401(k) · DOL Form 5500 · 2023
Mountain Trade Supply Inc 401(k) Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 15
- Participants Small participant base
- 43rd
- Percentile by assets National rank
- $307,081
- Avg per participant High balance/head
Official DOL plan name: Mountain Trade Supply Inc Profit Sharing Plan · Sponsored by Mountain Trade Supply Inc · Colorado · Wholesale Trade
$5M in assets, 15 participants
Mountain Trade Supply Inc's Mountain Trade Supply Inc Profit Sharing Plan reported $5M in total assets and 15 participants in its 2023 DOL Form 5500 filing, ranking in the 43rd 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.
- #2,016 in Wholesale Trade (6,309 peers)
Mountain Trade Supply Inc multi-year trail
Mountain Trade Supply Inc's plans moved -11.3% in assets from 2022 to 2024; this filing shows Mountain Trade Supply Inc Profit Sharing Plan at $5M / 15 participants.
- #2,016
- in Wholesale Trade (6,309 peers)
- +22.6%
- assets growth YoY
Mountain Trade Supply Inc Profit Sharing Plan's mid-pack asset rank among Wholesale Trade and all filers
Mountain Trade Supply Inc Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$4,606,212 43rd percentile higher than 43% 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
Mountain Trade Supply Inc Profit Sharing 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 Trade Supply Inc Profit Sharing Plan is a small filing (15 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Mountain Trade Supply Inc Profit Sharing Plan reported net income rose from $27K in the plan year 2022 filing to $849K in the plan year 2023 filing.
- Mountain Trade Supply Inc Profit Sharing Plan end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
DOL schedule card
Filing strip 841015530 · Mountain Trade Supply Inc PY 2023 · 401(k)
Mountain Trade Supply Inc Profit Sharing Plan · $5M · 15 · 43rd
- SCH $5M
- SCH 15
- SCH 43rd
- SCH 401(k)
- SCH near Natural Delights 401(k) Plan
- SCH ind #2016
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 Wholesale Trade retirement plans → · Plans in Colorado →
Mountain Trade Supply Inc Profit Sharing Plan in the asset neighbourhood
Mountain Trade Supply Inc multi-year asset trail
Sponsor-wide plan assets over time
All Mountain Trade Supply Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 11.315839689831456% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 15 | $4M |
| 2023 | 1 | 15 | $5M |
| 2024 | 1 | 16 | $3M |
Mountain Trade Supply Inc filing trail (2023)
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | $849K |
| Employer EIN | 841015530 |
| Plan Effective Date | 1991-04-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Colorado
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Davita Retirement Savings Plan $3.3B · 57,711
- Ball Corporation 401(k) and Employee Stock Ownership Plan $2.8B · 10,349
- Empower Retirement, LLC 401(k) Savings Plan $1.9B · 10,036
- Woodward Retirement Savings Plan $1.8B · 5,847
- Arcadis U.S., Inc. Retirement Savings Plan $1.7B · 5,491
Mountain Trade Supply Inc Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Colorado, the nearest 401(k) by assets is Natural Delights 401(k) Plan in AZ ($5M); by covered participants it is Ear Nose and Throat of Northwest Georgia PC Profit Sharing Plan in GA (15 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
- Natural Delights 401(k) Plan (AZ) $5M · 449
- Cove Property Management 401(k) Plan (AZ) $5M · 400
- Assisted Living Services, Inc. 401(k) Plan (CT) $5M · 278
- Hearth Management, LLC Retirement Plan (NY) $5M · 682
Similar participant headcount
Nearest other-state filings by covered participants (15 participants); asset peers above are excluded.
- Ear Nose and Throat of Northwest Georgia PC Profit Sharing Plan (GA) 15 · 0 off
- Nittfan Inc. 401(k) Plan (PA) 15 · 0 off
- Rhc3, Inc. 401(k) Profit Sharing Plan (SC) 15 · 0 off
- Stevice Investments Inc. 401(k) Plan (AZ) 15 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.