Defined Benefit (Pension) · DOL Form 5500 · 2022

Trustees of the Utah Bakers Pension Trust Fund Pension Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
124
Participants Small participant base
62nd
Percentile by assets National rank
$71,077
Avg per participant Below avg balance/head
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Official DOL plan name: Utah Bakers Pension Trust Fund · Sponsored by Trustees of the Utah Bakers Pension Trust Fund · Utah · Finance & Insurance

$9M in assets, 124 participants

Trustees of the Utah Bakers Pension Trust Fund's Utah Bakers Pension Trust Fund reported $9M in total assets and 124 participants in its 2022 DOL Form 5500 filing, ranking in the 62nd 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.

  • #4,233 in Finance & Insurance (9,261 peers)

Coverage in Utah

Utah Bakers Pension Trust Fund covers 124 participants in Utah, about 21% of the average Utah filer (state average ~592 per filing). Assets: $9M.

#4,233
in Finance & Insurance (9,261 peers)
-10.6%
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.

Utah Bakers Pension Trust Fund's mid-pack asset rank among Finance & Insurance and all filers

Utah Bakers Pension Trust Fund vs every filed plan by assets

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

$8,813,585 Top 38% higher than 62% 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

Utah Bakers Pension Trust Fund 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. Utah Bakers Pension Trust Fund sits mid-pack in the medium band (124 participants).

EBSA filing schedule strip

Filing strip 876128330 · Trustees of the Utah Bakers Pension Trust Fund PY 2022 · Defined Benefit (Pension)

Utah Bakers Pension Trust Fund · $9M · 124 · 62nd

  • PHOTO $9M
  • PHOTO 124
  • PHOTO 62nd
  • PHOTO Defined Benefit (Pension)
  • PHOTO near Eagle Leasing Company Cash Balance Pension Plan
  • PHOTO ind #4233

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 →

Utah Bakers Pension Trust Fund in the asset neighbourhood

Little Village School Defined Benefit PlanLittle Village School Define…$9MBeachfleischman PLLC Employees' Cash Balance PlanBeachfleischman PLLC Employe…$9MUtah Bakers Pension Trust FundUtah Bakers Pension Trust Fu…$9MEagle Leasing Company Cash Balance Pension PlanEagle Leasing Company Cash B…$9MH.C. Duke & Son, LLC Defined Benefit Plan & TrustH.C. Duke & Son, LLC Defined…$9M
End-of-year total assets ($M) among Utah Bakers Pension Trust Fund and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Utah filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$9M
Net Income-$1M
Employer EIN876128330
Plan Effective Date1967-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Trustees of the Utah Bakers Pension Trust Fund)

Sponsor-wide plan assets over time

All Trustees of the Utah Bakers Pension Trust Fund plans reported in each filing year

Latest sponsor-wide plan assets
$9M 6.170462984131883% vs 2022
2024 filing year
$8.6M$8.8M$9M$9.2M$9.4M$9.6M 202220232024 $8.81M $9.36M ▲ +6.2%
Year Plans Participants Total Assets
2022 1 124 $9M
2023 1 116 $9M
2024 1 120 $9M

Nearby Defined Benefit (Pension) Plans in Utah

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Utah Bakers Pension Trust Fund vs. nearby Defined Benefit (Pension) plans in Utah, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246810 Total assets ($B) Participants Utah Bakers Pension Trust Fund, Total assets ($B): 0.008813585 · Participants: 124Utah Bakers Pension Trust FundDeseret Mutual Master Retirement Plan, Total assets ($B): 7.751671588 · Participants: 12102Deseret Mutual Master Retirement PlanIntermountain Healthcare Pension Plan, Total assets ($B): 3.008488 · Participants: 30404Intermountain Healthcare Pension PlanRio Tinto America Inc. Retirement Plan, Total assets ($B): 0.84339411 · Participants: 1747Rio Tinto America Inc. Retirement PlanAmerica First Credit Union Pension Plan, Total assets ($B): 0.486755711 · Participants: 2406America First Credit Union Pension PlanRetail Food Employers & Ufcw Local 711 Pension, Total assets ($B): 0.333464015 · Participants: 8484Retail Food Employers & Ufcw Local 711 Pension
Utah Bakers Pension Trust Fund vs. nearby Defined Benefit (Pension) plans in Utah, assets vs. participants

Utah Bakers Pension Trust Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Utah, the nearest Defined Benefit (Pension) by assets is Eagle Leasing Company Cash Balance Pension Plan in CT ($9M); by covered participants it is Roseburg Forest Products Co. Employee Pension Plan in OR (124 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (124 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 Utah Bakers Pension Trust Fund assets move in 2022?
Utah Bakers Pension Trust Fund pulled back noticeably - down 10.6% during 2022, from $10M to $9M. Reported net income was -$1M.
How have Trustees of the Utah Bakers Pension Trust Fund plan assets changed over time?
Across 3 plan years on file (2022-2024), Trustees of the Utah Bakers Pension Trust Fund's sponsor-wide assets grew 6.2%, from $9M to $9M.
Which Defined Benefit (Pension) plans are similar in size to Utah Bakers Pension Trust Fund?
Among Defined Benefit (Pension) plans in other states, the closest by assets is Eagle Leasing Company Cash Balance Pension Plan in CT ($9M, 113 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Utah Bakers Pension Trust Fund?
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Roseburg Forest Products Co. Employee Pension Plan in OR (124 participants, $19M in assets).