401(k) · DOL Form 5500 · 2023

Mountain Plus Services, Inc. 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
1,545
Participants Near avg headcount
71st
Percentile by assets National rank
$11,858
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Mountain 401(k) Plan · Sponsored by Mountain Plus Services, Inc. · Kentucky · Healthcare & Social Assistance

$18M in assets, 1,545 participants

Mountain Plus Services, Inc.'s Mountain 401(k) Plan reported $18M in total assets and 1,545 participants in its 2023 DOL Form 5500 filing, ranking in the 71st 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.

  • #13,372 in Healthcare & Social Assistance (17,684 peers)

Coverage in Kentucky

Mountain 401(k) Plan covers 1,545 participants in Kentucky, 2.4x the typical Kentucky plan (state average ~647 per filing). Assets: $18M.

#13,372
in Healthcare & Social Assistance (17,684 peers)
+37.0%
assets growth YoY

Mountain 401(k) Plan's outsized position by total assets

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

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

$18,320,120 Top 29% higher than 71% 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 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. Mountain 401(k) Plan lands in the large band (1,545 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Mountain 401(k) Plan end-of-year assets rose from $13M in the plan year 2022 filing to $18M in the plan year 2023 filing.
  • Mountain 401(k) Plan reported net income rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Mountain 401(k) Plan reported participants rose from 1,420 in the plan year 2022 filing to 1,545 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 453942708 · Mountain Plus Services, Inc. PY 2023 · 401(k)

Mountain 401(k) Plan · $18M · 1,545 · 71st

  • PART $18M
  • TYPE 1,545
  • NET 71st
  • BOOK 401(k)
  • VS-ST near Digestive Health Consultants, PLC Profit Sharing Plan
  • BOY ind #13372

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 Kentucky →

Mountain 401(k) Plan in the asset neighbourhood

Mountain 401(k) Plan$18MDigestive Health Consultants, PLC Profit Sharing PlanDigestive Health Consultants…$18MNederveld , Inc. 401 (K) Profit Sharing PlanNederveld , Inc. 401 (K) Pro…$18MRailroad Services Retirement PlanRailroad Services Retirement…$18MNew York Anesthesiology Medical Specialties, P.C. Employees' Deferred Savings and Profit Sharing PlanNew York Anesthesiology Medi…$18M
End-of-year total assets ($M) among Mountain 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Kentucky filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$18M
Net Income$5M
Employer EIN453942708
Plan Effective Date2012-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mountain Plus Services, Inc.)

Sponsor-wide plan assets over time

All Mountain Plus Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$24M 75.76395073390555% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $13.4M $23.5M ▲ +75.8%
Year Plans Participants Total Assets
2022 1 1,420 $13M
2023 1 1,545 $18M
2024 1 1,505 $24M

Nearby 401(k) Plans in Kentucky

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

Mountain 401(k) Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -20246810 Total assets ($B) Participants Mountain 401(k) Plan, Total assets ($B): 0.01832012 · Participants: 1545Mountain 401(k) PlanCommonspirit Health 401(k) Retirement Savings Plan, Total assets ($B): 7.871320063 · Participants: 86688Commonspirit Health 401(k) Retirement Savings PlanHumana Retirement Savings Plan, Total assets ($B): 7.374962984 · Participants: 45938Humana Retirement Savings PlanUPS/Ipa 401(k) Savings Plan, Total assets ($B): 1.324958147 · Participants: 3159UPS/Ipa 401(k) Savings PlanScionhealth 401(k) Plan, Total assets ($B): 1.221134526 · Participants: 33226Scionhealth 401(k) PlanLexmark Savings Plan, Total assets ($B): 1.205127047 · Participants: 1968Lexmark Savings Plan
Mountain 401(k) Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants
Compare Mountain 401(k) Plan side-by-side with 3 peers →

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

Outside Kentucky, the nearest 401(k) by assets is Digestive Health Consultants, PLC Profit Sharing Plan in MI ($18M); by covered participants it is Acuity Brands Lighting, Inc. 401(k) Plan for Hourly Employees in GA (1,545 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,545 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 401(k) Plan assets move in 2023? ▼
Mountain 401(k) Plan surged - up 37.0% during 2023, from $13M to $18M. Reported net income was $5M.
How have Mountain Plus Services, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mountain Plus Services, Inc.'s sponsor-wide assets grew 75.8%, from $13M to $24M.
Which 401(k) plans are similar in size to Mountain 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Digestive Health Consultants, PLC Profit Sharing Plan in MI ($18M, 43 participants).
Which 401(k) plans cover a similar participant headcount to Mountain 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Acuity Brands Lighting, Inc. 401(k) Plan for Hourly Employees in GA (1,545 participants, $15M 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 453942708.

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.