401(k) · DOL Form 5500 · 2024

Albion Financial Group 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
30
Participants Small participant base
64th
Percentile by assets National rank
$483,277
Avg per participant High balance/head
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Official DOL plan name: Albion Financial Group Retirement Plan · Sponsored by Albion Financial Group · Utah · Finance & Insurance

$14M in assets, 30 participants

Albion Financial Group's Albion Financial Group Retirement Plan reported $14M in total assets and 30 participants in its 2024 DOL Form 5500 filing, ranking in the 64th 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.

  • #4,088 in Finance & Insurance (8,549 peers)

Albion Financial Group multi-year trail

Albion Financial Group's plans moved +67.1% in assets from 2022 to 2024; this filing shows Albion Financial Group Retirement Plan at $14M / 30 participants.

#4,088
in Finance & Insurance (8,549 peers)
+26.3%
assets growth YoY

Albion Financial Group Retirement Plan's mid-pack asset rank among Finance & Insurance and all filers

Albion Financial Group Retirement Plan vs every filed plan by assets

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

$14,498,311 Top 36% higher than 64% 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

Albion Financial Group Retirement 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. Albion Financial Group Retirement Plan is a small filing (30 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Albion Financial Group Retirement Plan end-of-year assets rose from $11M in the plan year 2023 filing to $14M in the plan year 2024 filing.
  • Albion Financial Group Retirement Plan reported net income rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Albion Financial Group Retirement Plan reported participants rose from 29 in the plan year 2023 filing to 30 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 870392058 · Albion Financial Group PY 2024 · 401(k)

Albion Financial Group Retirement Plan · $14M · 30 · 64th

  • PCT $14M
  • PCT 30
  • PCT 64th
  • PCT 401(k)
  • PCT near Designatronics, Incorporated 401(k) Plan
  • PCT ind #4088

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 Utah →

Albion Financial Group Retirement Plan in the asset neighbourhood

Albion Financial Group Retirement PlanAlbion Financial Group Retir…$14MDesignatronics, Incorporated 401(k) PlanDesignatronics, Incorporated…$14MMobius Consulting, LLC 401(k) P/S PlanMobius Consulting, LLC 401(k…$14MMessenger Company 401(k) Retirement Savings PlanMessenger Company 401(k) Ret…$14MHrc-Be-Cc 401(k)Plan$14M
End-of-year total assets ($M) among Albion Financial Group Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Albion Financial Group multi-year asset trail

Sponsor-wide plan assets over time

All Albion Financial Group plans reported in each filing year

Latest sponsor-wide plan assets
$14M 67.12787036651723% vs 2022
2024 filing year
$8M$10M$12M$14M$16M 202220232024 $8.67M $14.5M ▲ +67.2%
Year Plans Participants Total Assets
2022 1 26 $9M
2023 1 29 $11M
2024 1 30 $14M

Albion Financial Group filing trail (2024)

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$14M
Net Income$3M
Employer EIN870392058
Plan Effective Date1985-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Utah

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

Albion Financial Group Retirement Plan vs. nearby 401(k) plans in Utah, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Albion Financial Group Retirement Plan, Total assets ($B): 0.014498311 · Participants: 30Albion Financial Group Retirement 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
Albion Financial Group Retirement Plan vs. nearby 401(k) plans in Utah, assets vs. participants
Compare Albion Financial Group Retirement Plan side-by-side with 3 peers →

Albion Financial Group Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Utah, the nearest 401(k) by assets is Designatronics, Incorporated 401(k) Plan in NY ($14M); by covered participants it is Katy Ivy Kids Inc. 401(k) Plan in TX (30 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($14M here).

Similar participant headcount

Nearest other-state filings by covered participants (30 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 Albion Financial Group Retirement Plan assets move in 2024? ▼
Albion Financial Group Retirement Plan grew sharply - up 26.3% during 2024, from $11M to $14M. Reported net income was $3M.
How have Albion Financial Group plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Albion Financial Group's sponsor-wide assets grew 67.1%, from $9M to $14M.
Which 401(k) plans are similar in size to Albion Financial Group Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Designatronics, Incorporated 401(k) Plan in NY ($14M, 175 participants).
Which 401(k) plans cover a similar participant headcount to Albion Financial Group Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Katy Ivy Kids Inc. 401(k) Plan in TX (30 participants, $1M 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 870392058.

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.