West Valley, 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, West Valley, UT has 12 loaded benefit plan(s) reported by 11 plan sponsor(s), with $249,536,941 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
12
Plan sponsors
11
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$249,536,941
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$237,278,190

Contributions & income

Employer contributions
$5,805,684
Participant contributions
$18,941,814
Total income / additions
$67,656,805

Expenses & distributions

Benefits paid / distributions
$40,007,498
Total expenses
$40,713,688
Net increase / (decrease)
$26,943,117

Coverage

Total reported participants
11,838
Plans with financial statements
5
Plans with provider compensation
6

Totals sum the latest loaded 2023 public Form 5500 filing per plan for West Valley, 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.

Largest loaded plans by reported assets

Largest loaded plans in West Valley, UT
PlanSponsorReported assets (EOY)Year
Boart Longyear Company 401(K) Savings PlanBoart Longyear Company$128,432,7712023
Harmon City, Inc. 401(K) Retirement Savings PlanHarmon City, Inc.$83,475,0132023
Haynie & Co. 401(K) PlanHaynie & Company$20,541,1002023
Fassio Egg Farms, Inc 401(K) Profit Sharing PlanFassio Egg Farms, Inc.$12,258,7512023
Intermountain Home Services, LLC 401(K) PlanIntermountain Home Services, LLC$4,829,3062023
Deseret First Credit Union Cafeteria PlanDeseret First Federal Credit Unionnot reported in the loaded dataset2023
Peak Industrial Inc. Health & Welfare Benefit PlanPeak Industrial Inc.not reported in the loaded dataset2023
Boart Longyear Company Employee Benefits PlanBoart Longyear Companynot reported in the loaded dataset2023
Community Health Centers Inc Employee Benefit PlanCommunity Health Centers Incnot reported in the loaded dataset2023
Mission Health Services Health & Welfare Benefit PlanMission Health Servicesnot reported in the loaded dataset2023
Campbell Companies Cafeteria PlanCampbell Companiesnot reported in the loaded dataset2023
Utah Trucking AssociationUtah Trucking Associationnot reported in the loaded dataset2023

Related Form 5500 pages