401(k) · DOL Form 5500 · 2023

Utah First Federal Credit Union 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
87
Participants Small participant base
65th
Percentile by assets National rank
$155,905
Avg per participant Above avg balance/head
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Official DOL plan name: Utah First Federal Credit Union 401(k) Profit Sharing Plan · Sponsored by Utah First Federal Credit Union · Utah · Finance & Insurance

$14M in assets, 87 participants

Utah First Federal Credit Union's Utah First Federal Credit Union 401(k) Profit Sharing Plan reported $14M in total assets and 87 participants in its 2023 DOL Form 5500 filing, ranking in the 65th 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.

  • #4,456 in Finance & Insurance (8,869 peers)

Utah First Federal Credit Union multi-year trail

Utah First Federal Credit Union's plans moved +45.9% in assets from 2022 to 2024; this filing shows Utah First Federal Credit Union 401(k) Profit Sharing Plan at $14M / 87 participants.

#4,456
in Finance & Insurance (8,869 peers)
+18.5%
assets growth YoY

Utah First Federal Credit Union 401(k) Profit Sharing Plan's mid-pack asset rank among Finance & Insurance and all filers

Utah First Federal Credit Union 401(k) Profit Sharing Plan vs every filed plan by assets

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

$13,563,736 Top 35% higher than 65% 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 First Federal Credit Union 401(k) Profit Sharing 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 First Federal Credit Union 401(k) Profit Sharing Plan is a small filing (87 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Utah First Federal Credit Union 401(k) Profit Sharing Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Utah First Federal Credit Union 401(k) Profit Sharing Plan end-of-year assets rose from $11M in the plan year 2022 filing to $14M in the plan year 2023 filing.
  • Utah First Federal Credit Union 401(k) Profit Sharing Plan reported participants rose from 78 in the plan year 2022 filing to 87 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 870212719 · Utah First Federal Credit Union PY 2023 · 401(k)

Utah First Federal Credit Union 401(k) Profit Sharing Plan · $14M · 87 · 65th

  • BOY $14M
  • SCH 87
  • EBSA 65th
  • PART 401(k)
  • TYPE near People's Credit Union 401(k) Plan and Trust
  • NET ind #4456

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 Finance & Insurance retirement plans → · Plans in Utah →

Utah First Federal Credit Union 401(k) Profit Sharing Plan in the asset neighbourhood

Utah First Federal Credit Union 401(k) Profit Sharing PlanUtah First Federal Credit Un…$14MPeople's Credit Union 401(k) Plan and TrustPeople's Credit Union 401(k)…$14MPerry Technical Institute 401(k) PspPerry Technical Institute 40…$14MFraser Business Equipment Salary Deferral PlanFraser Business Equipment Sa…$14MGermantown Mutual Insurance Company 401(k) Retirement PlanGermantown Mutual Insurance …$14M
End-of-year total assets ($M) among Utah First Federal Credit Union 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Utah First Federal Credit Union multi-year asset trail

Sponsor-wide plan assets over time

All Utah First Federal Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$17M 45.87028726992734% vs 2022
2024 filing year
$10M$12M$14M$16M$18M 202220232024 $11.4M $16.7M ▲ +45.9%
Year Plans Participants Total Assets
2022 1 78 $11M
2023 1 87 $14M
2024 1 93 $17M

Utah First Federal Credit Union filing trail (2023)

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$14M
Net Income$2M
Employer EIN870212719
Plan Effective Date1974-08-14
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Utah

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

Utah First Federal Credit Union 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Utah, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Utah First Federal Credit Union 401(k) Profit Sharing Plan, Total assets ($B): 0.013563736 · Participants: 87Utah First Federal Credit Union 401(k) Profit Sharing 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
Utah First Federal Credit Union 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Utah, assets vs. participants
Compare Utah First Federal Credit Union 401(k) Profit Sharing Plan side-by-side with 3 peers →

Utah First Federal Credit Union 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Utah, the nearest 401(k) by assets is People's Credit Union 401(k) Plan and Trust in RI ($14M); by covered participants it is Landrum & Brown 401(k) and Profit Sharing Plan in OH (87 participants). Same-state nearby plans are listed separately above.

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.

Frequently Asked Questions

How did Utah First Federal Credit Union 401(k) Profit Sharing Plan assets move in 2023? ▼
Utah First Federal Credit Union 401(k) Profit Sharing Plan grew sharply - up 18.5% during 2023, from $11M to $14M. Reported net income was $2M.
How have Utah First Federal Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Utah First Federal Credit Union's sponsor-wide assets grew 45.9%, from $11M to $17M.
Which 401(k) plans are similar in size to Utah First Federal Credit Union 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is People's Credit Union 401(k) Plan and Trust in RI ($14M, 115 participants).
Which 401(k) plans cover a similar participant headcount to Utah First Federal Credit Union 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Landrum & Brown 401(k) and Profit Sharing Plan in OH (87 participants, N/A 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 870212719.

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.