Plan5500

Moab, 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, Moab, UT has 3 loaded benefit plan(s) reported by 2 plan sponsor(s), with $24,262,731 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
2
Latest filing year
2023

What stands out in Moab

  • 3 loaded plans hold $24.3M in reported assets across 2 sponsors.
  • The largest, Moab Valley Healthcare, Inc. Retirement Plan, holds 87% of reported Moab plan assets.
  • Plans cover 799 participants — about 266 per plan.
  • 67% of loaded plans report full Schedule H/I financial statements.
  • 67% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$24.3MSummed across loaded plans$24,262,731
Total reported assets$24.3M$24,262,731
Total reported participants799
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$24.3M total assets
Net assets$24.3MLiabilities$0
Contributions & income
Employer contributions$1M
Participant contributions$1.9M
Total income / additions$6.5M
Expenses & distributions
Benefits paid / distributions$731.7K
Total expenses$836.7K
Net increase / (decrease)$5.7M

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation2 / 3 (67%)

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

Moab market comparison

Largest plan share of assets87%Moab Valley Healthcare, Inc. Retirement Plan
Participants per plan266Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Moab

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

  1. 1
    Moab Valley Healthcare, Inc. Retirement Plan$21.2M
    Moab Valley Healthcare, Inc. · 2023
  2. 2
    Lisbon Valley Mining Company 401(K) Plan$3.1M
    Lisbon Valley Mining Company · 2023
  3. 3
    Moab Valley Healthcarenot reported in the loaded dataset
    Moab Valley Healthcare · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Moab, UT?
3 plan(s) reported by 2 sponsor(s) are loaded for Moab, UT.

Related Form 5500 pages