ESOP · DOL Form 5500 · 2022

Mountz, Inc. ESOP

Data updated 2026-08-25

$6M
Total assets Small plan by assets
72
Participants Small participant base
54th
Percentile by assets National rank
$81,289
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Mountz, Inc. Employee Stock Ownership Plan and Trust · Sponsored by Mountz, Inc. · California · Wholesale Trade

$6M in assets, 72 participants

Mountz, Inc.'s Mountz, Inc. Employee Stock Ownership Plan and Trust reported $6M in total assets and 72 participants in its 2022 DOL Form 5500 filing, ranking in the 54th 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.

  • #2,891 in Wholesale Trade (6,843 peers)

Mountz, Inc. multi-year trail

Mountz, Inc.'s plans moved +121.3% in assets from 2022 to 2024; this filing shows Mountz, Inc. Employee Stock Ownership Plan and Trust at $6M / 72 participants.

#2,891
in Wholesale Trade (6,843 peers)
+18.5%
assets growth YoY

Mountz, Inc. Employee Stock Ownership Plan and Trust's mid-pack asset rank among Wholesale Trade and all filers

Mountz, Inc. Employee Stock Ownership Plan and Trust vs every filed plan by assets

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

$5,852,781 Top 46% higher than 54% 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

Mountz, Inc. Employee Stock Ownership Plan and Trust among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Mountz, Inc. Employee Stock Ownership Plan and Trust is a small filing (72 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 942625117 · Mountz, Inc. PY 2022 · ESOP

Mountz, Inc. Employee Stock Ownership Plan and Trust · $6M · 72 · 54th

  • TYPE $6M
  • NET 72
  • BOOK 54th
  • VS-ST ESOP
  • BOY near Indiana Trust and Investment Management Company Employee Stock Ownership Plan and Trust
  • SCH ind #2891

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 California →

Mountz, Inc. Employee Stock Ownership Plan and Trust in the asset neighbourhood

Cma/Flodyne/Hydradyne, Inc. Employee Stock Ownership PlanCma/Flodyne/Hydradyne, Inc. …$6MNkw, Inc. Employee Stock Ownership PlanNkw, Inc. Employee Stock Own…$6MAccess Sciences Corporation Employee Stock Ownership PlanAccess Sciences Corporation …$6MMountz, Inc. Employee Stock Ownership Plan and TrustMountz, Inc. Employee Stock …$6MIndiana Trust and Investment Management Company Employee Stock Ownership Plan and TrustIndiana Trust and Investment…$6M
End-of-year total assets ($M) among Mountz, Inc. Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Mountz, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Mountz, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$13M 121.31101437077518% vs 2022
2024 filing year
$5M$10M$15M 202220232024 $5.85M $13M ▲ +121.4%
Year Plans Participants Total Assets
2022 1 72 $6M
2023 1 75 $14M
2024 2 83 $13M

Mountz, Inc. filing trail (2022)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$965K
Employer EIN942625117
Plan Effective Date1989-05-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in California

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

Mountz, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Mountz, Inc. Employee Stock Ownership Plan and Trust, Total assets ($B): 0.005852781 · Participants: 72Mountz, Inc. Employee Stock Ownership Plan and TrustParsons Employee Stock Ownership Plan, Total assets ($B): 2.949816013 · Participants: 7804Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.217969943 · Participants: 1318Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.994551911 · Participants: 1488Rosendin Electric, Inc. Employee Stock Ownership PlanRecology Employee Stock Ownership Plan, Total assets ($B): 0.462005591 · Participants: 3560Recology Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.455961299 · Participants: 70Agron, Inc. Employee Stock Ownership Plan
Mountz, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in California, assets vs. participants
Compare Mountz, Inc. Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

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

Outside California, the nearest ESOP by assets is Indiana Trust and Investment Management Company Employee Stock Ownership Plan and Trust in IN ($6M); by covered participants it is Morrissey, Inc. Employee Stock Ownership Plan in MN (72 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (72 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 Mountz, Inc. Employee Stock Ownership Plan and Trust assets move in 2022? ▼
Mountz, Inc. Employee Stock Ownership Plan and Trust grew sharply - up 18.5% during 2022, from $5M to $6M. Reported net income was $965K.
How have Mountz, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mountz, Inc.'s sponsor-wide assets grew 121.3%, from $6M to $13M.
Which ESOP plans are similar in size to Mountz, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by assets is Indiana Trust and Investment Management Company Employee Stock Ownership Plan and Trust in IN ($6M, 40 participants).
Which ESOP plans cover a similar participant headcount to Mountz, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Morrissey, Inc. Employee Stock Ownership Plan in MN (72 participants, $4M 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 942625117.

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.