401(k) · DOL Form 5500 · 2024

Utah Association of Public Charter Schools 401(k) Plan

Data updated 2026-08-11

$47M
Total assets: 2,070
Participants: 84th
Percentile by assets: $22,869
Avg per participant

Official DOL plan name: Utah Association of Public Charter Schools Retirement Plan · Sponsored by Utah Association of Public Charter Schools · Utah · Educational Services

$47M in assets, 2,070 participants

Utah Association of Public Charter Schools's Utah Association of Public Charter Schools Retirement Plan reported $47M in total assets and 2,070 participants in its 2024 DOL Form 5500 filing, ranking in the 84th 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.

84th percentile by assets (of 123,622 plans)
#2,582 in Educational Services (3,638 peers)

Coverage in Utah

Utah Association of Public Charter Schools Retirement Plan covers 2,070 participants in Utah, 3.5x the typical Utah plan (state average ~592 per filing). Assets: $47M.

$47M
total plan assets (2024 EOY): 2,070
covered participants: 84th
percentile by assets (of 123,622 plans): $22,869
avg assets per participant

Where Utah Association of Public Charter Schools Retirement Plan sits by total assets

Utah Association of Public Charter Schools Retirement Plan vs every filed plan by assets

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

$47,338,487 Top 16% higher than 84% of 123,620 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Utah Association of Public Charter Schools Retirement Plan end-of-year assets rose from $39M in the plan year 2023 filing to $47M in the plan year 2024 filing.
Utah Association of Public Charter Schools Retirement Plan reported net income rose from $7M in the plan year 2023 filing to $8M in the plan year 2024 filing.
Utah Association of Public Charter Schools Retirement Plan reported participants rose from 2,006 in the plan year 2023 filing to 2,070 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

Utah

Industry

Educational Services

Participants vs Utah filers

In Utah, the average filing covers about 592 participants across 1,280 plans. Utah Association of Public Charter Schools Retirement Plan reports 2,070 participants - 3.5x that state average ($47M EOY assets).

Utah filing particulars

Total Assets (Beginning of Year)	$39M
Net Assets (End of Year)	$47M
Net Income	$8M
Employer EIN	562429582
Plan Effective Date	2012-07-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Utah Association of Public Charter Schools)

Total plan assets by year, all Utah Association of Public Charter Schools plans on file

Year	Plans	Participants	Total Assets
2022	1	1,449	$32M
2023	1	2,006	$39M
2024	1	2,070	$47M

Nearby 401(k) Plans in Utah

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

Utah Association of Public Charter Schools Retirement Plan vs. nearby 401(k) plans in Utah, assets vs. participants

Intermountain Health 401(k) Plan $6.8B · 68,360
Deseret 401(k) Plan $6.1B · 25,301
Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan $1.9B · 9,972
Skywest, Inc. Employees' Retirement Plan $1.4B · 14,259
Rio Tinto America Inc. 401(k) Savings Plan and Investment Partnership Plan $687M · 1,926

Compare Utah Association of Public Charter Schoo… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Utah Association of Public Charter Schools Retirement Plan by total assets, not by location.

Clinicomp International 401(k) Profit Sharing Plan (CA) $47M · 148
Asmpt 401(k) Plan (MA) $47M · 374
Coastal1 Credit Union 401(k) Plan (RI) $47M · 286
Four Seasons Retirement Savings Plan (PA) $47M · 868

Frequently Asked Questions

How did Utah Association of Public Charter Schools Retirement Plan assets move in 2024? ▼

Utah Association of Public Charter Schools Retirement Plan grew sharply - up 20.7% during 2024, from $39M to $47M. Reported net income was $8M.

How have Utah Association of Public Charter Schools plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Utah Association of Public Charter Schools's sponsor-wide assets grew 47.5%, from $32M to $47M.

Where does Utah Association of Public Charter Schools Retirement Plan rank by assets among Form 5500 filers? ▼

Utah Association of Public Charter Schools Retirement Plan ranks in the 84th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).

Which 401(k) plans are similar in size to Utah Association of Public Charter Schools Retirement Plan? ▼

Among 401(k) plans in other states, the closest by assets is Clinicomp International 401(k) Profit Sharing Plan in CA ($47M, 148 participants).

Next read for Utah Association of Public Charter Schoo…

Filing takeaways

Ways to act on Utah Association of Public Charter Schools Retirement Plan's numbers.

By total assets, Utah Association of Public Charter Schools Retirement Plan ranks in the top quartile of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in Utah. Compare plans
Utah Association of Public Charter Schools's sponsor-wide assets have grown 47.5% since 2022 across 3 plan years on file. More Educational Services plans

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 562429582.