401(k) · DOL Form 5500 · 2024
Cherry Tree Retirement Plan 401(k) Plan
Data updated 2026-08-25
- $208K
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 11th
- Percentile by assets National rank
- $207,698
- Avg per participant Above avg balance/head
Official DOL plan name: Cherry Tree Retirement Plan · Sponsored by Cherry Tree Retirement Plan · Utah · Real Estate
$208K in assets, 1 participants
Cherry Tree Retirement Plan's Cherry Tree Retirement Plan reported $208K in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 11th 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.
- #764 in Real Estate (4,605 peers)
2024 asset change
Cherry Tree Retirement Plan grew at a solid clip 11.4% in 2024 ($186K → $208K) for 1 participant.
- #764
- in Real Estate (4,605 peers)
- +11.4%
- assets growth YoY
Cherry Tree Retirement Plan among the smaller filed plans by assets
Cherry Tree Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$207,698 11th percentile higher than 11% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Cherry Tree Retirement Plan among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Cherry Tree Retirement Plan is a micro filing (1 participant), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Cherry Tree Retirement Plan reported net income rose from -$39K in the plan year 2023 filing to $21K in the plan year 2024 filing.
- Cherry Tree Retirement Plan end-of-year assets rose from $186K in the plan year 2023 filing to $208K in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 863418972 · Cherry Tree Retirement Plan PY 2024 · 401(k)
Cherry Tree Retirement Plan · $208K · 1 · 11th
- ASSETS $208K
- ASSETS 1
- ASSETS 11th
- ASSETS 401(k)
- ASSETS near Ox Home Services, Inc. 401(k) Profit Sharing Plan
- ASSETS ind #764
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 Real Estate retirement plans → · Plans in Utah →
Cherry Tree Retirement Plan in the asset neighbourhood
Cherry Tree Retirement Plan years around the 2024 move
Sponsor-wide plan assets over time
All Cherry Tree Retirement Plan plans reported in each filing year
- Latest sponsor-wide plan assets
- $208K 8.006643782526853% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $226K |
| 2023 | 1 | 1 | $186K |
| 2024 | 1 | 1 | $208K |
2024 asset-move particulars
| Total Assets (Beginning of Year) | $186K |
|---|---|
| Net Assets (End of Year) | $208K |
| Net Income | $21K |
| Employer EIN | 863418972 |
| Plan Effective Date | 2021-04-22 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Utah
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Intermountain Health 401(k) Plan $6.8B · 68,360
- Deseret 401(k) Plan $6.1B · 25,301
- Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan $1.9B · 9,972
- Skywest, Inc. Employees' Retirement Plan $1.4B · 14,259
- Rio Tinto America Inc. 401(k) Savings Plan and Investment Partnership Plan $687M · 1,926
Cherry Tree Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Utah, the nearest 401(k) by assets is Ox Home Services, Inc. 401(k) Profit Sharing Plan in TX ($208K); by covered participants it is Concorde Support & Development, Inc. 401(k) Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($208K here).
- Ox Home Services, Inc. 401(k) Profit Sharing Plan (TX) $208K · 3
- Recovery Point of Huntington 401(k) Psp&trust (WV) $208K · 142
- Pudgypickles, Inc. 401(k) Plan (PA) $208K · 3
- Bank of Gleason 401(k) Plan (TN) $208K · 21
Similar participant headcount
Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.