Defined Benefit (Pension) · DOL Form 5500 · 2023

Trustees of the Utah Bakers Pension Trust Fund Pension Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
116
Participants Small participant base
56th
Percentile by assets National rank
$77,198
Avg per participant Below avg balance/head
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Official DOL plan name: Utah Bakers Pension Trust Fund · Sponsored by Trustees of the Utah Bakers Pension Trust Fund · Utah · Finance & Insurance

$9M in assets, 116 participants

Trustees of the Utah Bakers Pension Trust Fund's Utah Bakers Pension Trust Fund reported $9M in total assets and 116 participants in its 2023 DOL Form 5500 filing, ranking in the 56th 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.

  • #3,638 in Finance & Insurance (8,869 peers)

Coverage in Utah

Utah Bakers Pension Trust Fund covers 116 participants in Utah, about 20% of the average Utah filer (state average ~592 per filing). Assets: $9M.

#3,638
in Finance & Insurance (8,869 peers)
+1.6%
assets growth YoY

Utah Bakers Pension Trust Fund's mid-pack asset rank among Finance & Insurance and all filers

Utah Bakers Pension Trust Fund vs every filed plan by assets

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

$8,954,937 Top 44% higher than 56% 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 Bakers Pension Trust Fund among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Utah Bakers Pension Trust Fund sits mid-pack in the medium band (116 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Utah Bakers Pension Trust Fund reported net income rose from -$1M in the plan year 2022 filing to $140K in the plan year 2023 filing.
  • Utah Bakers Pension Trust Fund reported participants fell from 124 in the plan year 2022 filing to 116 in the plan year 2023 filing.
  • Utah Bakers Pension Trust Fund end-of-year assets rose from $9M in the plan year 2022 filing to $9M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 876128330 · Trustees of the Utah Bakers Pension Trust Fund PY 2023 · Defined Benefit (Pension)

Utah Bakers Pension Trust Fund · $9M · 116 · 56th

  • PART $9M
  • TYPE 116
  • NET 56th
  • BOOK Defined Benefit (Pension)
  • VS-ST near North Easton Savings Bank Pension Plan
  • BOY ind #3638

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 Bakers Pension Trust Fund in the asset neighbourhood

Association of Equipment Manufacturers Pension PlanAssociation of Equipment Man…$9MUtah Bakers Pension Trust FundUtah Bakers Pension Trust Fu…$9MNorth Easton Savings Bank Pension PlanNorth Easton Savings Bank Pe…$9MPension Plan of International Union of Bricklayers Allied Craftworkers, Local #15 PAPension Plan of Internationa…$9MBar & Restaurant and on-Sale Pension PlanBar & Restaurant and on-Sale…$9M
End-of-year total assets ($M) among Utah Bakers Pension Trust Fund and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Utah filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$9M
Net Income$140K
Employer EIN876128330
Plan Effective Date1967-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Trustees of the Utah Bakers Pension Trust Fund)

Sponsor-wide plan assets over time

All Trustees of the Utah Bakers Pension Trust Fund plans reported in each filing year

Latest sponsor-wide plan assets
$9M 6.170462984131883% vs 2022
2024 filing year
$8.6M$8.8M$9M$9.2M$9.4M$9.6M 202220232024 $8.81M $9.36M ▲ +6.2%
Year Plans Participants Total Assets
2022 1 124 $9M
2023 1 116 $9M
2024 1 120 $9M

Nearby Defined Benefit (Pension) Plans in Utah

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Utah Bakers Pension Trust Fund vs. nearby Defined Benefit (Pension) plans in Utah, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -20246810 Total assets ($B) Participants Utah Bakers Pension Trust Fund, Total assets ($B): 0.008954937 · Participants: 116Utah Bakers Pension Trust FundDeseret Mutual Master Retirement Plan, Total assets ($B): 7.736829103 · Participants: 11210Deseret Mutual Master Retirement PlanIntermountain Healthcare Pension Plan, Total assets ($B): 3.209613 · Participants: 28140Intermountain Healthcare Pension PlanRio Tinto America Inc. Retirement Plan, Total assets ($B): 0.97177716 · Participants: 1644Rio Tinto America Inc. Retirement PlanAmerica First Credit Union Pension Plan, Total assets ($B): 0.547334141 · Participants: 2464America First Credit Union Pension PlanRetail Food Employers & Ufcw Local 711 Pension, Total assets ($B): 0.3554572 · Participants: 8448Retail Food Employers & Ufcw Local 711 Pension
Utah Bakers Pension Trust Fund vs. nearby Defined Benefit (Pension) plans in Utah, assets vs. participants
Compare Utah Bakers Pension Trust Fund side-by-side with 3 peers →

Utah Bakers Pension Trust Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Utah, the nearest Defined Benefit (Pension) by assets is North Easton Savings Bank Pension Plan in MA ($9M); by covered participants it is Complete Care Community Health Center, Inc. Pension Plan in CA (116 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (116 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 Bakers Pension Trust Fund assets move in 2023? ▼
Utah Bakers Pension Trust Fund edged up modestly - up 1.6% during 2023, from $9M to $9M. Reported net income was $140K.
How have Trustees of the Utah Bakers Pension Trust Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Trustees of the Utah Bakers Pension Trust Fund's sponsor-wide assets grew 6.2%, from $9M to $9M.
Which Defined Benefit (Pension) plans are similar in size to Utah Bakers Pension Trust Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is North Easton Savings Bank Pension Plan in MA ($9M, 32 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Utah Bakers Pension Trust Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Complete Care Community Health Center, Inc. Pension Plan in CA (116 participants, $3M 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 876128330.

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.