401(k) · DOL Form 5500 · 2024
Utah Association of Public Charter Schools 401(k) Plan
Data updated 2026-08-25
- $47M
- Total assets Below avg plan size
- 2,070
- Participants Near avg headcount
- 84th
- Percentile by assets National rank
- $22,869
- Avg per participant Low balance/head
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.
- #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.
- #2,582
- in Educational Services (3,638 peers)
- +20.7%
- assets growth YoY
- 0.5×
- vs typical plan assets (national mean)
Utah Association of Public Charter Schools Retirement Plan's outsized position 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's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Utah Association of Public Charter Schools Retirement Plan lands in the large band (2,070 participants).
What changed between DOL Form 5500 filings
plan year 2023 → 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.
EBSA filing schedule strip
Filing strip 562429582 · Utah Association of Public Charter Schools PY 2024 · 401(k)
Utah Association of Public Charter Schools Retirement Plan · $47M · 2,070 · 84th
- EBSA $47M
- PART 2,070
- TYPE 84th
- NET 401(k)
- BOOK near Clinicomp International 401(k) Profit Sharing Plan
- VS-ST ind #2582
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 Educational Services retirement plans → · Plans in Utah →
Utah Association of Public Charter Schools Retirement Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Utah Association of Public Charter Schools plans reported in each filing year
- Latest sponsor-wide plan assets
- $47M 47.4600518138976% vs 2022
- 2024 filing year
| 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.
- 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
Utah Association of Public Charter Schools Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Utah, the nearest 401(k) by assets is Clinicomp International 401(k) Profit Sharing Plan in CA ($47M); by covered participants it is Co-Op 401(k) Plan in ID (2,070 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($47M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (2,070 participants); asset peers above are excluded.
- Co-Op 401(k) Plan (ID) 2,070 · 0 off
- Nrsi 401(k) Plan (NV) 2,070 · 0 off
- Andersen Tax LLC Tax Reduction Investment Plan (CA) 2,070 · 0 off
- Employee Savings Plan for Evergreen Packaging (IL) 2,070 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.