401(k) · DOL Form 5500 · 2022

Cache Valley Bank 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
317
Participants Below avg headcount
72nd
Percentile by assets National rank
$45,531
Avg per participant Low balance/head
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Official DOL plan name: Cache Valley Bank Employee 401(k) Profit Sharing Plan · Sponsored by Cache Valley Bank · Utah · Finance & Insurance

$14M in assets, 317 participants

Cache Valley Bank's Cache Valley Bank Employee 401(k) Profit Sharing Plan reported $14M in total assets and 317 participants in its 2022 DOL Form 5500 filing, ranking in the 72nd 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.

  • #5,238 in Finance & Insurance (9,261 peers)

Cache Valley Bank multi-year trail

Cache Valley Bank's plans moved +55.2% in assets from 2022 to 2024; this filing shows Cache Valley Bank Employee 401(k) Profit Sharing Plan at $14M / 317 participants.

#5,238
in Finance & Insurance (9,261 peers)
-7.2%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Cache Valley Bank Employee 401(k) Profit Sharing Plan's outsized position by total assets

Cache Valley Bank Employee 401(k) Profit Sharing Plan vs every filed plan by assets

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

$14,433,419 Top 28% higher than 72% 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

Cache Valley Bank Employee 401(k) Profit Sharing 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. Cache Valley Bank Employee 401(k) Profit Sharing Plan sits mid-pack in the medium band (317 participants).

EBSA filing schedule strip

Filing strip 870310100 · Cache Valley Bank PY 2022 · 401(k)

Cache Valley Bank Employee 401(k) Profit Sharing Plan · $14M · 317 · 72nd

  • PART $14M
  • TYPE 317
  • NET 72nd
  • BOOK 401(k)
  • VS-ST near Farah and Farah, P.a. 401(k) Savings Plan
  • BOY ind #5238

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 →

Cache Valley Bank Employee 401(k) Profit Sharing Plan in the asset neighbourhood

Howard Brown 401(k) Plan$14MCache Valley Bank Employee 401(k) Profit Sharing PlanCache Valley Bank Employee 4…$14MFarah and Farah, P.a. 401(k) Savings PlanFarah and Farah, P.a. 401(k)…$14MPesi, Inc. Retirement Trust$14MKeeneland Association, Inc. 401(k) PlanKeeneland Association, Inc. …$14M
End-of-year total assets ($M) among Cache Valley Bank Employee 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Cache Valley Bank multi-year asset trail

Sponsor-wide plan assets over time

All Cache Valley Bank plans reported in each filing year

Latest sponsor-wide plan assets
$22M 55.2155937550209% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $14.4M $22.4M ▲ +55.2%
Year Plans Participants Total Assets
2022 1 317 $14M
2023 1 312 $18M
2024 1 322 $22M

Cache Valley Bank filing trail (2022)

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$14M
Net Income-$1M
Employer EIN870310100
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Utah

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

Cache Valley Bank Employee 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Utah, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants Cache Valley Bank Employee 401(k) Profit Sharing Plan, Total assets ($B): 0.014433419 · Participants: 317Cache Valley Bank Employee 401(k) Profit Sharing 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
Cache Valley Bank Employee 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Utah, assets vs. participants
Compare Cache Valley Bank Employee 401(k) Profit Sharing Plan side-by-side with 3 peers →

Cache Valley Bank Employee 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Utah, the nearest 401(k) by assets is Farah and Farah, P.a. 401(k) Savings Plan in FL ($14M); by covered participants it is Skybridge Resources, LLC 401(k) Plan in FL (317 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($14M here).

Similar participant headcount

Nearest other-state filings by covered participants (317 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 Cache Valley Bank Employee 401(k) Profit Sharing Plan assets move in 2022? ▼
Cache Valley Bank Employee 401(k) Profit Sharing Plan pulled back noticeably - down 7.2% during 2022, from $16M to $14M. Reported net income was -$1M.
How have Cache Valley Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cache Valley Bank's sponsor-wide assets grew 55.2%, from $14M to $22M.
Which 401(k) plans are similar in size to Cache Valley Bank Employee 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Farah and Farah, P.a. 401(k) Savings Plan in FL ($14M, 329 participants).
Which 401(k) plans cover a similar participant headcount to Cache Valley Bank Employee 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Skybridge Resources, LLC 401(k) Plan in FL (317 participants, $2M 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 870310100.

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.