401(k) · DOL Form 5500 · 2023

Crotched Mountain Foundation 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
36
Participants Small participant base
48th
Percentile by assets National rank
$165,038
Avg per participant Above avg balance/head
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Official DOL plan name: 403(b) Thrift Plan of Crotched Mountain Foundation · Sponsored by Crotched Mountain Foundation · New Hampshire · Healthcare & Social Assistance

$6M in assets, 36 participants

Crotched Mountain Foundation's 403(b) Thrift Plan of Crotched Mountain Foundation reported $6M in total assets and 36 participants in its 2023 DOL Form 5500 filing, ranking in the 48th 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.

  • #9,268 in Healthcare & Social Assistance (17,684 peers)

2023 asset change

403(b) Thrift Plan of Crotched Mountain Foundation grew at a solid clip 9.3% in 2023 ($5M → $6M) for 36 participants.

#9,268
in Healthcare & Social Assistance (17,684 peers)
+9.3%
assets growth YoY

403(b) Thrift Plan of Crotched Mountain Foundation's mid-pack asset rank among Healthcare & Social Assistance and all filers

403(b) Thrift Plan of Crotched Mountain Foundation vs every filed plan by assets

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

$5,941,371 48th percentile higher than 48% 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

403(b) Thrift Plan of Crotched Mountain Foundation among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. 403(b) Thrift Plan of Crotched Mountain Foundation is a small filing (36 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • 403(b) Thrift Plan of Crotched Mountain Foundation reported net income rose from -$1M in the plan year 2022 filing to $507K in the plan year 2023 filing.
  • 403(b) Thrift Plan of Crotched Mountain Foundation reported participants fell from 254 in the plan year 2022 filing to 36 in the plan year 2023 filing.
  • 403(b) Thrift Plan of Crotched Mountain Foundation end-of-year assets rose from $5M in the plan year 2022 filing to $6M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 020222168 · Crotched Mountain Foundation PY 2023 · 401(k)

403(b) Thrift Plan of Crotched Mountain Foundation · $6M · 36 · 48th

  • PCT $6M
  • EIN 36
  • RANK 48th
  • PHOTO 401(k)
  • IND near Safe-Harbor 401(k) Profit Sharing Plan for Employees of Community Options for Residential and Employment Services, Inc.
  • EOY ind #9268

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 New Hampshire →

403(b) Thrift Plan of Crotched Mountain Foundation in the asset neighbourhood

403(b) Thrift Plan of Crotched Mountain Foundation403(b) Thrift Plan of Crotch…$6MSafe-Harbor 401(k) Profit Sharing Plan for Employees of Community Options for Residential and Employment Services, Inc.Safe-Harbor 401(k) Profit Sh…$6MBerks Ridge Company Enterprises, Inc. Retirement PlanBerks Ridge Company Enterpri…$6MZ Capital Managment LLC 401(k) PlanZ Capital Managment LLC 401(…$6MUnbridled Solutions, LLC 401(k) PlanUnbridled Solutions, LLC 401…$6M
End-of-year total assets ($M) among 403(b) Thrift Plan of Crotched Mountain Foundation and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Crotched Mountain Foundation years around the 2023 move

Sponsor-wide plan assets over time

All Crotched Mountain Foundation plans reported in each filing year

Latest sponsor-wide plan assets
$6M 3.532502281895004% vs 2022
2024 filing year
$5.2M$5.4M$5.6M$5.8M$6M 202220232024 $5.43M $5.63M ▲ +3.7%
Year Plans Participants Total Assets
2022 1 254 $5M
2023 1 36 $6M
2024 1 219 $6M

2023 asset-move particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$507K
Employer EIN020222168
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New Hampshire

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

403(b) Thrift Plan of Crotched Mountain Foundation vs. nearby 401(k) plans in New Hampshire, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -2000200400600800 Total assets ($M) Participants 403(b) Thrift Plan of Crotched Mountain Foundation, Total assets ($M): 5.941371 · Participants: 36403(b) Thrift Plan of Crotched Mountain FoundationC&s and Affiliates 401(k) Savings Plan (a), Total assets ($M): 574.6136 · Participants: 12135C&s and Affiliates 401(k) Savings Plan (a)Ams Osram Savings Plan, Total assets ($M): 461.503498 · Participants: 977Ams Osram Savings PlanAlbany International Corp. Prosperity Plus Savings Plan, Total assets ($M): 447.510354 · Participants: 1784Albany International Corp. Prosperity Plus Savings PlanConnection Employee 401(k) and Profit Sharing Plan, Total assets ($M): 378.181216 · Participants: 2702Connection Employee 401(k) and Profit Sharing PlanCoca Cola Beverages Northeast, Inc. Incentive Savings Plan, Total assets ($M): 362.577523 · Participants: 2708Coca Cola Beverages Northeast, Inc. Incentive Savings Plan
403(b) Thrift Plan of Crotched Mountain Foundation vs. nearby 401(k) plans in New Hampshire, assets vs. participants

403(b) Thrift Plan of Crotched Mountain Foundation's out-of-state 401(k) peers by assets and headcount

Outside New Hampshire, the nearest 401(k) by assets is Safe-Harbor 401(k) Profit Sharing Plan for Employees of Community Options for Residential and Employment Services, Inc. in ND ($6M); by covered participants it is Btx Technologies, Inc. 401(k) Plan in NY (36 participants). Same-state nearby plans are listed separately above.

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 403(b) Thrift Plan of Crotched Mountain Foundation assets move in 2023?
403(b) Thrift Plan of Crotched Mountain Foundation grew at a solid clip - up 9.3% during 2023, from $5M to $6M. Reported net income was $507K.
How have Crotched Mountain Foundation plan assets changed over time?
Across 3 plan years on file (2022-2024), Crotched Mountain Foundation's sponsor-wide assets grew 3.5%, from $5M to $6M.
Which 401(k) plans are similar in size to 403(b) Thrift Plan of Crotched Mountain Foundation?
Among 401(k) plans in other states, the closest by assets is Safe-Harbor 401(k) Profit Sharing Plan for Employees of Community Options for Residential and Employment Services, Inc. in ND ($6M, 133 participants).
Which 401(k) plans cover a similar participant headcount to 403(b) Thrift Plan of Crotched Mountain Foundation?
Among 401(k) plans in other states, the closest by covered participants is Btx Technologies, Inc. 401(k) Plan in NY (36 participants, N/A in assets).