Profit Sharing · DOL Form 5500 · 2023

Rocky Mountain Supply, Inc. Profit Sharing Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
101
Participants Small participant base
39th
Percentile by assets National rank
$37,851
Avg per participant Low balance/head
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Official DOL plan name: Co-Op 401(k) Plan · Sponsored by Rocky Mountain Supply, Inc. · Montana · Agriculture, Forestry & Fishing

$4M in assets, 101 participants

Rocky Mountain Supply, Inc.'s Co-Op 401(k) Plan reported $4M in total assets and 101 participants in its 2023 DOL Form 5500 filing, ranking in the 39th 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.

  • #522 in Agriculture, Forestry & Fishing (1,288 peers)

Coverage in Montana

Co-Op 401(k) Plan covers 101 participants in Montana, about 37% of the average Montana filer (state average ~271 per filing). Assets: $4M.

#522
in Agriculture, Forestry & Fishing (1,288 peers)
+21.0%
assets growth YoY

Co-Op 401(k) Plan's mid-pack asset rank among Agriculture, Forestry & Fishing and all filers

Co-Op 401(k) Plan vs every filed plan by assets

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

$3,822,928 39th percentile higher than 39% 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

Co-Op 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. Co-Op 401(k) Plan sits mid-pack in the medium band (101 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Co-Op 401(k) Plan reported net income rose from -$82K in the plan year 2022 filing to $664K in the plan year 2023 filing.
  • Co-Op 401(k) Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Co-Op 401(k) Plan reported participants rose from 92 in the plan year 2022 filing to 101 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 810527798 · Rocky Mountain Supply, Inc. PY 2023 · Profit Sharing

Co-Op 401(k) Plan · $4M · 101 · 39th

  • EOY $4M
  • 5500 101
  • ASSETS 39th
  • PCT Profit Sharing
  • EIN near Dominy, Ford & Associates, Inc. Profit Sharing Plan
  • RANK ind #522

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 Agriculture, Forestry & Fishing retirement plans → · Plans in Montana →

Co-Op 401(k) Plan in the asset neighbourhood

Co-Op 401(k) Plan$4MDominy, Ford & Associates, Inc. Profit Sharing PlanDominy, Ford & Associates, I…$4MStephen F Lawandales Profit Sharing PlanStephen F Lawandales Profit …$4MWpg Employee Profit Sharing PlanWpg Employee Profit Sharing …$4MResearch for Action 403(b) PlanResearch for Action 403(b) P…$4M
End-of-year total assets ($M) among Co-Op 401(k) Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Montana filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$664K
Employer EIN810527798
Plan Effective Date1999-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Rocky Mountain Supply, Inc.)

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$5M 43.83985672303966% vs 2022
2024 filing year
$3M$3.5M$4M$4.5M$5M 202220232024 $3.16M $4.54M ▲ +43.7%
Year Plans Participants Total Assets
2022 1 92 $3M
2023 1 101 $4M
2024 1 103 $5M

Nearby Profit Sharing Plans in Montana

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

Co-Op 401(k) Plan vs. nearby Profit Sharing plans in Montana, assets vs. participants Scatter plot of 6 data points. 0100200300 05101520 Total assets ($M) Participants Co-Op 401(k) Plan, Total assets ($M): 3.822928 · Participants: 101Co-Op 401(k) PlanBarrett Hospital Development Corporation 403(b) Plan, Total assets ($M): 18.151451 · Participants: 226Barrett Hospital Development Corporation 403(b) PlanOkeefe Drilling Company Profit-Sharing Trust, Total assets ($M): 17.914225 · Participants: 26Okeefe Drilling Company Profit-Sharing TrustLanglas & Associates, Inc. Profit Sharing Plan, Total assets ($M): 15.392545 · Participants: 165Langlas & Associates, Inc. Profit Sharing PlanCabinet Peaks Medical Center Personal Retirement Plan, Total assets ($M): 13.548868 · Participants: 279Cabinet Peaks Medical Center Personal Retirement PlanBlue Rock Products Company Profit Sharing Plan, Total assets ($M): 11.923551 · Participants: 77Blue Rock Products Company Profit Sharing Plan
Co-Op 401(k) Plan vs. nearby Profit Sharing plans in Montana, assets vs. participants
Compare Co-Op 401(k) Plan side-by-side with 3 peers →

Co-Op 401(k) Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Montana, the nearest Profit Sharing by assets is Dominy, Ford & Associates, Inc. Profit Sharing Plan in TX ($4M); by covered participants it is Plimoth Patuxet Museums, Inc. Tax Sheltered Annuity Plan in MA (101 participants). Same-state nearby plans are listed separately above.

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 Co-Op 401(k) Plan assets move in 2023? ▼
Co-Op 401(k) Plan grew sharply - up 21.0% during 2023, from $3M to $4M. Reported net income was $664K.
How have Rocky Mountain Supply, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Rocky Mountain Supply, Inc.'s sponsor-wide assets grew 43.8%, from $3M to $5M.
Which Profit Sharing plans are similar in size to Co-Op 401(k) Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Dominy, Ford & Associates, Inc. Profit Sharing Plan in TX ($4M, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to Co-Op 401(k) Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Plimoth Patuxet Museums, Inc. Tax Sheltered Annuity Plan in MA (101 participants, $3M 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 810527798.

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.