401(k) · DOL Form 5500 · 2022
La Montanita Food Cooperative, Inc. 401(k) Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 183
- Participants Below avg headcount
- 36th
- Percentile by assets National rank
- $12,475
- Avg per participant Low balance/head
Official DOL plan name: La Montanita 401(k) Savings Plan · Sponsored by La Montanita Food Cooperative, Inc. · New Mexico · Retail Trade
$2M in assets, 183 participants
La Montanita Food Cooperative, Inc.'s La Montanita 401(k) Savings Plan reported $2M in total assets and 183 participants in its 2022 DOL Form 5500 filing, ranking in the 36th 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.
- #4,315 in Retail Trade (9,519 peers)
La Montanita Food Cooperative, Inc. multi-year trail
La Montanita Food Cooperative, Inc.'s plans moved +25.9% in assets from 2022 to 2024; this filing shows La Montanita 401(k) Savings Plan at $2M / 183 participants.
- #4,315
- in Retail Trade (9,519 peers)
- -11.3%
- assets change YoY
The plan reported a net loss of $291K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
La Montanita 401(k) Savings Plan's mid-pack asset rank among Retail Trade and all filers
La Montanita 401(k) Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$2,282,985 36th percentile higher than 36% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
La Montanita 401(k) Savings 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. La Montanita 401(k) Savings Plan sits mid-pack in the medium band (183 participants).
DOL schedule card
Filing strip 850246898 · La Montanita Food Cooperative, Inc. PY 2022 · 401(k)
La Montanita 401(k) Savings Plan · $2M · 183 · 36th
- RANK $2M
- PHOTO 183
- IND 36th
- EOY 401(k)
- 5500 near Head Mercantile Company, Inc. 401(k) Profit Sharing Plan and Trust
- ASSETS ind #4315
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 Retail Trade retirement plans → · Plans in New Mexico →
La Montanita 401(k) Savings Plan in the asset neighbourhood
La Montanita Food Cooperative, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All La Montanita Food Cooperative, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 25.868676316313948% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 183 | $2M |
| 2023 | 1 | 147 | $3M |
| 2024 | 1 | 135 | $3M |
La Montanita Food Cooperative, Inc. filing trail (2022)
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | -$291K |
| Employer EIN | 850246898 |
| Plan Effective Date | 1998-09-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in New Mexico
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Ntess Savings and Income Plan $5.0B · 14,007
- Triad 401(k) Retirement Plan $1.5B · 8,535
- Triad 401(k) Savings Plan $750M · 2,476
- Pnm Resources, Inc. Retirement Savings Plan $707M · 1,638
- Applied Research Associates, Inc. 401(k) Profit Sharing Plan & Trust $445M · 1,553
La Montanita 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside New Mexico, the nearest 401(k) by assets is Head Mercantile Company, Inc. 401(k) Profit Sharing Plan and Trust in OH ($2M); by covered participants it is Masy's Retirement Plan in MA (183 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (183 participants); asset peers above are excluded.
- Masy's Retirement Plan (MA) 183 · 0 off
- Foundation for Educational Services, Inc. 401(k) Plan (NE) 183 · 0 off
- Metropolitan Golf Group, LLC 401(k) Ps Plan and Trust (NJ) 183 · 0 off
- All(N)1 Security Services 401kplan (GA) 183 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.