401(k) · DOL Form 5500 · 2022

Utah Military Academy 403(b) Plan

Data updated 2026-05-15

$1M
Total assets
188
Participants
28th
Percentile by assets
$7,010
Avg per participant

Sponsored by Utah Military Academy · Utah · Educational Services

What the 2022 filing shows

Utah Military Academy 403(b) Plan holds $1M for 188 participants - about $7,010 per participant, in the lower half of filed plans by assets, up 29.6% over the 2022 plan year.

$1M
total plan assets (2022 EOY)
188
covered participants
28th
percentile by assets (of 139,258 plans)
$7,010
avg assets per participant
State
Industry
Educational Services

401(k) · DOL Form 5500 · 2022

What the Filing Says About Utah Military Academy 403(b) Plan

Utah Military Academy 403(b) Plan is a 401(k) retirement plan sponsored by Utah Military Academy, headquartered in Utah. According to the U.S. Department of Labor's 2022 Form 5500 filing, the plan reports $1M in total end-of-year assets and covers 188 participants across the Educational Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 465071480, and the plan has been effective since 2014-07-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets grew sharply from $1M at the beginning of 2022 to $1M at year-end - up 29.6%. Net assets (after liabilities) closed the year at $1M, with reported net income of $301K driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows, a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

How the percentile is calculated: we count every plan that filed a 2022 Form 5500 with a reported end-of-year asset figure (139,258 plans), rank Utah Military Academy 403(b) Plan against all of them by total assets, and report the share of those plans it outranks. A plan reporting no asset figure for the year is excluded from the ranking rather than assumed to be zero.

Financial Summary (2022)

Total Assets (Beginning of Year)$1M
Total Assets (End of Year)$1M
Net Assets (End of Year)$1M
Net Income$301K
Plan Type401(k)
Employer EIN465071480
Plan Effective Date2014-07-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Utah

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

Frequently Asked Questions

How much money is in the Utah Military Academy 403(b) Plan?
As of the 2022 Form 5500 filing, Utah Military Academy 403(b) Plan holds $1M in total assets with 188 participants. It is sponsored by Utah Military Academy.
What type of plan is Utah Military Academy 403(b) Plan?
Utah Military Academy 403(b) Plan is a 401(k) plan. It has been effective since 2014-07-01. The plan is filed with the U.S. Department of Labor under EIN 465071480.
Who sponsors the Utah Military Academy 403(b) Plan?
Utah Military Academy 403(b) Plan is sponsored by Utah Military Academy, located in Utah. The sponsor's EIN is 465071480 and the plan operates in the Educational Services industry.
How did Utah Military Academy 403(b) Plan perform in 2022?
Utah Military Academy 403(b) Plan grew sharply - up 29.6% during 2022, moving from $1M to $1M in total assets. Net income was $301K.

What this filing means

Ways to act on Utah Military Academy 403(b) Plan's numbers.

  • By total assets, Utah Military Academy 403(b) Plan ranks in the lower half of filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar 401(k) plans in Utah. Compare plans
  • A 401(k) plan works differently from other retirement plan types, understand the structural differences before comparing. Compare plan types

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 465071480.

Reference: IRS Publication 560, Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B, Distributions from IRAs, RMD rules under SECURE Act 2.0.

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

Every figure on PlainRetire is rendered directly from the Department of Labor's Form 5500 annual return filings, no number is typed in by an editor. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-15.