401(k)
2022 plan-year 401(k) DOL Form 5500

UTAH MILITARY ACADEMY 403(B) PLAN

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

UTAH MILITARY ACADEMY

This 401(k) plan holds $1M in total assets and serves 188 participants as of 2022. It is sponsored by UTAH MILITARY ACADEMY in Utah. The plan reported positive net income of $301K for the year.

Total Assets (2023)
$1M
Participants
188
State
Industry
Educational Services

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. As of the 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 moved from $1M at the beginning of 2022 to $1M at year-end — a gain of 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.

Financial Summary (2023)

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

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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 by 29.6% during 2022, moving from $1M to $1M in total assets. Net income was $301K.
Where can I find official filings for UTAH MILITARY ACADEMY 403(B) PLAN?
Official Form 5500 filings for UTAH MILITARY ACADEMY 403(B) PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 465071480 or plan name at efast.dol.gov.
How does UTAH MILITARY ACADEMY 403(B) PLAN compare to other plans?
You can compare UTAH MILITARY ACADEMY 403(B) PLAN against other 401(k) plans on the plan type page, or view plans in Utah on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 official public datasets. See our methodology for details.