401(k) · DOL Form 5500 · 2023

Mountainheart Community Services, Inc. 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
199
Participants Below avg headcount
58th
Percentile by assets National rank
$48,794
Avg per participant Low balance/head
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Official DOL plan name: Mountainheart Community Services, Inc. Profit Sharing Plan · Sponsored by Mountainheart Community Services, Inc. · West Virginia · Other Services

$10M in assets, 199 participants

Mountainheart Community Services, Inc.'s Mountainheart Community Services, Inc. Profit Sharing Plan reported $10M in total assets and 199 participants in its 2023 DOL Form 5500 filing, ranking in the 58th 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.

  • #5,957 in Other Services (7,857 peers)

Coverage in West Virginia

Mountainheart Community Services, Inc. Profit Sharing Plan covers 199 participants in West Virginia, about 43% of the average West Virginia filer (state average ~467 per filing). Assets: $10M.

#5,957
in Other Services (7,857 peers)
+20.5%
assets growth YoY

Mountainheart Community Services, Inc. Profit Sharing Plan's mid-pack asset rank among Other Services and all filers

Mountainheart Community Services, Inc. Profit Sharing Plan vs every filed plan by assets

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

$9,709,913 Top 42% higher than 58% 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

Mountainheart Community Services, Inc. Profit Sharing 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. Mountainheart Community Services, Inc. Profit Sharing Plan sits mid-pack in the medium band (199 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Mountainheart Community Services, Inc. Profit Sharing Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Mountainheart Community Services, Inc. Profit Sharing Plan end-of-year assets rose from $8M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Mountainheart Community Services, Inc. Profit Sharing Plan reported participants rose from 175 in the plan year 2022 filing to 199 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 550481419 · Mountainheart Community Services, Inc. PY 2023 · 401(k)

Mountainheart Community Services, Inc. Profit Sharing Plan · $10M · 199 · 58th

  • BOY $10M
  • SCH 199
  • EBSA 58th
  • PART 401(k)
  • TYPE near Tallman Equipment Co., Inc. Retirement Plan & Trust
  • NET ind #5957

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 Other Services retirement plans → · Plans in West Virginia →

Mountainheart Community Services, Inc. Profit Sharing Plan in the asset neighbourhood

Mountainheart Community Services, Inc. Profit Sharing PlanMountainheart Community Serv…$10MTallman Equipment Co., Inc. Retirement Plan & TrustTallman Equipment Co., Inc. …$10MThink Company, Inc. 401(k) PlanThink Company, Inc. 401(k) P…$10MTsunami Tsolutions, LLC 401(k) PlanTsunami Tsolutions, LLC 401(…$10MJohn Jackson Masonry 401(k) Profit Sharing PlanJohn Jackson Masonry 401(k) …$10M
End-of-year total assets ($M) among Mountainheart Community Services, Inc. Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

West Virginia filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$10M
Net Income$2M
Employer EIN550481419
Plan Effective Date1987-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mountainheart Community Services, Inc.)

Sponsor-wide plan assets over time

All Mountainheart Community Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$11M 40.65865208134043% vs 2022
2024 filing year
$7M$8M$9M$10M$11M$12M 202220232024 $8.06M $11.3M ▲ +40.7%
Year Plans Participants Total Assets
2022 1 175 $8M
2023 1 199 $10M
2024 1 209 $11M

Nearby 401(k) Plans in West Virginia

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

Mountainheart Community Services, Inc. Profit Sharing Plan vs. nearby 401(k) plans in West Virginia, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -0.500.511.5 Total assets ($B) Participants Mountainheart Community Services, Inc. Profit Sharing Plan, Total assets ($B): 0.009709913 · Participants: 199Mountainheart Community Services, Inc. Profit Sharing PlanOrrick, Herrington & Sutcliffe LLP Retirement Plan, Total assets ($B): 1.063431645 · Participants: 1878Orrick, Herrington & Sutcliffe LLP Retirement PlanCamc Health System Basic Retirement Plan, Total assets ($B): 0.718819432 · Participants: 0Camc Health System Basic Retirement PlanAmerican Public Education Retirement Plan, Total assets ($B): 0.259281173 · Participants: 5728American Public Education Retirement PlanWest Virginia University Health System 401(k) Plan, Total assets ($B): 0.255241932 · Participants: 2525West Virginia University Health System 401(k) PlanUnited Bankshares, Inc. Savings and Stock Investment Plan, Total assets ($B): 0.227919168 · Participants: 2740United Bankshares, Inc. Savings and Stock Investment Plan
Mountainheart Community Services, Inc. Profit Sharing Plan vs. nearby 401(k) plans in West Virginia, assets vs. participants
Compare Mountainheart Community Services, Inc. Profit Sharing Plan side-by-side with 3 peers →

Mountainheart Community Services, Inc. Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside West Virginia, the nearest 401(k) by assets is Tallman Equipment Co., Inc. Retirement Plan & Trust in IL ($10M); by covered participants it is Una's Nonprofit Retirement Solution in UT (199 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (199 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 Mountainheart Community Services, Inc. Profit Sharing Plan assets move in 2023? ▼
Mountainheart Community Services, Inc. Profit Sharing Plan grew sharply - up 20.5% during 2023, from $8M to $10M. Reported net income was $2M.
How have Mountainheart Community Services, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mountainheart Community Services, Inc.'s sponsor-wide assets grew 40.7%, from $8M to $11M.
Which 401(k) plans are similar in size to Mountainheart Community Services, Inc. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Tallman Equipment Co., Inc. Retirement Plan & Trust in IL ($10M, 82 participants).
Which 401(k) plans cover a similar participant headcount to Mountainheart Community Services, Inc. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Una's Nonprofit Retirement Solution in UT (199 participants, $987K 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 550481419.

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.