Plan5500

Tooele, 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, Tooele, UT has 3 loaded benefit plan(s) reported by 3 plan sponsor(s), with $2,126,494 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
3
Plan sponsors
3
Latest filing year
2023

What stands out in Tooele

  • 3 loaded plans hold $2.1M in reported assets across 3 sponsors.
  • The largest, Bolinder Resources Holdings, Inc. Employee Stock Ownership Plan And Trust, holds 81% of reported Tooele plan assets.
  • Plans cover 172 participants — about 57 per plan.
  • 67% 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-$8.3MSummed across loaded plans-$8,255,379
Total reported assets$2.1M$2,126,494
Total reported participants172
Total reported liabilities$10.4M$10,381,873

Reported net position

Reported assets = net assets + liabilities (summed)$2.1M total assets
Net assets-$8.3MLiabilities$10.4M
Contributions & income
Employer contributions$421.7K
Participant contributionsNot reported
Total income / additions-$8.5M
Expenses & distributions
Benefits paid / distributionsNot reported
Total expenses$66.2K
Net increase / (decrease)-$8.6M

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation0 / 3 ()

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

Tooele market comparison

Largest plan share of assets81%Bolinder Resources Holdings, Inc. Employee Stock Ownership Plan And Trust
Participants per plan57Average across loaded plans
Plan sponsors3
Ranked by reported assets

Largest loaded plans in Tooele

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

  1. 1
    Bolinder Resources Holdings, Inc. Employee Stock Ownership Plan And Trust$1.7M
    Bolinder Resources · 2023
  2. 2
    Shannon D. Lawson, D.D.S., P.C. Profit Sharing Plan$401.3K
    Shannon D. Lawson, D.D.S., P.C. · 2023
  3. 3
    Creative Mines, LLC Welfare Benefit Plannot reported in the loaded dataset
    Creative Mines, LLC · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Tooele, UT?
3 plan(s) reported by 3 sponsor(s) are loaded for Tooele, UT.

Related Form 5500 pages