Other · DOL Form 5500 · 2024

Asian Association of Utah Retirement Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
24
Participants Small participant base
34th
Percentile by assets National rank
$127,143
Avg per participant Near avg balance/head
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Official DOL plan name: Asian Association of Utah 403(b) Plan · Sponsored by Asian Association of Utah · Utah · Healthcare & Social Assistance

$3M in assets, 24 participants

Asian Association of Utah's Asian Association of Utah 403(b) Plan reported $3M in total assets and 24 participants in its 2024 DOL Form 5500 filing, ranking in the 34th 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.

  • #5,841 in Healthcare & Social Assistance (16,916 peers)

Asian Association of Utah multi-year trail

Asian Association of Utah's plans moved +23.2% in assets from 2022 to 2024; this filing shows Asian Association of Utah 403(b) Plan at $3M / 24 participants.

#5,841
in Healthcare & Social Assistance (16,916 peers)
+24.6%
assets growth YoY

Asian Association of Utah 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Asian Association of Utah 403(b) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$3,051,443 34th percentile higher than 34% of 123,620 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 2024

Asian Association of Utah 403(b) Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Asian Association of Utah 403(b) Plan is a small filing (24 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Asian Association of Utah 403(b) Plan reported net income rose from -$27K in the plan year 2023 filing to $603K in the plan year 2024 filing.
  • Asian Association of Utah 403(b) Plan end-of-year assets rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Asian Association of Utah 403(b) Plan reported participants fell from 25 in the plan year 2023 filing to 24 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 870333555 · Asian Association of Utah PY 2024 · Other

Asian Association of Utah 403(b) Plan · $3M · 24 · 34th

  • VS-ST $3M
  • VS-ST 24
  • VS-ST 34th
  • VS-ST Other
  • VS-ST near 401(k) Profit Sharing Plan for Employees of the Wellspring Alliance for Families, Inc.
  • VS-ST ind #5841

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 Healthcare & Social Assistance retirement plans → · Plans in Utah →

Asian Association of Utah 403(b) Plan in the asset neighbourhood

Keystonecare 403(b) Plan$3MThe Renewal Ministries 403(b) PlanThe Renewal Ministries 403(b…$3MAsian Association of Utah 403(b) PlanAsian Association of Utah 40…$3M401(k) Profit Sharing Plan for Employees of the Wellspring Alliance for Families, Inc.401(k) Profit Sharing Plan f…$3MCalifornia Human Development Corporation 403(b) Retirement PlanCalifornia Human Development…$3M
End-of-year total assets ($M) among Asian Association of Utah 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Asian Association of Utah multi-year asset trail

Sponsor-wide plan assets over time

All Asian Association of Utah plans reported in each filing year

Latest sponsor-wide plan assets
$3M 23.226946559737414% vs 2022
2024 filing year
$2.2M$2.4M$2.6M$2.8M$3M$3.2M 202220232024 $2.48M $3.05M ▲ +23.0%
Year Plans Participants Total Assets
2022 1 23 $2M
2023 1 25 $2M
2024 1 24 $3M

Asian Association of Utah filing trail (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$603K
Employer EIN870333555
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Utah

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

Asian Association of Utah 403(b) Plan vs. nearby Other plans in Utah, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -1000100200300400 Total assets ($M) Participants Asian Association of Utah 403(b) Plan, Total assets ($M): 3.051443 · Participants: 24Asian Association of Utah 403(b) PlanIntermountain Health 403(b) Plan, Total assets ($M): 341.695 · Participants: 44356Intermountain Health 403(b) PlanBrigham Young University Tax-Deferred Annuity Plan, Total assets ($M): 188.657521 · Participants: 293Brigham Young University Tax-Deferred Annuity PlanIntermountain Ironworkers' Tax Deferral Plan, Total assets ($M): 118.559543 · Participants: 1229Intermountain Ironworkers' Tax Deferral PlanWestminster University Defined Contribution Retirement Plan, Total assets ($M): 86.737344 · Participants: 331Westminster University Defined Contribution Retirement PlanChildren's Miracle Network 403(b) Plan, Total assets ($M): 53.299845 · Participants: 178Children's Miracle Network 403(b) Plan
Asian Association of Utah 403(b) Plan vs. nearby Other plans in Utah, assets vs. participants

Asian Association of Utah 403(b) Plan's out-of-state Other peers by assets and headcount

Outside Utah, the nearest Other by assets is 401(k) Profit Sharing Plan for Employees of the Wellspring Alliance for Families, Inc. in LA ($3M); by covered participants it is Sesdac Inc Retirement Plan in SD (24 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (24 participants); 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.

Frequently Asked Questions

How did Asian Association of Utah 403(b) Plan assets move in 2024?
Asian Association of Utah 403(b) Plan grew sharply - up 24.6% during 2024, from $2M to $3M. Reported net income was $603K.
How have Asian Association of Utah plan assets changed over time?
Across 3 plan years on file (2022-2024), Asian Association of Utah's sponsor-wide assets grew 23.2%, from $2M to $3M.
Which Other plans are similar in size to Asian Association of Utah 403(b) Plan?
Among Other plans in other states, the closest by assets is 401(k) Profit Sharing Plan for Employees of the Wellspring Alliance for Families, Inc. in LA ($3M, 99 participants).
Which Other plans cover a similar participant headcount to Asian Association of Utah 403(b) Plan?
Among Other plans in other states, the closest by covered participants is Sesdac Inc Retirement Plan in SD (24 participants, $30K in assets).