Other · DOL Form 5500 · 2024

Utah Foundation Retirement Plan

Data updated 2026-08-25

$654K
Total assets Small plan by assets
4
Participants Small participant base
20th
Percentile by assets National rank
$163,602
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Fidelity Group Tax-Sheltered Custodial Account · Sponsored by Utah Foundation · Utah · Professional & Technical Services

$654K in assets, 4 participants

Utah Foundation's Fidelity Group Tax-Sheltered Custodial Account reported $654K in total assets and 4 participants in its 2024 DOL Form 5500 filing, ranking in the 20th 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.

  • #3,051 in Professional & Technical Services (20,173 peers)

Utah Foundation multi-year trail

Utah Foundation's plans moved +55.2% in assets from 2022 to 2024; this filing shows Fidelity Group Tax-Sheltered Custodial Account at $654K / 4 participants.

#3,051
in Professional & Technical Services (20,173 peers)
+22.5%
assets growth YoY

Fidelity Group Tax-Sheltered Custodial Account among the smaller filed plans by assets

Fidelity Group Tax-Sheltered Custodial Account vs every filed plan by assets

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

$654,406 20th percentile higher than 20% 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

Fidelity Group Tax-Sheltered Custodial Account among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Fidelity Group Tax-Sheltered Custodial Account is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Fidelity Group Tax-Sheltered Custodial Account reported participants rose from 2 in the plan year 2023 filing to 4 in the plan year 2024 filing.
  • Fidelity Group Tax-Sheltered Custodial Account end-of-year assets rose from $534K in the plan year 2023 filing to $654K in the plan year 2024 filing.
  • Fidelity Group Tax-Sheltered Custodial Account reported net income rose from $112K in the plan year 2023 filing to $120K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 870199245 · Utah Foundation PY 2024 · Other

Fidelity Group Tax-Sheltered Custodial Account · $654K · 4 · 20th

  • TYPE $654K
  • NET 4
  • BOOK 20th
  • VS-ST Other
  • BOY near Bourbon Heights, Inc. Retirement Plan
  • SCH ind #3051

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 Professional & Technical Services retirement plans → · Plans in Utah →

Fidelity Group Tax-Sheltered Custodial Account in the asset neighbourhood

Fidelity Group Tax-Sheltered Custodial AccountFidelity Group Tax-Sheltered…$654KBourbon Heights, Inc. Retirement PlanBourbon Heights, Inc. Retire…$650KThe Wight Foundation Profit Sharing PlanThe Wight Foundation Profit …$650KAlabama Childrens Clinic PC Profit Sharing PlanAlabama Childrens Clinic PC …$649KAcademy at Ocean Reef Defined Contribution Retirement PlanAcademy at Ocean Reef Define…$642K
End-of-year total assets ($M) among Fidelity Group Tax-Sheltered Custodial Account and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Utah Foundation multi-year asset trail

Sponsor-wide plan assets over time

All Utah Foundation plans reported in each filing year

Latest sponsor-wide plan assets
$654K 55.18945556129975% vs 2022
2024 filing year
$0.3M$0.4M$0.5M$0.6M$0.7M 202220232024 $0.42M $0.65M ▲ +54.8%
Year Plans Participants Total Assets
2022 1 7 $422K
2023 1 2 $534K
2024 1 4 $654K

Utah Foundation filing trail (2024)

Total Assets (Beginning of Year)$534K
Net Assets (End of Year)$654K
Net Income$120K
Employer EIN870199245
Plan Effective Date1978-02-28
Filing StatusFILING RECEIVED

Nearby Other Plans in Utah

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

Fidelity Group Tax-Sheltered Custodial Account vs. nearby Other plans in Utah, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -1000100200300400 Total assets ($M) Participants Fidelity Group Tax-Sheltered Custodial Account, Total assets ($M): 0.654406 · Participants: 4Fidelity Group Tax-Sheltered Custodial AccountIntermountain 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
Fidelity Group Tax-Sheltered Custodial Account vs. nearby Other plans in Utah, assets vs. participants
Compare Fidelity Group Tax-Sheltered Custodial Account side-by-side with 3 peers →

Fidelity Group Tax-Sheltered Custodial Account's out-of-state Other peers by assets and headcount

Outside Utah, the nearest Other by assets is Bourbon Heights, Inc. Retirement Plan in KY ($650K); by covered participants it is Mayfair Advisory Group 401(k) Profit Sharing Plan in AL (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Fidelity Group Tax-Sheltered Custodial Account assets move in 2024? ▼
Fidelity Group Tax-Sheltered Custodial Account grew sharply - up 22.5% during 2024, from $534K to $654K. Reported net income was $120K.
How have Utah Foundation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Utah Foundation's sponsor-wide assets grew 55.2%, from $422K to $654K.
Where does Fidelity Group Tax-Sheltered Custodial Account rank by assets among Form 5500 filers? ▼
Fidelity Group Tax-Sheltered Custodial Account ranks in the 20th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which Other plans are similar in size to Fidelity Group Tax-Sheltered Custodial Account? ▼
Among Other plans in other states, the closest by assets is Bourbon Heights, Inc. Retirement Plan in KY ($650K, 90 participants).
Which Other plans cover a similar participant headcount to Fidelity Group Tax-Sheltered Custodial Account? ▼
Among Other plans in other states, the closest by covered participants is Mayfair Advisory Group 401(k) Profit Sharing Plan in AL (4 participants, $2M 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 870199245.

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.