401(k) · DOL Form 5500 · 2023

Deseret Generation & Transmission Co-Operative 401(k) Plan

Data updated 2026-08-25

$53M
Total assets Below avg plan size
168
Participants Small participant base
86th
Percentile by assets National rank
$317,977
Avg per participant High balance/head
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Official DOL plan name: Deseret-Blue Mountain 401(k) Plan · Sponsored by Deseret Generation & Transmission Co-Operative · Utah · Utilities

$53M in assets, 168 participants

Deseret Generation & Transmission Co-Operative's Deseret-Blue Mountain 401(k) Plan reported $53M in total assets and 168 participants in its 2023 DOL Form 5500 filing, ranking in the 86th 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.

  • #382 in Utilities (721 peers)

Coverage in Utah

Deseret-Blue Mountain 401(k) Plan covers 168 participants in Utah, about 28% of the average Utah filer (state average ~592 per filing). Assets: $53M.

#382
in Utilities (721 peers)
+4.8%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Deseret-Blue Mountain 401(k) Plan's outsized position by total assets

Deseret-Blue Mountain 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$53,420,183 Top 14% higher than 86% of 127,068 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 2023

Deseret-Blue Mountain 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Deseret-Blue Mountain 401(k) Plan sits mid-pack in the medium band (168 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Deseret-Blue Mountain 401(k) Plan reported net income rose from -$11M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Deseret-Blue Mountain 401(k) Plan reported participants fell from 177 in the plan year 2022 filing to 168 in the plan year 2023 filing.
  • Deseret-Blue Mountain 401(k) Plan end-of-year assets rose from $51M in the plan year 2022 filing to $53M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 870350540 · Deseret Generation & Transmission Co-Operative PY 2023 · 401(k)

Deseret-Blue Mountain 401(k) Plan · $53M · 168 · 86th

  • BOY $53M
  • BOY 168
  • BOY 86th
  • BOY 401(k)
  • BOY near David Lerner Associates, Inc. 401(k) Plan
  • BOY ind #382

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 Utilities retirement plans → · Plans in Utah →

Deseret-Blue Mountain 401(k) Plan in the asset neighbourhood

Granger Construction Company 401(k) Profit Sharing Plan & TrustGranger Construction Company…$53MPathway Capital Management Salary Savings PlanPathway Capital Management S…$53MDeseret-Blue Mountain 401(k) PlanDeseret-Blue Mountain 401(k)…$53MDavid Lerner Associates, Inc. 401(k) PlanDavid Lerner Associates, Inc…$53MTigerrisk Partners 401(k) & Profit Sharing PlanTigerrisk Partners 401(k) & …$53M
End-of-year total assets ($M) among Deseret-Blue Mountain 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Utah filing particulars

Total Assets (Beginning of Year)$51M
Net Assets (End of Year)$53M
Net Income$2M
Employer EIN870350540
Plan Effective Date2000-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Deseret Generation & Transmission Co-Operative)

Sponsor-wide plan assets over time

All Deseret Generation & Transmission Co-Operative plans reported in each filing year

Latest sponsor-wide plan assets
$58M 14.687355794427257% vs 2022
2024 filing year
$50M$55M$60M 202220232024 $51M $58.5M ▲ +14.7%
Year Plans Participants Total Assets
2022 1 177 $51M
2023 1 168 $53M
2024 1 169 $58M

Nearby 401(k) Plans in Utah

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

Deseret-Blue Mountain 401(k) Plan vs. nearby 401(k) plans in Utah, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Deseret-Blue Mountain 401(k) Plan, Total assets ($B): 0.053420183 · Participants: 168Deseret-Blue Mountain 401(k) PlanIntermountain Healthcare Savings Plus 401(k) Plan, Total assets ($B): 6.015479 · Participants: 46680Intermountain Healthcare Savings Plus 401(k) PlanDeseret 401(k) Plan, Total assets ($B): 5.481729272 · Participants: 24292Deseret 401(k) PlanZions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan, Total assets ($B): 1.662904822 · Participants: 10088Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership PlanSkywest, Inc. Employees' Retirement Plan, Total assets ($B): 1.192769515 · Participants: 15411Skywest, Inc. Employees' Retirement PlanAutoliv Asp, Inc. Employee Savings and Investment Plan, Total assets ($B): 0.633594695 · Participants: 4537Autoliv Asp, Inc. Employee Savings and Investment Plan
Deseret-Blue Mountain 401(k) Plan vs. nearby 401(k) plans in Utah, assets vs. participants

Deseret-Blue Mountain 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Utah, the nearest 401(k) by assets is David Lerner Associates, Inc. 401(k) Plan in NY ($53M); by covered participants it is Jenkins Linc-Merc, Inc. 401(k) Plan in FL (168 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (168 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Deseret-Blue Mountain 401(k) Plan assets move in 2023?
Deseret-Blue Mountain 401(k) Plan edged up modestly - up 4.8% during 2023, from $51M to $53M. Reported net income was $2M.
How have Deseret Generation & Transmission Co-Operative plan assets changed over time?
Across 3 plan years on file (2022-2024), Deseret Generation & Transmission Co-Operative's sponsor-wide assets grew 14.7%, from $51M to $58M.
Where does Deseret-Blue Mountain 401(k) Plan rank by assets among Form 5500 filers?
Deseret-Blue Mountain 401(k) Plan ranks in the 86th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Deseret-Blue Mountain 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is David Lerner Associates, Inc. 401(k) Plan in NY ($53M, 168 participants).
Which 401(k) plans cover a similar participant headcount to Deseret-Blue Mountain 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Jenkins Linc-Merc, Inc. 401(k) Plan in FL (168 participants, $3M in assets).