ESOP · DOL Form 5500 · 2023

Rocky Mountain Atv, Inc. ESOP

Data updated 2026-08-25

$104M
Total assets Near avg plan size
501
Participants Below avg headcount
92nd
Percentile by assets National rank
$207,683
Avg per participant Above avg balance/head
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Official DOL plan name: Rocky Mountain Atv, Inc. Employee Stock Ownership Plan · Sponsored by Rocky Mountain Atv, Inc. · Utah · Retail Trade

$104M in assets, 501 participants

Rocky Mountain Atv, Inc.'s Rocky Mountain Atv, Inc. Employee Stock Ownership Plan reported $104M in total assets and 501 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.

  • #8,012 in Retail Trade (8,414 peers)

Where Rocky Mountain Atv, Inc. Employee Stock Ownership Plan sits by assets

Rocky Mountain Atv, Inc. Employee Stock Ownership Plan sits in the top 10% of all filed plans by assets, $104M for 501 participants (~$207,683/participant), up 32.5% in 2023.

#8,012
in Retail Trade (8,414 peers)
+32.5%
assets growth YoY
1.0×
vs typical plan assets (national mean)

Rocky Mountain Atv, Inc. Employee Stock Ownership Plan's outsized position by total assets

Rocky Mountain Atv, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$104,049,142 Top 8% higher than 92% 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

Rocky Mountain Atv, Inc. Employee Stock Ownership 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. Rocky Mountain Atv, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (501 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Rocky Mountain Atv, Inc. Employee Stock Ownership Plan end-of-year assets rose from $79M in the plan year 2022 filing to $104M in the plan year 2023 filing.
  • Rocky Mountain Atv, Inc. Employee Stock Ownership Plan reported net income fell from $34M in the plan year 2022 filing to $26M in the plan year 2023 filing.
  • Rocky Mountain Atv, Inc. Employee Stock Ownership Plan reported participants rose from 473 in the plan year 2022 filing to 501 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 870463073 · Rocky Mountain Atv, Inc. PY 2023 · ESOP

Rocky Mountain Atv, Inc. Employee Stock Ownership Plan · $104M · 501 · 92nd

  • NET $104M
  • NET 501
  • NET 92nd
  • NET ESOP
  • NET near Ccmsi Holdings, Inc. Employee Stock Ownership Plan
  • NET ind #8012

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 Utah →

Rocky Mountain Atv, Inc. Employee Stock Ownership Plan in the asset neighbourhood

H & R Agri-Power Employee Stock Ownership PlanH & R Agri-Power Employee St…$105MCcmsi Holdings, Inc. Employee Stock Ownership PlanCcmsi Holdings, Inc. Employe…$104MRocky Mountain Atv, Inc. Employee Stock Ownership PlanRocky Mountain Atv, Inc. Emp…$104MFirst National Capital Corporation Employee Stock Ownership PlanFirst National Capital Corpo…$103MDealers Electrical Supply Co. Employee Stock Ownership PlanDealers Electrical Supply Co…$103M
End-of-year total assets ($M) among Rocky Mountain Atv, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$79M
Net Assets (End of Year)$92M
Net Income$26M
Employer EIN870463073
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Rocky Mountain Atv, Inc.)

Sponsor-wide plan assets over time

All Rocky Mountain Atv, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$134M 52.51490682849915% vs 2022
2024 filing year
$80M$100M$120M$140M 202220232024 $87.6M $134M ▲ +52.5%
Year Plans Participants Total Assets
2022 2 945 $88M
2023 2 999 $116M
2024 2 996 $134M

Nearby ESOP Plans in Utah

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

Rocky Mountain Atv, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Utah, assets vs. participants Scatter plot of 6 data points. -2000200400600800 406080100120140 Total assets ($M) Participants Rocky Mountain Atv, Inc. Employee Stock Ownership Plan, Total assets ($M): 104.049142 · Participants: 501Rocky Mountain Atv, Inc. Employee Stock Ownership PlanWhitaker Construction Co., Inc. Employee Stock Ownership Plan, Total assets ($M): 121.038272 · Participants: 697Whitaker Construction Co., Inc. Employee Stock Ownership PlanJacobsen Construction Company, Inc. Employee Stock Ownership Plan, Total assets ($M): 111.243432 · Participants: 531Jacobsen Construction Company, Inc. Employee Stock Ownership PlanFj Management Inc. Employee Stock Ownership Plan, Total assets ($M): 102.977078 · Participants: 30Fj Management Inc. Employee Stock Ownership PlanCentral Milling Employee Stock Ownership Plan and Trust, Total assets ($M): 45.365384 · Participants: 111Central Milling Employee Stock Ownership Plan and TrustKenny Seng Construction Employee Stock Ownership Plan, Total assets ($M): 44.16 · Participants: 173Kenny Seng Construction Employee Stock Ownership Plan
Rocky Mountain Atv, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Utah, assets vs. participants
Compare Rocky Mountain Atv, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Rocky Mountain Atv, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Utah, the nearest ESOP by assets is Ccmsi Holdings, Inc. Employee Stock Ownership Plan in IL ($104M); by covered participants it is Lee Contracting, Inc. Employee Stock Ownership Plan in MI (500 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (501 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 Rocky Mountain Atv, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Rocky Mountain Atv, Inc. Employee Stock Ownership Plan surged - up 32.5% during 2023, from $79M to $104M. Reported net income was $26M.
How have Rocky Mountain Atv, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Rocky Mountain Atv, Inc.'s sponsor-wide assets grew 52.5%, from $88M to $134M.
Where does Rocky Mountain Atv, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Rocky Mountain Atv, Inc. Employee Stock Ownership Plan ranks in the 92nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which ESOP plans are similar in size to Rocky Mountain Atv, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Ccmsi Holdings, Inc. Employee Stock Ownership Plan in IL ($104M, 1,282 participants).
Which ESOP plans cover a similar participant headcount to Rocky Mountain Atv, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Lee Contracting, Inc. Employee Stock Ownership Plan in MI (500 participants, $238M 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 870463073.

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.