401(k) · DOL Form 5500 · 2024

Utah First Federal Credit Union 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
93
Participants Small participant base
67th
Percentile by assets National rank
$179,506
Avg per participant Above avg balance/head
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Official DOL plan name: Utah First Federal Credit Union 401(k) Profit Sharing Plan · Sponsored by Utah First Federal Credit Union · Utah · Finance & Insurance

$17M in assets, 93 participants

Utah First Federal Credit Union's Utah First Federal Credit Union 401(k) Profit Sharing Plan reported $17M in total assets and 93 participants in its 2024 DOL Form 5500 filing, ranking in the 67th 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.

  • #4,359 in Finance & Insurance (8,549 peers)

Utah First Federal Credit Union multi-year trail

Utah First Federal Credit Union's plans moved +45.9% in assets from 2022 to 2024; this filing shows Utah First Federal Credit Union 401(k) Profit Sharing Plan at $17M / 93 participants.

#4,359
in Finance & Insurance (8,549 peers)
+23.1%
assets growth YoY

Utah First Federal Credit Union 401(k) Profit Sharing Plan's outsized position by total assets

Utah First Federal Credit Union 401(k) Profit Sharing Plan vs every filed plan by assets

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

$16,694,020 Top 33% higher than 67% 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

Utah First Federal Credit Union 401(k) Profit Sharing 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 First Federal Credit Union 401(k) Profit Sharing Plan is a small filing (93 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Utah First Federal Credit Union 401(k) Profit Sharing Plan reported net income rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Utah First Federal Credit Union 401(k) Profit Sharing Plan end-of-year assets rose from $14M in the plan year 2023 filing to $17M in the plan year 2024 filing.
  • Utah First Federal Credit Union 401(k) Profit Sharing Plan reported participants rose from 87 in the plan year 2023 filing to 93 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 870212719 · Utah First Federal Credit Union PY 2024 · 401(k)

Utah First Federal Credit Union 401(k) Profit Sharing Plan · $17M · 93 · 67th

  • PCT $17M
  • PCT 93
  • PCT 67th
  • PCT 401(k)
  • PCT near Assembly Health Plan 401(k)
  • PCT ind #4359

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 →

Utah First Federal Credit Union 401(k) Profit Sharing Plan in the asset neighbourhood

Utah First Federal Credit Union 401(k) Profit Sharing PlanUtah First Federal Credit Un…$17MAssembly Health Plan 401(k)$17MElecnor Hawkeye, LLC 401(k) PlanElecnor Hawkeye, LLC 401(k) …$17MQuantitative Software Management, Inc. 401(k) PlanQuantitative Software Manage…$17MPotesta & Associates, Inc. 401(k) PlanPotesta & Associates, Inc. 4…$17M
End-of-year total assets ($M) among Utah First Federal Credit Union 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Utah First Federal Credit Union multi-year asset trail

Sponsor-wide plan assets over time

All Utah First Federal Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$17M 45.87028726992734% vs 2022
2024 filing year
$10M$12M$14M$16M$18M 202220232024 $11.4M $16.7M ▲ +45.9%
Year Plans Participants Total Assets
2022 1 78 $11M
2023 1 87 $14M
2024 1 93 $17M

Utah First Federal Credit Union filing trail (2024)

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$17M
Net Income$3M
Employer EIN870212719
Plan Effective Date1974-08-14
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Utah

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

Utah First Federal Credit Union 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Utah, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Utah First Federal Credit Union 401(k) Profit Sharing Plan, Total assets ($B): 0.01669402 · Participants: 93Utah First Federal Credit Union 401(k) Profit Sharing 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
Utah First Federal Credit Union 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Utah, assets vs. participants
Compare Utah First Federal Credit Union 401(k) Profit Sharing Plan side-by-side with 3 peers →

Utah First Federal Credit Union 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Utah, the nearest 401(k) by assets is Assembly Health Plan 401(k) in IL ($17M); by covered participants it is Burns Pest Elimination, Inc. 401(k) Plan in AZ (93 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($17M here).

Similar participant headcount

Nearest other-state filings by covered participants (93 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 Utah First Federal Credit Union 401(k) Profit Sharing Plan assets move in 2024? ▼
Utah First Federal Credit Union 401(k) Profit Sharing Plan grew sharply - up 23.1% during 2024, from $14M to $17M. Reported net income was $3M.
How have Utah First Federal Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Utah First Federal Credit Union's sponsor-wide assets grew 45.9%, from $11M to $17M.
Which 401(k) plans are similar in size to Utah First Federal Credit Union 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Assembly Health Plan 401(k) in IL ($17M, 559 participants).
Which 401(k) plans cover a similar participant headcount to Utah First Federal Credit Union 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Burns Pest Elimination, Inc. 401(k) Plan in AZ (93 participants, $2M 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 870212719.

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.