401(k) · DOL Form 5500 · 2022

Holladay Bank & Trust 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
9
Participants Small participant base
29th
Percentile by assets National rank
$161,581
Avg per participant Above avg balance/head
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Official DOL plan name: Holladay Bank & Trust 401(k) Profit Sharing Plan and Trust · Sponsored by Holladay Bank & Trust · Utah · Finance & Insurance

$1M in assets, 9 participants

Holladay Bank & Trust's Holladay Bank & Trust 401(k) Profit Sharing Plan and Trust reported $1M in total assets and 9 participants in its 2022 DOL Form 5500 filing, ranking in the 29th 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.

  • #1,827 in Finance & Insurance (9,261 peers)

Holladay Bank & Trust multi-year trail

Holladay Bank & Trust's plans moved +53.2% in assets from 2022 to 2024; this filing shows Holladay Bank & Trust 401(k) Profit Sharing Plan and Trust at $1M / 9 participants.

#1,827
in Finance & Insurance (9,261 peers)
-7.9%
assets change YoY

The plan reported a net loss of $125K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Holladay Bank & Trust 401(k) Profit Sharing Plan and Trust among the smaller filed plans by assets

Holladay Bank & Trust 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$1,454,228 29th percentile higher than 29% 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

Holladay Bank & Trust 401(k) Profit Sharing Plan and Trust among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Holladay Bank & Trust 401(k) Profit Sharing Plan and Trust is a micro filing (9 participants), the leftmost band.

DOL schedule card

Filing strip 870301497 · Holladay Bank & Trust PY 2022 · 401(k)

Holladay Bank & Trust 401(k) Profit Sharing Plan and Trust · $1M · 9 · 29th

  • SCH $1M
  • EBSA 9
  • PART 29th
  • TYPE 401(k)
  • NET near Family Medical Center, PLLC Profit Sharing Plan
  • BOOK ind #1827

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 →

Holladay Bank & Trust 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Holladay Bank & Trust 401(k) Profit Sharing Plan and TrustHolladay Bank & Trust 401(k)…$1MFamily Medical Center, PLLC Profit Sharing PlanFamily Medical Center, PLLC …$1MRed Bear 401(k)$1MRon Hoppe Consulting 401(k) PlanRon Hoppe Consulting 401(k) …$1MSpectrum Geological Services, P.C. 401(k) PlanSpectrum Geological Services…$1M
End-of-year total assets ($M) among Holladay Bank & Trust 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Holladay Bank & Trust multi-year asset trail

Sponsor-wide plan assets over time

All Holladay Bank & Trust plans reported in each filing year

Latest sponsor-wide plan assets
$2M 53.186432938988936% vs 2022
2024 filing year
$1M$1.5M$2M$2.5M 202220232024 $1.45M $2.23M ▲ +53.8%
Year Plans Participants Total Assets
2022 1 9 $1M
2023 1 8 $2M
2024 1 8 $2M

Holladay Bank & Trust filing trail (2022)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$1M
Net Income-$125K
Employer EIN870301497
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Utah

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

Holladay Bank & Trust 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Utah, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants Holladay Bank & Trust 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.001454228 · Participants: 9Holladay Bank & Trust 401(k) Profit Sharing Plan and TrustDeseret 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
Holladay Bank & Trust 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Utah, assets vs. participants
Compare Holladay Bank & Trust 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

Holladay Bank & Trust 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Utah, the nearest 401(k) by assets is Family Medical Center, PLLC Profit Sharing Plan in AZ ($1M); by covered participants it is Eye Consultants of Texas, P.a. Profit-Sharing 401(k) Plan in TX (9 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($1M here).

Similar participant headcount

Nearest other-state filings by covered participants (9 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 Holladay Bank & Trust 401(k) Profit Sharing Plan and Trust assets move in 2022? ▼
Holladay Bank & Trust 401(k) Profit Sharing Plan and Trust pulled back noticeably - down 7.9% during 2022, from $2M to $1M. Reported net income was -$125K.
How have Holladay Bank & Trust plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Holladay Bank & Trust's sponsor-wide assets grew 53.2%, from $1M to $2M.
Which 401(k) plans are similar in size to Holladay Bank & Trust 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Family Medical Center, PLLC Profit Sharing Plan in AZ ($1M, 12 participants).
Which 401(k) plans cover a similar participant headcount to Holladay Bank & Trust 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Eye Consultants of Texas, P.a. Profit-Sharing 401(k) Plan in TX (9 participants, $616K 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 870301497.

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.