Orem, 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, Orem, UT has 67 loaded benefit plan(s) reported by 45 plan sponsor(s), with $671,289,433 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 67
- Plan sponsors
- 45
- Total reported assets (EOY)
- $671,289,433
- Latest filing year
- 2023
Largest loaded plans by reported assets
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Clyde Companies, Inc. 401(K) Retirement Plan | Clyde Companies, Inc. | $280,849,008 | 2023 |
| Mlsc Holding Co., Inc. Employee Stock Ownership Plan And Trust | Mlsc Holding Co., Inc. | $60,959,597 | 2023 |
| Squire & Company 401(K) Profit Sharing Plan | Squire & Company, Pc 401(K) Plan | $36,234,587 | 2023 |
| Mlsc Holding Co., Inc. Employees' Retirement Plan | Mlsc Holding Co. Inc. | $34,315,125 | 2023 |
| H&W Holding Company Employee Stock Ownership Plan | H & W Holding Company | $31,894,686 | 2023 |
| Moxtek 401(K) Plan | Moxtek, Inc. | $24,905,570 | 2023 |
| Novacoast, Inc. 401(K) Plan | Novacoast, Inc. | $21,215,559 | 2023 |
| First Colony Mortgage Corp. Profit Sharing Plan | First Colony Mortgage Corp. | $20,452,598 | 2023 |
| Unicity 401(K) Profit Sharing Plan | Unicity International, Inc. | $16,659,899 | 2023 |
| Securitymetrics Inc 401(K) Plan | Securitymetrics Inc | $14,674,050 | 2023 |
| Meridian 401(K) Plan | Meridian Executive Services LLC | $14,214,985 | 2023 |
| Infotrax 401(K) Plan | Infotrax Systems | $11,566,338 | 2023 |
| Fishbowl Solutions Retirement Plan | Fishbowl Solutions LLC | $10,974,795 | 2023 |
| Any Hour 401(K) Plan | Any Hour, Inc. | $9,701,553 | 2023 |
| Mitylite, Inc. 401(K) Profit Sharing Plan | Mity-Lite, Inc. | $8,353,334 | 2023 |
| Employee Benefits Leasing, Inc. 401(K) Plan | Employee Benefits Leasing, Inc. | $8,151,863 | 2023 |
| Complete Merchant Solutions 401(K) Ret. Plan | Complete Merchant Solutions, LLC | $8,078,959 | 2023 |
| Cascade Services, Inc. 401(K) Plan | Cascade Services, Inc. | $6,524,709 | 2023 |
| Studies Weekly 401(K) Plan | Studies Weekly, Inc | $6,427,705 | 2023 |
| Acumen Learning LLC 401(K) Profit Sharing Plan & Trust | Acumen Learning LLC | $5,694,734 | 2023 |
| Alpine Testing Solutions, Inc. Employee Stock Ownership Plan | Alpine Testing Solutions, Inc. | $5,639,464 | 2023 |
| Stonehenge 401(K) Plan | Stonehenge Of Orem LLC | $4,883,536 | 2023 |
| Vasa Fitness LLC Retirement Savings Plan | Vasa Fitness LLC | $3,831,108 | 2023 |
| Havenpark 401(K) Retirement Plan | Heartland Communities, LLC | $3,602,673 | 2023 |
| Zenger Folkman Company 401(K) Plan | Zenger Folkman Company | $2,951,069 | 2023 |
Largest plans in Orem → · Orem plans with financial data → · $1B+ plans in Orem → · Providers by reported compensation →
Related Form 5500 pages
- All UT Form 5500 filings
- Clyde Companies, Inc. 401(K) Retirement Plan (plan 002)
- Clyde Companies, Inc. — all reported plans
- Mlsc Holding Co., Inc. Employee Stock Ownership Plan And Trust (plan 002)
- Mlsc Holding Co., Inc. — all reported plans
- Squire & Company 401(K) Profit Sharing Plan (plan 002)
- Squire & Company, Pc 401(K) Plan — all reported plans
- Mlsc Holding Co., Inc. Employees' Retirement Plan (plan 001)
- H&W Holding Company Employee Stock Ownership Plan (plan 002)
- H & W Holding Company — all reported plans
- Moxtek 401(K) Plan (plan 001)
- Moxtek, Inc. — all reported plans
- Novacoast, Inc. 401(K) Plan (plan 001)
- Novacoast, Inc. — all reported plans
- First Colony Mortgage Corp. Profit Sharing Plan (plan 001)
- First Colony Mortgage Corp. — all reported plans
- Unicity 401(K) Profit Sharing Plan (plan 001)
- Unicity International, Inc. — all reported plans
- Securitymetrics Inc 401(K) Plan (plan 001)
- Securitymetrics Inc — all reported plans
- Meridian 401(K) Plan (plan 002)
- Meridian Executive Services LLC — all reported plans
- Infotrax 401(K) Plan (plan 001)
- Infotrax Systems — all reported plans
- Fishbowl Solutions Retirement Plan (plan 001)
- Fishbowl Solutions LLC — all reported plans
- Any Hour 401(K) Plan (plan 001)
- Any Hour, Inc. — all reported plans
- Mitylite, Inc. 401(K) Profit Sharing Plan (plan 001)
- Mity-Lite, Inc. — all reported plans
- Methodology
- Data sources