401(k) · DOL Form 5500 · 2023
Mountain America Federal Credit Union 401(k) Plan
Data updated 2026-08-25
- $206M
- Total assets Near avg plan size
- 3,084
- Participants Above avg headcount
- 95th
- Percentile by assets National rank
- $66,808
- Avg per participant Below avg balance/head
Official DOL plan name: Mountain America Federal Credit Union 401(k) Plan · Sponsored by Mountain America Federal Credit Union · Utah · Finance & Insurance
$206M in assets, 3,084 participants
Mountain America Federal Credit Union's Mountain America Federal Credit Union 401(k) Plan reported $206M in total assets and 3,084 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.
- #8,131 in Finance & Insurance (8,869 peers)
Coverage in Utah
Mountain America Federal Credit Union 401(k) Plan covers 3,084 participants in Utah, 5.2x the typical Utah plan (state average ~592 per filing). Assets: $206M.
- #8,131
- in Finance & Insurance (8,869 peers)
- +27.2%
- assets growth YoY
- 2.1×
- vs typical plan assets (national mean)
Mountain America Federal Credit Union 401(k) Plan's outsized position by total assets
Mountain America Federal Credit Union 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$206,034,563 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
Mountain America Federal Credit Union 401(k) 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. Mountain America Federal Credit Union 401(k) Plan lands in the large band (3,084 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Mountain America Federal Credit Union 401(k) Plan reported net income rose from -$20M in the plan year 2022 filing to $44M in the plan year 2023 filing.
- Mountain America Federal Credit Union 401(k) Plan end-of-year assets rose from $162M in the plan year 2022 filing to $206M in the plan year 2023 filing.
- Mountain America Federal Credit Union 401(k) Plan reported participants rose from 2,785 in the plan year 2022 filing to 3,084 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 870172956 · Mountain America Federal Credit Union PY 2023 · 401(k)
Mountain America Federal Credit Union 401(k) Plan · $206M · 3,084 · 95th
- PHOTO $206M
- IND 3,084
- EOY 95th
- 5500 401(k)
- ASSETS near Dorman Products, Inc. 401(k) Retirement Plan & Trust
- PCT ind #8131
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 →
Mountain America Federal Credit Union 401(k) Plan in the asset neighbourhood
Utah filing particulars
| Total Assets (Beginning of Year) | $162M |
|---|---|
| Net Assets (End of Year) | $206M |
| Net Income | $44M |
| Employer EIN | 870172956 |
| Plan Effective Date | 2000-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Mountain America Federal Credit Union)
Sponsor-wide plan assets over time
All Mountain America Federal Credit Union plans reported in each filing year
- Latest sponsor-wide plan assets
- $247M 52.37070494535126% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2,785 | $162M |
| 2023 | 1 | 3,084 | $206M |
| 2024 | 1 | 3,281 | $247M |
Nearby 401(k) Plans in Utah
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Intermountain Healthcare Savings Plus 401(k) Plan $6.0B · 46,680
- Deseret 401(k) Plan $5.5B · 24,292
- Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan $1.7B · 10,088
- Skywest, Inc. Employees' Retirement Plan $1.2B · 15,411
- Autoliv Asp, Inc. Employee Savings and Investment Plan $634M · 4,537
Mountain America Federal Credit Union 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Utah, the nearest 401(k) by assets is Dorman Products, Inc. 401(k) Retirement Plan & Trust in PA ($206M); by covered participants it is Covenant Transportation Group 401(k) & Profit Sharing Plan in TN (3,085 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($206M here).
- Dorman Products, Inc. 401(k) Retirement Plan & Trust (PA) $206M · 3,670
- Virginia Farm Bureau Companies Employees' 401(k) Plan (VA) $206M · 890
- National Vision, Inc. 401(k) Retirement Savings Plan (GA) $206M · 10,586
- Ppl Retirement Savings Plan (PA) $206M · 1,278
Similar participant headcount
Nearest other-state filings by covered participants (3,084 participants); asset peers above are excluded.
- Covenant Transportation Group 401(k) & Profit Sharing Plan (TN) 3,085 · 1 off
- Roller Bearing Company of America 401(k) Plan (CT) 3,083 · 1 off
- South Texas Pizza Inc 401(k) Plan (TX) 3,082 · 2 off
- South Texas Pizza Inc 401(k) Plan (TX) 3,082 · 2 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.