Other · DOL Form 5500 · 2024

Wasatch Academy Retirement Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
53
Participants Small participant base
62nd
Percentile by assets National rank
$257,090
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Wasatch Academy Pension Plan · Sponsored by Wasatch Academy · Utah · Other Services

$14M in assets, 53 participants

Wasatch Academy's Wasatch Academy Pension Plan reported $14M in total assets and 53 participants in its 2024 DOL Form 5500 filing, ranking in the 62nd 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.

  • #6,088 in Other Services (7,719 peers)

Wasatch Academy multi-year trail

Wasatch Academy's plans moved +16.2% in assets from 2022 to 2024; this filing shows Wasatch Academy Pension Plan at $14M / 53 participants.

#6,088
in Other Services (7,719 peers)
+4.4%
assets growth YoY

Wasatch Academy Pension Plan's mid-pack asset rank among Other Services and all filers

Wasatch Academy Pension Plan vs every filed plan by assets

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

$13,625,749 Top 38% higher than 62% 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

Wasatch Academy Pension 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. Wasatch Academy Pension Plan is a small filing (53 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Wasatch Academy Pension Plan reported net income fell from $1M in the plan year 2023 filing to $570K in the plan year 2024 filing.
  • Wasatch Academy Pension Plan reported participants rose from 45 in the plan year 2023 filing to 53 in the plan year 2024 filing.
  • Wasatch Academy Pension Plan end-of-year assets rose from $13M in the plan year 2023 filing to $14M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 870290194 · Wasatch Academy PY 2024 · Other

Wasatch Academy Pension Plan · $14M · 53 · 62nd

  • ASSETS $14M
  • PCT 53
  • EIN 62nd
  • RANK Other
  • PHOTO near Peninsula Humane Society & Spca Retirement Plan
  • IND ind #6088

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 Other Services retirement plans → · Plans in Utah →

Wasatch Academy Pension Plan in the asset neighbourhood

University Corporation for Advanced Internet Development Tda PlanUniversity Corporation for A…$14MGoodwill Industries of Central Florida 403(b) PlanGoodwill Industries of Centr…$14MWasatch Academy Pension Plan$14MPeninsula Humane Society & Spca Retirement PlanPeninsula Humane Society & S…$14MLincoln Primary Care Center, Inc. 403(b) DC PlanLincoln Primary Care Center,…$14M
End-of-year total assets ($M) among Wasatch Academy Pension Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Wasatch Academy multi-year asset trail

Sponsor-wide plan assets over time

All Wasatch Academy plans reported in each filing year

Latest sponsor-wide plan assets
$14M 16.24543201892926% vs 2022
2024 filing year
$11M$12M$13M$14M 202220232024 $11.7M $13.6M ▲ +16.3%
Year Plans Participants Total Assets
2022 1 53 $12M
2023 1 45 $13M
2024 1 53 $14M

Wasatch Academy filing trail (2024)

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$14M
Net Income$570K
Employer EIN870290194
Plan Effective Date1974-01-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Utah

Peer Other plans, same state, same plan type, ranked by total assets.

Wasatch Academy Pension Plan vs. nearby Other plans in Utah, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -1000100200300400 Total assets ($M) Participants Wasatch Academy Pension Plan, Total assets ($M): 13.625749 · Participants: 53Wasatch Academy Pension PlanIntermountain Health 403(b) Plan, Total assets ($M): 341.695 · Participants: 44356Intermountain Health 403(b) PlanBrigham Young University Tax-Deferred Annuity Plan, Total assets ($M): 188.657521 · Participants: 293Brigham Young University Tax-Deferred Annuity PlanIntermountain Ironworkers' Tax Deferral Plan, Total assets ($M): 118.559543 · Participants: 1229Intermountain Ironworkers' Tax Deferral PlanWestminster University Defined Contribution Retirement Plan, Total assets ($M): 86.737344 · Participants: 331Westminster University Defined Contribution Retirement PlanChildren's Miracle Network 403(b) Plan, Total assets ($M): 53.299845 · Participants: 178Children's Miracle Network 403(b) Plan
Wasatch Academy Pension Plan vs. nearby Other plans in Utah, assets vs. participants
Compare Wasatch Academy Pension Plan side-by-side with 3 peers →

Wasatch Academy Pension Plan's out-of-state Other peers by assets and headcount

Outside Utah, the nearest Other by assets is Peninsula Humane Society & Spca Retirement Plan in CA ($14M); by covered participants it is 403(b) Thrift Plan of Big Brothers Big Sisters Independence Region in PA (53 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (53 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 Wasatch Academy Pension Plan assets move in 2024? ▼
Wasatch Academy Pension Plan edged up modestly - up 4.4% during 2024, from $13M to $14M. Reported net income was $570K.
How have Wasatch Academy plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wasatch Academy's sponsor-wide assets grew 16.2%, from $12M to $14M.
Which Other plans are similar in size to Wasatch Academy Pension Plan? ▼
Among Other plans in other states, the closest by assets is Peninsula Humane Society & Spca Retirement Plan in CA ($14M, 139 participants).
Which Other plans cover a similar participant headcount to Wasatch Academy Pension Plan? ▼
Among Other plans in other states, the closest by covered participants is 403(b) Thrift Plan of Big Brothers Big Sisters Independence Region in PA (53 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 870290194.

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.