ESOP · DOL Form 5500 · 2022

Mountain Research, Inc. ESOP

Data updated 2026-08-25

$2M
Total assets Small plan by assets
28
Participants Small participant base
32nd
Percentile by assets National rank
$65,522
Avg per participant Low balance/head
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Official DOL plan name: Mountain Research, Inc. Employee Stock Ownership Plan · Sponsored by Mountain Research, Inc. · Pennsylvania · Professional & Technical Services

$2M in assets, 28 participants

Mountain Research, Inc.'s Mountain Research, Inc. Employee Stock Ownership Plan reported $2M in total assets and 28 participants in its 2022 DOL Form 5500 filing, ranking in the 32nd percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #6,266 in Professional & Technical Services (21,562 peers)

Mountain Research, Inc. multi-year trail

Mountain Research, Inc.'s plans moved +15.8% in assets from 2022 to 2024; this filing shows Mountain Research, Inc. Employee Stock Ownership Plan at $2M / 28 participants.

#6,266
in Professional & Technical Services (21,562 peers)
-9.8%
assets change YoY

The plan reported a net loss of $183K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Mountain Research, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets

Mountain Research, Inc. Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$1,834,615 32nd percentile higher than 32% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Mountain Research, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Mountain Research, Inc. Employee Stock Ownership Plan is a small filing (28 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 201990509 · Mountain Research, Inc. PY 2022 · ESOP

Mountain Research, Inc. Employee Stock Ownership Plan · $2M · 28 · 32nd

  • RANK $2M
  • RANK 28
  • RANK 32nd
  • RANK ESOP
  • RANK near Vermette Machine Company, Inc. Employee Stock Ownership Plan
  • RANK ind #6266

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with What is an ESOP? → · Plans in Pennsylvania →

Mountain Research, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Ambac International Corporation Employee Stock Ownership PlanAmbac International Corporat…$2MFoxx Equipment Company Employee Stock Ownership Plan and TrustFoxx Equipment Company Emplo…$2MCableconn Industries Inc. Employee Stock Ownership PlanCableconn Industries Inc. Em…$2MMountain Research, Inc. Employee Stock Ownership PlanMountain Research, Inc. Empl…$2MVermette Machine Company, Inc. Employee Stock Ownership PlanVermette Machine Company, In…$2M
End-of-year total assets ($M) among Mountain Research, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Mountain Research, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Mountain Research, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 15.785600793627% vs 2022
2024 filing year
$1.6M$1.8M$2M$2.2M$2.4M 202220232024 $1.83M $2.12M ▲ +15.8%
Year Plans Participants Total Assets
2022 1 28 $2M
2023 1 31 $2M
2024 1 36 $2M

Mountain Research, Inc. filing trail (2022)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$183K
Employer EIN201990509
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Pennsylvania

Peer ESOP plans, same state, same plan type, ranked by total assets.

Mountain Research, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -1012345 Total assets ($B) Participants Mountain Research, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.001834615 · Participants: 28Mountain Research, Inc. Employee Stock Ownership PlanWawa, Inc. Employee Stock Ownership Plan, Total assets ($B): 4.519811811 · Participants: 22323Wawa, Inc. Employee Stock Ownership PlanBradford White Corporation Employee Stock Ownership Plan and Trust Agreement, Total assets ($B): 1.154561341 · Participants: 337Bradford White Corporation Employee Stock Ownership Plan and Trust AgreementSheetz, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.533697969 · Participants: 12847Sheetz, Inc. Employee Stock Ownership PlanCentimark Corporation Employee Stock Ownership Plan and Trust, Total assets ($B): 0.48126732 · Participants: 2268Centimark Corporation Employee Stock Ownership Plan and TrustNewage Industries, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.310383492 · Participants: 304Newage Industries, Inc. Employee Stock Ownership Plan
Mountain Research, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants
Compare Mountain Research, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Mountain Research, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Pennsylvania, the nearest ESOP by assets is Vermette Machine Company, Inc. Employee Stock Ownership Plan in IN ($2M); by covered participants it is Clay County Savings Bank Employee Stock Ownership Plan in MO (28 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (28 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Mountain Research, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Mountain Research, Inc. Employee Stock Ownership Plan pulled back noticeably - down 9.8% during 2022, from $2M to $2M. Reported net income was -$183K.
How have Mountain Research, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mountain Research, Inc.'s sponsor-wide assets grew 15.8%, from $2M to $2M.
Which ESOP plans are similar in size to Mountain Research, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Vermette Machine Company, Inc. Employee Stock Ownership Plan in IN ($2M, 7 participants).
Which ESOP plans cover a similar participant headcount to Mountain Research, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Clay County Savings Bank Employee Stock Ownership Plan in MO (28 participants, $624K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 201990509.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.