401(k) · DOL Form 5500 · 2023

Bear Mountain Healthcare, LLC 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
2,407
Participants Above avg headcount
41st
Percentile by assets National rank
$1,754
Avg per participant Low balance/head
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Official DOL plan name: Bear Mountain 401(k) Plan · Sponsored by Bear Mountain Healthcare, LLC · Connecticut · Healthcare & Social Assistance

$4M in assets, 2,407 participants

Bear Mountain Healthcare, LLC's Bear Mountain 401(k) Plan reported $4M in total assets and 2,407 participants in its 2023 DOL Form 5500 filing, ranking in the 41st 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.

  • #7,820 in Healthcare & Social Assistance (17,684 peers)

Coverage in Connecticut

Bear Mountain 401(k) Plan covers 2,407 participants in Connecticut, 3.4x the typical Connecticut plan (state average ~718 per filing). Assets: $4M.

#7,820
in Healthcare & Social Assistance (17,684 peers)
+30.4%
assets growth YoY

Bear Mountain 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Bear Mountain 401(k) Plan vs every filed plan by assets

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

$4,223,079 41st percentile higher than 41% 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

Bear Mountain 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bear Mountain 401(k) Plan lands in the large band (2,407 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bear Mountain 401(k) Plan reported net income rose from $377K in the plan year 2022 filing to $947K in the plan year 2023 filing.
  • Bear Mountain 401(k) Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Bear Mountain 401(k) Plan reported participants fell from 2,479 in the plan year 2022 filing to 2,407 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 814750544 · Bear Mountain Healthcare, LLC PY 2023 · 401(k)

Bear Mountain 401(k) Plan · $4M · 2,407 · 41st

  • RANK $4M
  • RANK 2,407
  • RANK 41st
  • RANK 401(k)
  • RANK near Altigen Communications, Inc. 401(k) Plan
  • RANK ind #7820

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 Healthcare & Social Assistance retirement plans → · Plans in Connecticut →

Bear Mountain 401(k) Plan in the asset neighbourhood

Bear Mountain 401(k) Plan$4MAltigen Communications, Inc. 401(k) PlanAltigen Communications, Inc.…$4MBww, Inc. 401(k) Plan$4MSherloq Solutions, Inc. 401(k) PlanSherloq Solutions, Inc. 401(…$4MR. P. Weddell & Sons Co. Retirement Savings PlanR. P. Weddell & Sons Co. Ret…$4M
End-of-year total assets ($M) among Bear Mountain 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Connecticut filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$947K
Employer EIN814750544
Plan Effective Date2016-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bear Mountain Healthcare, LLC)

Sponsor-wide plan assets over time

All Bear Mountain Healthcare, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$4M 37.22082229611417% vs 2022
2024 filing year
$3M$3.5M$4M$4.5M$5M 202220232024 $3.24M $4.44M ▲ +37.0%
Year Plans Participants Total Assets
2022 1 2,479 $3M
2023 1 2,407 $4M
2024 1 1,677 $4M

Nearby 401(k) Plans in Connecticut

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

Bear Mountain 401(k) Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Bear Mountain 401(k) Plan, Total assets ($B): 0.004223079 · Participants: 2407Bear Mountain 401(k) PlanRtx Savings Plan, Total assets ($B): 52.759784 · Participants: 123037Rtx Savings PlanCiti Retirement Savings Plan, Total assets ($B): 20.653030659 · Participants: 77865Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 6.478512 · Participants: 18377The Hartford Investment and Savings PlanXerox Corporation Savings Plan, Total assets ($B): 3.948866 · Participants: 10291Xerox Corporation Savings PlanEversource 401(k) Plan, Total assets ($B): 3.751712453 · Participants: 9504Eversource 401(k) Plan
Bear Mountain 401(k) Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Bear Mountain 401(k) Plan side-by-side with 3 peers →

Bear Mountain 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is Altigen Communications, Inc. 401(k) Plan in CA ($4M); by covered participants it is Blue Sprig Pediatrics, Inc. in TX (2,407 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($4M here).

Similar participant headcount

Nearest other-state filings by covered participants (2,407 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 Bear Mountain 401(k) Plan assets move in 2023? ▼
Bear Mountain 401(k) Plan surged - up 30.4% during 2023, from $3M to $4M. Reported net income was $947K.
How have Bear Mountain Healthcare, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bear Mountain Healthcare, LLC's sponsor-wide assets grew 37.2%, from $3M to $4M.
Which 401(k) plans are similar in size to Bear Mountain 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Altigen Communications, Inc. 401(k) Plan in CA ($4M, 28 participants).
Which 401(k) plans cover a similar participant headcount to Bear Mountain 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Blue Sprig Pediatrics, Inc. in TX (2,407 participants, $10M 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 814750544.

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.