401(k) · DOL Form 5500 · 2023

Rocky Mountain Chocolate Factory 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
118
Participants Small participant base
59th
Percentile by assets National rank
$86,699
Avg per participant Below avg balance/head
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Official DOL plan name: Rocky Mountain Chocolate Factory, Inc. 401(k) Plan · Sponsored by Rocky Mountain Chocolate Factory · Colorado · Manufacturing

$10M in assets, 118 participants

Rocky Mountain Chocolate Factory's Rocky Mountain Chocolate Factory, Inc. 401(k) Plan reported $10M in total assets and 118 participants in its 2023 DOL Form 5500 filing, ranking in the 59th 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.

  • #8,504 in Manufacturing (18,722 peers)

Coverage in Colorado

Rocky Mountain Chocolate Factory, Inc. 401(k) Plan covers 118 participants in Colorado, about 31% of the average Colorado filer (state average ~376 per filing). Assets: $10M.

#8,504
in Manufacturing (18,722 peers)
+17.9%
assets growth YoY

Rocky Mountain Chocolate Factory, Inc. 401(k) Plan's mid-pack asset rank among Manufacturing and all filers

Rocky Mountain Chocolate Factory, Inc. 401(k) Plan vs every filed plan by assets

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

$10,230,495 Top 41% higher than 59% 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

Rocky Mountain Chocolate Factory, Inc. 401(k) 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. Rocky Mountain Chocolate Factory, Inc. 401(k) Plan sits mid-pack in the medium band (118 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Rocky Mountain Chocolate Factory, Inc. 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Rocky Mountain Chocolate Factory, Inc. 401(k) Plan reported participants fell from 144 in the plan year 2022 filing to 118 in the plan year 2023 filing.
  • Rocky Mountain Chocolate Factory, Inc. 401(k) Plan end-of-year assets rose from $9M in the plan year 2022 filing to $10M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 840910696 · Rocky Mountain Chocolate Factory PY 2023 · 401(k)

Rocky Mountain Chocolate Factory, Inc. 401(k) Plan · $10M · 118 · 59th

  • PART $10M
  • TYPE 118
  • NET 59th
  • BOOK 401(k)
  • VS-ST near Clearmotion, Inc. 401(k) Plan
  • BOY ind #8504

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 Manufacturing retirement plans → · Plans in Colorado →

Rocky Mountain Chocolate Factory, Inc. 401(k) Plan in the asset neighbourhood

Rocky Mountain Chocolate Factory, Inc. 401(k) PlanRocky Mountain Chocolate Fac…$10MClearmotion, Inc. 401(k) Plan$10MJ.R. Cole Industries, Inc. 401(k) PlanJ.R. Cole Industries, Inc. 4…$10MMinot Builders Supply Association 401(k) Profit Sharing PlanMinot Builders Supply Associ…$10MC. Stein, Inc. Retirement PlanC. Stein, Inc. Retirement Pl…$10M
End-of-year total assets ($M) among Rocky Mountain Chocolate Factory, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Colorado filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$10M
Net Income$2M
Employer EIN840910696
Plan Effective Date1994-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Rocky Mountain Chocolate Factory)

Sponsor-wide plan assets over time

All Rocky Mountain Chocolate Factory plans reported in each filing year

Latest sponsor-wide plan assets
$11M 23.35786567264659% vs 2022
2024 filing year
$8M$9M$10M$11M 202220232024 $8.67M $10.7M ▲ +23.4%
Year Plans Participants Total Assets
2022 1 144 $9M
2023 1 118 $10M
2024 1 116 $11M

Nearby 401(k) Plans in Colorado

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

Rocky Mountain Chocolate Factory, Inc. 401(k) Plan vs. nearby 401(k) plans in Colorado, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -101234 Total assets ($B) Participants Rocky Mountain Chocolate Factory, Inc. 401(k) Plan, Total assets ($B): 0.010230495 · Participants: 118Rocky Mountain Chocolate Factory, Inc. 401(k) PlanDavita Retirement Savings Plan, Total assets ($B): 3.326219779 · Participants: 57711Davita Retirement Savings PlanBall Corporation 401(k) and Employee Stock Ownership Plan, Total assets ($B): 2.806549522 · Participants: 10349Ball Corporation 401(k) and Employee Stock Ownership PlanEmpower Retirement, LLC 401(k) Savings Plan, Total assets ($B): 1.852270164 · Participants: 10036Empower Retirement, LLC 401(k) Savings PlanWoodward Retirement Savings Plan, Total assets ($B): 1.765770435 · Participants: 5847Woodward Retirement Savings PlanArcadis U.S., Inc. Retirement Savings Plan, Total assets ($B): 1.686655183 · Participants: 5491Arcadis U.S., Inc. Retirement Savings Plan
Rocky Mountain Chocolate Factory, Inc. 401(k) Plan vs. nearby 401(k) plans in Colorado, assets vs. participants
Compare Rocky Mountain Chocolate Factory, Inc. 401(k) Plan side-by-side with 3 peers →

Rocky Mountain Chocolate Factory, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Colorado, the nearest 401(k) by assets is Clearmotion, Inc. 401(k) Plan in MA ($10M); by covered participants it is Ensign Natural Resources 401(k) Plan in TX (118 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($10M here).

Similar participant headcount

Nearest other-state filings by covered participants (118 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 Rocky Mountain Chocolate Factory, Inc. 401(k) Plan assets move in 2023? ▼
Rocky Mountain Chocolate Factory, Inc. 401(k) Plan grew sharply - up 17.9% during 2023, from $9M to $10M. Reported net income was $2M.
How have Rocky Mountain Chocolate Factory plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Rocky Mountain Chocolate Factory's sponsor-wide assets grew 23.4%, from $9M to $11M.
Which 401(k) plans are similar in size to Rocky Mountain Chocolate Factory, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Clearmotion, Inc. 401(k) Plan in MA ($10M, 53 participants).
Which 401(k) plans cover a similar participant headcount to Rocky Mountain Chocolate Factory, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ensign Natural Resources 401(k) Plan in TX (118 participants, N/A 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 840910696.

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.