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
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
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.
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
Utah filing particulars
| Total Assets (Beginning of Year) | $51M |
|---|---|
| Net Assets (End of Year) | $53M |
| Net Income | $2M |
| Employer EIN | 870350540 |
| Plan Effective Date | 2000-10-01 |
| Filing Status | FILING 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
| 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.
- Intermountain Healthcare Savings Plus 401(k) Plan $6.0B · 46,680
- Deseret 401(k) Plan $5.5B · 24,292
- Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan $1.7B · 10,088
- Skywest, Inc. Employees' Retirement Plan $1.2B · 15,411
- Autoliv Asp, Inc. Employee Savings and Investment Plan $634M · 4,537
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.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($53M here).
Similar participant headcount
Nearest other-state filings by covered participants (168 participants); asset peers above are excluded.
- Jenkins Linc-Merc, Inc. 401(k) Plan (FL) 168 · 0 off
- Serving Children and Adults in Need, Inc. 401(k) Plan (TX) 168 · 0 off
- Circle Y Saddles, Inc. 401(k) Profit Sharing Plan (TX) 168 · 0 off
- The Marker Group, Inc. 401(k) Plan (TX) 168 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.