401(k) · DOL Form 5500 · 2024

Van Boerum & Frank Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
139
Participants Small participant base
57th
Percentile by assets National rank
$75,061
Avg per participant Below avg balance/head
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Official DOL plan name: Van Boerum & Frank Associates, Inc. 401(k) Profit Sharing Plan · Sponsored by Van Boerum & Frank Associates, Inc. · Utah · Professional & Technical Services

$10M in assets, 139 participants

Van Boerum & Frank Associates, Inc.'s Van Boerum & Frank Associates, Inc. 401(k) Profit Sharing Plan reported $10M in total assets and 139 participants in its 2024 DOL Form 5500 filing, ranking in the 57th 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.

  • #11,073 in Professional & Technical Services (20,173 peers)

Coverage in Utah

Van Boerum & Frank Associates, Inc. 401(k) Profit Sharing Plan covers 139 participants in Utah, about 23% of the average Utah filer (state average ~592 per filing). Assets: $10M.

#11,073
in Professional & Technical Services (20,173 peers)
+1.6%
assets growth YoY

Van Boerum & Frank Associates, Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

Van Boerum & Frank Associates, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$10,433,476 Top 43% higher than 57% 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

Van Boerum & Frank Associates, Inc. 401(k) Profit Sharing 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. Van Boerum & Frank Associates, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (139 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Van Boerum & Frank Associates, Inc. 401(k) Profit Sharing Plan reported net income fell from $700K in the plan year 2023 filing to $166K in the plan year 2024 filing.
  • Van Boerum & Frank Associates, Inc. 401(k) Profit Sharing Plan reported participants rose from 133 in the plan year 2023 filing to 139 in the plan year 2024 filing.
  • Van Boerum & Frank Associates, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $10M in the plan year 2023 filing to $10M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 870292348 · Van Boerum & Frank Associates, Inc. PY 2024 · 401(k)

Van Boerum & Frank Associates, Inc. 401(k) Profit Sharing Plan · $10M · 139 · 57th

  • NET $10M
  • BOOK 139
  • VS-ST 57th
  • BOY 401(k)
  • SCH near West Coast Financial 401(k) Profit Sharing Plan
  • EBSA ind #11073

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 Professional & Technical Services retirement plans → · Plans in Utah →

Van Boerum & Frank Associates, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Van Boerum & Frank Associates, Inc. 401(k) Profit Sharing PlanVan Boerum & Frank Associate…$10MWest Coast Financial 401(k) Profit Sharing PlanWest Coast Financial 401(k) …$10MSuperior Dairy, Inc. 401(k) Savings Plan & TrustSuperior Dairy, Inc. 401(k) …$10MZimmer Great Lakes 401(k) PlanZimmer Great Lakes 401(k) Pl…$10MLarsen Manufacturing, LLC 401(k) Profit Sharing Plan and TrustLarsen Manufacturing, LLC 40…$10M
End-of-year total assets ($M) among Van Boerum & Frank Associates, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Utah filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$10M
Net Income$166K
Employer EIN870292348
Plan Effective Date1979-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Van Boerum & Frank Associates, Inc.)

Sponsor-wide plan assets over time

All Van Boerum & Frank Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$24M 30.557157100154853% vs 2022
2024 filing year
$16M$18M$20M$22M$24M$26M 202220232024 $18.2M $23.7M ▲ +30.6%
Year Plans Participants Total Assets
2022 2 231 $18M
2023 2 239 $24M
2024 2 256 $24M

Nearby 401(k) Plans in Utah

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

Van Boerum & Frank Associates, Inc. 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 ($B) Participants Van Boerum & Frank Associates, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.010433476 · Participants: 139Van Boerum & Frank Associates, Inc. 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
Van Boerum & Frank Associates, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Utah, assets vs. participants
Compare Van Boerum & Frank Associates, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Van Boerum & Frank Associates, Inc. 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 West Coast Financial 401(k) Profit Sharing Plan in CA ($10M); by covered participants it is Minamyer Residential 401(k) Plan in OH (139 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (139 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 Van Boerum & Frank Associates, Inc. 401(k) Profit Sharing Plan assets move in 2024? ▼
Van Boerum & Frank Associates, Inc. 401(k) Profit Sharing Plan edged up modestly - up 1.6% during 2024, from $10M to $10M. Reported net income was $166K.
How have Van Boerum & Frank Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Van Boerum & Frank Associates, Inc.'s sponsor-wide assets grew 30.6%, from $18M to $24M.
Which 401(k) plans are similar in size to Van Boerum & Frank Associates, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is West Coast Financial 401(k) Profit Sharing Plan in CA ($10M, 35 participants).
Which 401(k) plans cover a similar participant headcount to Van Boerum & Frank Associates, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Minamyer Residential 401(k) Plan in OH (139 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 870292348.

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.