Plan5500

Bluffdale, UT Form 5500 retirement and benefit plan filings

City Form 5500 summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Bluffdale, UT has 5 loaded benefit plan(s) reported by 5 plan sponsor(s), with $33,540,437 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
5
Plan sponsors
5
Latest filing year
2023

What stands out in Bluffdale

  • 5 loaded plans hold $33.5M in reported assets across 5 sponsors.
  • The largest, Stova Group, LLC 401(K) Profit Sharing & Trust, holds 34% of reported Bluffdale plan assets.
  • Plans cover 1,277 participants — about 255 per plan.
  • 80% of loaded plans report full Schedule H/I financial statements.
  • 60% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$33.5MSummed across loaded plans$33,540,437
Total reported assets$33.5M$33,540,437
Total reported participants1.3K1,277
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$33.5M total assets
Net assets$33.5MLiabilities$0
Contributions & income
Employer contributions$1.6M
Participant contributions$3.4M
Total income / additions$9.9M
Expenses & distributions
Benefits paid / distributions$3.5M
Total expenses$3.7M
Net increase / (decrease)$6.1M

Data coverage

Plans with financial statements4 / 5 (80%)
Plans with provider compensation3 / 5 (60%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Bluffdale, UT plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Bluffdale market comparison

Largest plan share of assets34%Stova Group, LLC 401(K) Profit Sharing & Trust
Participants per plan255Average across loaded plans
Plan sponsors5
Ranked by reported assets

Largest loaded plans in Bluffdale

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Stova Group, LLC 401(K) Profit Sharing & Trust$11.5M
    Stova Group, LLC · 2023
  2. 2
    Bull Frog International, L.C. 401(K) Plan$9.9M
    Bullfrog International, L.C. · 2023
  3. 3
    Audio Enhancement 401(K) Plan$9.4M
    Audio Enhancement, Inc. · 2023
  4. 4
    Intermountain Plantings, Inc. Esop$2.8M
    Intermountain Plantings Management, Inc. · 2023
  5. 5
    B&B Payrollnot reported in the loaded dataset
    B&B Payroll · 2023

Largest plans in Bluffdale → · Bluffdale plans by participants → · Bluffdale plans with financial data → · Bluffdale plans with provider compensation → · $1B+ plans in Bluffdale →

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Bluffdale, UT?
5 plan(s) reported by 5 sponsor(s) are loaded for Bluffdale, UT.

Related Form 5500 pages