401(k) · DOL Form 5500 · 2023
Utah Association of Public Charter Schools 401(k) Plan
Data updated 2026-08-25
- $39M
- Total assets Below avg plan size
- 2,006
- Participants Near avg headcount
- 83rd
- Percentile by assets National rank
- $19,553
- Avg per participant Low balance/head
Official DOL plan name: Utah Association of Public Charter Schools Retirement Plan · Sponsored by Utah Association of Public Charter Schools · Utah · Educational Services
$39M in assets, 2,006 participants
Utah Association of Public Charter Schools's Utah Association of Public Charter Schools Retirement Plan reported $39M in total assets and 2,006 participants in its 2023 DOL Form 5500 filing, ranking in the 83rd 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.
- #2,588 in Educational Services (3,735 peers)
Coverage in Utah
Utah Association of Public Charter Schools Retirement Plan covers 2,006 participants in Utah, 3.4x the typical Utah plan (state average ~592 per filing). Assets: $39M.
- #2,588
- in Educational Services (3,735 peers)
- +22.2%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Utah Association of Public Charter Schools Retirement Plan's outsized position by total assets
Utah Association of Public Charter Schools Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$39,223,854 Top 17% higher than 83% 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 Association of Public Charter Schools Retirement 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 Association of Public Charter Schools Retirement Plan lands in the large band (2,006 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Utah Association of Public Charter Schools Retirement Plan reported participants rose from 1,449 in the plan year 2022 filing to 2,006 in the plan year 2023 filing.
- Utah Association of Public Charter Schools Retirement Plan reported net income rose from $5M in the plan year 2022 filing to $7M in the plan year 2023 filing.
- Utah Association of Public Charter Schools Retirement Plan end-of-year assets rose from $32M in the plan year 2022 filing to $39M in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 562429582 · Utah Association of Public Charter Schools PY 2023 · 401(k)
Utah Association of Public Charter Schools Retirement Plan · $39M · 2,006 · 83rd
- PHOTO $39M
- IND 2,006
- EOY 83rd
- 5500 401(k)
- ASSETS near Mars Advertising, Inc. 401(k) Profit Sharing Plan
- PCT ind #2588
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 Educational Services retirement plans → · Plans in Utah →
Utah Association of Public Charter Schools Retirement Plan in the asset neighbourhood
Utah filing particulars
| Total Assets (Beginning of Year) | $32M |
|---|---|
| Net Assets (End of Year) | $39M |
| Net Income | $7M |
| Employer EIN | 562429582 |
| Plan Effective Date | 2012-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Utah Association of Public Charter Schools)
Sponsor-wide plan assets over time
All Utah Association of Public Charter Schools plans reported in each filing year
- Latest sponsor-wide plan assets
- $47M 47.4600518138976% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,449 | $32M |
| 2023 | 1 | 2,006 | $39M |
| 2024 | 1 | 2,070 | $47M |
Nearby 401(k) Plans in Utah
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Intermountain Healthcare Savings Plus 401(k) Plan $6.0B · 46,680
- Deseret 401(k) Plan $5.5B · 24,292
- Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan $1.7B · 10,088
- Skywest, Inc. Employees' Retirement Plan $1.2B · 15,411
- Autoliv Asp, Inc. Employee Savings and Investment Plan $634M · 4,537
Utah Association of Public Charter Schools Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Utah, the nearest 401(k) by assets is Mars Advertising, Inc. 401(k) Profit Sharing Plan in MI ($39M); by covered participants it is Vpne Parking Solutions, LLC 401(k) Profit Sharing Plan in MA (2,005 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($39M here).
- Mars Advertising, Inc. 401(k) Profit Sharing Plan (MI) $39M · 610
- The United Company Retirement Plan (VA) $39M · 168
- Farrell Distributing Corporation 401(k) Plan (VT) $39M · 289
- Barbri, Inc. 401(k) Plan (TX) $39M · 373
Similar participant headcount
Nearest other-state filings by covered participants (2,006 participants); asset peers above are excluded.
- Vpne Parking Solutions, LLC 401(k) Profit Sharing Plan (MA) 2,005 · 1 off
- Tropicana Products 401(k) Savings Plan (IL) 2,005 · 1 off
- Cbr Management Services, Inc. 401(k) Plan (TX) 2,005 · 1 off
- Dtts 401(k) Plan (NY) 2,005 · 1 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.