Profit Sharing · DOL Form 5500 · 2022

Mountain Wellness 1, Inc. Profit Sharing Plan

Data updated 2026-08-25

$920K
Total assets Small plan by assets
2
Participants Small participant base
24th
Percentile by assets National rank
$459,954
Avg per participant High balance/head
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Official DOL plan name: Mountain Wellness 1, Inc. Profit Sharing Plan · Sponsored by Mountain Wellness 1, Inc. · Utah · Other Services

$920K in assets, 2 participants

Mountain Wellness 1, Inc.'s Mountain Wellness 1, Inc. Profit Sharing Plan reported $920K in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 24th 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.

  • #3,983 in Other Services (8,398 peers)

Other Services sector rank

Within Other Services, Mountain Wellness 1, Inc. Profit Sharing Plan ranks #3,983 of 8,398 2022 filers by assets (2182% of the sector average)-$920K for 2 participants.

#3,983
in Other Services (8,398 peers)
$920K
reported net income

Mountain Wellness 1, Inc. Profit Sharing Plan among the smaller filed plans by assets

Mountain Wellness 1, Inc. Profit Sharing Plan vs every filed plan by assets

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

$919,907 24th percentile higher than 24% 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 Wellness 1, Inc. Profit Sharing Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Mountain Wellness 1, Inc. Profit Sharing Plan is a micro filing (2 participants), the leftmost band.

Form 5500 schedule snapshot

Filing strip 882018298 · Mountain Wellness 1, Inc. PY 2022 · Profit Sharing

Mountain Wellness 1, Inc. Profit Sharing Plan · $920K · 2 · 24th

  • EIN $920K
  • EIN 2
  • EIN 24th
  • EIN Profit Sharing
  • EIN near Zoza Wellness, Inc. Retirement Plan
  • EIN ind #3983

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 Other Services retirement plans → · Plans in Utah →

Mountain Wellness 1, Inc. Profit Sharing Plan in the asset neighbourhood

Mountain Wellness 1, Inc. Profit Sharing PlanMountain Wellness 1, Inc. Pr…$920KZoza Wellness, Inc. Retirement PlanZoza Wellness, Inc. Retireme…$920KProfit Sharing Plan Trust AgreementProfit Sharing Plan Trust Ag…$920KWilliam D. Zigrang, M.D., Profit Sharing PlanWilliam D. Zigrang, M.D., Pr…$921KWenta Monuments Inc Profit Sharing PlanWenta Monuments Inc Profit S…$919K
End-of-year total assets ($M) among Mountain Wellness 1, Inc. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Other Services filing particulars

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)$920K
Net Income$920K
Employer EIN882018298
Plan Effective Date2022-04-27
Filing StatusFILING RECEIVED

Sponsor Plan History (Mountain Wellness 1, Inc.)

Sponsor-wide plan assets over time

All Mountain Wellness 1, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$221K 75.94224198750526% vs 2022
2024 filing year
$0M$0.5M$1M 202220232024 $0.92M $0.22M ▼ -76.1%
Year Plans Participants Total Assets
2022 1 2 $920K
2023 1 2 $804K
2024 1 3 $221K

Nearby Profit Sharing Plans in Utah

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

Mountain Wellness 1, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in Utah, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -1000100200300400 Total assets ($M) Participants Mountain Wellness 1, Inc. Profit Sharing Plan, Total assets ($M): 0.919907 · Participants: 2Mountain Wellness 1, Inc. Profit Sharing PlanWgu Retirement Savings Plan, Total assets ($M): 327.223731 · Participants: 7193Wgu Retirement Savings PlanDyno Nobel Inc. and Subsidiaries Tax Favored Retirement Savings and Investment Plan, Total assets ($M): 288.938777 · Participants: 2328Dyno Nobel Inc. and Subsidiaries Tax Favored Retirement Savings and Investment PlanManagement & Training Corporation Retirement Plan, Total assets ($M): 162.901162 · Participants: 5762Management & Training Corporation Retirement PlanParsons Behle & Latimer Profit Sharing Plan & Trust, Total assets ($M): 130.725371 · Participants: 229Parsons Behle & Latimer Profit Sharing Plan & TrustRio Tinto Alcan 401(k) Savings Plan for Former Employees, Total assets ($M): 109.347722 · Participants: 0Rio Tinto Alcan 401(k) Savings Plan for Former Employees
Mountain Wellness 1, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in Utah, assets vs. participants
Compare Mountain Wellness 1, Inc. Profit Sharing Plan side-by-side with 3 peers →

Mountain Wellness 1, Inc. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Utah, the nearest Profit Sharing by assets is Zoza Wellness, Inc. Retirement Plan in MA ($920K); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($920K here).

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 have Mountain Wellness 1, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mountain Wellness 1, Inc.'s sponsor-wide assets declined 75.9%, from $920K to $221K.
Where does Mountain Wellness 1, Inc. Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Mountain Wellness 1, Inc. Profit Sharing Plan ranks in the 24th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Mountain Wellness 1, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Zoza Wellness, Inc. Retirement Plan in MA ($920K, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to Mountain Wellness 1, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 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 882018298.

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.