401(k) · DOL Form 5500 · 2023

Holladay Bank & Trust 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
8
Participants Small participant base
28th
Percentile by assets National rank
$200,690
Avg per participant Above avg balance/head
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Official DOL plan name: Holladay Bank & Trust 401(k) Profit Sharing Plan and Trust · Sponsored by Holladay Bank & Trust · Utah · Finance & Insurance

$2M in assets, 8 participants

Holladay Bank & Trust's Holladay Bank & Trust 401(k) Profit Sharing Plan and Trust reported $2M in total assets and 8 participants in its 2023 DOL Form 5500 filing, ranking in the 28th 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.

  • #1,667 in Finance & Insurance (8,869 peers)

Holladay Bank & Trust multi-year trail

Holladay Bank & Trust's plans moved +53.2% in assets from 2022 to 2024; this filing shows Holladay Bank & Trust 401(k) Profit Sharing Plan and Trust at $2M / 8 participants.

#1,667
in Finance & Insurance (8,869 peers)
+10.4%
assets growth YoY

Holladay Bank & Trust 401(k) Profit Sharing Plan and Trust among the smaller filed plans by assets

Holladay Bank & Trust 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$1,605,521 28th percentile higher than 28% 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

Holladay Bank & Trust 401(k) Profit Sharing Plan and Trust among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Holladay Bank & Trust 401(k) Profit Sharing Plan and Trust is a micro filing (8 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Holladay Bank & Trust 401(k) Profit Sharing Plan and Trust reported net income rose from -$125K in the plan year 2022 filing to $151K in the plan year 2023 filing.
  • Holladay Bank & Trust 401(k) Profit Sharing Plan and Trust reported participants fell from 9 in the plan year 2022 filing to 8 in the plan year 2023 filing.
  • Holladay Bank & Trust 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 870301497 · Holladay Bank & Trust PY 2023 · 401(k)

Holladay Bank & Trust 401(k) Profit Sharing Plan and Trust · $2M · 8 · 28th

  • IND $2M
  • EOY 8
  • 5500 28th
  • ASSETS 401(k)
  • PCT near Emergency Hospital Systems 401(k) Plan
  • EIN ind #1667

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 →

Holladay Bank & Trust 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Holladay Bank & Trust 401(k) Profit Sharing Plan and TrustHolladay Bank & Trust 401(k)…$2MEmergency Hospital Systems 401(k) PlanEmergency Hospital Systems 4…$2MCtw Inc. 401(k) Plan$2MMidcountry Media, Inc. 401(k) PlanMidcountry Media, Inc. 401(k…$2MCare Partners Assisted Living Retirement PlanCare Partners Assisted Livin…$2M
End-of-year total assets ($M) among Holladay Bank & Trust 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Holladay Bank & Trust multi-year asset trail

Sponsor-wide plan assets over time

All Holladay Bank & Trust plans reported in each filing year

Latest sponsor-wide plan assets
$2M 53.186432938988936% vs 2022
2024 filing year
$1M$1.5M$2M$2.5M 202220232024 $1.45M $2.23M ▲ +53.8%
Year Plans Participants Total Assets
2022 1 9 $1M
2023 1 8 $2M
2024 1 8 $2M

Holladay Bank & Trust filing trail (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$151K
Employer EIN870301497
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Utah

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

Holladay Bank & Trust 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Utah, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Holladay Bank & Trust 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.001605521 · Participants: 8Holladay Bank & Trust 401(k) Profit Sharing Plan and TrustIntermountain 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
Holladay Bank & Trust 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Utah, assets vs. participants
Compare Holladay Bank & Trust 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

Holladay Bank & Trust 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Utah, the nearest 401(k) by assets is Emergency Hospital Systems 401(k) Plan in TX ($2M); by covered participants it is Burke Optometry, Inc. 401(k) Plan in CA (8 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

Similar participant headcount

Nearest other-state filings by covered participants (8 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 Holladay Bank & Trust 401(k) Profit Sharing Plan and Trust assets move in 2023? ▼
Holladay Bank & Trust 401(k) Profit Sharing Plan and Trust grew at a solid clip - up 10.4% during 2023, from $1M to $2M. Reported net income was $151K.
How have Holladay Bank & Trust plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Holladay Bank & Trust's sponsor-wide assets grew 53.2%, from $1M to $2M.
Which 401(k) plans are similar in size to Holladay Bank & Trust 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Emergency Hospital Systems 401(k) Plan in TX ($2M, 303 participants).
Which 401(k) plans cover a similar participant headcount to Holladay Bank & Trust 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Burke Optometry, Inc. 401(k) Plan in CA (8 participants, $263K 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 870301497.

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.