401(k) · DOL Form 5500 · 2022

Bear Mountain Healthcare, LLC 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
2,479
Participants Above avg headcount
42nd
Percentile by assets National rank
$1,306
Avg per participant Low balance/head
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Official DOL plan name: Bear Mountain 401(k) Plan · Sponsored by Bear Mountain Healthcare, LLC · Connecticut · Healthcare & Social Assistance

$3M in assets, 2,479 participants

Bear Mountain Healthcare, LLC's Bear Mountain 401(k) Plan reported $3M in total assets and 2,479 participants in its 2022 DOL Form 5500 filing, ranking in the 42nd 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.

  • #9,220 in Healthcare & Social Assistance (20,060 peers)

Coverage in Connecticut

Bear Mountain 401(k) Plan covers 2,479 participants in Connecticut, 3.5x the typical Connecticut plan (state average ~718 per filing). Assets: $3M.

#9,220
in Healthcare & Social Assistance (20,060 peers)
+9.8%
assets growth YoY

Bear Mountain 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Bear Mountain 401(k) Plan vs every filed plan by assets

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

$3,238,663 42nd percentile higher than 42% 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

Bear Mountain 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bear Mountain 401(k) Plan lands in the large band (2,479 participants).

DOL schedule card

Filing strip 814750544 · Bear Mountain Healthcare, LLC PY 2022 · 401(k)

Bear Mountain 401(k) Plan · $3M · 2,479 · 42nd

  • EOY $3M
  • 5500 2,479
  • ASSETS 42nd
  • PCT 401(k)
  • EIN near Eam Investors 401(k) Plan
  • RANK ind #9220

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 Healthcare & Social Assistance retirement plans → · Plans in Connecticut →

Bear Mountain 401(k) Plan in the asset neighbourhood

Bear Mountain 401(k) Plan$3MEam Investors 401(k) Plan$3MGrand Dental Associates, PC Profit Sharing 401(k) PlanGrand Dental Associates, PC …$3MBenchmark Engineering Corporation 401(k) Profit Sharing Plan and TrustBenchmark Engineering Corpor…$3MAero Fulfillment Services 401(k) PlanAero Fulfillment Services 40…$3M
End-of-year total assets ($M) among Bear Mountain 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Connecticut filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$377K
Employer EIN814750544
Plan Effective Date2016-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bear Mountain Healthcare, LLC)

Sponsor-wide plan assets over time

All Bear Mountain Healthcare, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$4M 37.22082229611417% vs 2022
2024 filing year
$3M$3.5M$4M$4.5M$5M 202220232024 $3.24M $4.44M ▲ +37.0%
Year Plans Participants Total Assets
2022 1 2,479 $3M
2023 1 2,407 $4M
2024 1 1,677 $4M

Nearby 401(k) Plans in Connecticut

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Bear Mountain 401(k) Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -200204060 Total assets ($B) Participants Bear Mountain 401(k) Plan, Total assets ($B): 0.003238663 · Participants: 2479Bear Mountain 401(k) PlanUnited Technologies Corporation Employee Savings Plan, Total assets ($B): 48.916975 · Participants: 55762United Technologies Corporation Employee Savings PlanGE Retirement Savings Plan, Total assets ($B): 24.786830027 · Participants: 57522GE Retirement Savings PlanCiti Retirement Savings Plan, Total assets ($B): 17.438946034 · Participants: 70070Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 5.615003 · Participants: 17724The Hartford Investment and Savings PlanXerox Corporation Savings Plan, Total assets ($B): 3.641347 · Participants: 11876Xerox Corporation Savings Plan
Bear Mountain 401(k) Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Bear Mountain 401(k) Plan side-by-side with 3 peers →

Bear Mountain 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is Eam Investors 401(k) Plan in CA ($3M); by covered participants it is Quality Restaurant Group 401(k) Plan in NC (2,478 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,479 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 Bear Mountain 401(k) Plan assets move in 2022? ▼
Bear Mountain 401(k) Plan grew at a solid clip - up 9.8% during 2022, from $3M to $3M. Reported net income was $377K.
How have Bear Mountain Healthcare, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bear Mountain Healthcare, LLC's sponsor-wide assets grew 37.2%, from $3M to $4M.
Which 401(k) plans are similar in size to Bear Mountain 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Eam Investors 401(k) Plan in CA ($3M, 25 participants).
Which 401(k) plans cover a similar participant headcount to Bear Mountain 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Quality Restaurant Group 401(k) Plan in NC (2,478 participants, $3M 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 814750544.

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.