401(k) · DOL Form 5500 · 2023

Blue Mountain Energy, Inc. 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
123
Participants Small participant base
63rd
Percentile by assets National rank
$101,866
Avg per participant Below avg balance/head
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Official DOL plan name: Blue Mountain Energy, Inc. Hourly Employees Plan · Sponsored by Blue Mountain Energy, Inc. · Utah · Mining & Oil Extraction

$13M in assets, 123 participants

Blue Mountain Energy, Inc.'s Blue Mountain Energy, Inc. Hourly Employees Plan reported $13M in total assets and 123 participants in its 2023 DOL Form 5500 filing, ranking in the 63rd 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.

  • #342 in Mining & Oil Extraction (811 peers)

Coverage in Utah

Blue Mountain Energy, Inc. Hourly Employees Plan covers 123 participants in Utah, about 21% of the average Utah filer (state average ~592 per filing). Assets: $13M.

#342
in Mining & Oil Extraction (811 peers)
+14.2%
assets growth YoY

Blue Mountain Energy, Inc. Hourly Employees Plan's mid-pack asset rank among Mining & Oil Extraction and all filers

Blue Mountain Energy, Inc. Hourly Employees Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$12,529,540 Top 37% higher than 63% 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

Blue Mountain Energy, Inc. Hourly Employees Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Blue Mountain Energy, Inc. Hourly Employees Plan sits mid-pack in the medium band (123 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Blue Mountain Energy, Inc. Hourly Employees Plan reported net income rose from -$1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Blue Mountain Energy, Inc. Hourly Employees Plan reported participants fell from 144 in the plan year 2022 filing to 123 in the plan year 2023 filing.
  • Blue Mountain Energy, Inc. Hourly Employees Plan end-of-year assets rose from $11M in the plan year 2022 filing to $13M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 521173220 · Blue Mountain Energy, Inc. PY 2023 · 401(k)

Blue Mountain Energy, Inc. Hourly Employees Plan · $13M · 123 · 63rd

  • SCH $13M
  • EBSA 123
  • PART 63rd
  • TYPE 401(k)
  • NET near Merlin Industries, Inc. 401(k) Plan
  • BOOK ind #342

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 Mining & Oil Extraction retirement plans → · Plans in Utah →

Blue Mountain Energy, Inc. Hourly Employees Plan in the asset neighbourhood

Blue Mountain Energy, Inc. Hourly Employees PlanBlue Mountain Energy, Inc. H…$13MMerlin Industries, Inc. 401(k) PlanMerlin Industries, Inc. 401(…$13MAntenna Research, Inc. 401(k) PlanAntenna Research, Inc. 401(k…$13MSynergy Equipment 401(k) Plan$13MStandard Calibrations, Inc. Retirement PlanStandard Calibrations, Inc. …$13M
End-of-year total assets ($M) among Blue Mountain Energy, Inc. Hourly Employees Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Utah filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$13M
Net Income$2M
Employer EIN521173220
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Blue Mountain Energy, Inc.)

Sponsor-wide plan assets over time

All Blue Mountain Energy, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$15M 34.45921861093029% vs 2022
2024 filing year
$10M$12M$14M$16M 202220232024 $11M $14.8M ▲ +34.5%
Year Plans Participants Total Assets
2022 1 144 $11M
2023 1 123 $13M
2024 1 133 $15M

Nearby 401(k) Plans in Utah

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

Blue Mountain Energy, Inc. Hourly Employees Plan vs. nearby 401(k) plans in Utah, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Blue Mountain Energy, Inc. Hourly Employees Plan, Total assets ($B): 0.01252954 · Participants: 123Blue Mountain Energy, Inc. Hourly Employees PlanIntermountain Healthcare Savings Plus 401(k) Plan, Total assets ($B): 6.015479 · Participants: 46680Intermountain Healthcare Savings Plus 401(k) PlanDeseret 401(k) Plan, Total assets ($B): 5.481729272 · Participants: 24292Deseret 401(k) PlanZions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan, Total assets ($B): 1.662904822 · Participants: 10088Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership PlanSkywest, Inc. Employees' Retirement Plan, Total assets ($B): 1.192769515 · Participants: 15411Skywest, Inc. Employees' Retirement PlanAutoliv Asp, Inc. Employee Savings and Investment Plan, Total assets ($B): 0.633594695 · Participants: 4537Autoliv Asp, Inc. Employee Savings and Investment Plan
Blue Mountain Energy, Inc. Hourly Employees Plan vs. nearby 401(k) plans in Utah, assets vs. participants
Compare Blue Mountain Energy, Inc. Hourly Employees Plan side-by-side with 3 peers →

Blue Mountain Energy, Inc. Hourly Employees Plan's out-of-state 401(k) peers by assets and headcount

Outside Utah, the nearest 401(k) by assets is Merlin Industries, Inc. 401(k) Plan in NJ ($13M); by covered participants it is Sunchase Salary Savings Plan in NC (123 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($13M here).

Similar participant headcount

Nearest other-state filings by covered participants (123 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 Blue Mountain Energy, Inc. Hourly Employees Plan assets move in 2023? ▼
Blue Mountain Energy, Inc. Hourly Employees Plan grew at a solid clip - up 14.2% during 2023, from $11M to $13M. Reported net income was $2M.
How have Blue Mountain Energy, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Blue Mountain Energy, Inc.'s sponsor-wide assets grew 34.5%, from $11M to $15M.
Which 401(k) plans are similar in size to Blue Mountain Energy, Inc. Hourly Employees Plan? ▼
Among 401(k) plans in other states, the closest by assets is Merlin Industries, Inc. 401(k) Plan in NJ ($13M, 303 participants).
Which 401(k) plans cover a similar participant headcount to Blue Mountain Energy, Inc. Hourly Employees Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Sunchase Salary Savings Plan in NC (123 participants, $2M 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 521173220.

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.