401(k) · DOL Form 5500 · 2023

Mountainone Financial, Inc 401(k) Plan

Data updated 2026-08-25

$25M
Total assets Below avg plan size
167
Participants Small participant base
76th
Percentile by assets National rank
$150,234
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Mountainone Financial, Inc 401(k) Plan · Sponsored by Mountainone Financial, Inc · Massachusetts · Finance & Insurance

$25M in assets, 167 participants

Mountainone Financial, Inc's Mountainone Financial, Inc 401(k) Plan reported $25M in total assets and 167 participants in its 2023 DOL Form 5500 filing, ranking in the 76th 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.

  • #5,702 in Finance & Insurance (8,869 peers)

Coverage in Massachusetts

Mountainone Financial, Inc 401(k) Plan covers 167 participants in Massachusetts, about 25% of the average Massachusetts filer (state average ~659 per filing). Assets: $25M.

#5,702
in Finance & Insurance (8,869 peers)
+11.8%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Mountainone Financial, Inc 401(k) Plan's outsized position by total assets

Mountainone Financial, Inc 401(k) Plan vs every filed plan by assets

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

$25,089,076 Top 24% higher than 76% 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

Mountainone Financial, Inc 401(k) 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. Mountainone Financial, Inc 401(k) Plan sits mid-pack in the medium band (167 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Mountainone Financial, Inc 401(k) Plan reported net income rose from -$3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Mountainone Financial, Inc 401(k) Plan reported participants rose from 148 in the plan year 2022 filing to 167 in the plan year 2023 filing.
  • Mountainone Financial, Inc 401(k) Plan end-of-year assets rose from $22M in the plan year 2022 filing to $25M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 043413060 · Mountainone Financial, Inc PY 2023 · 401(k)

Mountainone Financial, Inc 401(k) Plan · $25M · 167 · 76th

  • NET $25M
  • NET 167
  • NET 76th
  • NET 401(k)
  • NET near Satco Products, Inc. 401(k) Plan
  • NET ind #5702

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 401(k) Plan in the asset neighbourhood

Haile Gold Mine, Inc. 401(k) Profit Sharing PlanHaile Gold Mine, Inc. 401(k)…$25MMountainone Financial, Inc 401(k) PlanMountainone Financial, Inc 4…$25MSatco Products, Inc. 401(k) PlanSatco Products, Inc. 401(k) …$25MRenner, Otto Retirement Plan and TrustRenner, Otto Retirement Plan…$25MCarotek, Inc. 401(k) Profit Sharing PlanCarotek, Inc. 401(k) Profit …$25M
End-of-year total assets ($M) among Mountainone Financial, Inc 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$25M
Net Income$3M
Employer EIN043413060
Plan Effective Date1993-01-01
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
$29M 27.806278448948955% vs 2022
2024 filing year
$20M$22M$24M$26M$28M$30M 202220232024 $22.5M $28.7M ▲ +27.8%
Year Plans Participants Total Assets
2022 1 148 $22M
2023 1 167 $25M
2024 1 173 $29M

Nearby 401(k) Plans in Massachusetts

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

Mountainone Financial, Inc 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Mountainone Financial, Inc 401(k) Plan, Total assets ($B): 0.025089076 · Participants: 167Mountainone Financial, Inc 401(k) PlanFidelity Retirement Savings Plan, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Corporation 401(k) Retirement Savings PlanPhilips North America 401(k) Plan, Total assets ($B): 5.779286156 · Participants: 19120Philips North America 401(k) Plan
Mountainone Financial, Inc 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Mountainone Financial, Inc 401(k) Plan side-by-side with 3 peers →

Mountainone Financial, Inc 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Satco Products, Inc. 401(k) Plan in NY ($25M); by covered participants it is Cleveland Hardware and Forging Co. Profit Sharing in WI (167 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($25M here).

Similar participant headcount

Nearest other-state filings by covered participants (167 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 Mountainone Financial, Inc 401(k) Plan assets move in 2023? ▼
Mountainone Financial, Inc 401(k) Plan grew at a solid clip - up 11.8% during 2023, from $22M to $25M. Reported net income was $3M.
How have Mountainone Financial, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mountainone Financial, Inc's sponsor-wide assets grew 27.8%, from $22M to $29M.
Where does Mountainone Financial, Inc 401(k) Plan rank by assets among Form 5500 filers? ▼
Mountainone Financial, Inc 401(k) Plan ranks in the 76th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Mountainone Financial, Inc 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Satco Products, Inc. 401(k) Plan in NY ($25M, 279 participants).
Which 401(k) plans cover a similar participant headcount to Mountainone Financial, Inc 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cleveland Hardware and Forging Co. Profit Sharing in WI (167 participants, $8M 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 043413060.

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.