Plan5500

Roosevelt, 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, Roosevelt, UT has 8 loaded benefit plan(s) reported by 7 plan sponsor(s), with $69,677,012 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
8
Plan sponsors
7
Latest filing year
2023

What stands out in Roosevelt

  • 8 loaded plans hold $69.7M in reported assets across 7 sponsors.
  • The largest, Uintah Basin Medical Center 401k Profit Sharing Plan, holds 89% of reported Roosevelt plan assets.
  • Plans cover 2,024 participants — about 253 per plan.
  • 63% of loaded plans report full Schedule H/I financial statements.
  • 13% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$69.7MSummed across loaded plans$69,677,012
Total reported assets$69.7M$69,677,012
Total reported participants2K2,024
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$69.7M total assets
Net assets$69.7MLiabilities$0
Contributions & income
Employer contributions$3.3M
Participant contributions$2.7M
Total income / additions$18.1M
Expenses & distributions
Benefits paid / distributions$6M
Total expenses$5.9M
Net increase / (decrease)$12.2M

Data coverage

Plans with financial statements5 / 8 (63%)
Plans with provider compensation1 / 8 (13%)

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

Roosevelt market comparison

Largest plan share of assets89%Uintah Basin Medical Center 401k Profit Sharing Plan
Participants per plan253Average across loaded plans
Plan sponsors7
Ranked by reported assets

Largest loaded plans in Roosevelt

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

  1. 1
    Uintah Basin Medical Center 401k Profit Sharing Plan$61.8M
    Uintah Basin Medical Center · 2023
  2. 2
    3rd East Auto Parts, Inc. 401(K) Plan$5M
    3rd East Auto Parts, Inc. · 2023
  3. 3
    Seeley, Aycock, & Associates, Cpas, Pc Profit Sharing Plan$1.8M
    Aycock, Miles, & Associates · 2023
  4. 4
    Sci Automation, Inc. 401(K) Profit Sharing Plan And Trust$713.3K
    Sci Automation, Inc · 2023
  5. 5
    Bmw Hot Oil, Inc., 401k Plan$316.3K
    Bmw Hot Oil, Inc. · 2023
  6. 6
    Ubta-Ubet Communications Dba Strata Networks Welfare Benefit Plannot reported in the loaded dataset
    Ubta-Ubet Communications, Inc Dba Strata Networks · 2023
  7. 7
    Uintah Basin Medical Center, Inc. Welfare Benefit Plannot reported in the loaded dataset
    Uintah Basin Medical Center, Inc. · 2023
  8. 8
    Moon Lake Electric Association Inc. Welfare Plannot reported in the loaded dataset
    Moon Lake Electric Association Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Roosevelt, UT?
8 plan(s) reported by 7 sponsor(s) are loaded for Roosevelt, UT.

Related Form 5500 pages