401(k) · DOL Form 5500 · 2023

Old Mountain Private Family Trust, Inc. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
17
Participants Small participant base
38th
Percentile by assets National rank
$200,996
Avg per participant Above avg balance/head
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Official DOL plan name: Old Mountain Private Family Trust, Inc. 401(k) Plan · Sponsored by Old Mountain Private Family Trust, Inc. · New York · Administrative & Support Services

$3M in assets, 17 participants

Old Mountain Private Family Trust, Inc.'s Old Mountain Private Family Trust, Inc. 401(k) Plan reported $3M in total assets and 17 participants in its 2023 DOL Form 5500 filing, ranking in the 38th 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.

  • #2,667 in Administrative & Support Services (4,372 peers)

Administrative & Support Services sector rank

Within Administrative & Support Services, Old Mountain Private Family Trust, Inc. 401(k) Plan ranks #2,667 of 4,372 2023 filers by assets (844% of the sector average)-$3M for 17 participants.

#2,667
in Administrative & Support Services (4,372 peers)
+4.7%
assets growth YoY

Old Mountain Private Family Trust, Inc. 401(k) Plan's mid-pack asset rank among Administrative & Support Services and all filers

Old Mountain Private Family Trust, Inc. 401(k) Plan vs every filed plan by assets

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

$3,416,938 38th percentile higher than 38% 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

Old Mountain Private Family Trust, Inc. 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Old Mountain Private Family Trust, Inc. 401(k) Plan is a small filing (17 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 261998085 · Old Mountain Private Family Trust, Inc. PY 2023 · 401(k)

Old Mountain Private Family Trust, Inc. 401(k) Plan · $3M · 17 · 38th

  • SCH $3M
  • SCH 17
  • SCH 38th
  • SCH 401(k)
  • SCH near Stone and Excel 401(k) Plan
  • SCH ind #2667

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 Administrative & Support Services retirement plans → · Plans in New York →

Old Mountain Private Family Trust, Inc. 401(k) Plan in the asset neighbourhood

Old Mountain Private Family Trust, Inc. 401(k) PlanOld Mountain Private Family …$3MStone and Excel 401(k) Plan$3MIntrinsic Schools 401(k) Profit Sharing PlanIntrinsic Schools 401(k) Pro…$3MMaynor & Mitchell Eye Center, PC 401(k) Profit Sharing PlanMaynor & Mitchell Eye Center…$3MPropack Logistics US, LLC 401(k) PlanPropack Logistics US, LLC 40…$3M
End-of-year total assets ($M) among Old Mountain Private Family Trust, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Administrative & Support Services filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$155K
Employer EIN261998085
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Old Mountain Private Family Trust, Inc.)

Sponsor-wide plan assets over time

All Old Mountain Private Family Trust, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 26.171619151415683% vs 2023
2024 filing year
$3M$3.5M$4M$4.5M 20232024 $3.42M $4.31M ▲ +26.0%
Year Plans Participants Total Assets
2023 1 17 $3M
2024 1 16 $4M

Nearby 401(k) Plans in New York

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

Old Mountain Private Family Trust, Inc. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Old Mountain Private Family Trust, Inc. 401(k) Plan, Total assets ($B): 0.003416938 · Participants: 17Old Mountain Private Family Trust, Inc. 401(k) PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Old Mountain Private Family Trust, Inc. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Old Mountain Private Family Trust, Inc. 401(k) Plan side-by-side with 3 peers →

Old Mountain Private Family Trust, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Stone and Excel 401(k) Plan in MI ($3M); by covered participants it is Surgical Associates of La Jolla Medical Group Inc. Profit Sharing Plan in CA (17 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (17 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 Old Mountain Private Family Trust, Inc. 401(k) Plan assets move in 2023? ▼
Old Mountain Private Family Trust, Inc. 401(k) Plan edged up modestly - up 4.7% during 2023, from $3M to $3M. Reported net income was $155K.
How have Old Mountain Private Family Trust, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Old Mountain Private Family Trust, Inc.'s sponsor-wide assets grew 26.2%, from $3M to $4M.
Which 401(k) plans are similar in size to Old Mountain Private Family Trust, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Stone and Excel 401(k) Plan in MI ($3M, 271 participants).
Which 401(k) plans cover a similar participant headcount to Old Mountain Private Family Trust, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Surgical Associates of La Jolla Medical Group Inc. Profit Sharing Plan in CA (17 participants, $6M 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 261998085.

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.