401(k) · DOL Form 5500 · 2024

Utah Legal Services, Inc. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
93
Participants Small participant base
40th
Percentile by assets National rank
$46,959
Avg per participant Low balance/head
PlainRetire home → About this data

Official DOL plan name: Utah Legal Services, Inc. 403(b) Plan · Sponsored by Utah Legal Services, Inc. · Utah · Professional & Technical Services

$4M in assets, 93 participants

Utah Legal Services, Inc.'s Utah Legal Services, Inc. 403(b) Plan reported $4M in total assets and 93 participants in its 2024 DOL Form 5500 filing, ranking in the 40th 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.

  • #7,452 in Professional & Technical Services (20,173 peers)

2024 asset change

Utah Legal Services, Inc. 403(b) Plan declined sharply 21.1% in 2024 ($6M → $4M) for 93 participants.

#7,452
in Professional & Technical Services (20,173 peers)
-21.1%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Utah Legal Services, Inc. 403(b) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Utah Legal Services, Inc. 403(b) Plan vs every filed plan by assets

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

$4,367,229 40th percentile higher than 40% 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 Legal Services, Inc. 403(b) 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 Legal Services, Inc. 403(b) Plan is a small filing (93 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 870298910 · Utah Legal Services, Inc. PY 2024 · 401(k)

Utah Legal Services, Inc. 403(b) Plan · $4M · 93 · 40th

  • 5500 $4M
  • ASSETS 93
  • PCT 40th
  • EIN 401(k)
  • RANK near Agate Software, Inc. 401(k) Retirement Plan
  • PHOTO ind #7452

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 →

Utah Legal Services, Inc. 403(b) Plan in the asset neighbourhood

Utah Legal Services, Inc. 403(b) PlanUtah Legal Services, Inc. 40…$4MAgate Software, Inc. 401(k) Retirement PlanAgate Software, Inc. 401(k) …$4M403(b) Thrift Plan for Employees of Child and Adolescent Behavioral Health403(b) Thrift Plan for Emplo…$4MTelesis Corporation 401(k) PlanTelesis Corporation 401(k) P…$4MWindward Fund 401(k) Plan$4M
End-of-year total assets ($M) among Utah Legal Services, Inc. 403(b) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

2024 asset-move particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$4M
Net Income-$1M
Employer EIN870298910
Plan Effective Date1989-02-26
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Utah

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

Utah Legal Services, Inc. 403(b) Plan vs. nearby 401(k) plans in Utah, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Utah Legal Services, Inc. 403(b) Plan, Total assets ($B): 0.004367229 · Participants: 93Utah Legal Services, Inc. 403(b) 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 Legal Services, Inc. 403(b) Plan vs. nearby 401(k) plans in Utah, assets vs. participants

Utah Legal Services, Inc. 403(b) Plan's out-of-state 401(k) peers by assets and headcount

Outside Utah, the nearest 401(k) by assets is Agate Software, Inc. 401(k) Retirement Plan in MI ($4M); by covered participants it is Burns Pest Elimination, Inc. 401(k) Plan in AZ (93 participants). Same-state nearby plans are listed separately above.

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 Legal Services, Inc. 403(b) Plan assets move in 2024?
Utah Legal Services, Inc. 403(b) Plan declined sharply - down 21.1% during 2024, from $6M to $4M. Reported net income was -$1M.
Which 401(k) plans are similar in size to Utah Legal Services, Inc. 403(b) Plan?
Among 401(k) plans in other states, the closest by assets is Agate Software, Inc. 401(k) Retirement Plan in MI ($4M, 100 participants).
Which 401(k) plans cover a similar participant headcount to Utah Legal Services, Inc. 403(b) 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).