Other · DOL Form 5500 · 2023
Utah's Promise Retirement Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 87
- Participants Small participant base
- 42nd
- Percentile by assets National rank
- $50,893
- Avg per participant Low balance/head
Official DOL plan name: Utah's Promise Retirement Plan · Sponsored by Utah's Promise · Utah · Other Services
$4M in assets, 87 participants
Utah's Promise's Utah's Promise Retirement Plan reported $4M in total assets and 87 participants in its 2023 DOL Form 5500 filing, ranking in the 42nd 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.
- #5,062 in Other Services (7,857 peers)
Other Services sector rank
Within Other Services, Utah's Promise Retirement Plan ranks #5,062 of 7,857 2023 filers by assets (453% of the sector average)-$4M for 87 participants.
- #5,062
- in Other Services (7,857 peers)
- +37.7%
- assets growth YoY
Utah's Promise Retirement Plan's mid-pack asset rank among Other Services and all filers
Utah's Promise Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$4,427,671 42nd percentile higher than 42% 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
Utah's Promise Retirement Plan among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Utah's Promise Retirement Plan is a small filing (87 participants) on this national headcount ladder.
DOL schedule card
Filing strip 870227091 · Utah's Promise PY 2023 · Other
Utah's Promise Retirement Plan · $4M · 87 · 42nd
- EBSA $4M
- EBSA 87
- EBSA 42nd
- EBSA Other
- EBSA near Advisewell, Inc. Retirement Savings Plan
- EBSA ind #5062
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 Other Services retirement plans → · Plans in Utah →
Utah's Promise Retirement Plan in the asset neighbourhood
Other Services filing particulars
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | $1M |
| Employer EIN | 870227091 |
| Plan Effective Date | 1993-03-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Utah's Promise)
Sponsor-wide plan assets over time
All Utah's Promise plans reported in each filing year
- Latest sponsor-wide plan assets
- $5M 4.9725691000979975% vs 2023
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2023 | 1 | 87 | $4M |
| 2024 | 1 | 93 | $5M |
Nearby Other Plans in Utah
Peer Other plans, same state, same plan type, ranked by total assets.
- Intermountain Healthcare Tax Deferred Savings 403(b) Plan $310M · 41,571
- Brigham Young University Tax-Deferred Annuity Plan $191M · 7,029
- Intermountain Ironworkers' Tax Deferral Plan $104M · 1,356
- Westminster University Defined Contribution Retirement Plan $85M · 318
- Children's Miracle Network 403(b) Plan $46M · 185
Utah's Promise Retirement Plan's out-of-state Other peers by assets and headcount
Outside Utah, the nearest Other by assets is Advisewell, Inc. Retirement Savings Plan in LA ($4M); by covered participants it is Lees-Mcrae College 403(b) Retirement Plan in NC (87 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (87 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.