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
PlainRetire home → About this data RSS: change history

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

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

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.

See the national 2022→2023 release diff →

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. 401(k) PlanHilltop Vista Holdings, Inc.…$214KOhana Care Referral Services, Inc. 401(k) Profit Sharing PlanOhana Care Referral Services…$214KChibar Group Fl, Inc. 401(k) Profit Sharing PlanChibar Group Fl, Inc. 401(k)…$214KKesa Inc 401(k) Plan$214KSmiths' Do-Nut Company, Inc. 401(k) Profit Sharing PlanSmiths' Do-Nut Company, Inc.…$214K
End-of-year total assets ($M) among Hilltop Vista Holdings, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

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
$0.05M$0.1M$0.15M$0.2M$0.25M 202220232024 $0.1M $0.1M ▲ +0.0%
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 EIN812687977
Plan Effective Date2016-05-18
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Montana

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

Hilltop Vista Holdings, Inc. 401(k) Plan vs. nearby 401(k) plans in Montana, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -2000200400600 Total assets ($M) Participants Hilltop Vista Holdings, Inc. 401(k) Plan, Total assets ($M): 0.213974 · Participants: 1Hilltop Vista Holdings, Inc. 401(k) PlanD.a. Davidson Companies Retirement Savings and Profit Sharing Plan, Total assets ($M): 543.142005 · Participants: 1580D.a. Davidson Companies Retirement Savings and Profit Sharing PlanGlacier Bancorp, Inc. Profit Sharing and 401(k) Plan, Total assets ($M): 484.798151 · Participants: 3264Glacier Bancorp, Inc. Profit Sharing and 401(k) PlanNorthwestern Energy 401(k) Retirement Savings Plan, Total assets ($M): 462.756735 · Participants: 1529Northwestern Energy 401(k) Retirement Savings PlanFirst Interstate Bancsystem, Inc. 401(k) Plan, Total assets ($M): 453.618257 · Participants: 3750First Interstate Bancsystem, Inc. 401(k) PlanLogan Health Retirement Savings Plan, Total assets ($M): 436.597451 · Participants: 4232Logan Health Retirement Savings Plan
Hilltop Vista Holdings, Inc. 401(k) Plan vs. nearby 401(k) plans in Montana, assets vs. participants

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.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Hilltop Vista Holdings, Inc. 401(k) Plan assets move in 2023?
Hilltop Vista Holdings, Inc. 401(k) Plan surged - up 106.2% during 2023, from $104K to $214K. Reported net income was $110K.
How have Hilltop Vista Holdings, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Hilltop Vista Holdings, Inc.'s sponsor-wide assets grew 1.1%, from $104K to $105K.
Where does Hilltop Vista Holdings, Inc. 401(k) Plan rank by assets among Form 5500 filers?
Hilltop Vista Holdings, Inc. 401(k) Plan ranks in the 11th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Hilltop Vista Holdings, Inc. 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Ohana Care Referral Services, Inc. 401(k) Profit Sharing Plan in CA ($214K, 3 participants).
Which 401(k) plans cover a similar participant headcount to Hilltop Vista Holdings, Inc. 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant, $458 in assets).