Profit Sharing · DOL Form 5500 · 2023

Deseret Mutual Benefit Administrators Profit Sharing Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
15
Participants Small participant base
27th
Percentile by assets National rank
$99,910
Avg per participant Below avg balance/head
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Official DOL plan name: Deseret Mutual Puerto Rico Thrift Plan · Sponsored by Deseret Mutual Benefit Administrators · Utah · Finance & Insurance

$1M in assets, 15 participants

Deseret Mutual Benefit Administrators's Deseret Mutual Puerto Rico Thrift Plan reported $1M in total assets and 15 participants in its 2023 DOL Form 5500 filing, ranking in the 27th 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.

  • #1,624 in Finance & Insurance (8,869 peers)

2023 asset change

Deseret Mutual Puerto Rico Thrift Plan grew sharply 18.3% in 2023 ($1M → $1M) for 15 participants.

#1,624
in Finance & Insurance (8,869 peers)
+18.3%
assets growth YoY

Deseret Mutual Puerto Rico Thrift Plan among the smaller filed plans by assets

Deseret Mutual Puerto Rico Thrift Plan vs every filed plan by assets

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

$1,498,650 27th percentile higher than 27% 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 Mutual Puerto Rico Thrift Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Deseret Mutual Puerto Rico Thrift Plan is a small filing (15 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Deseret Mutual Puerto Rico Thrift Plan reported net income rose from -$113K in the plan year 2022 filing to $232K in the plan year 2023 filing.
  • Deseret Mutual Puerto Rico Thrift Plan end-of-year assets rose from $1M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Deseret Mutual Puerto Rico Thrift Plan reported participants rose from 14 in the plan year 2022 filing to 15 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 870440163 · Deseret Mutual Benefit Administrators PY 2023 · Profit Sharing

Deseret Mutual Puerto Rico Thrift Plan · $1M · 15 · 27th

  • PART $1M
  • PART 15
  • PART 27th
  • PART Profit Sharing
  • PART near Mark L. Tindall, M. D. 401(k) Profit Sharing Plan
  • PART ind #1624

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 →

Deseret Mutual Puerto Rico Thrift Plan in the asset neighbourhood

Deseret Mutual Puerto Rico Thrift PlanDeseret Mutual Puerto Rico T…$1MMark L. Tindall, M. D. 401(k) Profit Sharing PlanMark L. Tindall, M. D. 401(k…$1MFirst Southern, LLC 1081. 01(D) Retirement PlanFirst Southern, LLC 1081. 01…$1MMorning Glory Solutions, Inc. Profit Sharing PlanMorning Glory Solutions, Inc…$1MKersner Profit Sharing Trust$1M
End-of-year total assets ($M) among Deseret Mutual Puerto Rico Thrift Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Deseret Mutual Benefit Administrators years around the 2023 move

Sponsor-wide plan assets over time

All Deseret Mutual Benefit Administrators plans reported in each filing year

Latest sponsor-wide plan assets
$13.2B 6.459083803928803% vs 2022
2024 filing year
$12B$12.5B$13B$13.5B 202220232024 $12.4B $13.2B ▲ +6.4%
Year Plans Participants Total Assets
2022 3 35,571 $12.4B
2023 3 35,517 $13.2B
2024 3 35,796 $13.2B

2023 asset-move particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$232K
Employer EIN870440163
Plan Effective Date2010-12-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Utah

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Deseret Mutual Puerto Rico Thrift Plan vs. nearby Profit Sharing plans in Utah, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -1000100200300400500 Total assets ($M) Participants Deseret Mutual Puerto Rico Thrift Plan, Total assets ($M): 1.49865 · Participants: 15Deseret Mutual Puerto Rico Thrift PlanWgu Retirement Savings Plan, Total assets ($M): 431.080482 · Participants: 7868Wgu Retirement Savings PlanDyno Nobel Inc. and Subsidiaries Tax Favored Retirement Savings and Investment Plan, Total assets ($M): 320.492816 · Participants: 2460Dyno Nobel Inc. and Subsidiaries Tax Favored Retirement Savings and Investment PlanParsons Behle & Latimer Profit Sharing Plan & Trust, Total assets ($M): 146.57466 · Participants: 265Parsons Behle & Latimer Profit Sharing Plan & TrustRio Tinto Alcan 401(k) Savings Plan for Former Employees, Total assets ($M): 118.450852 · Participants: 0Rio Tinto Alcan 401(k) Savings Plan for Former EmployeesCampbell Scientific Profit Sharing Plan, Total assets ($M): 105.604978 · Participants: 651Campbell Scientific Profit Sharing Plan
Deseret Mutual Puerto Rico Thrift Plan vs. nearby Profit Sharing plans in Utah, assets vs. participants
Compare Deseret Mutual Puerto Rico Thrift Plan side-by-side with 3 peers →

Deseret Mutual Puerto Rico Thrift Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Utah, the nearest Profit Sharing by assets is Mark L. Tindall, M. D. 401(k) Profit Sharing Plan in CA ($1M); by covered participants it is Sterling Oil & Chemical Company, Inc. Profit Sharing Plan in MI (15 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (15 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 Mutual Puerto Rico Thrift Plan assets move in 2023? ▼
Deseret Mutual Puerto Rico Thrift Plan grew sharply - up 18.3% during 2023, from $1M to $1M. Reported net income was $232K.
How have Deseret Mutual Benefit Administrators plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Deseret Mutual Benefit Administrators's sponsor-wide assets grew 6.5%, from $12.4B to $13.2B.
Which Profit Sharing plans are similar in size to Deseret Mutual Puerto Rico Thrift Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Mark L. Tindall, M. D. 401(k) Profit Sharing Plan in CA ($1M, 6 participants).
Which Profit Sharing plans cover a similar participant headcount to Deseret Mutual Puerto Rico Thrift Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Sterling Oil & Chemical Company, Inc. Profit Sharing Plan in MI (15 participants, $6M 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 870440163.

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.