ESOP · DOL Form 5500 · 2023

Mountain Research, Inc. ESOP

Data updated 2026-08-25

$2M
Total assets Small plan by assets
31
Participants Small participant base
32nd
Percentile by assets National rank
$71,921
Avg per participant Below avg balance/head
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Official DOL plan name: Mountain Research, Inc. Employee Stock Ownership Plan · Sponsored by Mountain Research, Inc. · Pennsylvania · Professional & Technical Services

$2M in assets, 31 participants

Mountain Research, Inc.'s Mountain Research, Inc. Employee Stock Ownership Plan reported $2M in total assets and 31 participants in its 2023 DOL Form 5500 filing, ranking in the 32nd 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.

  • #5,665 in Professional & Technical Services (20,321 peers)

Mountain Research, Inc. multi-year trail

Mountain Research, Inc.'s plans moved +15.8% in assets from 2022 to 2024; this filing shows Mountain Research, Inc. Employee Stock Ownership Plan at $2M / 31 participants.

#5,665
in Professional & Technical Services (20,321 peers)
+21.5%
assets growth YoY

Mountain Research, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets

Mountain Research, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$2,229,560 32nd percentile higher than 32% 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

Mountain Research, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Mountain Research, Inc. Employee Stock Ownership Plan is a small filing (31 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Mountain Research, Inc. Employee Stock Ownership Plan reported net income rose from -$183K in the plan year 2022 filing to $412K in the plan year 2023 filing.
  • Mountain Research, Inc. Employee Stock Ownership Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Mountain Research, Inc. Employee Stock Ownership Plan reported participants rose from 28 in the plan year 2022 filing to 31 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 201990509 · Mountain Research, Inc. PY 2023 · ESOP

Mountain Research, Inc. Employee Stock Ownership Plan · $2M · 31 · 32nd

  • EIN $2M
  • RANK 31
  • PHOTO 32nd
  • IND ESOP
  • EOY near Southwestern Virginia Energy Industries, Ltd ESOP
  • 5500 ind #5665

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 What is an ESOP? → · Plans in Pennsylvania →

Mountain Research, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Mountain Research, Inc. Employee Stock Ownership PlanMountain Research, Inc. Empl…$2MSouthwestern Virginia Energy Industries, Ltd ESOPSouthwestern Virginia Energy…$2MPrairie Mechanical Corporation Employee Stock Ownership Plan and TrustPrairie Mechanical Corporati…$2MBest Restaurant Equipment & Design, Inc. Employee Stock Ownership PlanBest Restaurant Equipment & …$2MRaycon Construction Employee Stock Ownership PlanRaycon Construction Employee…$2M
End-of-year total assets ($M) among Mountain Research, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Mountain Research, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Mountain Research, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 15.785600793627% vs 2022
2024 filing year
$1.6M$1.8M$2M$2.2M$2.4M 202220232024 $1.83M $2.12M ▲ +15.8%
Year Plans Participants Total Assets
2022 1 28 $2M
2023 1 31 $2M
2024 1 36 $2M

Mountain Research, Inc. filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$412K
Employer EIN201990509
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Pennsylvania

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

Mountain Research, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants Mountain Research, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.00222956 · Participants: 31Mountain Research, Inc. Employee Stock Ownership PlanWawa, Inc. Employee Stock Ownership Plan, Total assets ($B): 5.338226537 · Participants: 42695Wawa, Inc. Employee Stock Ownership PlanBradford White Corporation Employee Stock Ownership Plan and Trust Agreement, Total assets ($B): 1.558044827 · Participants: 342Bradford White Corporation Employee Stock Ownership Plan and Trust AgreementCentimark Corporation Employee Stock Ownership Plan and Trust, Total assets ($B): 0.686501046 · Participants: 2353Centimark Corporation Employee Stock Ownership Plan and TrustSheetz, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.686202616 · Participants: 13858Sheetz, Inc. Employee Stock Ownership PlanD & H Employee Stock Ownership Plan, Total assets ($B): 0.288933356 · Participants: 1461D & H Employee Stock Ownership Plan
Mountain Research, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants
Compare Mountain Research, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Mountain Research, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Pennsylvania, the nearest ESOP by assets is Southwestern Virginia Energy Industries, Ltd ESOP in VA ($2M); by covered participants it is Miller/Howard Investments, Inc. Employee Stock Ownership Plan in NY (31 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (31 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 Mountain Research, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Mountain Research, Inc. Employee Stock Ownership Plan grew sharply - up 21.5% during 2023, from $2M to $2M. Reported net income was $412K.
How have Mountain Research, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mountain Research, Inc.'s sponsor-wide assets grew 15.8%, from $2M to $2M.
Which ESOP plans are similar in size to Mountain Research, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Southwestern Virginia Energy Industries, Ltd ESOP in VA ($2M, 37 participants).
Which ESOP plans cover a similar participant headcount to Mountain Research, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Miller/Howard Investments, Inc. Employee Stock Ownership Plan in NY (31 participants, $11M 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 201990509.

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.