401(k) · DOL Form 5500 · 2022

Utah Association of Public Charter Schools 401(k) Plan

Data updated 2026-08-25

$32M
Total assets Below avg plan size
1,449
Participants Near avg headcount
84th
Percentile by assets National rank
$22,155
Avg per participant Low balance/head
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Official DOL plan name: Utah Association of Public Charter Schools Retirement Plan · Sponsored by Utah Association of Public Charter Schools · Utah · Educational Services

$32M in assets, 1,449 participants

Utah Association of Public Charter Schools's Utah Association of Public Charter Schools Retirement Plan reported $32M in total assets and 1,449 participants in its 2022 DOL Form 5500 filing, ranking in the 84th 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.

  • #2,821 in Educational Services (4,024 peers)

Coverage in Utah

Utah Association of Public Charter Schools Retirement Plan covers 1,449 participants in Utah, 2.4x the typical Utah plan (state average ~592 per filing). Assets: $32M.

#2,821
in Educational Services (4,024 peers)
+20.1%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Utah Association of Public Charter Schools Retirement Plan's outsized position by total assets

Utah Association of Public Charter Schools Retirement Plan vs every filed plan by assets

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

$32,102,584 Top 16% higher than 84% 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 Association of Public Charter Schools Retirement Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Utah Association of Public Charter Schools Retirement Plan lands in the large band (1,449 participants).

Form 5500 schedule snapshot

Filing strip 562429582 · Utah Association of Public Charter Schools PY 2022 · 401(k)

Utah Association of Public Charter Schools Retirement Plan · $32M · 1,449 · 84th

  • BOOK $32M
  • VS-ST 1,449
  • BOY 84th
  • SCH 401(k)
  • EBSA near Ssi Technologies, LLC Savings and Retirement Plan
  • PART ind #2821

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 Educational Services retirement plans → · Plans in Utah →

Utah Association of Public Charter Schools Retirement Plan in the asset neighbourhood

Utah Association of Public Charter Schools Retirement PlanUtah Association of Public C…$32MSsi Technologies, LLC Savings and Retirement PlanSsi Technologies, LLC Saving…$32MConserve Employee Retirement PlanConserve Employee Retirement…$32MValley Cabinet, Inc. Employees' Profit Sharing and Retirement Savings PlanValley Cabinet, Inc. Employe…$32MAgile Sports Technologies, Inc. 401(k) Profit Sharing PlanAgile Sports Technologies, I…$32M
End-of-year total assets ($M) among Utah Association of Public Charter Schools Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Utah filing particulars

Total Assets (Beginning of Year)$27M
Net Assets (End of Year)$32M
Net Income$5M
Employer EIN562429582
Plan Effective Date2012-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Utah Association of Public Charter Schools)

Sponsor-wide plan assets over time

All Utah Association of Public Charter Schools plans reported in each filing year

Latest sponsor-wide plan assets
$47M 47.4600518138976% vs 2022
2024 filing year
$30M$35M$40M$45M$50M 202220232024 $32.1M $47.3M ▲ +47.5%
Year Plans Participants Total Assets
2022 1 1,449 $32M
2023 1 2,006 $39M
2024 1 2,070 $47M

Nearby 401(k) Plans in Utah

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

Utah Association of Public Charter Schools Retirement Plan vs. nearby 401(k) plans in Utah, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants Utah Association of Public Charter Schools Retirement Plan, Total assets ($B): 0.032102584 · Participants: 1449Utah Association of Public Charter Schools Retirement 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
Utah Association of Public Charter Schools Retirement Plan vs. nearby 401(k) plans in Utah, assets vs. participants
Compare Utah Association of Public Charter Schools Retirement Plan side-by-side with 3 peers →

Utah Association of Public Charter Schools Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Utah, the nearest 401(k) by assets is Ssi Technologies, LLC Savings and Retirement Plan in WI ($32M); by covered participants it is The Marriott International, Inc. Puerto Rico Retirement Plan in PR (1,449 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,449 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 Association of Public Charter Schools Retirement Plan assets move in 2022? ▼
Utah Association of Public Charter Schools Retirement Plan grew sharply - up 20.1% during 2022, from $27M to $32M. Reported net income was $5M.
How have Utah Association of Public Charter Schools plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Utah Association of Public Charter Schools's sponsor-wide assets grew 47.5%, from $32M to $47M.
Where does Utah Association of Public Charter Schools Retirement Plan rank by assets among Form 5500 filers? ▼
Utah Association of Public Charter Schools Retirement Plan ranks in the 84th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Utah Association of Public Charter Schools Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ssi Technologies, LLC Savings and Retirement Plan in WI ($32M, 536 participants).
Which 401(k) plans cover a similar participant headcount to Utah Association of Public Charter Schools Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Marriott International, Inc. Puerto Rico Retirement Plan in PR (1,449 participants, $17M 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 562429582.

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.