401(k) · DOL Form 5500 · 2023

Robert J. Debry & Associates 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
37
Participants Small participant base
44th
Percentile by assets National rank
$131,387
Avg per participant Near avg balance/head
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Official DOL plan name: Robert J. Debry & Associates Employees' Retirement Plan · Sponsored by Robert J. Debry & Associates · Utah · Professional & Technical Services

$5M in assets, 37 participants

Robert J. Debry & Associates's Robert J. Debry & Associates Employees' Retirement Plan reported $5M in total assets and 37 participants in its 2023 DOL Form 5500 filing, ranking in the 44th 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.

  • #8,449 in Professional & Technical Services (20,321 peers)

What the 2023 filing shows

Robert J. Debry & Associates Employees' Retirement Plan holds $5M for 37 participants - about $131,387 per participant, in the lower half of filed plans by assets.

#8,449
in Professional & Technical Services (20,321 peers)
-1.9%
assets change YoY

The plan reported a net loss of $96K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Robert J. Debry & Associates Employees' Retirement Plan's mid-pack asset rank among Professional & Technical Services and all filers

Robert J. Debry & Associates Employees' Retirement Plan vs every filed plan by assets

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

$4,861,322 44th percentile higher than 44% 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

Robert J. Debry & Associates Employees' Retirement 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. Robert J. Debry & Associates Employees' Retirement Plan is a small filing (37 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Robert J. Debry & Associates Employees' Retirement Plan reported net income rose from -$4M in the plan year 2022 filing to -$96K in the plan year 2023 filing.
  • Robert J. Debry & Associates Employees' Retirement Plan reported participants fell from 60 in the plan year 2022 filing to 37 in the plan year 2023 filing.
  • Robert J. Debry & Associates Employees' Retirement Plan end-of-year assets fell from $5M in the plan year 2022 filing to $5M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 870666712 · Robert J. Debry & Associates PY 2023 · 401(k)

Robert J. Debry & Associates Employees' Retirement Plan · $5M · 37 · 44th

  • EIN $5M
  • EIN 37
  • EIN 44th
  • EIN 401(k)
  • EIN near Nassal Holdings Inc 401(k) Savings Plan
  • EIN ind #8449

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 Professional & Technical Services retirement plans → · Plans in Utah →

Robert J. Debry & Associates Employees' Retirement Plan in the asset neighbourhood

Robert J. Debry & Associates Employees' Retirement PlanRobert J. Debry & Associates…$5MNassal Holdings Inc 401(k) Savings PlanNassal Holdings Inc 401(k) S…$5MAvalon Copy Centers of America, Inc. 401(k) Profit Sharing PlanAvalon Copy Centers of Ameri…$5MFarmers State Bank Profit Sharing PlanFarmers State Bank Profit Sh…$5MHowell Instruments 401(k) PlanHowell Instruments 401(k) Pl…$5M
End-of-year total assets ($M) among Robert J. Debry & Associates Employees' Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income-$96K
Employer EIN870666712
Plan Effective Date1987-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Robert J. Debry & Associates)

Sponsor-wide plan assets over time

All Robert J. Debry & Associates plans reported in each filing year

Latest sponsor-wide plan assets
$5M 1.9329092849726424% vs 2022
2023 filing year
$4.85M$4.9M$4.95M$5M 20222023 $4.96M $4.86M ▼ -2.0%
Year Plans Participants Total Assets
2022 1 60 $5M
2023 1 37 $5M

Nearby 401(k) Plans in Utah

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

Robert J. Debry & Associates Employees' Retirement Plan vs. nearby 401(k) plans in Utah, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Robert J. Debry & Associates Employees' Retirement Plan, Total assets ($B): 0.004861322 · Participants: 37Robert J. Debry & Associates Employees' 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
Robert J. Debry & Associates Employees' Retirement Plan vs. nearby 401(k) plans in Utah, assets vs. participants
Compare Robert J. Debry & Associates Employees' Retirement Plan side-by-side with 3 peers →

Robert J. Debry & Associates Employees' Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Utah, the nearest 401(k) by assets is Nassal Holdings Inc 401(k) Savings Plan in FL ($5M); by covered participants it is Carbon Health 401(k) Plan in CA (37 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (37 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 Robert J. Debry & Associates Employees' Retirement Plan assets move in 2023? ▼
Robert J. Debry & Associates Employees' Retirement Plan edged down modestly - down 1.9% during 2023, from $5M to $5M. Reported net income was -$96K.
How have Robert J. Debry & Associates plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Robert J. Debry & Associates's sponsor-wide assets declined 1.9%, from $5M to $5M.
Which 401(k) plans are similar in size to Robert J. Debry & Associates Employees' Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Nassal Holdings Inc 401(k) Savings Plan in FL ($5M, 238 participants).
Which 401(k) plans cover a similar participant headcount to Robert J. Debry & Associates Employees' Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Carbon Health 401(k) Plan in CA (37 participants, $4M 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 870666712.

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.