401(k) · DOL Form 5500 · 2024

Board of Trustees, Utah Laborers Annuity Trust Fund 401(k) Plan

Data updated 2026-08-25

$47M
Total assets Below avg plan size
1,314
Participants Near avg headcount
83rd
Percentile by assets National rank
$35,847
Avg per participant Low balance/head
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Official DOL plan name: Utah Laborers Annuity Plan · Sponsored by Board of Trustees, Utah Laborers Annuity Trust Fund · California · Finance & Insurance

$47M in assets, 1,314 participants

Board of Trustees, Utah Laborers Annuity Trust Fund's Utah Laborers Annuity Plan reported $47M in total assets and 1,314 participants in its 2024 DOL Form 5500 filing, ranking in the 83rd 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.

  • #6,356 in Finance & Insurance (8,549 peers)

Coverage in California

Utah Laborers Annuity Plan covers 1,314 participants in California, 2.1x the typical California plan (state average ~630 per filing). Assets: $47M.

#6,356
in Finance & Insurance (8,549 peers)
+9.4%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Utah Laborers Annuity Plan's outsized position by total assets

Utah Laborers Annuity Plan vs every filed plan by assets

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

$47,103,422 Top 17% higher than 83% 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

Utah Laborers Annuity Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Utah Laborers Annuity Plan lands in the large band (1,314 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Utah Laborers Annuity Plan reported net income rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Utah Laborers Annuity Plan end-of-year assets rose from $43M in the plan year 2023 filing to $47M in the plan year 2024 filing.
  • Utah Laborers Annuity Plan reported participants rose from 1,218 in the plan year 2023 filing to 1,314 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 876135141 · Board of Trustees, Utah Laborers Annuity Trust Fund PY 2024 · 401(k)

Utah Laborers Annuity Plan · $47M · 1,314 · 83rd

  • PCT $47M
  • EIN 1,314
  • RANK 83rd
  • PHOTO 401(k)
  • IND near Bodine Electric Company Employee's Savings & Investment Plan
  • EOY ind #6356

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 Finance & Insurance retirement plans → · Plans in California →

Utah Laborers Annuity Plan in the asset neighbourhood

Utah Laborers Annuity Plan$47MBodine Electric Company Employee's Savings & Investment PlanBodine Electric Company Empl…$47MMilstein Brothers Real Estate LLC and Affiliates Entities 401(k) Savings PlanMilstein Brothers Real Estat…$47MHaldex Brake Products Corporation 401(k) Savings PlanHaldex Brake Products Corpor…$47MHealthwise Incorporated 401(k) PlanHealthwise Incorporated 401(…$47M
End-of-year total assets ($M) among Utah Laborers Annuity Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$43M
Net Assets (End of Year)$47M
Net Income$4M
Employer EIN876135141
Plan Effective Date1985-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees, Utah Laborers Annuity Trust Fund)

Sponsor-wide plan assets over time

All Board of Trustees, Utah Laborers Annuity Trust Fund plans reported in each filing year

Latest sponsor-wide plan assets
$47M 17.002191408584423% vs 2022
2024 filing year
$35M$40M$45M$50M 202220232024 $40.3M $47.1M ▲ +17.0%
Year Plans Participants Total Assets
2022 1 44 $40M
2023 1 1,218 $43M
2024 1 1,314 $47M

Nearby 401(k) Plans in California

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

Utah Laborers Annuity Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Utah Laborers Annuity Plan, Total assets ($B): 0.047103422 · Participants: 1314Utah Laborers Annuity PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Utah Laborers Annuity Plan vs. nearby 401(k) plans in California, assets vs. participants

Utah Laborers Annuity Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Bodine Electric Company Employee's Savings & Investment Plan in IL ($47M); by covered participants it is Mvt 401(k) Plan in NM (1,314 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,314 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 Utah Laborers Annuity Plan assets move in 2024?
Utah Laborers Annuity Plan grew at a solid clip - up 9.4% during 2024, from $43M to $47M. Reported net income was $4M.
How have Board of Trustees, Utah Laborers Annuity Trust Fund plan assets changed over time?
Across 3 plan years on file (2022-2024), Board of Trustees, Utah Laborers Annuity Trust Fund's sponsor-wide assets grew 17.0%, from $40M to $47M.
Where does Utah Laborers Annuity Plan rank by assets among Form 5500 filers?
Utah Laborers Annuity Plan ranks in the 83rd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Utah Laborers Annuity Plan?
Among 401(k) plans in other states, the closest by assets is Bodine Electric Company Employee's Savings & Investment Plan in IL ($47M, 265 participants).
Which 401(k) plans cover a similar participant headcount to Utah Laborers Annuity Plan?
Among 401(k) plans in other states, the closest by covered participants is Mvt 401(k) Plan in NM (1,314 participants, N/A in assets).