401(k) · DOL Form 5500 · 2023

Utah Community Credit Union 401(k) Plan

Data updated 2026-08-25

$34M
Total assets Below avg plan size
472
Participants Below avg headcount
81st
Percentile by assets National rank
$72,547
Avg per participant Below avg balance/head
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Official DOL plan name: Utah Community Federal Credit Union Retirement Plan · Sponsored by Utah Community Credit Union · Utah · Finance & Insurance

$34M in assets, 472 participants

Utah Community Credit Union's Utah Community Federal Credit Union Retirement Plan reported $34M in total assets and 472 participants in its 2023 DOL Form 5500 filing, ranking in the 81st 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.

  • #6,303 in Finance & Insurance (8,869 peers)

Where Utah Community Federal Credit Union Retirement Plan sits by assets

Utah Community Federal Credit Union Retirement Plan sits in the top quartile of all filed plans by assets, $34M for 472 participants (~$72,547/participant), up 19.4% in 2023.

#6,303
in Finance & Insurance (8,869 peers)
+19.4%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Utah Community Federal Credit Union Retirement Plan's outsized position by total assets

Utah Community Federal Credit Union Retirement Plan vs every filed plan by assets

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

$34,242,268 Top 19% higher than 81% 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

Utah Community Federal Credit Union Retirement 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. Utah Community Federal Credit Union Retirement Plan sits mid-pack in the medium band (472 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Utah Community Federal Credit Union Retirement Plan reported net income rose from -$5M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Utah Community Federal Credit Union Retirement Plan end-of-year assets rose from $29M in the plan year 2022 filing to $34M in the plan year 2023 filing.
  • Utah Community Federal Credit Union Retirement Plan reported participants fell from 498 in the plan year 2022 filing to 472 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 870231088 · Utah Community Credit Union PY 2023 · 401(k)

Utah Community Federal Credit Union Retirement Plan · $34M · 472 · 81st

  • 5500 $34M
  • 5500 472
  • 5500 81st
  • 5500 401(k)
  • 5500 near Muncie Power Products Employees Retirement Plan
  • 5500 ind #6303

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 Finance & Insurance retirement plans → · Plans in Utah →

Utah Community Federal Credit Union Retirement Plan in the asset neighbourhood

Coughlan Companies Retirement PlanCoughlan Companies Retiremen…$34MUtah Community Federal Credit Union Retirement PlanUtah Community Federal Credi…$34MMuncie Power Products Employees Retirement PlanMuncie Power Products Employ…$34MEsker, Inc. 401(k) Savings PlanEsker, Inc. 401(k) Savings P…$34MThe Intertech Group, Inc. Retirement Savings PlanThe Intertech Group, Inc. Re…$34M
End-of-year total assets ($M) among Utah Community Federal Credit Union Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$29M
Net Assets (End of Year)$34M
Net Income$6M
Employer EIN870231088
Plan Effective Date1987-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Utah Community Credit Union)

Sponsor-wide plan assets over time

All Utah Community Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$39M 35.16440335489563% vs 2022
2024 filing year
$25M$30M$35M$40M 202220232024 $28.7M $38.8M ▲ +35.2%
Year Plans Participants Total Assets
2022 1 498 $29M
2023 1 472 $34M
2024 1 480 $39M

Nearby 401(k) Plans in Utah

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

Utah Community Federal Credit Union Retirement Plan vs. nearby 401(k) plans in Utah, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Utah Community Federal Credit Union Retirement Plan, Total assets ($B): 0.034242268 · Participants: 472Utah Community Federal Credit Union Retirement 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
Utah Community Federal Credit Union Retirement Plan vs. nearby 401(k) plans in Utah, assets vs. participants
Compare Utah Community Federal Credit Union Retirement Plan side-by-side with 3 peers →

Utah Community Federal Credit Union Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Utah, the nearest 401(k) by assets is Muncie Power Products Employees Retirement Plan in IN ($34M); by covered participants it is Mto 401(k) Profit Sharing Plan in CA (472 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($34M here).

Similar participant headcount

Nearest other-state filings by covered participants (472 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 Utah Community Federal Credit Union Retirement Plan assets move in 2023? ▼
Utah Community Federal Credit Union Retirement Plan grew sharply - up 19.4% during 2023, from $29M to $34M. Reported net income was $6M.
How have Utah Community Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Utah Community Credit Union's sponsor-wide assets grew 35.2%, from $29M to $39M.
Where does Utah Community Federal Credit Union Retirement Plan rank by assets among Form 5500 filers? ▼
Utah Community Federal Credit Union Retirement Plan ranks in the 81st 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 Utah Community Federal Credit Union Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Muncie Power Products Employees Retirement Plan in IN ($34M, 463 participants).
Which 401(k) plans cover a similar participant headcount to Utah Community Federal Credit Union Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mto 401(k) Profit Sharing Plan in CA (472 participants, $219M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 870231088.

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.