401(k) · DOL Form 5500 · 2023

Utah Charter Academies Dba American Preparatory Academy 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
796
Participants Near avg headcount
65th
Percentile by assets National rank
$17,220
Avg per participant Low balance/head
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Official DOL plan name: American Preparatory Academy 401(k) Plan · Sponsored by Utah Charter Academies Dba American Preparatory Academy · Utah · Educational Services

$14M in assets, 796 participants

Utah Charter Academies Dba American Preparatory Academy's American Preparatory Academy 401(k) Plan reported $14M in total assets and 796 participants in its 2023 DOL Form 5500 filing, ranking in the 65th 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.

  • #1,783 in Educational Services (3,735 peers)

Utah Charter Academies Dba American Preparatory Academy multi-year trail

Utah Charter Academies Dba American Preparatory Academy's plans moved +65.5% in assets from 2022 to 2024; this filing shows American Preparatory Academy 401(k) Plan at $14M / 796 participants.

#1,783
in Educational Services (3,735 peers)
+37.5%
assets growth YoY

American Preparatory Academy 401(k) Plan's mid-pack asset rank among Educational Services and all filers

American Preparatory Academy 401(k) Plan vs every filed plan by assets

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

$13,706,958 Top 35% higher than 65% 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

American Preparatory Academy 401(k) Plan 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. American Preparatory Academy 401(k) Plan sits mid-pack in the medium band (796 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • American Preparatory Academy 401(k) Plan reported participants rose from 408 in the plan year 2022 filing to 796 in the plan year 2023 filing.
  • American Preparatory Academy 401(k) Plan reported net income rose from $2M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • American Preparatory Academy 401(k) Plan end-of-year assets rose from $10M in the plan year 2022 filing to $14M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 680547532 · Utah Charter Academies Dba American Preparatory Academy PY 2023 · 401(k)

American Preparatory Academy 401(k) Plan · $14M · 796 · 65th

  • TYPE $14M
  • NET 796
  • BOOK 65th
  • VS-ST 401(k)
  • BOY near Werner Affiliated Companies Employees Savings Trust
  • SCH ind #1783

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 →

American Preparatory Academy 401(k) Plan in the asset neighbourhood

American Preparatory Academy 401(k) PlanAmerican Preparatory Academy…$14MWerner Affiliated Companies Employees Savings TrustWerner Affiliated Companies …$14MVitalize, LLC 401(k) Plan$14MCentrix Incorporated 401(k) Profit Sharing PlanCentrix Incorporated 401(k) …$14MFoundation for Louisiana Students 403(b) PlanFoundation for Louisiana Stu…$14M
End-of-year total assets ($M) among American Preparatory Academy 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Utah Charter Academies Dba American Preparatory Academy multi-year asset trail

Sponsor-wide plan assets over time

All Utah Charter Academies Dba American Preparatory Academy plans reported in each filing year

Latest sponsor-wide plan assets
$16M 65.4655789822697% vs 2022
2024 filing year
$8M$10M$12M$14M$16M$18M 202220232024 $9.97M $16.5M ▲ +65.4%
Year Plans Participants Total Assets
2022 1 408 $10M
2023 1 796 $14M
2024 1 733 $16M

Utah Charter Academies Dba American Preparatory Academy filing trail (2023)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$14M
Net Income$4M
Employer EIN680547532
Plan Effective Date2011-09-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Utah

Peer 401(k) plans, same state, same plan type, ranked by total assets.

American Preparatory Academy 401(k) Plan vs. nearby 401(k) plans in Utah, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants American Preparatory Academy 401(k) Plan, Total assets ($B): 0.013706958 · Participants: 796American Preparatory Academy 401(k) PlanIntermountain Healthcare Savings Plus 401(k) Plan, Total assets ($B): 6.015479 · Participants: 46680Intermountain Healthcare Savings Plus 401(k) PlanDeseret 401(k) Plan, Total assets ($B): 5.481729272 · Participants: 24292Deseret 401(k) PlanZions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan, Total assets ($B): 1.662904822 · Participants: 10088Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership PlanSkywest, Inc. Employees' Retirement Plan, Total assets ($B): 1.192769515 · Participants: 15411Skywest, Inc. Employees' Retirement PlanAutoliv Asp, Inc. Employee Savings and Investment Plan, Total assets ($B): 0.633594695 · Participants: 4537Autoliv Asp, Inc. Employee Savings and Investment Plan
American Preparatory Academy 401(k) Plan vs. nearby 401(k) plans in Utah, assets vs. participants
Compare American Preparatory Academy 401(k) Plan side-by-side with 3 peers →

American Preparatory Academy 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Utah, the nearest 401(k) by assets is Werner Affiliated Companies Employees Savings Trust in NE ($14M); by covered participants it is Ufp Technologies, Inc. 401(k) Plan in MA (796 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (796 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 American Preparatory Academy 401(k) Plan assets move in 2023? ▼
American Preparatory Academy 401(k) Plan surged - up 37.5% during 2023, from $10M to $14M. Reported net income was $4M.
How have Utah Charter Academies Dba American Preparatory Academy plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Utah Charter Academies Dba American Preparatory Academy's sponsor-wide assets grew 65.5%, from $10M to $16M.
Which 401(k) plans are similar in size to American Preparatory Academy 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Werner Affiliated Companies Employees Savings Trust in NE ($14M, 284 participants).
Which 401(k) plans cover a similar participant headcount to American Preparatory Academy 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ufp Technologies, Inc. 401(k) Plan in MA (796 participants, $52M 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 680547532.

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.