401(k) · DOL Form 5500 · 2023

Celtic Bank Corporation 401(k) Plan

Data updated 2026-08-25

$26M
Total assets Below avg plan size
306
Participants Below avg headcount
77th
Percentile by assets National rank
$85,928
Avg per participant Below avg balance/head
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Official DOL plan name: Celtic Bank Corporation 401(k) Plan · Sponsored by Celtic Bank Corporation · Utah · Finance & Insurance

$26M in assets, 306 participants

Celtic Bank Corporation's Celtic Bank Corporation 401(k) Plan reported $26M in total assets and 306 participants in its 2023 DOL Form 5500 filing, ranking in the 77th 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.

  • #5,797 in Finance & Insurance (8,869 peers)

Where Celtic Bank Corporation 401(k) Plan sits by assets

Celtic Bank Corporation 401(k) Plan sits in the top quartile of all filed plans by assets, $26M for 306 participants (~$85,928/participant), up 34.7% in 2023.

#5,797
in Finance & Insurance (8,869 peers)
+34.7%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Celtic Bank Corporation 401(k) Plan's outsized position by total assets

Celtic Bank Corporation 401(k) Plan vs every filed plan by assets

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

$26,294,083 Top 23% higher than 77% 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

Celtic Bank Corporation 401(k) Plan 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. Celtic Bank Corporation 401(k) Plan sits mid-pack in the medium band (306 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Celtic Bank Corporation 401(k) Plan reported net income rose from -$653K in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Celtic Bank Corporation 401(k) Plan end-of-year assets rose from $20M in the plan year 2022 filing to $26M in the plan year 2023 filing.
  • Celtic Bank Corporation 401(k) Plan reported participants rose from 292 in the plan year 2022 filing to 306 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 870662267 · Celtic Bank Corporation PY 2023 · 401(k)

Celtic Bank Corporation 401(k) Plan · $26M · 306 · 77th

  • EIN $26M
  • RANK 306
  • PHOTO 77th
  • IND 401(k)
  • EOY near Ais 401(k) Plan
  • 5500 ind #5797

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 →

Celtic Bank Corporation 401(k) Plan in the asset neighbourhood

World's Finest Chocolate, Inc. Employees' PlanWorld's Finest Chocolate, In…$26MCeltic Bank Corporation 401(k) PlanCeltic Bank Corporation 401(…$26MAis 401(k) Plan$26MAssociated Eye Care, Ltd. Employees' Profit Sharing PlanAssociated Eye Care, Ltd. Em…$26MWingate Management Company 401(k) PlanWingate Management Company 4…$26M
End-of-year total assets ($M) among Celtic Bank Corporation 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$26M
Net Income$7M
Employer EIN870662267
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Celtic Bank Corporation)

Sponsor-wide plan assets over time

All Celtic Bank Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$33M 67.60741010219867% vs 2022
2024 filing year
$15M$20M$25M$30M$35M 202220232024 $19.5M $32.7M ▲ +67.6%
Year Plans Participants Total Assets
2022 1 292 $20M
2023 1 306 $26M
2024 1 308 $33M

Nearby 401(k) Plans in Utah

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

Celtic Bank Corporation 401(k) Plan vs. nearby 401(k) plans in Utah, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Celtic Bank Corporation 401(k) Plan, Total assets ($B): 0.026294083 · Participants: 306Celtic Bank Corporation 401(k) 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
Celtic Bank Corporation 401(k) Plan vs. nearby 401(k) plans in Utah, assets vs. participants
Compare Celtic Bank Corporation 401(k) Plan side-by-side with 3 peers →

Celtic Bank Corporation 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Utah, the nearest 401(k) by assets is Ais 401(k) Plan in MS ($26M); by covered participants it is Life Unlimited, Inc. 401(k) Plan in MO (306 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($26M here).

Similar participant headcount

Nearest other-state filings by covered participants (306 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 Celtic Bank Corporation 401(k) Plan assets move in 2023? ▼
Celtic Bank Corporation 401(k) Plan surged - up 34.7% during 2023, from $20M to $26M. Reported net income was $7M.
How have Celtic Bank Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Celtic Bank Corporation's sponsor-wide assets grew 67.6%, from $20M to $33M.
Where does Celtic Bank Corporation 401(k) Plan rank by assets among Form 5500 filers? ▼
Celtic Bank Corporation 401(k) Plan ranks in the 77th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Celtic Bank Corporation 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ais 401(k) Plan in MS ($26M, 627 participants).
Which 401(k) plans cover a similar participant headcount to Celtic Bank Corporation 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Life Unlimited, Inc. 401(k) Plan in MO (306 participants, $3M 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 870662267.

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.