Other · DOL Form 5500 · 2023

Boys and Girls Club of Utah County Retirement Plan

Data updated 2026-08-25

$723K
Total assets Small plan by assets
15
Participants Small participant base
21st
Percentile by assets National rank
$48,217
Avg per participant Low balance/head
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Official DOL plan name: Boys & Girls Club of Utah County 403(b)(7) Plan · Sponsored by Boys and Girls Club of Utah County · Utah · Healthcare & Social Assistance

$723K in assets, 15 participants

Boys and Girls Club of Utah County's Boys & Girls Club of Utah County 403(b)(7) Plan reported $723K in total assets and 15 participants in its 2023 DOL Form 5500 filing, ranking in the 21st 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.

  • #2,897 in Healthcare & Social Assistance (17,684 peers)

Boys and Girls Club of Utah County multi-year trail

Boys and Girls Club of Utah County's plans moved +122.4% in assets from 2022 to 2024; this filing shows Boys & Girls Club of Utah County 403(b)(7) Plan at $723K / 15 participants.

#2,897
in Healthcare & Social Assistance (17,684 peers)
+53.5%
assets growth YoY

Boys & Girls Club of Utah County 403(b)(7) Plan among the smaller filed plans by assets

Boys & Girls Club of Utah County 403(b)(7) Plan vs every filed plan by assets

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

$723,252 21st percentile higher than 21% 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

Boys & Girls Club of Utah County 403(b)(7) 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. Boys & Girls Club of Utah County 403(b)(7) Plan is a small filing (15 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Boys & Girls Club of Utah County 403(b)(7) Plan reported net income rose from $7K in the plan year 2022 filing to $252K in the plan year 2023 filing.
  • Boys & Girls Club of Utah County 403(b)(7) Plan end-of-year assets rose from $471K in the plan year 2022 filing to $723K in the plan year 2023 filing.
  • Boys & Girls Club of Utah County 403(b)(7) Plan reported participants rose from 11 in the plan year 2022 filing to 15 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 870293260 · Boys and Girls Club of Utah County PY 2023 · Other

Boys & Girls Club of Utah County 403(b)(7) Plan · $723K · 15 · 21st

  • PHOTO $723K
  • PHOTO 15
  • PHOTO 21st
  • PHOTO Other
  • PHOTO near Violence Intervention Program, Inc. Tax Sheltered Annuity Plan
  • PHOTO ind #2897

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 Healthcare & Social Assistance retirement plans → · Plans in Utah →

Boys & Girls Club of Utah County 403(b)(7) Plan in the asset neighbourhood

Contact Helpline Retirement PlanContact Helpline Retirement …$726KBoys & Girls Club of Utah County 403(b)(7) PlanBoys & Girls Club of Utah Co…$723KViolence Intervention Program, Inc. Tax Sheltered Annuity PlanViolence Intervention Progra…$722KEast Baton Rouge Council on the Aging 403(b) PlanEast Baton Rouge Council on …$721KDiscovery School 403(b) DC PlanDiscovery School 403(b) DC P…$716K
End-of-year total assets ($M) among Boys & Girls Club of Utah County 403(b)(7) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Boys and Girls Club of Utah County multi-year asset trail

Sponsor-wide plan assets over time

All Boys and Girls Club of Utah County plans reported in each filing year

Latest sponsor-wide plan assets
$1M 122.3540422894811% vs 2022
2024 filing year
$0.4M$0.6M$0.8M$1M$1.2M 202220232024 $0.47M $1.05M ▲ +123.4%
Year Plans Participants Total Assets
2022 1 11 $471K
2023 1 15 $723K
2024 1 16 $1M

Boys and Girls Club of Utah County filing trail (2023)

Total Assets (Beginning of Year)$471K
Net Assets (End of Year)$723K
Net Income$252K
Employer EIN870293260
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Utah

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

Boys & Girls Club of Utah County 403(b)(7) Plan vs. nearby Other plans in Utah, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -1000100200300400 Total assets ($M) Participants Boys & Girls Club of Utah County 403(b)(7) Plan, Total assets ($M): 0.723252 · Participants: 15Boys & Girls Club of Utah County 403(b)(7) PlanIntermountain 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
Boys & Girls Club of Utah County 403(b)(7) Plan vs. nearby Other plans in Utah, assets vs. participants

Boys & Girls Club of Utah County 403(b)(7) Plan's out-of-state Other peers by assets and headcount

Outside Utah, the nearest Other by assets is Violence Intervention Program, Inc. Tax Sheltered Annuity Plan in NY ($722K); by covered participants it is Akron Urban Minority Alcohol and Drug Abuse Outreach Program Tax Shelter Annuity Plan in OH (15 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (15 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 Boys & Girls Club of Utah County 403(b)(7) Plan assets move in 2023?
Boys & Girls Club of Utah County 403(b)(7) Plan surged - up 53.5% during 2023, from $471K to $723K. Reported net income was $252K.
How have Boys and Girls Club of Utah County plan assets changed over time?
Across 3 plan years on file (2022-2024), Boys and Girls Club of Utah County's sponsor-wide assets grew 122.4%, from $471K to $1M.
Where does Boys & Girls Club of Utah County 403(b)(7) Plan rank by assets among Form 5500 filers?
Boys & Girls Club of Utah County 403(b)(7) Plan ranks in the 21st 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 Boys & Girls Club of Utah County 403(b)(7) Plan?
Among Other plans in other states, the closest by assets is Violence Intervention Program, Inc. Tax Sheltered Annuity Plan in NY ($722K, 55 participants).
Which Other plans cover a similar participant headcount to Boys & Girls Club of Utah County 403(b)(7) Plan?
Among Other plans in other states, the closest by covered participants is Akron Urban Minority Alcohol and Drug Abuse Outreach Program Tax Shelter Annuity Plan in OH (15 participants, $605K in assets).