401(k) · DOL Form 5500 · 2022

United 401(k) Plans, Inc. Dba 401(k) Plan

Data updated 2026-08-25

$68M
Total assets Below avg plan size
4,750
Participants Above avg headcount
90th
Percentile by assets National rank
$14,356
Avg per participant Low balance/head
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Official DOL plan name: Pea(K) Utah's Pooled Employer 401(k) Plan · Sponsored by United 401(k) Plans, Inc. Dba · Utah · Arts, Entertainment & Recreation

$68M in assets, 4,750 participants

United 401(k) Plans, Inc. Dba's Pea(K) Utah's Pooled Employer 401(k) Plan reported $68M in total assets and 4,750 participants in its 2022 DOL Form 5500 filing, ranking in the 90th 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.

  • #2,927 in Arts, Entertainment & Recreation (3,077 peers)

Coverage in Utah

Pea(K) Utah's Pooled Employer 401(k) Plan covers 4,750 participants in Utah, 8.0x the typical Utah plan (state average ~592 per filing). Assets: $68M.

#2,927
in Arts, Entertainment & Recreation (3,077 peers)
+36.1%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Pea(K) Utah's Pooled Employer 401(k) Plan's outsized position by total assets

Pea(K) Utah's Pooled Employer 401(k) Plan vs every filed plan by assets

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

$68,192,734 Top 10% higher than 90% 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

Pea(K) Utah's Pooled Employer 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pea(K) Utah's Pooled Employer 401(k) Plan lands in the large band (4,750 participants).

Plan-year Form 5500 strip

Filing strip 205321813 · United 401(k) Plans, Inc. Dba PY 2022 · 401(k)

Pea(K) Utah's Pooled Employer 401(k) Plan · $68M · 4,750 · 90th

  • RANK $68M
  • RANK 4,750
  • RANK 90th
  • RANK 401(k)
  • RANK near Graham Corporation Incentive Savings Plan
  • RANK ind #2927

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 Arts, Entertainment & Recreation retirement plans → · Plans in Utah →

Pea(K) Utah's Pooled Employer 401(k) Plan in the asset neighbourhood

Carr, Allison, Oliver & Sisson, PC 401(k) Profit Sharing PlanCarr, Allison, Oliver & Siss…$68MAea Investors LP 401(k) Savings PlanAea Investors LP 401(k) Savi…$68MPea(K) Utah's Pooled Employer 401(k) PlanPea(K) Utah's Pooled Employe…$68MGraham Corporation Incentive Savings PlanGraham Corporation Incentive…$68MThe Adirondack Trust Company Employee Stock Ownership PlanThe Adirondack Trust Company…$68M
End-of-year total assets ($M) among Pea(K) Utah's Pooled Employer 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Utah filing particulars

Total Assets (Beginning of Year)$50M
Net Assets (End of Year)$68M
Net Income$10M
Employer EIN205321813
Plan Effective Date2021-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (United 401(k) Plans, Inc. Dba)

Sponsor-wide plan assets over time

All United 401(k) Plans, Inc. Dba plans reported in each filing year

Latest sponsor-wide plan assets
$147M 108.96379635065455% vs 2022
2024 filing year
$50M$100M$150M$200M 202220232024 $70.5M $147M ▲ +109.0%
Year Plans Participants Total Assets
2022 3 4,824 $71M
2023 4 5,923 $103M
2024 4 8,483 $147M

Nearby 401(k) Plans in Utah

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

Pea(K) Utah's Pooled Employer 401(k) Plan vs. nearby 401(k) plans in Utah, assets vs. participants Scatter plot of 6 data points. 01000020000300004000050000 -20246 Total assets ($B) Participants Pea(K) Utah's Pooled Employer 401(k) Plan, Total assets ($B): 0.068192734 · Participants: 4750Pea(K) Utah's Pooled Employer 401(k) 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
Pea(K) Utah's Pooled Employer 401(k) Plan vs. nearby 401(k) plans in Utah, assets vs. participants
Compare Pea(K) Utah's Pooled Employer 401(k) Plan side-by-side with 3 peers →

Pea(K) Utah's Pooled Employer 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Utah, the nearest 401(k) by assets is Graham Corporation Incentive Savings Plan in NY ($68M); by covered participants it is Scholastic Corporation 401(k) Savings and Retirement Plan in NY (4,750 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4,750 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 Pea(K) Utah's Pooled Employer 401(k) Plan assets move in 2022? ▼
Pea(K) Utah's Pooled Employer 401(k) Plan surged - up 36.1% during 2022, from $50M to $68M. Reported net income was $10M.
How have United 401(k) Plans, Inc. Dba plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), United 401(k) Plans, Inc. Dba's sponsor-wide assets grew 109.0%, from $71M to $147M.
Where does Pea(K) Utah's Pooled Employer 401(k) Plan rank by assets among Form 5500 filers? ▼
Pea(K) Utah's Pooled Employer 401(k) Plan ranks in the 90th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Pea(K) Utah's Pooled Employer 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Graham Corporation Incentive Savings Plan in NY ($68M, 473 participants).
Which 401(k) plans cover a similar participant headcount to Pea(K) Utah's Pooled Employer 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Scholastic Corporation 401(k) Savings and Retirement Plan in NY (4,750 participants, $497M in assets).

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 205321813.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.