401(k) · DOL Form 5500 · 2023
Board of Trustees, Utah Laborers Annuity Trust Fund 401(k) Plan
Data updated 2026-08-25
- $43M
- Total assets Below avg plan size
- 1,218
- Participants Near avg headcount
- 84th
- Percentile by assets National rank
- $35,334
- Avg per participant Low balance/head
Official DOL plan name: Utah Laborers Annuity Plan · Sponsored by Board of Trustees, Utah Laborers Annuity Trust Fund · California · Finance & Insurance
$43M in assets, 1,218 participants
Board of Trustees, Utah Laborers Annuity Trust Fund's Utah Laborers Annuity Plan reported $43M in total assets and 1,218 participants in its 2023 DOL Form 5500 filing, ranking in the 84th 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.
- #6,677 in Finance & Insurance (8,869 peers)
Where Utah Laborers Annuity Plan sits by assets
Utah Laborers Annuity Plan sits in the top quartile of all filed plans by assets, $43M for 1,218 participants (~$35,334/participant), up 6.9% in 2023.
- #6,677
- in Finance & Insurance (8,869 peers)
- +6.9%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Utah Laborers Annuity Plan's outsized position by total assets
Utah Laborers Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$43,036,508 Top 16% higher than 84% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Utah Laborers Annuity Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Utah Laborers Annuity Plan lands in the large band (1,218 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Utah Laborers Annuity Plan reported participants rose from 44 in the plan year 2022 filing to 1,218 in the plan year 2023 filing.
- Utah Laborers Annuity Plan reported net income rose from -$15M in the plan year 2022 filing to $3M in the plan year 2023 filing.
- Utah Laborers Annuity Plan end-of-year assets rose from $40M in the plan year 2022 filing to $43M in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 876135141 · Board of Trustees, Utah Laborers Annuity Trust Fund PY 2023 · 401(k)
Utah Laborers Annuity Plan · $43M · 1,218 · 84th
- RANK $43M
- PHOTO 1,218
- IND 84th
- EOY 401(k)
- 5500 near Noble Network of Charter Schools 401(k) Profit Sharing Plan
- ASSETS ind #6677
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 California →
Utah Laborers Annuity Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $40M |
|---|---|
| Net Assets (End of Year) | $43M |
| Net Income | $3M |
| Employer EIN | 876135141 |
| Plan Effective Date | 1985-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees, Utah Laborers Annuity Trust Fund)
Sponsor-wide plan assets over time
All Board of Trustees, Utah Laborers Annuity Trust Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $47M 17.002191408584423% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 44 | $40M |
| 2023 | 1 | 1,218 | $43M |
| 2024 | 1 | 1,314 | $47M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $51.8B · 193,919
- Google LLC 401(k) Savings Plan $39.0B · 122,867
- Oracle Corporation 401(k) Savings and Investment Plan $26.3B · 63,105
- Intel 401(k) Savings Plan $22.2B · 59,863
- Apple 401(k) Plan $19.8B · 106,111
Utah Laborers Annuity Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Noble Network of Charter Schools 401(k) Profit Sharing Plan in IL ($43M); by covered participants it is Udr, Inc. 401(k) Plan in CO (1,218 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($43M here).
- Noble Network of Charter Schools 401(k) Profit Sharing Plan (IL) $43M · 1,640
- Fresh Direct 401(k) Plan (NY) $43M · 538
- Kerr, Russell and Weber, PLC Retirement Plan (MI) $43M · 76
- Ray Catena Motor Car Corporation 401(k) Plan & Trust (NJ) $43M · 1,189
Similar participant headcount
Nearest other-state filings by covered participants (1,218 participants); asset peers above are excluded.
- Udr, Inc. 401(k) Plan (CO) 1,218 · 0 off
- Norwood Medical Employee Savings Plan and Trust (OH) 1,218 · 0 off
- Martin Memorial Health Systems 401(k) Retirement Savings Plan (FL) 1,218 · 0 off
- Alter 401(k) Retirement Plan (MO) 1,218 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.