Plan5500

Herriman, 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, Herriman, UT has 13 loaded benefit plan(s) reported by 11 plan sponsor(s), with $11,646,421 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
13
Plan sponsors
11
Latest filing year
2023

What stands out in Herriman

  • 13 loaded plans hold $11.6M in reported assets across 11 sponsors.
  • The largest, Retirement Income Security Plan-Providence Hall, holds 81% of reported Herriman plan assets.
  • Plans cover 1,320 participants — about 102 per plan.
  • 77% of loaded plans report full Schedule H/I financial statements.
  • 8% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$11.6MSummed across loaded plans$11,646,421
Total reported assets$11.6M$11,646,421
Total reported participants1.3K1,320
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$11.6M total assets
Net assets$11.6MLiabilities$0
Contributions & income
Employer contributions$738.5K
Participant contributions$522K
Total income / additions$3.5M
Expenses & distributions
Benefits paid / distributions$874.4K
Total expenses$935.1K
Net increase / (decrease)$2.6M

Data coverage

Plans with financial statements10 / 13 (77%)
Plans with provider compensation1 / 13 (8%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Herriman, 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

Herriman market comparison

Largest plan share of assets81%Retirement Income Security Plan-Providence Hall
Participants per plan102Average across loaded plans
Plan sponsors11
Ranked by reported assets

Largest loaded plans in Herriman

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

  1. 1
    Retirement Income Security Plan-Providence Hall$9.4M
    Providence Hall · 2023
  2. 2
    Cobalt 3 Inc. Retirement Plan$817.7K
    Cobalt 3 Inc. · 2023
  3. 3
    Hoggan Capital Inc 401(K) Plan$440.9K
    Hoggan Capital Inc · 2023
  4. 4
    Pappy Inc. 401(K) Plan$417.3K
    Pappy Inc. · 2023
  5. 5
    New Heights Management Inc 401(K) Plan$159.6K
    New Heights Management Inc · 2023
  6. 6
    Quality Convenience Group Profit Sharing Plan$155K
    Quality Convenience Group, Inc. · 2023
  7. 7
    Tsubaki One 401k$78.1K
    Tsubaki One Inc. · 2023
  8. 8
    Jarnel, Inc. 401(K) Plan$71.6K
    Jarnel, Inc. · 2023
  9. 9
    Rj Fusion Inc 401(K) Plan$46.5K
    Rj Fusion Inc · 2023
  10. 10
    Treme Corporation 401k Profit Sharing Plan$27K
    Treme Corporation · 2023
  11. 11
    Bullfrog Spas Life Insurance Plannot reported in the loaded dataset
    Bullfrog International, L.C. · 2023
  12. 12
    Bullfrog International Vision Plannot reported in the loaded dataset
    Bullfrog International, L.C. · 2023
  13. 13
    Bullfrog Spas Employee Benefit Plannot reported in the loaded dataset
    Bullfrog International, L.C. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Herriman, UT?
13 plan(s) reported by 11 sponsor(s) are loaded for Herriman, UT.

Related Form 5500 pages