401(k) · DOL Form 5500 · 2024
United 401(k) Plans, Inc. Dba 401(k) Plan
Data updated 2026-08-11
- $142M
- Total assets
- 8,030
- Participants
- 93rd
- Percentile by assets
- $17,650
- Avg per participant
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.
- 93rd percentile by assets (of 123,622 plans)
- #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.
- $142M
- total plan assets (2024 EOY)
- 8,030
- covered participants
- 93rd
- percentile by assets (of 123,622 plans)
- $17,650
- avg assets per participant
Where Pea(K) Utah's Pooled Employer 401(k) Plan sits 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
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.
Participants vs Utah filers
In Utah, the average filing covers about 592 participants across 1,280 plans. Pea(K) Utah's Pooled Employer 401(k) Plan reports 8,030 participants - 14x that state average ($142M EOY assets).
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)
| 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 |
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Pea(K) Utah's Pooled Employer 401(k) Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Pea(K) Utah's Pooled Employer 401(k) Plan assets move in 2024? ▼
How have United 401(k) Plans, Inc. Dba plan assets changed over time? ▼
Where does Pea(K) Utah's Pooled Employer 401(k) Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Pea(K) Utah's Pooled Employer 401(k) Plan? ▼
Next read for Pea(K) Utah's Pooled Employer 401(k) Pla…
Filing takeaways
Ways to act on Pea(K) Utah's Pooled Employer 401(k) Plan's numbers.
- By total assets, Pea(K) Utah's Pooled Employer 401(k) Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Utah. Compare plans
- United 401(k) Plans, Inc. Dba's sponsor-wide assets have grown 109.0% since 2022 across 3 plan years on file. More Arts, Entertainment & Recreation plans