My Plan Facts

Employers › Utah

Employer · plans filed under one EIN

Campbell Companies

Salt Lake City, UT · Administrative and support and waste management services

Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances.

$150Mnet assets across plans
1,648participant records1,361 active
$5.8Memployer contributions, latest plan years$4,275 per active record
$231KSchedule C compensation to organisations$140.12 per participant record

2 retirement plans with 100 or more participants file Form 5500 under Campbell Companies's employer identification number (Salt Lake City, Utah). Their latest filings total 1,648 participant records and $150M in net assets.

The largest is Campbell Companies Bargaining Unit 401(k) Plan, a 401(k) plan with 925 participants. A person can be counted in more than one plan, so the participant total is a count of records rather than of people.

Employer contributions across the plans were $5.8M and participant contributions $9.2M in the latest plan years; benefits paid were $12.3M. Schedule C compensation reported to service provider organisations totalled $231K.

Combined net assets moved from $110M in 2020 to $150M in 2024 (up 36%). Plan mergers and spin-offs show up here as steps in the series.

Plans

PlanKindPlan yearParticipantsNet assetsPer participantEmployer / activeSch. C compensation
Campbell Companies Bargaining Unit 401(k) Plan401(k) plan2024925$56.6M$61,220$3,008$92K
Campbell Companies 401(k) Profit Sharing Plan and Trust401(k) plan2024723$93.0M$128,598$5,920$139K
US median, plan year 2024: DC plans $53,102 per participant, $2,175 employer contribution per active participant; DB plans $86,221 and $10,244.

Trend by plan year

2020: $110M2021: $123M2022: $106M2023: $131M2024: $150M$110M$150M202020222024
Combined net assets
2020: 1,0162021: 1,1152022: 1,3952023: 1,4572024: 1,6481,0161,648202020222024
Participant records
Plan yearPlansParticipant recordsNet assetsEmployer contributionsParticipant contributions
202421,648$150M$5.8M$9.2M
202321,457$131M$5.5M$7.7M
202221,395$106M$3.1M$6.5M
202121,115$123M$3.7M$5.0M
202021,016$110M$3.3M$4.2M

History of the plans listed above, in the years each filed the full Form 5500 with 100 or more participants. Plans that have since terminated are not included.

Service providers

OrganisationServices reportedPlansCompensation reported
Empower Annuity Insurance Company O—2$120,323
Kestra Advisory Services LLCInvestment advisory (plan)2$89,000
Carver Florek & James CPAS LLCInvestment advisory (plan); Accounting (including auditing)2$21,600

Organisations paid $5,000 or more by any of these plans, from Schedule C. Individuals are not shown.

Empower Annuity Insurance Company O$120K
Kestra Advisory Services LLC$89K
Carver Florek & James CPAS LLC$22K

Questions and answers

How many retirement plans does Campbell Companies have?

2 plans with 100 or more participants filed Form 5500 under its employer identification number for the latest plan years: Campbell Companies Bargaining Unit 401(k) Plan and Campbell Companies 401(k) Profit Sharing Plan and Trust. Smaller plans and plans filed under a subsidiary's number are not grouped here.

How much does Campbell Companies contribute to its plans?

$5,818,009 in employer contributions across these plans in their latest plan years, about $4,275 per active participant record. Form 5500 reports totals and not the match or accrual formula.

Who provides services to these plans?

Schedule C filings name Empower Annuity Insurance Company O, Kestra Advisory Services LLC and Carver Florek & James CPAS LLC. Only organisations paid $5,000 or more by a plan are listed on Schedule C.

Where does this come from?

Form 5500 annual reports filed with the Department of Labor's EFAST2 system, from the EBSA research files, with filings received through 24 Aug 2026. Figures are as filed and may be amended.

Provenance

Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, public domain, with filings received through 24 Aug 2026. Plans are grouped by the sponsor's employer identification number exactly as filed; a company that files under several EINs appears as several employers. See the methodology and corrections.