401(k) · DOL Form 5500 · 2023

United 401(k) Plans, Inc. Dba 401(k) Plan

Data updated 2026-08-25

$100M
Total assets Near avg plan size
5,562
Participants Above avg headcount
91st
Percentile by assets National rank
$17,949
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Pea(K) Utah's Pooled Employer 401(k) Plan · Sponsored by United 401(k) Plans, Inc. Dba · Utah · Arts, Entertainment & Recreation

$100M in assets, 5,562 participants

United 401(k) Plans, Inc. Dba's Pea(K) Utah's Pooled Employer 401(k) Plan reported $100M in total assets and 5,562 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.

  • #2,823 in Arts, Entertainment & Recreation (2,945 peers)

Coverage in Utah

Pea(K) Utah's Pooled Employer 401(k) Plan covers 5,562 participants in Utah, 9.4x the typical Utah plan (state average ~592 per filing). Assets: $100M.

#2,823
in Arts, Entertainment & Recreation (2,945 peers)
+46.4%
assets growth YoY
1.0×
vs typical plan assets (national mean)

Pea(K) Utah's Pooled Employer 401(k) Plan's outsized position by total assets

Pea(K) Utah's Pooled Employer 401(k) Plan vs every filed plan by assets

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

$99,833,578 Top 9% higher than 91% 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

Pea(K) Utah's Pooled Employer 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. Pea(K) Utah's Pooled Employer 401(k) Plan lands in the large band (5,562 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Pea(K) Utah's Pooled Employer 401(k) Plan reported net income rose from $10M in the plan year 2022 filing to $28M in the plan year 2023 filing.
  • Pea(K) Utah's Pooled Employer 401(k) Plan end-of-year assets rose from $68M in the plan year 2022 filing to $100M in the plan year 2023 filing.
  • Pea(K) Utah's Pooled Employer 401(k) Plan reported participants rose from 4,750 in the plan year 2022 filing to 5,562 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 205321813 · United 401(k) Plans, Inc. Dba PY 2023 · 401(k)

Pea(K) Utah's Pooled Employer 401(k) Plan · $100M · 5,562 · 91st

  • PHOTO $100M
  • IND 5,562
  • EOY 91st
  • 5500 401(k)
  • ASSETS near J.J. Taylor Companies, Inc. Profit Sharing Retirement Plan
  • PCT ind #2823

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 Arts, Entertainment & Recreation retirement plans → · Plans in Utah →

Pea(K) Utah's Pooled Employer 401(k) Plan in the asset neighbourhood

Hisco 401(k) Plan$100MPea(K) Utah's Pooled Employer 401(k) PlanPea(K) Utah's Pooled Employe…$100MJ.J. Taylor Companies, Inc. Profit Sharing Retirement PlanJ.J. Taylor Companies, Inc. …$100MNoms 401(k) Profit Sharing PlanNoms 401(k) Profit Sharing P…$100MEtnyre International Profit Sharing and Retirement Savings PlanEtnyre International Profit …$100M
End-of-year total assets ($M) among Pea(K) Utah's Pooled Employer 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Utah filing particulars

Total Assets (Beginning of Year)$68M
Net Assets (End of Year)$100M
Net Income$28M
Employer EIN205321813
Plan Effective Date2021-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (United 401(k) Plans, Inc. Dba)

Sponsor-wide plan assets over time

All United 401(k) Plans, Inc. Dba plans reported in each filing year

Latest sponsor-wide plan assets
$147M 108.96379635065455% vs 2022
2024 filing year
$50M$100M$150M$200M 202220232024 $70.5M $147M ▲ +109.0%
Year Plans Participants Total Assets
2022 3 4,824 $71M
2023 4 5,923 $103M
2024 4 8,483 $147M

Nearby 401(k) Plans in Utah

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

Pea(K) Utah's Pooled Employer 401(k) Plan vs. nearby 401(k) plans in Utah, assets vs. participants Scatter plot of 6 data points. 01000020000300004000050000 -202468 Total assets ($B) Participants Pea(K) Utah's Pooled Employer 401(k) Plan, Total assets ($B): 0.099833578 · Participants: 5562Pea(K) Utah's Pooled Employer 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
Pea(K) Utah's Pooled Employer 401(k) Plan vs. nearby 401(k) plans in Utah, assets vs. participants
Compare Pea(K) Utah's Pooled Employer 401(k) Plan side-by-side with 3 peers →

Scale composition for Pea(K) Utah's Pooled Employer 401(k) Plan

Pea(K) Utah's Pooled Employer 401(k) Plan reports $100M in end-of-year assets across 5,562 participants (0.001% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.006% of 93,925,755 covered participants) - about $17,949 per participant (13% of the national average assets-per-participant) . Net income for plan year 2023 was $28M.

This plan identity (EIN 205321813, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $68M to $142M (+107.8%) while covered participants moved from 4,750 to 8,030 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 4,750 $68M Open filing
2023 5,562 $100M This page
2024 · index core 8,030 $142M Open filing

The same sponsor also keeps 1 other index-core plan on PlainRetire:

Pea(K) Utah's Pooled Employer 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Utah, the nearest 401(k) by assets is J.J. Taylor Companies, Inc. Profit Sharing Retirement Plan in FL ($100M); by covered participants it is Electrolux Home Products, Inc. Thrift Plan in NC (5,560 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($100M here).

Similar participant headcount

Nearest other-state filings by covered participants (5,562 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 Pea(K) Utah's Pooled Employer 401(k) Plan assets move in 2023? ▼
Pea(K) Utah's Pooled Employer 401(k) Plan surged - up 46.4% during 2023, from $68M to $100M. Reported net income was $28M.
How have United 401(k) Plans, Inc. Dba plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), United 401(k) Plans, Inc. Dba's sponsor-wide assets grew 109.0%, from $71M to $147M.
Where does Pea(K) Utah's Pooled Employer 401(k) Plan rank by assets among Form 5500 filers? ▼
Pea(K) Utah's Pooled Employer 401(k) Plan ranks in the 91st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Pea(K) Utah's Pooled Employer 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is J.J. Taylor Companies, Inc. Profit Sharing Retirement Plan in FL ($100M, 790 participants).
Which 401(k) plans cover a similar participant headcount to Pea(K) Utah's Pooled Employer 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Electrolux Home Products, Inc. Thrift Plan in NC (5,560 participants, $126M 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 205321813.

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.