401(k) · DOL Form 5500 · 2024
United 401(k) Plans, Inc. Dba 401(k) Plan
Data updated 2026-08-25
- $142M
- Total assets Near avg plan size
- 8,030
- Participants Very large workforce
- 93rd
- Percentile by assets National rank
- $17,650
- Avg per participant Low balance/head
Official DOL plan name: Pea(K) Utah's Pooled Employer 401(k) Plan · Sponsored by United 401(k) Plans, Inc. Dba · Utah · Arts, Entertainment & Recreation
$142M in assets, 8,030 participants
United 401(k) Plans, Inc. Dba's Pea(K) Utah's Pooled Employer 401(k) Plan reported $142M in total assets and 8,030 participants in its 2024 DOL Form 5500 filing, ranking in the 93rd 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.
- #2,827 in Arts, Entertainment & Recreation (2,921 peers)
Coverage in Utah
Pea(K) Utah's Pooled Employer 401(k) Plan covers 8,030 participants in Utah, 14x the typical Utah plan (state average ~592 per filing). Assets: $142M.
- #2,827
- in Arts, Entertainment & Recreation (2,921 peers)
- +42.0%
- assets growth YoY
- 1.4×
- vs typical plan assets (national mean)
Pea(K) Utah's Pooled Employer 401(k) Plan's outsized position by total assets
Pea(K) Utah's Pooled Employer 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$141,729,316 Top 7% higher than 93% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Pea(K) Utah's Pooled Employer 401(k) 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. Pea(K) Utah's Pooled Employer 401(k) Plan lands in the large band (8,030 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Pea(K) Utah's Pooled Employer 401(k) Plan reported participants rose from 5,562 in the plan year 2023 filing to 8,030 in the plan year 2024 filing.
- Pea(K) Utah's Pooled Employer 401(k) Plan end-of-year assets rose from $100M in the plan year 2023 filing to $142M in the plan year 2024 filing.
- Pea(K) Utah's Pooled Employer 401(k) Plan reported net income rose from $28M in the plan year 2023 filing to $34M in the plan year 2024 filing.
DOL schedule card
Filing strip 205321813 · United 401(k) Plans, Inc. Dba PY 2024 · 401(k)
Pea(K) Utah's Pooled Employer 401(k) Plan · $142M · 8,030 · 93rd
- RANK $142M
- RANK 8,030
- RANK 93rd
- RANK 401(k)
- RANK near Columbia Bank Savings and Investment Plan
- RANK ind #2827
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 Arts, Entertainment & Recreation retirement plans → · Plans in Utah →
Pea(K) Utah's Pooled Employer 401(k) Plan in the asset neighbourhood
Utah filing particulars
| Total Assets (Beginning of Year) | $100M |
|---|---|
| Net Assets (End of Year) | $142M |
| Net Income | $34M |
| Employer EIN | 205321813 |
| Plan Effective Date | 2021-12-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (United 401(k) Plans, Inc. Dba)
Sponsor-wide plan assets over time
All United 401(k) Plans, Inc. Dba plans reported in each filing year
- Latest sponsor-wide plan assets
- $147M 108.96379635065455% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 4,824 | $71M |
| 2023 | 4 | 5,923 | $103M |
| 2024 | 4 | 8,483 | $147M |
Nearby 401(k) Plans in Utah
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Intermountain Health 401(k) Plan $6.8B · 68,360
- Deseret 401(k) Plan $6.1B · 25,301
- Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan $1.9B · 9,972
- Skywest, Inc. Employees' Retirement Plan $1.4B · 14,259
- Rio Tinto America Inc. 401(k) Savings Plan and Investment Partnership Plan $687M · 1,926
Scale composition for Pea(K) Utah's Pooled Employer 401(k) Plan
Pea(K) Utah's Pooled Employer 401(k) Plan reports $142M in end-of-year assets across 8,030 participants (0.001% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.009% of 93,925,755 covered participants) - about $17,650 per participant (13% of the national average assets-per-participant) . Net income for plan year 2024 was $34M.
This plan identity (EIN 205321813, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $68M to $142M (+107.8%) while covered participants moved from 4,750 to 8,030 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 4,750 | $68M | Open filing |
| 2023 | 5,562 | $100M | Open filing |
| 2024 · index core | 8,030 | $142M | This page |
Pea(K) Utah's Pooled Employer 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Utah, the nearest 401(k) by assets is Columbia Bank Savings and Investment Plan in NJ ($142M); by covered participants it is Kemper Corporation 401(k) Retirement Plan in IL (8,027 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($142M here).
- Columbia Bank Savings and Investment Plan (NJ) $142M · 733
- Heritage Valley Health System 401(k) Plan (PA) $142M · 1,343
- Balchem Corporation 401(k) Plan (NY) $142M · 905
- Canfor Southern Pine, Inc. 401(k) Plan (SC) $142M · 2,648
Similar participant headcount
Nearest other-state filings by covered participants (8,030 participants); asset peers above are excluded.
- Kemper Corporation 401(k) Retirement Plan (IL) 8,027 · 3 off
- Benefitsplus 401(k) Profit Sharing Plan (NY) 8,027 · 3 off
- Ies Holdings, Inc Retirement Savings Plan (TX) 8,017 · 13 off
- Gamestop, Corp. Employees' Savings Plan (TX) 8,016 · 14 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.