401(k) · DOL Form 5500 · 2024

Celtic Bank Corporation 401(k) Plan

Data updated 2026-08-25

$33M
Total assets Below avg plan size
308
Participants Below avg headcount
79th
Percentile by assets National rank
$106,219
Avg per participant Below avg balance/head
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Official DOL plan name: Celtic Bank Corporation 401(k) Plan · Sponsored by Celtic Bank Corporation · Utah · Finance & Insurance

$33M in assets, 308 participants

Celtic Bank Corporation's Celtic Bank Corporation 401(k) Plan reported $33M in total assets and 308 participants in its 2024 DOL Form 5500 filing, ranking in the 79th 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.

  • #5,695 in Finance & Insurance (8,549 peers)

Where Celtic Bank Corporation 401(k) Plan sits by assets

Celtic Bank Corporation 401(k) Plan sits in the top quartile of all filed plans by assets, $33M for 308 participants (~$106,219/participant), up 24.4% in 2024.

#5,695
in Finance & Insurance (8,549 peers)
+24.4%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Celtic Bank Corporation 401(k) Plan's outsized position by total assets

Celtic Bank Corporation 401(k) Plan vs every filed plan by assets

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

$32,715,520 Top 21% higher than 79% 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

Celtic Bank Corporation 401(k) Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Celtic Bank Corporation 401(k) Plan sits mid-pack in the medium band (308 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Celtic Bank Corporation 401(k) Plan end-of-year assets rose from $26M in the plan year 2023 filing to $33M in the plan year 2024 filing.
  • Celtic Bank Corporation 401(k) Plan reported net income fell from $7M in the plan year 2023 filing to $6M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 870662267 · Celtic Bank Corporation PY 2024 · 401(k)

Celtic Bank Corporation 401(k) Plan · $33M · 308 · 79th

  • PART $33M
  • TYPE 308
  • NET 79th
  • BOOK 401(k)
  • VS-ST near Cooperative Elevator Company Employees' Profit Sharing & 401(k) Plan
  • BOY ind #5695

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 →

Celtic Bank Corporation 401(k) Plan in the asset neighbourhood

Celtic Bank Corporation 401(k) PlanCeltic Bank Corporation 401(…$33MAll4 401(k) and Retirement PlanAll4 401(k) and Retirement P…$33MCooperative Elevator Company Employees' Profit Sharing & 401(k) PlanCooperative Elevator Company…$33MAdvantage Truck Group, LLC 401(k) PlanAdvantage Truck Group, LLC 4…$33MWillow Valley Communities 401(k) PlanWillow Valley Communities 40…$33M
End-of-year total assets ($M) among Celtic Bank Corporation 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$26M
Net Assets (End of Year)$33M
Net Income$6M
Employer EIN870662267
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Celtic Bank Corporation)

Sponsor-wide plan assets over time

All Celtic Bank Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$33M 67.60741010219867% vs 2022
2024 filing year
$15M$20M$25M$30M$35M 202220232024 $19.5M $32.7M ▲ +67.6%
Year Plans Participants Total Assets
2022 1 292 $20M
2023 1 306 $26M
2024 1 308 $33M

Nearby 401(k) Plans in Utah

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

Celtic Bank Corporation 401(k) Plan vs. nearby 401(k) plans in Utah, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Celtic Bank Corporation 401(k) Plan, Total assets ($B): 0.03271552 · Participants: 308Celtic Bank Corporation 401(k) 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
Celtic Bank Corporation 401(k) Plan vs. nearby 401(k) plans in Utah, assets vs. participants
Compare Celtic Bank Corporation 401(k) Plan side-by-side with 3 peers →

Celtic Bank Corporation 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Utah, the nearest 401(k) by assets is Cooperative Elevator Company Employees' Profit Sharing & 401(k) Plan in MI ($33M); by covered participants it is Uphealth, Inc. 401(k) Plan in FL (308 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (308 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 Celtic Bank Corporation 401(k) Plan assets move in 2024? ▼
Celtic Bank Corporation 401(k) Plan grew sharply - up 24.4% during 2024, from $26M to $33M. Reported net income was $6M.
How have Celtic Bank Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Celtic Bank Corporation's sponsor-wide assets grew 67.6%, from $20M to $33M.
Where does Celtic Bank Corporation 401(k) Plan rank by assets among Form 5500 filers? ▼
Celtic Bank Corporation 401(k) Plan ranks in the 79th 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 Celtic Bank Corporation 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cooperative Elevator Company Employees' Profit Sharing & 401(k) Plan in MI ($33M, 161 participants).
Which 401(k) plans cover a similar participant headcount to Celtic Bank Corporation 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Uphealth, Inc. 401(k) Plan in FL (308 participants, $7M 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 870662267.

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.