401(k) · DOL Form 5500 · 2023
United 401(k) Plans, Inc. Dba 401(k) Plan
Data updated 2026-08-11
- $100M
- Total assets
- 5,562
- Participants
- 91st
- Percentile by assets
- $17,949
- Avg per participant
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.
- 91st percentile by assets (of 127,072 plans)
- #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.
- $100M
- total plan assets (2023 EOY)
- 5,562
- covered participants
- 91st
- percentile by assets (of 127,072 plans)
- $17,949
- avg assets per participant
Where Pea(K) Utah's Pooled Employer 401(k) Plan sits 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
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
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.
Participants vs Utah filers
In Utah, the average filing covers about 592 participants across 1,280 plans. Pea(K) Utah's Pooled Employer 401(k) Plan reports 5,562 participants - 9.4x that state average ($100M EOY assets).
Utah filing particulars
| Total Assets (Beginning of Year) | $68M |
|---|---|
| Net Assets (End of Year) | $100M |
| Net Income | $28M |
| Employer EIN | 205321813 |
| Plan Effective Date | 2021-12-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (United 401(k) Plans, Inc. Dba)
| 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.
- 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
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 (401(k), $142M, 8,030 participants)
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Pea(K) Utah's Pooled Employer 401(k) Plan by total assets, not by location.
- J.J. Taylor Companies, Inc. Profit Sharing Retirement Plan (FL) $100M · 790
- Noms 401(k) Profit Sharing Plan (OH) $100M · 1,163
- Hisco 401(k) Plan (TX) $100M · 521
- Etnyre International Profit Sharing and Retirement Savings Plan (IL) $100M · 846
Frequently Asked Questions
How did Pea(K) Utah's Pooled Employer 401(k) Plan assets move in 2023? ▼
How have United 401(k) Plans, Inc. Dba plan assets changed over time? ▼
Where does Pea(K) Utah's Pooled Employer 401(k) Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Pea(K) Utah's Pooled Employer 401(k) Plan? ▼
Next read for Pea(K) Utah's Pooled Employer 401(k) Pla…
Filing takeaways
Ways to act on Pea(K) Utah's Pooled Employer 401(k) Plan's numbers.
- By total assets, Pea(K) Utah's Pooled Employer 401(k) Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Utah. Compare plans
- United 401(k) Plans, Inc. Dba's sponsor-wide assets have grown 109.0% since 2022 across 3 plan years on file. More Arts, Entertainment & Recreation plans