Other · DOL Form 5500 · 2023

Wasatch Academy Retirement Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
45
Participants Small participant base
64th
Percentile by assets National rank
$290,126
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Wasatch Academy Pension Plan · Sponsored by Wasatch Academy · Utah · Other Services

$13M in assets, 45 participants

Wasatch Academy's Wasatch Academy Pension Plan reported $13M in total assets and 45 participants in its 2023 DOL Form 5500 filing, ranking in the 64th 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.

  • #6,288 in Other Services (7,857 peers)

Wasatch Academy multi-year trail

Wasatch Academy's plans moved +16.2% in assets from 2022 to 2024; this filing shows Wasatch Academy Pension Plan at $13M / 45 participants.

#6,288
in Other Services (7,857 peers)
+11.4%
assets growth YoY

Wasatch Academy Pension Plan's mid-pack asset rank among Other Services and all filers

Wasatch Academy Pension Plan vs every filed plan by assets

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

$13,055,656 Top 36% higher than 64% 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

Wasatch Academy Pension 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. Wasatch Academy Pension Plan is a small filing (45 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Wasatch Academy Pension Plan reported net income rose from $843K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Wasatch Academy Pension Plan reported participants fell from 53 in the plan year 2022 filing to 45 in the plan year 2023 filing.
  • Wasatch Academy Pension Plan end-of-year assets rose from $12M in the plan year 2022 filing to $13M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 870290194 · Wasatch Academy PY 2023 · Other

Wasatch Academy Pension Plan · $13M · 45 · 64th

  • BOY $13M
  • BOY 45
  • BOY 64th
  • BOY Other
  • BOY near West Michigan Cancer Center 403(b) Plan
  • BOY ind #6288

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 Other Services retirement plans → · Plans in Utah →

Wasatch Academy Pension Plan in the asset neighbourhood

Wasatch Academy Pension Plan$13MWest Michigan Cancer Center 403(b) PlanWest Michigan Cancer Center …$13MEmerald Heights 403(b) Plan$13MCommunity Memorial Healthcare Inc. Tax Deferred Annuity PlanCommunity Memorial Healthcar…$13MWahiawa General Hospital Retirement Savings PlanWahiawa General Hospital Ret…$13M
End-of-year total assets ($M) among Wasatch Academy Pension Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Wasatch Academy multi-year asset trail

Sponsor-wide plan assets over time

All Wasatch Academy plans reported in each filing year

Latest sponsor-wide plan assets
$14M 16.24543201892926% vs 2022
2024 filing year
$11M$12M$13M$14M 202220232024 $11.7M $13.6M ▲ +16.3%
Year Plans Participants Total Assets
2022 1 53 $12M
2023 1 45 $13M
2024 1 53 $14M

Wasatch Academy filing trail (2023)

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$13M
Net Income$1M
Employer EIN870290194
Plan Effective Date1974-01-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Utah

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

Wasatch Academy Pension Plan vs. nearby Other plans in Utah, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -1000100200300400 Total assets ($M) Participants Wasatch Academy Pension Plan, Total assets ($M): 13.055656 · Participants: 45Wasatch Academy Pension 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
Wasatch Academy Pension Plan vs. nearby Other plans in Utah, assets vs. participants
Compare Wasatch Academy Pension Plan side-by-side with 3 peers →

Wasatch Academy Pension Plan's out-of-state Other peers by assets and headcount

Outside Utah, the nearest Other by assets is West Michigan Cancer Center 403(b) Plan in MI ($13M); by covered participants it is Institute for Shipboard Education Retirement Plan in CO (45 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (45 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 Wasatch Academy Pension Plan assets move in 2023? ▼
Wasatch Academy Pension Plan grew at a solid clip - up 11.4% during 2023, from $12M to $13M. Reported net income was $1M.
How have Wasatch Academy plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wasatch Academy's sponsor-wide assets grew 16.2%, from $12M to $14M.
Which Other plans are similar in size to Wasatch Academy Pension Plan? ▼
Among Other plans in other states, the closest by assets is West Michigan Cancer Center 403(b) Plan in MI ($13M, 103 participants).
Which Other plans cover a similar participant headcount to Wasatch Academy Pension Plan? ▼
Among Other plans in other states, the closest by covered participants is Institute for Shipboard Education Retirement Plan in CO (45 participants, $6M 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 870290194.

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.