Other · DOL Form 5500 · 2023
Brigham Young University - Utah Retirement Plan
Data updated 2026-08-25
- $191M
- Total assets Near avg plan size
- 7,029
- Participants Above avg headcount
- 95th
- Percentile by assets National rank
- $27,140
- Avg per participant Low balance/head
Official DOL plan name: Brigham Young University Tax-Deferred Annuity Plan · Sponsored by Brigham Young University - Utah · Utah · Educational Services
$191M in assets, 7,029 participants
Brigham Young University - Utah's Brigham Young University Tax-Deferred Annuity Plan reported $191M in total assets and 7,029 participants in its 2023 DOL Form 5500 filing, ranking in the 95th 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.
- #3,398 in Educational Services (3,735 peers)
Coverage in Utah
Brigham Young University Tax-Deferred Annuity Plan covers 7,029 participants in Utah, 12x the typical Utah plan (state average ~592 per filing). Assets: $191M.
- #3,398
- in Educational Services (3,735 peers)
- +4.5%
- assets growth YoY
- 1.9×
- vs typical plan assets (national mean)
Brigham Young University Tax-Deferred Annuity Plan's outsized position by total assets
Brigham Young University Tax-Deferred Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$190,770,327 Top 5% higher than 95% 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
Brigham Young University Tax-Deferred Annuity Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Brigham Young University Tax-Deferred Annuity Plan lands in the large band (7,029 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Brigham Young University Tax-Deferred Annuity Plan reported net income rose from -$36M in the plan year 2022 filing to $8M in the plan year 2023 filing.
- Brigham Young University Tax-Deferred Annuity Plan end-of-year assets rose from $182M in the plan year 2022 filing to $191M in the plan year 2023 filing.
- Brigham Young University Tax-Deferred Annuity Plan reported participants rose from 6,755 in the plan year 2022 filing to 7,029 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 870217280 · Brigham Young University - Utah PY 2023 · Other
Brigham Young University Tax-Deferred Annuity Plan · $191M · 7,029 · 95th
- TYPE $191M
- NET 7,029
- BOOK 95th
- VS-ST Other
- BOY near Archbold Medical Center, Inc. 403(b) Employees Thrift Plan
- SCH ind #3398
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 Educational Services retirement plans → · Plans in Utah →
Brigham Young University Tax-Deferred Annuity Plan in the asset neighbourhood
Utah filing particulars
| Total Assets (Beginning of Year) | $182M |
|---|---|
| Net Assets (End of Year) | $191M |
| Net Income | $8M |
| Employer EIN | 870217280 |
| Plan Effective Date | 1954-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Brigham Young University - Utah)
Sponsor-wide plan assets over time
All Brigham Young University - Utah plans reported in each filing year
- Latest sponsor-wide plan assets
- $189M 3.3825634461555723% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 6,755 | $182M |
| 2023 | 1 | 7,029 | $191M |
| 2024 | 1 | 293 | $189M |
Nearby Other Plans in Utah
Peer Other plans, same state, same plan type, ranked by total assets.
- Intermountain Healthcare Tax Deferred Savings 403(b) Plan $310M · 41,571
- Intermountain Ironworkers' Tax Deferral Plan $104M · 1,356
- Westminster University Defined Contribution Retirement Plan $85M · 318
- Children's Miracle Network 403(b) Plan $46M · 185
- Waterford School 403(b) Plan $31M · 215
Scale composition for Brigham Young University Tax-Deferred Annuity Plan
Brigham Young University Tax-Deferred Annuity Plan reports $191M in end-of-year assets across 7,029 participants (0.002% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.007% of 93,925,755 covered participants) - about $27,140 per participant (20% of the national average assets-per-participant) . Net income for plan year 2023 was $8M.
This plan identity (EIN 870217280, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $182M to $189M (+3.4%) while covered participants moved from 6,755 to 293 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 6,755 | $182M | Open filing |
| 2023 | 7,029 | $191M | This page |
| 2024 · index core | 293 | $189M | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Brigham Young University Tax-Deferred Annuity Plan (Other, $189M, 293 participants)
Brigham Young University Tax-Deferred Annuity Plan's out-of-state Other peers by assets and headcount
Outside Utah, the nearest Other by assets is Archbold Medical Center, Inc. 403(b) Employees Thrift Plan in GA ($191M); by covered participants it is Guthrie 403(b) Retirement Savings Plan in PA (7,032 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($191M here).
Similar participant headcount
Nearest other-state filings by covered participants (7,029 participants); asset peers above are excluded.
- Guthrie 403(b) Retirement Savings Plan (PA) 7,032 · 3 off
- Children's Retirement Income Benefit Plan (OH) 6,988 · 41 off
- Willis-Knighton Health System 403(b) Plan (LA) 6,985 · 44 off
- Hawai'i Pacific Health 403(b) Savings Plan (HI) 7,137 · 108 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.