401(k) · DOL Form 5500 · 2023
Intermountain Farmers Association 401(k) Plan
Data updated 2026-08-25
- $34M
- Total assets Below avg plan size
- 455
- Participants Below avg headcount
- 81st
- Percentile by assets National rank
- $74,253
- Avg per participant Below avg balance/head
Official DOL plan name: Intermountain Farmers Association Salary Investment Plan and Trust · Sponsored by Intermountain Farmers Association · Utah · Retail Trade
$34M in assets, 455 participants
Intermountain Farmers Association's Intermountain Farmers Association Salary Investment Plan and Trust reported $34M in total assets and 455 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.
- #7,476 in Retail Trade (8,414 peers)
Where Intermountain Farmers Association Salary Investment Plan and Trust sits by assets
Intermountain Farmers Association Salary Investment Plan and Trust sits in the top quartile of all filed plans by assets, $34M for 455 participants (~$74,253/participant), up 14.8% in 2023.
- #7,476
- in Retail Trade (8,414 peers)
- +14.8%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Intermountain Farmers Association Salary Investment Plan and Trust's outsized position by total assets
Intermountain Farmers Association Salary Investment Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$33,785,189 Top 19% higher than 81% 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
Intermountain Farmers Association Salary Investment Plan and Trust 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. Intermountain Farmers Association Salary Investment Plan and Trust sits mid-pack in the medium band (455 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Intermountain Farmers Association Salary Investment Plan and Trust reported net income rose from -$6M in the plan year 2022 filing to $4M in the plan year 2023 filing.
- Intermountain Farmers Association Salary Investment Plan and Trust end-of-year assets rose from $29M in the plan year 2022 filing to $34M in the plan year 2023 filing.
- Intermountain Farmers Association Salary Investment Plan and Trust reported participants fell from 492 in the plan year 2022 filing to 455 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 870188560 · Intermountain Farmers Association PY 2023 · 401(k)
Intermountain Farmers Association Salary Investment Plan and Trust · $34M · 455 · 81st
- BOY $34M
- SCH 455
- EBSA 81st
- PART 401(k)
- TYPE near Evi Industries, Inc. 401(k) Plan
- NET ind #7476
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 Retail Trade retirement plans → · Plans in Utah →
Intermountain Farmers Association Salary Investment Plan and Trust in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $29M |
|---|---|
| Net Assets (End of Year) | $34M |
| Net Income | $4M |
| Employer EIN | 870188560 |
| Plan Effective Date | 1985-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Intermountain Farmers Association)
Sponsor-wide plan assets over time
All Intermountain Farmers Association plans reported in each filing year
- Latest sponsor-wide plan assets
- $40M 35.35718392960844% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 492 | $29M |
| 2023 | 1 | 455 | $34M |
| 2024 | 1 | 692 | $40M |
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
Intermountain Farmers Association Salary Investment Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside Utah, the nearest 401(k) by assets is Evi Industries, Inc. 401(k) Plan in FL ($34M); by covered participants it is Dewey Services, Inc. Retirement Savings Plan in CA (455 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($34M here).
- Evi Industries, Inc. 401(k) Plan (FL) $34M · 585
- The Citizens National Bank of Meridian 401(k) Profit Sharing Plan (MS) $34M · 322
- Applied Composites Retirement Plan (CA) $34M · 801
- Odfmc, Inc. 401(k) Plan (NY) $34M · 380
Similar participant headcount
Nearest other-state filings by covered participants (455 participants); asset peers above are excluded.
- Dewey Services, Inc. Retirement Savings Plan (CA) 455 · 0 off
- D & H Company 401(k) Plan (MS) 455 · 0 off
- Medcost 401(k) Plan (NC) 455 · 0 off
- Bluestone Physician Services 401(k) Plan (MN) 455 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.