401(k) · DOL Form 5500 · 2023

Providence Hall 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
243
Participants Below avg headcount
57th
Percentile by assets National rank
$38,818
Avg per participant Low balance/head
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Official DOL plan name: Retirement Income Security Plan-Providence Hall · Sponsored by Providence Hall · Utah · Educational Services

$9M in assets, 243 participants

Providence Hall's Retirement Income Security Plan-Providence Hall reported $9M in total assets and 243 participants in its 2023 DOL Form 5500 filing, ranking in the 57th 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.

  • #1,515 in Educational Services (3,735 peers)

Coverage in Utah

Retirement Income Security Plan-Providence Hall covers 243 participants in Utah, about 41% of the average Utah filer (state average ~592 per filing). Assets: $9M.

#1,515
in Educational Services (3,735 peers)
+22.9%
assets growth YoY

Retirement Income Security Plan-Providence Hall's mid-pack asset rank among Educational Services and all filers

Retirement Income Security Plan-Providence Hall vs every filed plan by assets

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

$9,432,881 Top 43% higher than 57% 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

Retirement Income Security Plan-Providence Hall 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. Retirement Income Security Plan-Providence Hall sits mid-pack in the medium band (243 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Retirement Income Security Plan-Providence Hall reported net income rose from -$837K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Retirement Income Security Plan-Providence Hall end-of-year assets rose from $8M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Retirement Income Security Plan-Providence Hall reported participants rose from 220 in the plan year 2022 filing to 243 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 261417186 · Providence Hall PY 2023 · 401(k)

Retirement Income Security Plan-Providence Hall · $9M · 243 · 57th

  • NET $9M
  • BOOK 243
  • VS-ST 57th
  • BOY 401(k)
  • SCH near Informatix, Inc. 401(k) Plan
  • EBSA ind #1515

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 Educational Services retirement plans → · Plans in Utah →

Retirement Income Security Plan-Providence Hall in the asset neighbourhood

Retirement Income Security Plan-Providence HallRetirement Income Security P…$9MInformatix, Inc. 401(k) Plan$9MDooley Tackaberry, Inc. Employees' Savings PlanDooley Tackaberry, Inc. Empl…$9MCornick, Garber & Sandler, LLP 401(k) Profit Sharing PlanCornick, Garber & Sandler, L…$9MHoly Family Institute Retirement PlanHoly Family Institute Retire…$9M
End-of-year total assets ($M) among Retirement Income Security Plan-Providence Hall and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Utah filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$9M
Net Income$2M
Employer EIN261417186
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Providence Hall)

Sponsor-wide plan assets over time

All Providence Hall plans reported in each filing year

Latest sponsor-wide plan assets
$12M 51.22377884410236% vs 2022
2024 filing year
$6M$8M$10M$12M 202220232024 $7.67M $11.6M ▲ +51.2%
Year Plans Participants Total Assets
2022 1 220 $8M
2023 1 243 $9M
2024 1 252 $12M

Nearby 401(k) Plans in Utah

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

Retirement Income Security Plan-Providence Hall vs. nearby 401(k) plans in Utah, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Retirement Income Security Plan-Providence Hall, Total assets ($B): 0.009432881 · Participants: 243Retirement Income Security Plan-Providence HallIntermountain 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
Retirement Income Security Plan-Providence Hall vs. nearby 401(k) plans in Utah, assets vs. participants
Compare Retirement Income Security Plan-Providence Hall side-by-side with 3 peers →

Retirement Income Security Plan-Providence Hall's out-of-state 401(k) peers by assets and headcount

Outside Utah, the nearest 401(k) by assets is Informatix, Inc. 401(k) Plan in CA ($9M); by covered participants it is Ebq Retirement Plan in TX (243 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (243 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 Retirement Income Security Plan-Providence Hall assets move in 2023? ▼
Retirement Income Security Plan-Providence Hall grew sharply - up 22.9% during 2023, from $8M to $9M. Reported net income was $2M.
How have Providence Hall plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Providence Hall's sponsor-wide assets grew 51.2%, from $8M to $12M.
Which 401(k) plans are similar in size to Retirement Income Security Plan-Providence Hall? ▼
Among 401(k) plans in other states, the closest by assets is Informatix, Inc. 401(k) Plan in CA ($9M, 85 participants).
Which 401(k) plans cover a similar participant headcount to Retirement Income Security Plan-Providence Hall? ▼
Among 401(k) plans in other states, the closest by covered participants is Ebq Retirement Plan in TX (243 participants, $2M 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 261417186.

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.