401(k) · DOL Form 5500 · 2023

Albion Financial Group 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
29
Participants Small participant base
62nd
Percentile by assets National rank
$395,779
Avg per participant High balance/head
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Official DOL plan name: Albion Financial Group Retirement Plan · Sponsored by Albion Financial Group · Utah · Finance & Insurance

$11M in assets, 29 participants

Albion Financial Group's Albion Financial Group Retirement Plan reported $11M in total assets and 29 participants in its 2023 DOL Form 5500 filing, ranking in the 62nd 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.

  • #4,108 in Finance & Insurance (8,869 peers)

Albion Financial Group multi-year trail

Albion Financial Group's plans moved +67.1% in assets from 2022 to 2024; this filing shows Albion Financial Group Retirement Plan at $11M / 29 participants.

#4,108
in Finance & Insurance (8,869 peers)
+32.3%
assets growth YoY

Albion Financial Group Retirement Plan's mid-pack asset rank among Finance & Insurance and all filers

Albion Financial Group Retirement Plan vs every filed plan by assets

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

$11,477,594 Top 38% higher than 62% 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

Albion Financial Group 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. Albion Financial Group Retirement Plan is a small filing (29 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Albion Financial Group Retirement Plan reported net income rose from -$3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Albion Financial Group Retirement Plan end-of-year assets rose from $9M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Albion Financial Group Retirement Plan reported participants rose from 26 in the plan year 2022 filing to 29 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 870392058 · Albion Financial Group PY 2023 · 401(k)

Albion Financial Group Retirement Plan · $11M · 29 · 62nd

  • PHOTO $11M
  • IND 29
  • EOY 62nd
  • 5500 401(k)
  • ASSETS near Miltope Corporation Fka Vt Miltope 401(k) Plan
  • PCT ind #4108

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 Finance & Insurance retirement plans → · Plans in Utah →

Albion Financial Group Retirement Plan in the asset neighbourhood

Albion Financial Group Retirement PlanAlbion Financial Group Retir…$11MMiltope Corporation Fka Vt Miltope 401(k) PlanMiltope Corporation Fka Vt M…$11MRivero, Gordimer & Company, P.a. Profit Sharing Plan and TrustRivero, Gordimer & Company, …$11MCreekstone Farms Premium Beef, LLC 401(k) PlanCreekstone Farms Premium Bee…$11MBodine Perry, LLC 401(k) Profit Sharing Plan and TrustBodine Perry, LLC 401(k) Pro…$11M
End-of-year total assets ($M) among Albion Financial Group Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Albion Financial Group multi-year asset trail

Sponsor-wide plan assets over time

All Albion Financial Group plans reported in each filing year

Latest sponsor-wide plan assets
$14M 67.12787036651723% vs 2022
2024 filing year
$8M$10M$12M$14M$16M 202220232024 $8.67M $14.5M ▲ +67.2%
Year Plans Participants Total Assets
2022 1 26 $9M
2023 1 29 $11M
2024 1 30 $14M

Albion Financial Group filing trail (2023)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$11M
Net Income$3M
Employer EIN870392058
Plan Effective Date1985-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Utah

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

Albion Financial Group Retirement Plan vs. nearby 401(k) plans in Utah, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Albion Financial Group Retirement Plan, Total assets ($B): 0.011477594 · Participants: 29Albion Financial Group 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
Albion Financial Group Retirement Plan vs. nearby 401(k) plans in Utah, assets vs. participants
Compare Albion Financial Group Retirement Plan side-by-side with 3 peers →

Albion Financial Group Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Utah, the nearest 401(k) by assets is Miltope Corporation Fka Vt Miltope 401(k) Plan in AL ($11M); by covered participants it is Kizer Pharmacy, LLC Safe Harbor 401(k) Plan in TN (29 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (29 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 Albion Financial Group Retirement Plan assets move in 2023? ▼
Albion Financial Group Retirement Plan surged - up 32.3% during 2023, from $9M to $11M. Reported net income was $3M.
How have Albion Financial Group plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Albion Financial Group's sponsor-wide assets grew 67.1%, from $9M to $14M.
Which 401(k) plans are similar in size to Albion Financial Group Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Miltope Corporation Fka Vt Miltope 401(k) Plan in AL ($11M, 86 participants).
Which 401(k) plans cover a similar participant headcount to Albion Financial Group Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Kizer Pharmacy, LLC Safe Harbor 401(k) Plan in TN (29 participants, $2M 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 870392058.

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.