Other · DOL Form 5500 · 2022

Utah Foundation Retirement Plan

Data updated 2026-08-25

$422K
Total assets Small plan by assets
7
Participants Small participant base
17th
Percentile by assets National rank
$60,240
Avg per participant Low balance/head
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Official DOL plan name: Fidelity Group Tax-Sheltered Custodial Account · Sponsored by Utah Foundation · Utah · Professional & Technical Services

$422K in assets, 7 participants

Utah Foundation's Fidelity Group Tax-Sheltered Custodial Account reported $422K in total assets and 7 participants in its 2022 DOL Form 5500 filing, ranking in the 17th 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.

  • #2,867 in Professional & Technical Services (21,562 peers)

Utah Foundation multi-year trail

Utah Foundation's plans moved +55.2% in assets from 2022 to 2024; this filing shows Fidelity Group Tax-Sheltered Custodial Account at $422K / 7 participants.

#2,867
in Professional & Technical Services (21,562 peers)
-13.5%
assets change YoY

The plan reported a net loss of $66K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Fidelity Group Tax-Sheltered Custodial Account among the smaller filed plans by assets

Fidelity Group Tax-Sheltered Custodial Account vs every filed plan by assets

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

$421,682 17th percentile higher than 17% 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

Fidelity Group Tax-Sheltered Custodial Account among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Fidelity Group Tax-Sheltered Custodial Account is a micro filing (7 participants), the leftmost band.

DOL schedule card

Filing strip 870199245 · Utah Foundation PY 2022 · Other

Fidelity Group Tax-Sheltered Custodial Account · $422K · 7 · 17th

  • ASSETS $422K
  • ASSETS 7
  • ASSETS 17th
  • ASSETS Other
  • ASSETS near Oddfellow-Rebekah Home Retirement Plan
  • ASSETS ind #2867

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 Professional & Technical Services retirement plans → · Plans in Utah →

Fidelity Group Tax-Sheltered Custodial Account in the asset neighbourhood

Jefferson Center for Mental Health 403(b) Pension PlanJefferson Center for Mental …$426KFidelity Group Tax-Sheltered Custodial AccountFidelity Group Tax-Sheltered…$422KOddfellow-Rebekah Home Retirement PlanOddfellow-Rebekah Home Retir…$421KEliza Bryant Village 403(b) PlanEliza Bryant Village 403(b) …$420KJewish Community Foundation of Orange CountyJewish Community Foundation …$416K
End-of-year total assets ($M) among Fidelity Group Tax-Sheltered Custodial Account and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Utah Foundation multi-year asset trail

Sponsor-wide plan assets over time

All Utah Foundation plans reported in each filing year

Latest sponsor-wide plan assets
$654K 55.18945556129975% vs 2022
2024 filing year
$0.3M$0.4M$0.5M$0.6M$0.7M 202220232024 $0.42M $0.65M ▲ +54.8%
Year Plans Participants Total Assets
2022 1 7 $422K
2023 1 2 $534K
2024 1 4 $654K

Utah Foundation filing trail (2022)

Total Assets (Beginning of Year)$488K
Net Assets (End of Year)$422K
Net Income-$66K
Employer EIN870199245
Plan Effective Date1978-02-28
Filing StatusFILING RECEIVED

Nearby Other Plans in Utah

Peer Other plans, same state, same plan type, ranked by total assets.

Fidelity Group Tax-Sheltered Custodial Account vs. nearby Other plans in Utah, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -1000100200300 Total assets ($M) Participants Fidelity Group Tax-Sheltered Custodial Account, Total assets ($M): 0.421682 · Participants: 7Fidelity Group Tax-Sheltered Custodial AccountIntermountain Healthcare Tax Deferred Savings 403(b) Plan, Total assets ($M): 262.396 · Participants: 38547Intermountain Healthcare Tax Deferred Savings 403(b) PlanBrigham Young University Tax-Deferred Annuity Plan, Total assets ($M): 182.484855 · Participants: 6755Brigham Young University Tax-Deferred Annuity PlanIntermountain Ironworkers' Tax Deferral Plan, Total assets ($M): 88.172529 · Participants: 1774Intermountain Ironworkers' Tax Deferral PlanWestminster College Defined Contribution Retirement Plan, Total assets ($M): 79.368833 · Participants: 349Westminster College Defined Contribution Retirement PlanChildren's Miracle Network 403(b) Plan, Total assets ($M): 36.16094 · Participants: 200Children's Miracle Network 403(b) Plan
Fidelity Group Tax-Sheltered Custodial Account vs. nearby Other plans in Utah, assets vs. participants
Compare Fidelity Group Tax-Sheltered Custodial Account side-by-side with 3 peers →

Fidelity Group Tax-Sheltered Custodial Account's out-of-state Other peers by assets and headcount

Outside Utah, the nearest Other by assets is Oddfellow-Rebekah Home Retirement Plan in IL ($421K); by covered participants it is Pace Management, Inc.-401(k) Retirement Plan in NM (7 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (7 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 Fidelity Group Tax-Sheltered Custodial Account assets move in 2022? ▼
Fidelity Group Tax-Sheltered Custodial Account pulled back noticeably - down 13.5% during 2022, from $488K to $422K. Reported net income was -$66K.
How have Utah Foundation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Utah Foundation's sponsor-wide assets grew 55.2%, from $422K to $654K.
Where does Fidelity Group Tax-Sheltered Custodial Account rank by assets among Form 5500 filers? ▼
Fidelity Group Tax-Sheltered Custodial Account ranks in the 17th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which Other plans are similar in size to Fidelity Group Tax-Sheltered Custodial Account? ▼
Among Other plans in other states, the closest by assets is Oddfellow-Rebekah Home Retirement Plan in IL ($421K, 120 participants).
Which Other plans cover a similar participant headcount to Fidelity Group Tax-Sheltered Custodial Account? ▼
Among Other plans in other states, the closest by covered participants is Pace Management, Inc.-401(k) Retirement Plan in NM (7 participants, $566K 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 870199245.

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.