ESOP · DOL Form 5500 · 2023

Mountz, Inc. ESOP

Data updated 2026-08-25

$14M
Total assets Small plan by assets
75
Participants Small participant base
66th
Percentile by assets National rank
$187,785
Avg per participant Above 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

$14M in assets, 75 participants

Mountz, Inc.'s Mountz, Inc. Employee Stock Ownership Plan and Trust reported $14M in total assets and 75 participants in its 2023 DOL Form 5500 filing, ranking in the 66th 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.

  • #3,764 in Wholesale Trade (6,309 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 $14M / 75 participants.

#3,764
in Wholesale Trade (6,309 peers)
+140.6%
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 2023 · DOL Form 5500

$14,083,850 Top 34% higher than 66% of 127,068 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 2023

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

Plan-year 2023 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 (75 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Mountz, Inc. Employee Stock Ownership Plan and Trust reported net income rose from $965K in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Mountz, Inc. Employee Stock Ownership Plan and Trust end-of-year assets rose from $6M in the plan year 2022 filing to $14M in the plan year 2023 filing.
  • Mountz, Inc. Employee Stock Ownership Plan and Trust reported participants rose from 72 in the plan year 2022 filing to 75 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 942625117 · Mountz, Inc. PY 2023 · ESOP

Mountz, Inc. Employee Stock Ownership Plan and Trust · $14M · 75 · 66th

  • TYPE $14M
  • TYPE 75
  • TYPE 66th
  • TYPE ESOP
  • TYPE near Modern Group Ltd Employee Stock Ownership Plan
  • TYPE ind #3764

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

Dwg, Inc. Consulting Engineers Employee Stock Ownership PlanDwg, Inc. Consulting Enginee…$14MMaterials Processing, Inc. Employee Stock Ownership PlanMaterials Processing, Inc. E…$14MGt Distributors, Inc. Employee Stock Ownership PlanGt Distributors, Inc. Employ…$14MMountz, Inc. Employee Stock Ownership Plan and TrustMountz, Inc. Employee Stock …$14MModern Group Ltd Employee Stock Ownership PlanModern Group Ltd Employee St…$14M
End-of-year total assets ($M) among Mountz, Inc. Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

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 (2023)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$14M
Net Income$8M
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): 0.01408385 · Participants: 75Mountz, Inc. Employee Stock Ownership Plan and TrustParsons Employee Stock Ownership Plan, Total assets ($B): 3.757068542 · Participants: 7871Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.444524335 · Participants: 1397Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.125537204 · Participants: 1700Rosendin Electric, Inc. Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.533004512 · Participants: 72Agron, Inc. Employee Stock Ownership PlanRecology Employee Stock Ownership Plan, Total assets ($B): 0.497089527 · Participants: 3656Recology 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 Modern Group Ltd Employee Stock Ownership Plan in PA ($14M); by covered participants it is E-Gineering, Inc. Employee Stock Ownership Plan in IN (75 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (75 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. 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 2023? ▼
Mountz, Inc. Employee Stock Ownership Plan and Trust surged - up 140.6% during 2023, from $6M to $14M. Reported net income was $8M.
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 Modern Group Ltd Employee Stock Ownership Plan in PA ($14M, 237 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 E-Gineering, Inc. Employee Stock Ownership Plan in IN (75 participants, $1M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

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.