Other · DOL Form 5500 · 2024
Brigham Young University - Utah Retirement Plan
Data updated 2026-08-25
- $189M
- Total assets Near avg plan size
- 293
- Participants Below avg headcount
- 94th
- Percentile by assets National rank
- $643,882
- Avg per participant High balance/head
Official DOL plan name: Brigham Young University Tax-Deferred Annuity Plan · Sponsored by Brigham Young University - Utah · Utah · Educational Services
$189M in assets, 293 participants
Brigham Young University - Utah's Brigham Young University Tax-Deferred Annuity Plan reported $189M in total assets and 293 participants in its 2024 DOL Form 5500 filing, ranking in the 94th 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.
- #3,272 in Educational Services (3,638 peers)
Coverage in Utah
Brigham Young University Tax-Deferred Annuity Plan covers 293 participants in Utah, about 50% of the average Utah filer (state average ~592 per filing). Assets: $189M.
- #3,272
- in Educational Services (3,638 peers)
- -1.1%
- assets change YoY
- 1.9×
- vs typical plan assets (national mean)
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Brigham Young University Tax-Deferred Annuity Plan's outsized position by total assets
Brigham Young University Tax-Deferred Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$188,657,521 Top 6% higher than 94% 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
Brigham Young University Tax-Deferred Annuity 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. Brigham Young University Tax-Deferred Annuity Plan sits mid-pack in the medium band (293 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Brigham Young University Tax-Deferred Annuity Plan reported net income fell from $8M in the plan year 2023 filing to -$2M in the plan year 2024 filing.
- Brigham Young University Tax-Deferred Annuity Plan reported participants fell from 7,029 in the plan year 2023 filing to 293 in the plan year 2024 filing.
- Brigham Young University Tax-Deferred Annuity Plan end-of-year assets fell from $191M in the plan year 2023 filing to $189M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 870217280 · Brigham Young University - Utah PY 2024 · Other
Brigham Young University Tax-Deferred Annuity Plan · $189M · 293 · 94th
- EOY $189M
- 5500 293
- ASSETS 94th
- PCT Other
- EIN near Regions Hospital 403(b) Plan
- RANK ind #3272
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 Educational Services retirement plans → · Plans in Utah →
Brigham Young University Tax-Deferred Annuity Plan in the asset neighbourhood
Utah filing particulars
| Total Assets (Beginning of Year) | $191M |
|---|---|
| Net Assets (End of Year) | $189M |
| Net Income | -$2M |
| Employer EIN | 870217280 |
| Plan Effective Date | 1954-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Brigham Young University - Utah)
Sponsor-wide plan assets over time
All Brigham Young University - Utah plans reported in each filing year
- Latest sponsor-wide plan assets
- $189M 3.3825634461555723% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 6,755 | $182M |
| 2023 | 1 | 7,029 | $191M |
| 2024 | 1 | 293 | $189M |
Nearby Other Plans in Utah
Peer Other plans, same state, same plan type, ranked by total assets.
- Intermountain Health 403(b) Plan $342M · 44,356
- 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
- Waterford School 403(b) Plan $35M · 195
Brigham Young University Tax-Deferred Annuity Plan's out-of-state Other peers by assets and headcount
Outside Utah, the nearest Other by assets is Regions Hospital 403(b) Plan in MN ($189M); by covered participants it is Grid Alternatives, Inc. 403(b) Plan in CA (293 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($189M here).
- Regions Hospital 403(b) Plan (MN) $189M · 2,708
- Vail Health Hospital Retirement Plan (CO) $190M · 1,750
- Robert Morris University Defined Contribution Retirement Plan (PA) $188M · 416
- Marin General Hospital 403(b) Retirement Plan (CA) $187M · 1,869
Similar participant headcount
Nearest other-state filings by covered participants (293 participants); asset peers above are excluded.
- Grid Alternatives, Inc. 403(b) Plan (CA) 293 · 0 off
- San Diego Family Care 403(b) Retirement Plan (CA) 293 · 0 off
- 403(b) Thrift Plan of Health Services, Inc. (AL) 293 · 0 off
- International Justice Mission 403(b)(7) Plan (DC) 293 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.