401(k) · DOL Form 5500 · 2024

Investment Property Group Ut 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
389
Participants Below avg headcount
48th
Percentile by assets National rank
$18,055
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Investment Property Group Ut 401(k) Plan · Sponsored by Investment Property Group Ut · Utah · Real Estate

$7M in assets, 389 participants

Investment Property Group Ut's Investment Property Group Ut 401(k) Plan reported $7M in total assets and 389 participants in its 2024 DOL Form 5500 filing, ranking in the 48th 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.

  • #3,112 in Real Estate (4,605 peers)

Real Estate sector rank

Within Real Estate, Investment Property Group Ut 401(k) Plan ranks #3,112 of 4,605 2024 filers by assets (370% of the sector average)-$7M for 389 participants.

#3,112
in Real Estate (4,605 peers)
+36.9%
assets growth YoY

Investment Property Group Ut 401(k) Plan's mid-pack asset rank among Real Estate and all filers

Investment Property Group Ut 401(k) Plan vs every filed plan by assets

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

$7,023,576 48th percentile higher than 48% 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

Investment Property Group Ut 401(k) Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Investment Property Group Ut 401(k) Plan sits mid-pack in the medium band (389 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Investment Property Group Ut 401(k) Plan reported net income rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Investment Property Group Ut 401(k) Plan end-of-year assets rose from $5M in the plan year 2023 filing to $7M in the plan year 2024 filing.
  • Investment Property Group Ut 401(k) Plan reported participants rose from 346 in the plan year 2023 filing to 389 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 861283995 · Investment Property Group Ut PY 2024 · 401(k)

Investment Property Group Ut 401(k) Plan · $7M · 389 · 48th

  • VS-ST $7M
  • BOY 389
  • SCH 48th
  • EBSA 401(k)
  • PART near Lifetech Resources, LLC 401(k) Profit Sharing Plan
  • TYPE ind #3112

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 →

Investment Property Group Ut 401(k) Plan in the asset neighbourhood

Investment Property Group Ut 401(k) PlanInvestment Property Group Ut…$7MLifetech Resources, LLC 401(k) Profit Sharing PlanLifetech Resources, LLC 401(…$7MCapstone Real Estate Services, Inc. Retirement Savings PlanCapstone Real Estate Service…$7MCurran Law Firm P.S. 401(k) Profit Sharing Plan and TrustCurran Law Firm P.S. 401(k) …$7MGreencastle Associates, LLC 401(k) Profit Sharing PlanGreencastle Associates, LLC …$7M
End-of-year total assets ($M) among Investment Property Group Ut 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Real Estate filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$7M
Net Income$2M
Employer EIN861283995
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Investment Property Group Ut)

Sponsor-wide plan assets over time

All Investment Property Group Ut plans reported in each filing year

Latest sponsor-wide plan assets
$7M 79.36718684758716% vs 2022
2024 filing year
$3M$4M$5M$6M$7M$8M 202220232024 $3.92M $7.02M ▲ +79.1%
Year Plans Participants Total Assets
2022 1 294 $4M
2023 1 346 $5M
2024 1 389 $7M

Nearby 401(k) Plans in Utah

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

Investment Property Group Ut 401(k) Plan vs. nearby 401(k) plans in Utah, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Investment Property Group Ut 401(k) Plan, Total assets ($B): 0.007023576 · Participants: 389Investment Property Group Ut 401(k) PlanIntermountain Health 401(k) Plan, Total assets ($B): 6.832891 · Participants: 68360Intermountain Health 401(k) PlanDeseret 401(k) Plan, Total assets ($B): 6.145738842 · Participants: 25301Deseret 401(k) PlanZions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan, Total assets ($B): 1.885575832 · Participants: 9972Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership PlanSkywest, Inc. Employees' Retirement Plan, Total assets ($B): 1.420052359 · Participants: 14259Skywest, Inc. Employees' Retirement PlanRio Tinto America Inc. 401(k) Savings Plan and Investment Partnership Plan, Total assets ($B): 0.686992924 · Participants: 1926Rio Tinto America Inc. 401(k) Savings Plan and Investment Partnership Plan
Investment Property Group Ut 401(k) Plan vs. nearby 401(k) plans in Utah, assets vs. participants
Compare Investment Property Group Ut 401(k) Plan side-by-side with 3 peers →

Investment Property Group Ut 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Utah, the nearest 401(k) by assets is Lifetech Resources, LLC 401(k) Profit Sharing Plan in CA ($7M); by covered participants it is Ems Linq Inc 401(k) Profit Sharing Plan in NC (389 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (389 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 Investment Property Group Ut 401(k) Plan assets move in 2024? ▼
Investment Property Group Ut 401(k) Plan surged - up 36.9% during 2024, from $5M to $7M. Reported net income was $2M.
How have Investment Property Group Ut plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Investment Property Group Ut's sponsor-wide assets grew 79.4%, from $4M to $7M.
Which 401(k) plans are similar in size to Investment Property Group Ut 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Lifetech Resources, LLC 401(k) Profit Sharing Plan in CA ($7M, 127 participants).
Which 401(k) plans cover a similar participant headcount to Investment Property Group Ut 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ems Linq Inc 401(k) Profit Sharing Plan in NC (389 participants, $19M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 861283995.

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.