Other · DOL Form 5500 · 2024

Utah's Promise Retirement Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets: 93
Participants Small participant base: 41st
Percentile by assets National rank: $49,977
Avg per participant Low balance/head

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Official DOL plan name: Utah's Promise Retirement Plan · Sponsored by Utah's Promise · Utah · Other Services

$5M in assets, 93 participants

Utah's Promise's Utah's Promise Retirement Plan reported $5M in total assets and 93 participants in its 2024 DOL Form 5500 filing, ranking in the 41st 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.

#4,878 in Other Services (7,719 peers)

Other Services sector rank

Within Other Services, Utah's Promise Retirement Plan ranks #4,878 of 7,719 2024 filers by assets (432% of the sector average)-$5M for 93 participants.

#4,878
in Other Services (7,719 peers): +5.0%
assets growth YoY

Utah's Promise Retirement Plan's mid-pack asset rank among Other Services and all filers

Utah's Promise Retirement Plan vs every filed plan by assets

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

$4,647,840 41st percentile higher than 41% 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

Utah's Promise 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. Utah's Promise Retirement Plan is a small filing (93 participants) on this national headcount ladder.

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Utah's Promise Retirement Plan reported net income fell from $1M in the plan year 2023 filing to $220K in the plan year 2024 filing.
Utah's Promise Retirement Plan reported participants rose from 87 in the plan year 2023 filing to 93 in the plan year 2024 filing.
Utah's Promise Retirement Plan end-of-year assets rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 870227091 · Utah's Promise PY 2024 · Other

Utah's Promise Retirement Plan · $5M · 93 · 41st

TYPE $5M
NET 93
BOOK 41st
VS-ST Other
BOY near Ccres 403(b) Plan
SCH ind #4878

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 Other Services retirement plans → · Plans in Utah →

End-of-year total assets ($M) among Utah's Promise Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Other Services filing particulars

Total Assets (Beginning of Year)	$4M
Net Assets (End of Year)	$5M
Net Income	$220K
Employer EIN	870227091
Plan Effective Date	1993-03-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Utah's Promise)

Latest sponsor-wide plan assets: $5M 4.9725691000979975% vs 2023; 2024 filing year

Year	Plans	Participants	Total Assets
2023	1	87	$4M
2024	1	93	$5M

Nearby Other Plans in Utah

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

Utah's Promise Retirement Plan vs. nearby Other plans in Utah, assets vs. participants

Intermountain Health 403(b) Plan $342M · 44,356
Brigham Young University Tax-Deferred Annuity Plan $189M · 293
Intermountain Ironworkers' Tax Deferral Plan $119M · 1,229
Westminster University Defined Contribution Retirement Plan $87M · 331
Children's Miracle Network 403(b) Plan $53M · 178

Compare Utah's Promise Retirement Plan side-by-side with 3 peers →

Utah's Promise Retirement Plan's out-of-state Other peers by assets and headcount

Outside Utah, the nearest Other by assets is Ccres 403(b) Plan in PA ($5M); by covered participants it is Threshold Residential Services, Inc. 403 (B) Pension Plan in OH (93 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($5M here).

Ccres 403(b) Plan (PA) $5M · 1,531
403(b) Thrift Plan for Employees of Ep!C (IL) $5M · 225
Walpole Area Visiting Nurse Association 403(b) Retirement Plan (MA) $5M · 94
Cutchins Programs for Children and Families, Inc. Tsa (MA) $5M · 149

Similar participant headcount

Nearest other-state filings by covered participants (93 participants); asset peers above are excluded.

Threshold Residential Services, Inc. 403 (B) Pension Plan (OH) 93 · 0 off
Houchin Community Blood Bank 403(b) Retirement Plan (CA) 93 · 0 off
National Baseball Hall of Fame and Museum Inc. Retirement Plan (NY) 93 · 0 off
Guideposts Retirement Savings Plan (CT) 93 · 0 off

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's Promise Retirement Plan assets move in 2024? ▼

Utah's Promise Retirement Plan edged up modestly - up 5.0% during 2024, from $4M to $5M. Reported net income was $220K.

How have Utah's Promise plan assets changed over time? ▼

Across 2 plan years on file (2023-2024), Utah's Promise's sponsor-wide assets grew 5.0%, from $4M to $5M.

Which Other plans are similar in size to Utah's Promise Retirement Plan? ▼

Among Other plans in other states, the closest by assets is Ccres 403(b) Plan in PA ($5M, 1,531 participants).

Which Other plans cover a similar participant headcount to Utah's Promise Retirement Plan? ▼

Among Other plans in other states, the closest by covered participants is Threshold Residential Services, Inc. 403 (B) Pension Plan in OH (93 participants, N/A 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 870227091.