Other · DOL Form 5500 · 2023

Asian Association of Utah Retirement Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
25
Participants Small participant base
33rd
Percentile by assets National rank
$97,954
Avg per participant Below avg balance/head
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Official DOL plan name: Asian Association of Utah 403(b) Plan · Sponsored by Asian Association of Utah · Utah · Healthcare & Social Assistance

$2M in assets, 25 participants

Asian Association of Utah's Asian Association of Utah 403(b) Plan reported $2M in total assets and 25 participants in its 2023 DOL Form 5500 filing, ranking in the 33rd 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.

  • #5,769 in Healthcare & Social Assistance (17,684 peers)

Asian Association of Utah multi-year trail

Asian Association of Utah's plans moved +23.2% in assets from 2022 to 2024; this filing shows Asian Association of Utah 403(b) Plan at $2M / 25 participants.

#5,769
in Healthcare & Social Assistance (17,684 peers)
-1.1%
assets change YoY

The plan reported a net loss of $27K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Asian Association of Utah 403(b) Plan among the smaller filed plans by assets

Asian Association of Utah 403(b) Plan vs every filed plan by assets

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

$2,448,844 33rd percentile higher than 33% 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

Asian Association of Utah 403(b) 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. Asian Association of Utah 403(b) Plan is a small filing (25 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Asian Association of Utah 403(b) Plan reported net income rose from -$351K in the plan year 2022 filing to -$27K in the plan year 2023 filing.
  • Asian Association of Utah 403(b) Plan reported participants rose from 23 in the plan year 2022 filing to 25 in the plan year 2023 filing.
  • Asian Association of Utah 403(b) Plan end-of-year assets fell from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 870333555 · Asian Association of Utah PY 2023 · Other

Asian Association of Utah 403(b) Plan · $2M · 25 · 33rd

  • PCT $2M
  • EIN 25
  • RANK 33rd
  • PHOTO Other
  • IND near Alliance Healthcare Services Employee Retirement Plan
  • EOY ind #5769

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 Healthcare & Social Assistance retirement plans → · Plans in Utah →

Asian Association of Utah 403(b) Plan in the asset neighbourhood

Alliance Healthcare Services Employee Retirement PlanAlliance Healthcare Services…$2MKhl Flavors Inc Profit Sharing PlanKhl Flavors Inc Profit Shari…$2MJoe & Charles Bevering Corporation Profit Sharing Plan and TrustJoe & Charles Bevering Corpo…$2MAsian Association of Utah 403(b) PlanAsian Association of Utah 40…$2MThe Kennedy Center, Inc. 403(b) Retirement PlanThe Kennedy Center, Inc. 403…$2M
End-of-year total assets ($M) among Asian Association of Utah 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Asian Association of Utah multi-year asset trail

Sponsor-wide plan assets over time

All Asian Association of Utah plans reported in each filing year

Latest sponsor-wide plan assets
$3M 23.226946559737414% vs 2022
2024 filing year
$2.2M$2.4M$2.6M$2.8M$3M$3.2M 202220232024 $2.48M $3.05M ▲ +23.0%
Year Plans Participants Total Assets
2022 1 23 $2M
2023 1 25 $2M
2024 1 24 $3M

Asian Association of Utah filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$27K
Employer EIN870333555
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Utah

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

Asian Association of Utah 403(b) Plan vs. nearby Other plans in Utah, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -1000100200300400 Total assets ($M) Participants Asian Association of Utah 403(b) Plan, Total assets ($M): 2.448844 · Participants: 25Asian Association of Utah 403(b) PlanIntermountain Healthcare Tax Deferred Savings 403(b) Plan, Total assets ($M): 309.624 · Participants: 41571Intermountain Healthcare Tax Deferred Savings 403(b) PlanBrigham Young University Tax-Deferred Annuity Plan, Total assets ($M): 190.770327 · Participants: 7029Brigham Young University Tax-Deferred Annuity PlanIntermountain Ironworkers' Tax Deferral Plan, Total assets ($M): 103.856477 · Participants: 1356Intermountain Ironworkers' Tax Deferral PlanWestminster University Defined Contribution Retirement Plan, Total assets ($M): 85.093544 · Participants: 318Westminster University Defined Contribution Retirement PlanChildren's Miracle Network 403(b) Plan, Total assets ($M): 45.736773 · Participants: 185Children's Miracle Network 403(b) Plan
Asian Association of Utah 403(b) Plan vs. nearby Other plans in Utah, assets vs. participants
Compare Asian Association of Utah 403(b) Plan side-by-side with 3 peers →

Asian Association of Utah 403(b) Plan's out-of-state Other peers by assets and headcount

Outside Utah, the nearest Other by assets is Alliance Healthcare Services Employee Retirement Plan in TN ($2M); by covered participants it is Hobgood Academy Inc. in NC (25 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (25 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 Asian Association of Utah 403(b) Plan assets move in 2023? ▼
Asian Association of Utah 403(b) Plan edged down modestly - down 1.1% during 2023, from $2M to $2M. Reported net income was -$27K.
How have Asian Association of Utah plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Asian Association of Utah's sponsor-wide assets grew 23.2%, from $2M to $3M.
Which Other plans are similar in size to Asian Association of Utah 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is Alliance Healthcare Services Employee Retirement Plan in TN ($2M, 157 participants).
Which Other plans cover a similar participant headcount to Asian Association of Utah 403(b) Plan? ▼
Among Other plans in other states, the closest by covered participants is Hobgood Academy Inc. in NC (25 participants, N/A 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 870333555.

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.