3.8%
- assets growth YoY
Utah Valley Pediatrics, PLLC Cash Balance Pension Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Utah Valley Pediatrics, PLLC Cash Balance Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$4,601,418 49th percentile higher than 49% 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 Valley Pediatrics, PLLC Cash Balance Pension Plan among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Utah Valley Pediatrics, PLLC Cash Balance Pension Plan sits mid-pack in the medium band (131 participants).
Plan-year Form 5500 strip
Filing strip 870549057 · Utah Valley Pediatrics, PLLC PY 2022 · Defined Benefit (Pension)
Utah Valley Pediatrics, PLLC Cash Balance Pension Plan · $5M · 131 · 49th
- PHOTO $5M
- IND 131
- EOY 49th
- 5500 Defined Benefit (Pension)
- ASSETS near Egbert Saavedra, Md, PLLC Defined Benefit Plan
- PCT ind #10886
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 Healthcare & Social Assistance retirement plans → · Plans in Utah →
Utah Valley Pediatrics, PLLC Cash Balance Pension Plan in the asset neighbourhood
Utah filing particulars
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | $167K |
| Employer EIN | 870549057 |
| Plan Effective Date | 2014-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Utah Valley Pediatrics, PLLC)
Sponsor-wide plan assets over time
All Utah Valley Pediatrics, PLLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $68M 41.165088740336145% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 332 | $48M |
| 2023 | 2 | 361 | $58M |
| 2024 | 2 | 469 | $68M |
Nearby Defined Benefit (Pension) Plans in Utah
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Deseret Mutual Master Retirement Plan $7.8B · 12,102
- Intermountain Healthcare Pension Plan $3.0B · 30,404
- Rio Tinto America Inc. Retirement Plan $843M · 1,747
- America First Credit Union Pension Plan $487M · 2,406
- Retail Food Employers & Ufcw Local 711 Pension $333M · 8,484
Utah Valley Pediatrics, PLLC Cash Balance Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Utah, the nearest Defined Benefit (Pension) by assets is Egbert Saavedra, Md, PLLC Defined Benefit Plan in AZ ($5M); by covered participants it is Kennedy Valve Factory Employees Pension Plan in AL (131 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
Similar participant headcount
Nearest other-state filings by covered participants (131 participants); asset peers above are excluded.
- Kennedy Valve Factory Employees Pension Plan (AL) 131 · 0 off
- The Seeing Eye, Inc. Pension Plan (NJ) 131 · 0 off
- Itw Bargaining Retirement Plan (IL) 131 · 0 off
- Iatse , Mpt, a & Ac of the U.S. and Canada Local No. 46 Pension Plan (TN) 131 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.