ESOP · DOL Form 5500 · 2022

Rocky Mountain Atv, Inc. ESOP

Data updated 2026-08-25

$79M
Total assets Below avg plan size
473
Participants Below avg headcount
91st
Percentile by assets National rank
$165,972
Avg per participant Above avg balance/head
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Official DOL plan name: Rocky Mountain Atv, Inc. Employee Stock Ownership Plan · Sponsored by Rocky Mountain Atv, Inc. · Utah · Retail Trade

$79M in assets, 473 participants

Rocky Mountain Atv, Inc.'s Rocky Mountain Atv, Inc. Employee Stock Ownership Plan reported $79M in total assets and 473 participants in its 2022 DOL Form 5500 filing, ranking in the 91st 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.

  • #9,075 in Retail Trade (9,519 peers)

Where Rocky Mountain Atv, Inc. Employee Stock Ownership Plan sits by assets

Rocky Mountain Atv, Inc. Employee Stock Ownership Plan sits in the top 10% of all filed plans by assets, $79M for 473 participants (~$165,972/participant), up 72.8% in 2022.

#9,075
in Retail Trade (9,519 peers)
+72.8%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Rocky Mountain Atv, Inc. Employee Stock Ownership Plan's outsized position by total assets

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

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

$78,504,943 Top 9% higher than 91% 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

Rocky Mountain Atv, Inc. Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Rocky Mountain Atv, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (473 participants).

EBSA filing schedule strip

Filing strip 870463073 · Rocky Mountain Atv, Inc. PY 2022 · ESOP

Rocky Mountain Atv, Inc. Employee Stock Ownership Plan · $79M · 473 · 91st

  • PHOTO $79M
  • PHOTO 473
  • PHOTO 91st
  • PHOTO ESOP
  • PHOTO near Peopletec, Inc. Employee Stock Ownership Plan
  • PHOTO ind #9075

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 Utah →

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

Chickasaw Telephone Company, Inc. Employees Stock Ownership PlanChickasaw Telephone Company,…$79MChesmar Group, Inc. Employee Stock Ownership PlanChesmar Group, Inc. Employee…$79MPeopletec, Inc. Employee Stock Ownership PlanPeopletec, Inc. Employee Sto…$79MRocky Mountain Atv, Inc. Employee Stock Ownership PlanRocky Mountain Atv, Inc. Emp…$79MSmith Seckman Reid, Inc. Employee Stock Ownership PlanSmith Seckman Reid, Inc. Emp…$78M
End-of-year total assets ($M) among Rocky Mountain Atv, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$45M
Net Assets (End of Year)$66M
Net Income$34M
Employer EIN870463073
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Rocky Mountain Atv, Inc.)

Sponsor-wide plan assets over time

All Rocky Mountain Atv, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$134M 52.51490682849915% vs 2022
2024 filing year
$80M$100M$120M$140M 202220232024 $87.6M $134M ▲ +52.5%
Year Plans Participants Total Assets
2022 2 945 $88M
2023 2 999 $116M
2024 2 996 $134M

Nearby ESOP Plans in Utah

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

Rocky Mountain Atv, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Utah, assets vs. participants Scatter plot of 6 data points. 0200400600800 20406080100120 Total assets ($M) Participants Rocky Mountain Atv, Inc. Employee Stock Ownership Plan, Total assets ($M): 78.504943 · Participants: 473Rocky Mountain Atv, Inc. Employee Stock Ownership PlanFj Management Inc. Employee Stock Ownership Plan, Total assets ($M): 100.217205 · Participants: 33Fj Management Inc. Employee Stock Ownership PlanJacobsen Construction Company, Inc. Employee Stock Ownership Plan, Total assets ($M): 97.600451 · Participants: 492Jacobsen Construction Company, Inc. Employee Stock Ownership PlanWhitaker Construction Co., Inc. Employee Stock Ownership Plan, Total assets ($M): 60.628689 · Participants: 650Whitaker Construction Co., Inc. Employee Stock Ownership PlanCentral Milling Employee Stock Ownership Plan and Trust, Total assets ($M): 32.233096 · Participants: 108Central Milling Employee Stock Ownership Plan and TrustBunnell, Inc. Employee Stock Ownership Plan, Total assets ($M): 25.155313 · Participants: 45Bunnell, Inc. Employee Stock Ownership Plan
Rocky Mountain Atv, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Utah, assets vs. participants
Compare Rocky Mountain Atv, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Utah, the nearest ESOP by assets is Peopletec, Inc. Employee Stock Ownership Plan in AL ($79M); by covered participants it is Pavement Recycling Systems, Inc. Employee Stock Ownership Plan in CA (473 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (473 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 Rocky Mountain Atv, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Rocky Mountain Atv, Inc. Employee Stock Ownership Plan surged - up 72.8% during 2022, from $45M to $79M. Reported net income was $34M.
How have Rocky Mountain Atv, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Rocky Mountain Atv, Inc.'s sponsor-wide assets grew 52.5%, from $88M to $134M.
Where does Rocky Mountain Atv, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Rocky Mountain Atv, Inc. Employee Stock Ownership Plan ranks in the 91st percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which ESOP plans are similar in size to Rocky Mountain Atv, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Peopletec, Inc. Employee Stock Ownership Plan in AL ($79M, 502 participants).
Which ESOP plans cover a similar participant headcount to Rocky Mountain Atv, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Pavement Recycling Systems, Inc. Employee Stock Ownership Plan in CA (473 participants, $130M 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 870463073.

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.