Defined Benefit (Pension) · DOL Form 5500 · 2024

Utah Valley Pediatrics, PLLC Pension Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
238
Participants Below avg headcount
49th
Percentile by assets National rank
$29,792
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Utah Valley Pediatrics, PLLC Cash Balance Pension Plan · Sponsored by Utah Valley Pediatrics, PLLC · Utah · Healthcare & Social Assistance

$7M in assets, 238 participants

Utah Valley Pediatrics, PLLC's Utah Valley Pediatrics, PLLC Cash Balance Pension Plan reported $7M in total assets and 238 participants in its 2024 DOL Form 5500 filing, ranking in the 49th 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.

  • #9,013 in Healthcare & Social Assistance (16,916 peers)

Coverage in Utah

Utah Valley Pediatrics, PLLC Cash Balance Pension Plan covers 238 participants in Utah, about 40% of the average Utah filer (state average ~592 per filing). Assets: $7M.

#9,013
in Healthcare & Social Assistance (16,916 peers)
+19.9%
assets growth YoY

Utah Valley Pediatrics, PLLC Cash Balance Pension Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Utah Valley Pediatrics, PLLC Cash Balance Pension Plan vs every filed plan by assets

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

$7,090,510 49th percentile higher than 49% 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 Valley Pediatrics, PLLC Cash Balance Pension 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. Utah Valley Pediatrics, PLLC Cash Balance Pension Plan sits mid-pack in the medium band (238 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Utah Valley Pediatrics, PLLC Cash Balance Pension Plan reported participants rose from 144 in the plan year 2023 filing to 238 in the plan year 2024 filing.
  • Utah Valley Pediatrics, PLLC Cash Balance Pension Plan end-of-year assets rose from $6M in the plan year 2023 filing to $7M in the plan year 2024 filing.
  • Utah Valley Pediatrics, PLLC Cash Balance Pension Plan reported net income fell from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 870549057 · Utah Valley Pediatrics, PLLC PY 2024 · Defined Benefit (Pension)

Utah Valley Pediatrics, PLLC Cash Balance Pension Plan · $7M · 238 · 49th

  • 5500 $7M
  • ASSETS 238
  • PCT 49th
  • EIN Defined Benefit (Pension)
  • RANK near John Gray Retirement Plan and Trust
  • PHOTO ind #9013

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 Healthcare & Social Assistance retirement plans → · Plans in Utah →

Utah Valley Pediatrics, PLLC Cash Balance Pension Plan in the asset neighbourhood

Pension Plan Union Employees of 21st Century FoxPension Plan Union Employees…$7MUtah Valley Pediatrics, PLLC Cash Balance Pension PlanUtah Valley Pediatrics, PLLC…$7MJohn Gray Retirement Plan and TrustJohn Gray Retirement Plan an…$7MRetirement Plan of Norfolk and Portsmouth Belt Line Railroad CompanyRetirement Plan of Norfolk a…$7MThe Cineplex Odeon Corporation U.S. Employees Pension PlanThe Cineplex Odeon Corporati…$7M
End-of-year total assets ($M) among Utah Valley Pediatrics, PLLC Cash Balance Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Utah filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$1M
Employer EIN870549057
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Utah Valley Pediatrics, PLLC)

Sponsor-wide plan assets over time

All Utah Valley Pediatrics, PLLC plans reported in each filing year

Latest sponsor-wide plan assets
$68M 41.165088740336145% vs 2022
2024 filing year
$40M$50M$60M$70M 202220232024 $48.2M $68M ▲ +41.2%
Year Plans Participants Total Assets
2022 2 332 $48M
2023 2 361 $58M
2024 2 469 $68M

Nearby Defined Benefit (Pension) Plans in Utah

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Utah Valley Pediatrics, PLLC Cash Balance Pension Plan vs. nearby Defined Benefit (Pension) plans in Utah, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -202468 Total assets ($B) Participants Utah Valley Pediatrics, PLLC Cash Balance Pension Plan, Total assets ($B): 0.00709051 · Participants: 238Utah Valley Pediatrics, PLLC Cash Balance Pension PlanDeseret Mutual Master Retirement Plan, Total assets ($B): 7.071790998 · Participants: 10478Deseret Mutual Master Retirement PlanIntermountain Healthcare Pension Plan, Total assets ($B): 3.403061 · Participants: 26724Intermountain Healthcare Pension PlanRio Tinto America Inc. Retirement Plan, Total assets ($B): 0.916073742 · Participants: 1564Rio Tinto America Inc. Retirement PlanAmerica First Credit Union Pension Plan, Total assets ($B): 0.599669079 · Participants: 2645America First Credit Union Pension PlanRetail Food Employers & Ufcw Local 711 Pension, Total assets ($B): 0.366642845 · Participants: 8046Retail Food Employers & Ufcw Local 711 Pension
Utah Valley Pediatrics, PLLC Cash Balance Pension Plan vs. nearby Defined Benefit (Pension) plans in Utah, assets vs. participants
Compare Utah Valley Pediatrics, PLLC Cash Balance Pension Plan side-by-side with 3 peers →

Utah Valley Pediatrics, PLLC Cash Balance Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Utah, the nearest Defined Benefit (Pension) by assets is John Gray Retirement Plan and Trust in NY ($7M); by covered participants it is Covia Holdings Corporation Pension Plan in OH (238 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (238 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 Valley Pediatrics, PLLC Cash Balance Pension Plan assets move in 2024? ▼
Utah Valley Pediatrics, PLLC Cash Balance Pension Plan grew sharply - up 19.9% during 2024, from $6M to $7M. Reported net income was $1M.
How have Utah Valley Pediatrics, PLLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Utah Valley Pediatrics, PLLC's sponsor-wide assets grew 41.2%, from $48M to $68M.
Which Defined Benefit (Pension) plans are similar in size to Utah Valley Pediatrics, PLLC Cash Balance Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is John Gray Retirement Plan and Trust in NY ($7M, 6 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Utah Valley Pediatrics, PLLC Cash Balance Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Covia Holdings Corporation Pension Plan in OH (238 participants, $58M 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 870549057.

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.