Defined Benefit (Pension) · DOL Form 5500 · 2022

Deseret Mutual Benefit Administrators Pension Plan

Data updated 2026-08-06

$7.8B
Total assets
12,102
Participants
100th
Percentile by assets
$640,528
Avg per participant
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Official DOL plan name: Deseret Mutual Master Retirement Plan · Sponsored by Deseret Mutual Benefit Administrators · Utah · Finance & Insurance

$7.8B in assets, 12,102 participants

Deseret Mutual Benefit Administrators's Deseret Mutual Master Retirement Plan reported $7.8B in total assets and 12,102 participants in its 2022 DOL Form 5500 filing, ranking in the 100th 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.

  • 100th percentile by assets (of 139,258 plans)
  • #9,242 in Finance & Insurance (9,267 peers)

Coverage in Utah

Deseret Mutual Master Retirement Plan covers 12,102 participants in Utah, 20x the typical Utah plan (state average ~609 per filing). Assets: $7.8B.

$7.8B
total plan assets (2022 EOY)
12,102
covered participants
100th
percentile by assets (of 139,258 plans)
$640,528
avg assets per participant

The plan reported a net loss of $1.3B for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

State

Participants vs Utah filers

In Utah, the average filing covers about 609 participants across 1,226 plans. Deseret Mutual Master Retirement Plan reports 12,102 participants - 20x that state average ($7.8B EOY assets).

Utah filing particulars

Total Assets (Beginning of Year)$9.1B
Net Assets (End of Year)$7.6B
Net Income-$1.3B
Employer EIN870440163
Plan Effective Date1970-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Deseret Mutual Benefit Administrators)

$12B$12.5B$13B$13.5B 202220232024 $12.4B $13.2B ▲ +6.4%
Total plan assets by year, all Deseret Mutual Benefit Administrators plans on file
Year Plans Participants Total Assets
2022 3 35,571 $12.4B
2023 3 35,517 $13.2B
2024 3 35,796 $13.2B

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 vs. nearby Defined Benefit (Pension) plans in Utah, assets vs. participants

Deseret Mutual Master Retirement Plan vs. nearby Defined Benefit (Pension) plans in Utah, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246810 Total assets ($B) Participants Deseret Mutual Maste…Intermountain Health…Rio Tinto America In…America First Credit…Retail Food Employer…Retirement Plan for …
Deseret Mutual Master Retirement Plan vs. nearby Defined Benefit (Pension) plans in Utah, assets vs. participants

Scale composition for Deseret Mutual Master Retirement Plan

Deseret Mutual Master Retirement Plan reports $7.8B in end-of-year assets across 12,102 participants (0.067% of the $11.6T held by all Form 5500 filers in the national rollup , and 0.013% of 89,805,449 covered participants) - about $640,528 per participant (4.7x the national average assets-per-participant) . Net income for plan year 2022 was -$1.3B.

This plan identity (EIN 870440163, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $7.8B to $7.1B (-8.8%) while covered participants moved from 12,102 to 10,478 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 12,102 $7.8B This page
2023 11,210 $7.7B Open filing
2024 · index core 10,478 $7.1B Open filing

The same sponsor also keeps 2 other index-core plans on PlainRetire:

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Deseret Mutual Master Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did Deseret Mutual Master Retirement Plan assets move in 2022?
Deseret Mutual Master Retirement Plan pulled back noticeably - down 14.9% during 2022, from $9.1B to $7.8B. Reported net income was -$1.3B.
How have Deseret Mutual Benefit Administrators plan assets changed over time?
Across 3 plan years on file (2022-2024), Deseret Mutual Benefit Administrators's sponsor-wide assets grew 6.5%, from $12.4B to $13.2B.
Where does Deseret Mutual Master Retirement Plan rank by assets among Form 5500 filers?
Deseret Mutual Master Retirement Plan ranks in the 100th percentile by end-of-year assets among 139,258 plans that reported assets for plan year 2022 (among the largest 1% of all filed plans).
Which Defined Benefit (Pension) plans are similar in size to Deseret Mutual Master Retirement Plan?
Among Defined Benefit (Pension) plans in other states, the closest by assets is Pepsico Employees Retirement Plan I in NY ($7.7B, 11,386 participants).

Next read for Deseret Mutual Master Retirement Plan

Filing takeaways

Ways to act on Deseret Mutual Master Retirement Plan's numbers.

  • By total assets, Deseret Mutual Master Retirement Plan ranks among the largest 1% of all filed plans. See the largest plans
  • Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Utah. Compare plans
  • Deseret Mutual Benefit Administrators's sponsor-wide assets have grown 6.5% since 2022 across 3 plan years on file. More Finance & Insurance plans