401(k) · DOL Form 5500 · 2024

Cache Valley Bank 401(k) Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
322
Participants Below avg headcount
72nd
Percentile by assets National rank
$69,574
Avg per participant Below avg balance/head
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Official DOL plan name: Cache Valley Bank Employee 401(k) Profit Sharing Plan · Sponsored by Cache Valley Bank · Utah · Finance & Insurance

$22M in assets, 322 participants

Cache Valley Bank's Cache Valley Bank Employee 401(k) Profit Sharing Plan reported $22M in total assets and 322 participants in its 2024 DOL Form 5500 filing, ranking in the 72nd 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.

  • #4,959 in Finance & Insurance (8,549 peers)

Cache Valley Bank multi-year trail

Cache Valley Bank's plans moved +55.2% in assets from 2022 to 2024; this filing shows Cache Valley Bank Employee 401(k) Profit Sharing Plan at $22M / 322 participants.

#4,959
in Finance & Insurance (8,549 peers)
+26.0%
assets growth YoY

Cache Valley Bank Employee 401(k) Profit Sharing Plan's outsized position by total assets

Cache Valley Bank Employee 401(k) Profit Sharing Plan vs every filed plan by assets

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

$22,402,917 Top 28% higher than 72% 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

Cache Valley Bank Employee 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. Cache Valley Bank Employee 401(k) Profit Sharing Plan sits mid-pack in the medium band (322 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Cache Valley Bank Employee 401(k) Profit Sharing Plan reported net income rose from $3M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Cache Valley Bank Employee 401(k) Profit Sharing Plan end-of-year assets rose from $18M in the plan year 2023 filing to $22M in the plan year 2024 filing.
  • Cache Valley Bank Employee 401(k) Profit Sharing Plan reported participants rose from 312 in the plan year 2023 filing to 322 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 870310100 · Cache Valley Bank PY 2024 · 401(k)

Cache Valley Bank Employee 401(k) Profit Sharing Plan · $22M · 322 · 72nd

  • SCH $22M
  • SCH 322
  • SCH 72nd
  • SCH 401(k)
  • SCH near Nwt 401(k) Profit Sharing Plan
  • SCH ind #4959

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 →

Cache Valley Bank Employee 401(k) Profit Sharing Plan in the asset neighbourhood

Cache Valley Bank Employee 401(k) Profit Sharing PlanCache Valley Bank Employee 4…$22MNwt 401(k) Profit Sharing PlanNwt 401(k) Profit Sharing Pl…$22MRice Hall James 401(k) Profit Sharing PlanRice Hall James 401(k) Profi…$22MDreamscape Companies 401(k) PlanDreamscape Companies 401(k) …$22MRanpak Corp. 401(k) Profit Sharing Plan and TrustRanpak Corp. 401(k) Profit S…$22M
End-of-year total assets ($M) among Cache Valley Bank Employee 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Cache Valley Bank multi-year asset trail

Sponsor-wide plan assets over time

All Cache Valley Bank plans reported in each filing year

Latest sponsor-wide plan assets
$22M 55.2155937550209% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $14.4M $22.4M ▲ +55.2%
Year Plans Participants Total Assets
2022 1 317 $14M
2023 1 312 $18M
2024 1 322 $22M

Cache Valley Bank filing trail (2024)

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$22M
Net Income$5M
Employer EIN870310100
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Utah

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

Cache Valley Bank Employee 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 ($B) Participants Cache Valley Bank Employee 401(k) Profit Sharing Plan, Total assets ($B): 0.022402917 · Participants: 322Cache Valley Bank Employee 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
Cache Valley Bank Employee 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Utah, assets vs. participants
Compare Cache Valley Bank Employee 401(k) Profit Sharing Plan side-by-side with 3 peers →

Cache Valley Bank Employee 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 Nwt 401(k) Profit Sharing Plan in MD ($22M); by covered participants it is Superior Brokerage Services, Inc. 401(k) Plan in MN (322 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($22M here).

Similar participant headcount

Nearest other-state filings by covered participants (322 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 Cache Valley Bank Employee 401(k) Profit Sharing Plan assets move in 2024? ▼
Cache Valley Bank Employee 401(k) Profit Sharing Plan grew sharply - up 26.0% during 2024, from $18M to $22M. Reported net income was $5M.
How have Cache Valley Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cache Valley Bank's sponsor-wide assets grew 55.2%, from $14M to $22M.
Which 401(k) plans are similar in size to Cache Valley Bank Employee 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Nwt 401(k) Profit Sharing Plan in MD ($22M, 153 participants).
Which 401(k) plans cover a similar participant headcount to Cache Valley Bank Employee 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Superior Brokerage Services, Inc. 401(k) Plan in MN (322 participants, N/A 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 870310100.

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.