401(k) · DOL Form 5500 · 2023
Hilltop Vista Holdings, Inc. 401(k) Plan
Data updated 2026-08-25
- $214K
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 11th
- Percentile by assets National rank
- $213,974
- Avg per participant Above avg balance/head
Official DOL plan name: Hilltop Vista Holdings, Inc. 401(k) Plan · Sponsored by Hilltop Vista Holdings, Inc. · Montana · Other Services
$214K in assets, 1 participants
Hilltop Vista Holdings, Inc.'s Hilltop Vista Holdings, Inc. 401(k) Plan reported $214K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 11th 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.
- #1,892 in Other Services (7,857 peers)
2023 asset change
Hilltop Vista Holdings, Inc. 401(k) Plan surged 106.2% in 2023 ($104K → $214K) for 1 participant.
- #1,892
- in Other Services (7,857 peers)
- +106.2%
- assets growth YoY
Hilltop Vista Holdings, Inc. 401(k) Plan among the smaller filed plans by assets
Hilltop Vista Holdings, Inc. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$213,974 11th percentile higher than 11% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Hilltop Vista Holdings, Inc. 401(k) Plan among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Hilltop Vista Holdings, Inc. 401(k) Plan is a micro filing (1 participant), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Hilltop Vista Holdings, Inc. 401(k) Plan reported net income rose from -$3K in the plan year 2022 filing to $110K in the plan year 2023 filing.
- Hilltop Vista Holdings, Inc. 401(k) Plan end-of-year assets rose from $104K in the plan year 2022 filing to $214K in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 812687977 · Hilltop Vista Holdings, Inc. PY 2023 · 401(k)
Hilltop Vista Holdings, Inc. 401(k) Plan · $214K · 1 · 11th
- ASSETS $214K
- ASSETS 1
- ASSETS 11th
- ASSETS 401(k)
- ASSETS near Ohana Care Referral Services, Inc. 401(k) Profit Sharing Plan
- ASSETS ind #1892
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 Montana →
Hilltop Vista Holdings, Inc. 401(k) Plan in the asset neighbourhood
Hilltop Vista Holdings, Inc. years around the 2023 move
Sponsor-wide plan assets over time
All Hilltop Vista Holdings, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $105K 1.1238445894497402% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $104K |
| 2023 | 1 | 1 | $214K |
| 2024 | 1 | 1 | $105K |
2023 asset-move particulars
| Total Assets (Beginning of Year) | $104K |
|---|---|
| Net Assets (End of Year) | $214K |
| Net Income | $110K |
| Employer EIN | 812687977 |
| Plan Effective Date | 2016-05-18 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Montana
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- D.a. Davidson Companies Retirement Savings and Profit Sharing Plan $543M · 1,580
- Glacier Bancorp, Inc. Profit Sharing and 401(k) Plan $485M · 3,264
- Northwestern Energy 401(k) Retirement Savings Plan $463M · 1,529
- First Interstate Bancsystem, Inc. 401(k) Plan $454M · 3,750
- Logan Health Retirement Savings Plan $437M · 4,232
Hilltop Vista Holdings, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Montana, the nearest 401(k) by assets is Ohana Care Referral Services, Inc. 401(k) Profit Sharing Plan in CA ($214K); by covered participants it is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($214K here).
Similar participant headcount
Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.
- Beandel, Inc. 401(k) Profit Sharing Plan (UT) 1 · 0 off
- Goldsugar Foodservice, Inc. 401(k) Profit Sharing Plan (IL) 1 · 0 off
- Armo 401(k) Trust (NJ) 1 · 0 off
- Provencio Enterprises Retirement Plan (TX) 1 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.