Salt Lake, 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, Salt Lake, UT has 1 loaded benefit plan(s) reported by 1 plan sponsor(s), with $683,899 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
1
Plan sponsors
1
Latest filing year
2023

What stands out in Salt Lake

  • 1 loaded plans hold $683.9K in reported assets across 1 sponsors.
  • The largest, Brookfield - Pinnacle Schools 401(K) Plan, holds 100% of reported Salt Lake plan assets.
  • Plans cover 86 participants — about 86 per plan.
  • 100% of loaded plans report full Schedule H/I financial statements.
  • report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$683.9KSummed across loaded plans$683,899
Total reported assets$683.9K$683,899
Total reported participants86
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$683.9K total assets
Net assets$683.9KLiabilities$0
Contributions & income
Employer contributions$0
Participant contributions$56.4K
Total income / additions$155.9K
Expenses & distributions
Benefits paid / distributions$8.9K
Total expenses$9.2K
Net increase / (decrease)$146.7K

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation0 / 1 ()

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

Salt Lake market comparison

Largest plan share of assets100%Brookfield - Pinnacle Schools 401(K) Plan
Participants per plan86Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in Salt Lake

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

  1. 1
    Brookfield School, Inc. · 2023

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Salt Lake, UT?
1 plan(s) reported by 1 sponsor(s) are loaded for Salt Lake, UT.

Related Form 5500 pages