UT Form 5500 retirement and benefit plan filings
State 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, UT has 2,110 loaded benefit plan(s) reported by 1,515 plan sponsor(s), with $57,553,845,307 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 2,110
- Plan sponsors
- 1,515
- Latest filing year
- 2023
What stands out in UT
- 2,110 loaded plans hold $57.6B in reported assets across 1,515 sponsors.
- The largest, Deseret Mutual Master Retirement Plan, holds 13% of reported UT plan assets.
- Plans cover 1,608,474 participants — about 762 per plan.
- 62% of loaded plans report full Schedule H/I financial statements.
- 38% report Schedule C provider compensation.
Reported financial aggregate
Reported net position
Data coverage
Totals sum the latest loaded 2023 public Form 5500 filing per plan for 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.
Cities by loaded plan count
- Salt Lake City, UT — 581 plan(s)
- Lehi, UT — 114 plan(s)
- Sandy, UT — 98 plan(s)
- Draper, UT — 97 plan(s)
- South Jordan, UT — 90 plan(s)
- Provo, UT — 82 plan(s)
- Ogden, UT — 72 plan(s)
- Orem, UT — 67 plan(s)
- Murray, UT — 62 plan(s)
- Logan, UT — 49 plan(s)
- West Jordan, UT — 47 plan(s)
- St. George, UT — 40 plan(s)
- West Valley City, UT — 38 plan(s)
- Park City, UT — 37 plan(s)
- Pleasant Grove, UT — 36 plan(s)
UT market comparison
Largest loaded UT plans
Bars show each plan's reported end-of-year assets relative to the largest.
- 1Deseret Mutual Benefit Administrators · Salt Lake City · 2023
- 2Intermountain Health Care, Inc. · Salt Lake City · 2023
- 3
- 4
- 5Zions Bancorporation, National Association · Salt Lake City · 2023
- 6
- 7
- 8
- 9Rio Tinto America Inc. · South Jordan · 2023
- 10
- 11
- 12
- 13
- 14
- 15Myriad Genetics, Inc. · Salt Lake City · 2023
Largest UT plans → · UT plans by participants → · UT plans with financial data → · UT plans with provider compensation → · $1B+ UT plans →
Frequently asked questions
- How many Form 5500 benefit plans are loaded for UT?
- 2,110 plan(s) reported by 1,515 sponsor(s) are loaded for UT.
Related Form 5500 pages
- Salt Lake City, UT Form 5500 filings
- Lehi, UT Form 5500 filings
- Sandy, UT Form 5500 filings
- Draper, UT Form 5500 filings
- South Jordan, UT Form 5500 filings
- Provo, UT Form 5500 filings
- Ogden, UT Form 5500 filings
- Orem, UT Form 5500 filings
- Murray, UT Form 5500 filings
- Logan, UT Form 5500 filings
- West Jordan, UT Form 5500 filings
- St. George, UT Form 5500 filings
- West Valley City, UT Form 5500 filings
- Park City, UT Form 5500 filings
- Pleasant Grove, UT Form 5500 filings
- Deseret Mutual Master Retirement Plan (plan 001)
- Intermountain Healthcare Savings Plus 401(K) Plan (plan 002)
- Deseret 401(K) Plan (plan 003)
- Intermountain Healthcare Pension Plan (plan 001)
- Zions Bancorporation, N.A. Payshelter 401k And Employee Stock Ownership Plan (plan 006)
- Skywest, Inc. Employees' Retirement Plan (plan 001)
- Rio Tinto America Inc. Retirement Plan (plan 001)
- Autoliv Asp, Inc. Employee Savings And Investment Plan (plan 036)
- Rio Tinto America Inc. 401(K) Savings Plan And Investment Partnership Plan (plan 002)
- Retirement Income Security Plan (plan 333)
- Methodology
- Data sources