Profit Sharing · DOL Form 5500 · 2023
Parsons Behle & Latimer Profit Sharing Plan
Data updated 2026-08-25
- $147M
- Total assets Near avg plan size
- 265
- Participants Below avg headcount
- 93rd
- Percentile by assets National rank
- $553,112
- Avg per participant High balance/head
Official DOL plan name: Parsons Behle & Latimer Profit Sharing Plan & Trust · Sponsored by Parsons Behle & Latimer · Utah · Professional & Technical Services
$147M in assets, 265 participants
Parsons Behle & Latimer's Parsons Behle & Latimer Profit Sharing Plan & Trust reported $147M in total assets and 265 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.
- #19,226 in Professional & Technical Services (20,321 peers)
Coverage in Utah
Parsons Behle & Latimer Profit Sharing Plan & Trust covers 265 participants in Utah, about 45% of the average Utah filer (state average ~592 per filing). Assets: $147M.
- #19,226
- in Professional & Technical Services (20,321 peers)
- +12.1%
- assets growth YoY
- 1.5×
- vs typical plan assets (national mean)
Parsons Behle & Latimer Profit Sharing Plan & Trust's outsized position by total assets
Parsons Behle & Latimer Profit Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$146,574,660 Top 7% higher than 93% 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
Parsons Behle & Latimer Profit Sharing Plan & 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. Parsons Behle & Latimer Profit Sharing Plan & Trust sits mid-pack in the medium band (265 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Parsons Behle & Latimer Profit Sharing Plan & Trust reported net income rose from -$24M in the plan year 2022 filing to $16M in the plan year 2023 filing.
- Parsons Behle & Latimer Profit Sharing Plan & Trust reported participants rose from 229 in the plan year 2022 filing to 265 in the plan year 2023 filing.
- Parsons Behle & Latimer Profit Sharing Plan & Trust end-of-year assets rose from $131M in the plan year 2022 filing to $147M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 870279766 · Parsons Behle & Latimer PY 2023 · Profit Sharing
Parsons Behle & Latimer Profit Sharing Plan & Trust · $147M · 265 · 93rd
- EIN $147M
- EIN 265
- EIN 93rd
- EIN Profit Sharing
- EIN near Roger Zatkoff Company Employees' Profit Sharing Retirement Plan
- EIN ind #19226
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 →
Parsons Behle & Latimer Profit Sharing Plan & Trust in the asset neighbourhood
Utah filing particulars
| Total Assets (Beginning of Year) | $131M |
|---|---|
| Net Assets (End of Year) | $147M |
| Net Income | $16M |
| Employer EIN | 870279766 |
| Plan Effective Date | 1969-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Parsons Behle & Latimer)
Sponsor-wide plan assets over time
All Parsons Behle & Latimer plans reported in each filing year
- Latest sponsor-wide plan assets
- $160M 22.705644491917333% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 229 | $131M |
| 2023 | 1 | 265 | $147M |
| 2024 | 1 | 285 | $160M |
Nearby Profit Sharing Plans in Utah
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Wgu Retirement Savings Plan $431M · 7,868
- Dyno Nobel Inc. and Subsidiaries Tax Favored Retirement Savings and Investment Plan $320M · 2,460
- Rio Tinto Alcan 401(k) Savings Plan for Former Employees $118M · N/A
- Campbell Scientific Profit Sharing Plan $106M · 651
- Thatcher Company Profit Sharing Plan $90M · 405
Parsons Behle & Latimer Profit Sharing Plan & Trust's out-of-state Profit Sharing peers by assets and headcount
Outside Utah, the nearest Profit Sharing by assets is Roger Zatkoff Company Employees' Profit Sharing Retirement Plan in MI ($148M); by covered participants it is Fontbonne University 403 (B) Plan in MO (265 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($147M here).
Similar participant headcount
Nearest other-state filings by covered participants (265 participants); asset peers above are excluded.
- Fontbonne University 403 (B) Plan (MO) 265 · 0 off
- Hga Supplemental Profit Sharing Plan (MN) 265 · 0 off
- 403(b) Thrift Plan of Elder Services of Worcester Area, Inc. (MA) 264 · 1 off
- The Corporate Source, Inc. 401(a) Plan (NY) 264 · 1 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.