Other · DOL Form 5500 · 2023

Utah Foundation Retirement Plan

Data updated 2026-08-25

$534K
Total assets Small plan by assets
2
Participants Small participant base
18th
Percentile by assets National rank
$267,049
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Fidelity Group Tax-Sheltered Custodial Account · Sponsored by Utah Foundation · Utah · Professional & Technical Services

$534K in assets, 2 participants

Utah Foundation's Fidelity Group Tax-Sheltered Custodial Account reported $534K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 18th 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.

  • #2,819 in Professional & Technical Services (20,321 peers)

Utah Foundation multi-year trail

Utah Foundation's plans moved +55.2% in assets from 2022 to 2024; this filing shows Fidelity Group Tax-Sheltered Custodial Account at $534K / 2 participants.

#2,819
in Professional & Technical Services (20,321 peers)
+26.7%
assets growth YoY

Fidelity Group Tax-Sheltered Custodial Account among the smaller filed plans by assets

Fidelity Group Tax-Sheltered Custodial Account vs every filed plan by assets

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

$534,097 18th percentile higher than 18% 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

Fidelity Group Tax-Sheltered Custodial Account among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Fidelity Group Tax-Sheltered Custodial Account is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Fidelity Group Tax-Sheltered Custodial Account reported net income rose from -$66K in the plan year 2022 filing to $112K in the plan year 2023 filing.
  • Fidelity Group Tax-Sheltered Custodial Account reported participants fell from 7 in the plan year 2022 filing to 2 in the plan year 2023 filing.
  • Fidelity Group Tax-Sheltered Custodial Account end-of-year assets rose from $422K in the plan year 2022 filing to $534K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 870199245 · Utah Foundation PY 2023 · Other

Fidelity Group Tax-Sheltered Custodial Account · $534K · 2 · 18th

  • PART $534K
  • PART 2
  • PART 18th
  • PART Other
  • PART near Cimco Enterprises, Inc. Pension Plan and Trust
  • PART ind #2819

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 Professional & Technical Services retirement plans → · Plans in Utah →

Fidelity Group Tax-Sheltered Custodial Account in the asset neighbourhood

Cypress Creek Medical Center, Inc.Cypress Creek Medical Center…$536KThe Clifton Institute, Inc 403(b) DC PlanThe Clifton Institute, Inc 4…$539KRalph Lauren Puerto Rico, Inc. Retirement Savings PlanRalph Lauren Puerto Rico, In…$539KFidelity Group Tax-Sheltered Custodial AccountFidelity Group Tax-Sheltered…$534KCimco Enterprises, Inc. Pension Plan and TrustCimco Enterprises, Inc. Pens…$532K
End-of-year total assets ($M) among Fidelity Group Tax-Sheltered Custodial Account and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Utah Foundation multi-year asset trail

Sponsor-wide plan assets over time

All Utah Foundation plans reported in each filing year

Latest sponsor-wide plan assets
$654K 55.18945556129975% vs 2022
2024 filing year
$0.3M$0.4M$0.5M$0.6M$0.7M 202220232024 $0.42M $0.65M ▲ +54.8%
Year Plans Participants Total Assets
2022 1 7 $422K
2023 1 2 $534K
2024 1 4 $654K

Utah Foundation filing trail (2023)

Total Assets (Beginning of Year)$422K
Net Assets (End of Year)$534K
Net Income$112K
Employer EIN870199245
Plan Effective Date1978-02-28
Filing StatusFILING RECEIVED

Nearby Other Plans in Utah

Peer Other plans, same state, same plan type, ranked by total assets.

Fidelity Group Tax-Sheltered Custodial Account vs. nearby Other plans in Utah, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -1000100200300400 Total assets ($M) Participants Fidelity Group Tax-Sheltered Custodial Account, Total assets ($M): 0.534097 · Participants: 2Fidelity Group Tax-Sheltered Custodial AccountIntermountain Healthcare Tax Deferred Savings 403(b) Plan, Total assets ($M): 309.624 · Participants: 41571Intermountain Healthcare Tax Deferred Savings 403(b) PlanBrigham Young University Tax-Deferred Annuity Plan, Total assets ($M): 190.770327 · Participants: 7029Brigham Young University Tax-Deferred Annuity PlanIntermountain Ironworkers' Tax Deferral Plan, Total assets ($M): 103.856477 · Participants: 1356Intermountain Ironworkers' Tax Deferral PlanWestminster University Defined Contribution Retirement Plan, Total assets ($M): 85.093544 · Participants: 318Westminster University Defined Contribution Retirement PlanChildren's Miracle Network 403(b) Plan, Total assets ($M): 45.736773 · Participants: 185Children's Miracle Network 403(b) Plan
Fidelity Group Tax-Sheltered Custodial Account vs. nearby Other plans in Utah, assets vs. participants
Compare Fidelity Group Tax-Sheltered Custodial Account side-by-side with 3 peers →

Fidelity Group Tax-Sheltered Custodial Account's out-of-state Other peers by assets and headcount

Outside Utah, the nearest Other by assets is Cimco Enterprises, Inc. Pension Plan and Trust in WA ($532K); by covered participants it is Tadalyssa, Inc. Retirement Plan in TX (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Fidelity Group Tax-Sheltered Custodial Account assets move in 2023? ▼
Fidelity Group Tax-Sheltered Custodial Account grew sharply - up 26.7% during 2023, from $422K to $534K. Reported net income was $112K.
How have Utah Foundation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Utah Foundation's sponsor-wide assets grew 55.2%, from $422K to $654K.
Where does Fidelity Group Tax-Sheltered Custodial Account rank by assets among Form 5500 filers? ▼
Fidelity Group Tax-Sheltered Custodial Account ranks in the 18th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Other plans are similar in size to Fidelity Group Tax-Sheltered Custodial Account? ▼
Among Other plans in other states, the closest by assets is Cimco Enterprises, Inc. Pension Plan and Trust in WA ($532K, 2 participants).
Which Other plans cover a similar participant headcount to Fidelity Group Tax-Sheltered Custodial Account? ▼
Among Other plans in other states, the closest by covered participants is Tadalyssa, Inc. Retirement Plan in TX (2 participants, $464K 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 870199245.

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.