ESOP · DOL Form 5500 · 2023

Mountain Hardware and Sports, Inc. ESOP

Data updated 2026-08-25

$12M
Total assets Small plan by assets
88
Participants Small participant base
62nd
Percentile by assets National rank
$133,431
Avg per participant Near avg balance/head
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Official DOL plan name: Mountain Hardware and Sports Employee Stock Ownership Plan · Sponsored by Mountain Hardware and Sports, Inc. · California · Retail Trade

$12M in assets, 88 participants

Mountain Hardware and Sports, Inc.'s Mountain Hardware and Sports Employee Stock Ownership Plan reported $12M in total assets and 88 participants in its 2023 DOL Form 5500 filing, ranking in the 62nd 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.

  • #6,140 in Retail Trade (8,414 peers)

What the 2023 filing shows

Mountain Hardware and Sports Employee Stock Ownership Plan holds $12M for 88 participants - about $133,431 per participant, above the median plan by assets.

#6,140
in Retail Trade (8,414 peers)
+1.4%
assets growth YoY

Mountain Hardware and Sports Employee Stock Ownership Plan's mid-pack asset rank among Retail Trade and all filers

Mountain Hardware and Sports Employee Stock Ownership Plan vs every filed plan by assets

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

$11,741,931 Top 38% higher than 62% 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

Mountain Hardware and Sports Employee Stock Ownership 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. Mountain Hardware and Sports Employee Stock Ownership Plan is a small filing (88 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Mountain Hardware and Sports Employee Stock Ownership Plan reported net income rose from $52K in the plan year 2022 filing to $391K in the plan year 2023 filing.
  • Mountain Hardware and Sports Employee Stock Ownership Plan reported participants rose from 77 in the plan year 2022 filing to 88 in the plan year 2023 filing.
  • Mountain Hardware and Sports Employee Stock Ownership Plan end-of-year assets rose from $12M in the plan year 2022 filing to $12M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 942605582 · Mountain Hardware and Sports, Inc. PY 2023 · ESOP

Mountain Hardware and Sports Employee Stock Ownership Plan · $12M · 88 · 62nd

  • SCH $12M
  • EBSA 88
  • PART 62nd
  • TYPE ESOP
  • NET near O'neil & Associates, Inc. Employee Stock Ownership Plan
  • BOOK ind #6140

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 What is an ESOP? → · Plans in California →

Mountain Hardware and Sports Employee Stock Ownership Plan in the asset neighbourhood

Hunzinger Construction Company Employee Stock Ownership PlanHunzinger Construction Compa…$12MMountain Hardware and Sports Employee Stock Ownership PlanMountain Hardware and Sports…$12MO'neil & Associates, Inc. Employee Stock Ownership PlanO'neil & Associates, Inc. Em…$12MGeneral Air Service & Supply Co. Employee Stock Ownership PlanGeneral Air Service & Supply…$12MMcaninch Holding Company Employee Stock Ownership PlanMcaninch Holding Company Emp…$12M
End-of-year total assets ($M) among Mountain Hardware and Sports Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$11M
Net Income$391K
Employer EIN942605582
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mountain Hardware and Sports, Inc.)

Sponsor-wide plan assets over time

All Mountain Hardware and Sports, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$11M 2.8497834588253834% vs 2022
2024 filing year
$11M$11.2M$11.4M$11.6M$11.8M 202220232024 $11.6M $11.2M ▼ -2.9%
Year Plans Participants Total Assets
2022 1 77 $12M
2023 1 88 $12M
2024 1 93 $11M

Nearby ESOP Plans in California

Peer ESOP plans, same state, same plan type, ranked by total assets.

Mountain Hardware and Sports Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Mountain Hardware and Sports Employee Stock Ownership Plan, Total assets ($B): 0.011741931 · Participants: 88Mountain Hardware and Sports Employee Stock Ownership PlanParsons Employee Stock Ownership Plan, Total assets ($B): 3.757068542 · Participants: 7871Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.444524335 · Participants: 1397Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.125537204 · Participants: 1700Rosendin Electric, Inc. Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.533004512 · Participants: 72Agron, Inc. Employee Stock Ownership PlanRecology Employee Stock Ownership Plan, Total assets ($B): 0.497089527 · Participants: 3656Recology Employee Stock Ownership Plan
Mountain Hardware and Sports Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Mountain Hardware and Sports Employee Stock Ownership Plan side-by-side with 3 peers →

Mountain Hardware and Sports Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is O'neil & Associates, Inc. Employee Stock Ownership Plan in OH ($12M); by covered participants it is Scheduling Institute, Inc. Employee Stock Ownership Plan in GA (88 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (88 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 Mountain Hardware and Sports Employee Stock Ownership Plan assets move in 2023? ▼
Mountain Hardware and Sports Employee Stock Ownership Plan edged up modestly - up 1.4% during 2023, from $12M to $12M. Reported net income was $391K.
How have Mountain Hardware and Sports, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mountain Hardware and Sports, Inc.'s sponsor-wide assets declined 2.8%, from $12M to $11M.
Which ESOP plans are similar in size to Mountain Hardware and Sports Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is O'neil & Associates, Inc. Employee Stock Ownership Plan in OH ($12M, 146 participants).
Which ESOP plans cover a similar participant headcount to Mountain Hardware and Sports Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Scheduling Institute, Inc. Employee Stock Ownership Plan in GA (88 participants, $925K 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 942605582.

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.