Defined Benefit (Pension) · DOL Form 5500 · 2022

Mountainone Financial, Inc. Pension Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
37
Participants Small participant base
77th
Percentile by assets National rank
$529,038
Avg per participant High balance/head
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Official DOL plan name: Mountainone Financial, Inc. Pension Plan · Sponsored by Mountainone Financial, Inc. · Massachusetts · Finance & Insurance

$20M in assets, 37 participants

Mountainone Financial, Inc.'s Mountainone Financial, Inc. Pension Plan reported $20M in total assets and 37 participants in its 2022 DOL Form 5500 filing, ranking in the 77th 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.

  • #5,874 in Finance & Insurance (9,261 peers)

Where Mountainone Financial, Inc. Pension Plan sits by assets

Mountainone Financial, Inc. Pension Plan sits in the top quartile of all filed plans by assets, $20M for 37 participants (~$529,038/participant), down 3.3% in 2022.

#5,874
in Finance & Insurance (9,261 peers)
-3.3%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $667K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Mountainone Financial, Inc. Pension Plan's outsized position by total assets

Mountainone Financial, Inc. Pension Plan vs every filed plan by assets

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

$19,574,396 Top 23% higher than 77% 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

Mountainone Financial, Inc. Pension Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Mountainone Financial, Inc. Pension Plan is a small filing (37 participants) on this national headcount ladder.

DOL schedule card

Filing strip 364495073 · Mountainone Financial, Inc. PY 2022 · Defined Benefit (Pension)

Mountainone Financial, Inc. Pension Plan · $20M · 37 · 77th

  • IND $20M
  • EOY 37
  • 5500 77th
  • ASSETS Defined Benefit (Pension)
  • PCT near United Steelworkers Spire Alabama Pension Plan
  • EIN ind #5874

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 Finance & Insurance retirement plans → · Plans in Massachusetts →

Mountainone Financial, Inc. Pension Plan in the asset neighbourhood

Association of Equipment Manufacturers Pension PlanAssociation of Equipment Man…$20MFlexfab Pension Plan$20ML3harris Ocean Systems Pension Plan for Hourly EmployeesL3harris Ocean Systems Pensi…$20MUnited Steelworkers Spire Alabama Pension PlanUnited Steelworkers Spire Al…$20MMountainone Financial, Inc. Pension PlanMountainone Financial, Inc. …$20M
End-of-year total assets ($M) among Mountainone Financial, Inc. Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$20M
Net Income-$667K
Employer EIN364495073
Plan Effective Date1981-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mountainone Financial, Inc.)

Sponsor-wide plan assets over time

All Mountainone Financial, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$24M 21.82088785779137% vs 2022
2023 filing year
$18M$20M$22M$24M$26M 20222023 $19.6M $23.9M ▲ +21.9%
Year Plans Participants Total Assets
2022 1 37 $20M
2023 1 33 $24M

Nearby Defined Benefit (Pension) Plans in Massachusetts

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Mountainone Financial, Inc. Pension Plan vs. nearby Defined Benefit (Pension) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246810 Total assets ($B) Participants Mountainone Financial, Inc. Pension Plan, Total assets ($B): 0.019574396 · Participants: 37Mountainone Financial, Inc. Pension PlanConsolidated Cash Balance Program of Mass General Brigham and Member Organizations, Total assets ($B): 9.07532048 · Participants: 55495Consolidated Cash Balance Program of Mass General Brigham and Member OrganizationsLiberty Mutual Retirement Benefit Plan, Total assets ($B): 6.756596242 · Participants: 33087Liberty Mutual Retirement Benefit PlanMassachusetts Institute of Technology Basic Retirement Plan, Total assets ($B): 5.281152611 · Participants: 11835Massachusetts Institute of Technology Basic Retirement PlanN. Atlantic States Carp. Pension Fund, Total assets ($B): 4.758508912 · Participants: 17323N. Atlantic States Carp. Pension FundN. Atlantic States Carp. Guaranteed Annuity Fund, Total assets ($B): 3.594095954 · Participants: 10962N. Atlantic States Carp. Guaranteed Annuity Fund
Mountainone Financial, Inc. Pension Plan vs. nearby Defined Benefit (Pension) plans in Massachusetts, assets vs. participants
Compare Mountainone Financial, Inc. Pension Plan side-by-side with 3 peers →

Mountainone Financial, Inc. Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Massachusetts, the nearest Defined Benefit (Pension) by assets is United Steelworkers Spire Alabama Pension Plan in AL ($20M); by covered participants it is Retirement Plan for Employees of Richardson Aviation in TX (37 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (37 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 Mountainone Financial, Inc. Pension Plan assets move in 2022? ▼
Mountainone Financial, Inc. Pension Plan edged down modestly - down 3.3% during 2022, from $20M to $20M. Reported net income was -$667K.
How have Mountainone Financial, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Mountainone Financial, Inc.'s sponsor-wide assets grew 21.8%, from $20M to $24M.
Where does Mountainone Financial, Inc. Pension Plan rank by assets among Form 5500 filers? ▼
Mountainone Financial, Inc. Pension Plan ranks in the 77th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Mountainone Financial, Inc. Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is United Steelworkers Spire Alabama Pension Plan in AL ($20M, 271 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Mountainone Financial, Inc. Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Retirement Plan for Employees of Richardson Aviation in TX (37 participants, $20M 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 364495073.

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.