Find an old Deseret Mutual Benefit Administrators 401(k)

Who to contact about an account in each of the 3 Deseret Mutual Benefit Administrators plans, from the filings. Free, no sign-up, no Social Security number.

Deseret 401(k) Plan

Deseret Mutual Benefit Administrators · Plan 003 · EIN 87-0440163 · Salt Lake City, UT

Active · plan year 2025 filing401(k)
Plan administratorDeseret Mutual Benefit Administrators
PO Box 45530, Salt Lake City, UT 84145
Form 5500 ↗
Recordkeeper (who holds the accounts)Empower Trust Company LLCSchedule C ↗
Former employees with balances11,304 separated participants still had money in the planForm 5500 ↗

Deseret Mutual Puerto Rico Thrift Plan

Deseret Mutual Benefit Administrators · Plan 005 · EIN 87-0440163 · Salt Lake City, UT

Active · plan year 2025 filingProfit-sharing
Plan administratorDeseret Mutual Benefit Administrators
P.O. Box 45530, Salt Lake City, UT 84145
Form 5500 ↗
Recordkeeper (who holds the accounts)Not listed on Schedule C (small plans often don't file one)
Former employees with balances7 separated participants still had money in the planForm 5500 ↗

Deseret Mutual Master Retirement Plan

Deseret Mutual Benefit Administrators · Plan 001 · EIN 87-0440163 · Salt Lake City, UT

Active · plan year 2024 filingPension (defined benefit)
Plan administratorDeseret Mutual Benefit Administrators
PO Box 45530, Salt Lake City, UT 84145-0530
Form 5500 ↗
Recordkeeper (who holds the accounts)Factset Research Systems IncSchedule C ↗
Former employees with balances3,895 separated participants still had money in the planForm 5500 ↗

Deseret Mutual Benefit Administrators 401(k) match, vesting and fees →

Found it? Your options

Leave itOften allowed if your balance is over $7,000. You keep the plan's investments and fees.
Move it to your new job's planIf the new plan accepts roll-ins. Ask the new plan's recordkeeper.
Roll it into an IRAMore investment choices, and you control it. A direct rollover avoids withholding and penalties.
Cash outUsually taxed, plus a 10% penalty if you are under 59½.

General information, not financial or tax advice. Rules depend on your plan and situation.

How to track down the account

  1. Call the plan administrator or recordkeeper listed on the filing. Have your name, Social Security number and dates of employment ready.
  2. If the plan terminated, ask the administrator where balances went (another plan, an IRA provider, or a state unclaimed-property office).
  3. Over 65? Also check the Department of Labor's Retirement Savings Lost and Found database.

Common questions

How do I find my old Deseret Mutual Benefit Administrators 401(k)?

Contact the plan administrator listed on the plan's Form 5500 filing: Deseret Mutual Benefit Administrators, (801) 578-5600. The accounts are held by the recordkeeper, Empower Trust Company LLC. Have your Social Security number and dates of employment ready.

What is the Deseret Mutual Benefit Administrators 401(k) phone number?

The plan administrator phone number on the plan year 2025 filing is (801) 578-5600.

Contacts are as filed on each plan's latest Form 5500 and may be out of date. PlanFacts is not affiliated with Deseret Mutual Benefit Administrators and does not hold accounts. Not financial advice. Report a correction