401(k) · DOL Form 5500 · 2023
United Benefits Consulting, Inc. 401(k) Plan
Data updated 2026-08-25
- $37M
- Total assets Below avg plan size
- 3,866
- Participants Above avg headcount
- 82nd
- Percentile by assets National rank
- $9,621
- Avg per participant Low balance/head
Official DOL plan name: United Benefits Consulting, Inc. Retirement Savings Plan · Sponsored by United Benefits Consulting, Inc. · Utah · Professional & Technical Services
$37M in assets, 3,866 participants
United Benefits Consulting, Inc.'s United Benefits Consulting, Inc. Retirement Savings Plan reported $37M in total assets and 3,866 participants in its 2023 DOL Form 5500 filing, ranking in the 82nd 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.
- #16,836 in Professional & Technical Services (20,321 peers)
Coverage in Utah
United Benefits Consulting, Inc. Retirement Savings Plan covers 3,866 participants in Utah, 6.5x the typical Utah plan (state average ~592 per filing). Assets: $37M.
- #16,836
- in Professional & Technical Services (20,321 peers)
- +43.8%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
United Benefits Consulting, Inc. Retirement Savings Plan's outsized position by total assets
United Benefits Consulting, Inc. Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$37,196,068 Top 18% higher than 82% 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
United Benefits Consulting, Inc. Retirement Savings 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. United Benefits Consulting, Inc. Retirement Savings Plan lands in the large band (3,866 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- United Benefits Consulting, Inc. Retirement Savings Plan reported net income rose from $4M in the plan year 2022 filing to $12M in the plan year 2023 filing.
- United Benefits Consulting, Inc. Retirement Savings Plan end-of-year assets rose from $26M in the plan year 2022 filing to $37M in the plan year 2023 filing.
- United Benefits Consulting, Inc. Retirement Savings Plan reported participants rose from 3,045 in the plan year 2022 filing to 3,866 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 562551817 · United Benefits Consulting, Inc. PY 2023 · 401(k)
United Benefits Consulting, Inc. Retirement Savings Plan · $37M · 3,866 · 82nd
- EOY $37M
- EOY 3,866
- EOY 82nd
- EOY 401(k)
- EOY near Omni Ophthalmic Management Consultants 401(k) Profit Sharing Plan
- EOY ind #16836
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 →
United Benefits Consulting, Inc. Retirement Savings Plan in the asset neighbourhood
Utah filing particulars
| Total Assets (Beginning of Year) | $26M |
|---|---|
| Net Assets (End of Year) | $37M |
| Net Income | $12M |
| Employer EIN | 562551817 |
| Plan Effective Date | 2015-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (United Benefits Consulting, Inc.)
Sponsor-wide plan assets over time
All United Benefits Consulting, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $37M 43.83742672699918% vs 2022
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3,045 | $26M |
| 2023 | 2 | 7,868 | $37M |
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
United Benefits Consulting, Inc. Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Utah, the nearest 401(k) by assets is Omni Ophthalmic Management Consultants 401(k) Profit Sharing Plan in NJ ($37M); by covered participants it is Greenberg Traurig 401(k) Plan in FL (3,866 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($37M here).
Similar participant headcount
Nearest other-state filings by covered participants (3,866 participants); asset peers above are excluded.
- Greenberg Traurig 401(k) Plan (FL) 3,866 · 0 off
- Celebration Restaurant Group 401(k) Plan (FL) 3,866 · 0 off
- Kph Healthcare Services, Inc. Employee Stock Ownership and 401(k) Plan (NY) 3,867 · 1 off
- Ryan Specialty 401(k) Savings Plan (IL) 3,869 · 3 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.