401(k) · DOL Form 5500 · 2024

Old Mountain Private Family Trust, Inc. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
16
Participants Small participant base
39th
Percentile by assets National rank
$269,450
Avg per participant High balance/head
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Official DOL plan name: Old Mountain Private Family Trust, Inc. 401(k) Plan · Sponsored by Old Mountain Private Family Trust, Inc. · Massachusetts · Administrative & Support Services

$4M in assets, 16 participants

Old Mountain Private Family Trust, Inc.'s Old Mountain Private Family Trust, Inc. 401(k) Plan reported $4M in total assets and 16 participants in its 2024 DOL Form 5500 filing, ranking in the 39th 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.

  • #2,730 in Administrative & Support Services (4,368 peers)

Administrative & Support Services sector rank

Within Administrative & Support Services, Old Mountain Private Family Trust, Inc. 401(k) Plan ranks #2,730 of 4,368 2024 filers by assets (669% of the sector average)-$4M for 16 participants.

#2,730
in Administrative & Support Services (4,368 peers)
+26.2%
assets growth YoY

Old Mountain Private Family Trust, Inc. 401(k) Plan's mid-pack asset rank among Administrative & Support Services and all filers

Old Mountain Private Family Trust, Inc. 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$4,311,206 39th percentile higher than 39% of 123,620 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 2024

Old Mountain Private Family Trust, Inc. 401(k) Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Old Mountain Private Family Trust, Inc. 401(k) Plan is a small filing (16 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Old Mountain Private Family Trust, Inc. 401(k) Plan reported net income rose from $155K in the plan year 2023 filing to $894K in the plan year 2024 filing.
  • Old Mountain Private Family Trust, Inc. 401(k) Plan end-of-year assets rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Old Mountain Private Family Trust, Inc. 401(k) Plan reported participants fell from 17 in the plan year 2023 filing to 16 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 261998085 · Old Mountain Private Family Trust, Inc. PY 2024 · 401(k)

Old Mountain Private Family Trust, Inc. 401(k) Plan · $4M · 16 · 39th

  • EBSA $4M
  • EBSA 16
  • EBSA 39th
  • EBSA 401(k)
  • EBSA near Encompass Early Education & Care, Inc. Savings & Retirement Plan
  • EBSA ind #2730

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 Administrative & Support Services retirement plans → · Plans in Massachusetts →

Old Mountain Private Family Trust, Inc. 401(k) Plan in the asset neighbourhood

Old Mountain Private Family Trust, Inc. 401(k) PlanOld Mountain Private Family …$4MEncompass Early Education & Care, Inc. Savings & Retirement PlanEncompass Early Education & …$4MTrident Management, Inc. 401(k) Profit Sharing PlanTrident Management, Inc. 401…$4M403(b) Thrift Plan for Employees of Open Hand Atlanta, Inc.403(b) Thrift Plan for Emplo…$4MSprung Memorial Group, Inc. 401(k) PlanSprung Memorial Group, Inc. …$4M
End-of-year total assets ($M) among Old Mountain Private Family Trust, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Administrative & Support Services filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$894K
Employer EIN261998085
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Old Mountain Private Family Trust, Inc.)

Sponsor-wide plan assets over time

All Old Mountain Private Family Trust, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 26.171619151415683% vs 2023
2024 filing year
$3M$3.5M$4M$4.5M 20232024 $3.42M $4.31M ▲ +26.0%
Year Plans Participants Total Assets
2023 1 17 $3M
2024 1 16 $4M

Nearby 401(k) Plans in Massachusetts

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

Old Mountain Private Family Trust, Inc. 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Old Mountain Private Family Trust, Inc. 401(k) Plan, Total assets ($B): 0.004311206 · Participants: 16Old Mountain Private Family Trust, Inc. 401(k) PlanFidelity Retirement Savings Plan, Total assets ($B): 34.201609937 · Participants: 66907Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 11.352606499 · Participants: 34618Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 7.720373045 · Participants: 14762Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 6.775289067 · Participants: 20639Boston Scientific Corporation 401(k) Retirement Savings PlanState Street Salary Savings Program, Total assets ($B): 6.532301643 · Participants: 12777State Street Salary Savings Program
Old Mountain Private Family Trust, Inc. 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Old Mountain Private Family Trust, Inc. 401(k) Plan side-by-side with 3 peers →

Old Mountain Private Family Trust, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Encompass Early Education & Care, Inc. Savings & Retirement Plan in WI ($4M); by covered participants it is I. Schumann & Co. LLC 401(k) Profit Sharing Plan & Trust in OH (16 participants). Same-state nearby plans are listed separately above.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Old Mountain Private Family Trust, Inc. 401(k) Plan assets move in 2024? ▼
Old Mountain Private Family Trust, Inc. 401(k) Plan grew sharply - up 26.2% during 2024, from $3M to $4M. Reported net income was $894K.
How have Old Mountain Private Family Trust, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Old Mountain Private Family Trust, Inc.'s sponsor-wide assets grew 26.2%, from $3M to $4M.
Which 401(k) plans are similar in size to Old Mountain Private Family Trust, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Encompass Early Education & Care, Inc. Savings & Retirement Plan in WI ($4M, 122 participants).
Which 401(k) plans cover a similar participant headcount to Old Mountain Private Family Trust, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is I. Schumann & Co. LLC 401(k) Profit Sharing Plan & Trust in OH (16 participants, $4M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 261998085.

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.