Defined Benefit (Pension) · DOL Form 5500 · 2023

Utah Valley Pediatrics, PLLC Pension Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
144
Participants Small participant base
48th
Percentile by assets National rank
$41,067
Avg per participant Low balance/head
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Official DOL plan name: Utah Valley Pediatrics, PLLC Cash Balance Pension Plan · Sponsored by Utah Valley Pediatrics, PLLC · Utah · Healthcare & Social Assistance

$6M in assets, 144 participants

Utah Valley Pediatrics, PLLC's Utah Valley Pediatrics, PLLC Cash Balance Pension Plan reported $6M in total assets and 144 participants in its 2023 DOL Form 5500 filing, ranking in the 48th 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.

  • #9,252 in Healthcare & Social Assistance (17,684 peers)

Coverage in Utah

Utah Valley Pediatrics, PLLC Cash Balance Pension Plan covers 144 participants in Utah, about 24% of the average Utah filer (state average ~592 per filing). Assets: $6M.

#9,252
in Healthcare & Social Assistance (17,684 peers)
+28.5%
assets growth YoY

Utah Valley Pediatrics, PLLC Cash Balance Pension Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Utah Valley Pediatrics, PLLC Cash Balance Pension Plan vs every filed plan by assets

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

$5,913,607 48th percentile higher than 48% 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

Utah Valley Pediatrics, PLLC Cash Balance Pension 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. Utah Valley Pediatrics, PLLC Cash Balance Pension Plan sits mid-pack in the medium band (144 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Utah Valley Pediatrics, PLLC Cash Balance Pension Plan reported net income rose from $167K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Utah Valley Pediatrics, PLLC Cash Balance Pension Plan end-of-year assets rose from $5M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Utah Valley Pediatrics, PLLC Cash Balance Pension Plan reported participants rose from 131 in the plan year 2022 filing to 144 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 870549057 · Utah Valley Pediatrics, PLLC PY 2023 · Defined Benefit (Pension)

Utah Valley Pediatrics, PLLC Cash Balance Pension Plan · $6M · 144 · 48th

  • RANK $6M
  • PHOTO 144
  • IND 48th
  • EOY Defined Benefit (Pension)
  • 5500 near Local 363 IBEW Supply House Employee Pension Fund
  • ASSETS ind #9252

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 Healthcare & Social Assistance retirement plans → · Plans in Utah →

Utah Valley Pediatrics, PLLC Cash Balance Pension Plan in the asset neighbourhood

Local 363 IBEW Supply House Employee Pension FundLocal 363 IBEW Supply House …$6MIron Workers District Council of New England Staff Retirement PlanIron Workers District Counci…$6MUtah Valley Pediatrics, PLLC Cash Balance Pension PlanUtah Valley Pediatrics, PLLC…$6MYang Peter Ma Retirement Plan$6MMerit Partners, Inc. Defined Benefit PlanMerit Partners, Inc. Defined…$6M
End-of-year total assets ($M) among Utah Valley Pediatrics, PLLC Cash Balance Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Utah filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$1M
Employer EIN870549057
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Utah Valley Pediatrics, PLLC)

Sponsor-wide plan assets over time

All Utah Valley Pediatrics, PLLC plans reported in each filing year

Latest sponsor-wide plan assets
$68M 41.165088740336145% vs 2022
2024 filing year
$40M$50M$60M$70M 202220232024 $48.2M $68M ▲ +41.2%
Year Plans Participants Total Assets
2022 2 332 $48M
2023 2 361 $58M
2024 2 469 $68M

Nearby Defined Benefit (Pension) Plans in Utah

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Utah Valley Pediatrics, PLLC Cash Balance Pension Plan vs. nearby Defined Benefit (Pension) plans in Utah, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -20246810 Total assets ($B) Participants Utah Valley Pediatrics, PLLC Cash Balance Pension Plan, Total assets ($B): 0.005913607 · Participants: 144Utah Valley Pediatrics, PLLC Cash Balance Pension PlanDeseret Mutual Master Retirement Plan, Total assets ($B): 7.736829103 · Participants: 11210Deseret Mutual Master Retirement PlanIntermountain Healthcare Pension Plan, Total assets ($B): 3.209613 · Participants: 28140Intermountain Healthcare Pension PlanRio Tinto America Inc. Retirement Plan, Total assets ($B): 0.97177716 · Participants: 1644Rio Tinto America Inc. Retirement PlanAmerica First Credit Union Pension Plan, Total assets ($B): 0.547334141 · Participants: 2464America First Credit Union Pension PlanRetail Food Employers & Ufcw Local 711 Pension, Total assets ($B): 0.3554572 · Participants: 8448Retail Food Employers & Ufcw Local 711 Pension
Utah Valley Pediatrics, PLLC Cash Balance Pension Plan vs. nearby Defined Benefit (Pension) plans in Utah, assets vs. participants
Compare Utah Valley Pediatrics, PLLC Cash Balance Pension Plan side-by-side with 3 peers →

Utah Valley Pediatrics, PLLC Cash Balance Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Utah, the nearest Defined Benefit (Pension) by assets is Local 363 IBEW Supply House Employee Pension Fund in NY ($6M); by covered participants it is Tempel Employees Pension Plan in IL (144 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (144 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 Utah Valley Pediatrics, PLLC Cash Balance Pension Plan assets move in 2023? ▼
Utah Valley Pediatrics, PLLC Cash Balance Pension Plan grew sharply - up 28.5% during 2023, from $5M to $6M. Reported net income was $1M.
How have Utah Valley Pediatrics, PLLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Utah Valley Pediatrics, PLLC's sponsor-wide assets grew 41.2%, from $48M to $68M.
Which Defined Benefit (Pension) plans are similar in size to Utah Valley Pediatrics, PLLC Cash Balance Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Local 363 IBEW Supply House Employee Pension Fund in NY ($6M, 30 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Utah Valley Pediatrics, PLLC Cash Balance Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Tempel Employees Pension Plan in IL (144 participants, $56M 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 870549057.

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.