401(k) · DOL Form 5500 · 2024

Seamount Financial Group, Inc. 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
4
Participants Small participant base
62nd
Percentile by assets National rank
$3.4M
Avg per participant High balance/head
PlainRetire home → About this data

Official DOL plan name: Seamount Financial Group, Inc. Profit Sharing Plan · Sponsored by Seamount Financial Group, Inc. · Colorado · Finance & Insurance

$14M in assets, 4 participants

Seamount Financial Group, Inc.'s Seamount Financial Group, Inc. Profit Sharing Plan reported $14M in total assets and 4 participants in its 2024 DOL Form 5500 filing, ranking in the 62nd 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.

  • #3,955 in Finance & Insurance (8,549 peers)

2024 asset change

Seamount Financial Group, Inc. Profit Sharing Plan grew sharply 19.3% in 2024 ($11M → $14M) for 4 participants.

#3,955
in Finance & Insurance (8,549 peers)
+19.3%
assets growth YoY

Seamount Financial Group, Inc. Profit Sharing Plan's mid-pack asset rank among Finance & Insurance and all filers

Seamount Financial Group, Inc. Profit Sharing Plan vs every filed plan by assets

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

$13,622,220 Top 38% higher than 62% 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

Seamount Financial Group, Inc. Profit Sharing Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Seamount Financial Group, Inc. Profit Sharing Plan is a micro filing (4 participants), the leftmost band.

EBSA filing schedule strip

Filing strip 841484228 · Seamount Financial Group, Inc. PY 2024 · 401(k)

Seamount Financial Group, Inc. Profit Sharing Plan · $14M · 4 · 62nd

  • SCH $14M
  • EBSA 4
  • PART 62nd
  • TYPE 401(k)
  • NET near Payit 401(k) Retirement Plan
  • BOOK ind #3955

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 Finance & Insurance retirement plans → · Plans in Colorado →

Seamount Financial Group, Inc. Profit Sharing Plan in the asset neighbourhood

Seamount Financial Group, Inc. Profit Sharing PlanSeamount Financial Group, In…$14MPayit 401(k) Retirement Plan$14MMann Packing Co. Ufcw Local 1096 401(k) Savings PlanMann Packing Co. Ufcw Local …$14MGranite Logistics 401(k) Plan$14MWarner Angle Hallam Jackson & Formanek, P. C. 401(k) Profit Sharing PlanWarner Angle Hallam Jackson …$14M
End-of-year total assets ($M) among Seamount Financial Group, Inc. Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

2024 asset-move particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$14M
Net Income$2M
Employer EIN841484228
Plan Effective Date1984-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Colorado

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

Seamount Financial Group, Inc. Profit Sharing Plan vs. nearby 401(k) plans in Colorado, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -1012345 Total assets ($B) Participants Seamount Financial Group, Inc. Profit Sharing Plan, Total assets ($B): 0.01362222 · Participants: 4Seamount Financial Group, Inc. Profit Sharing PlanDavita Retirement Savings Plan, Total assets ($B): 3.81412558 · Participants: 57900Davita Retirement Savings PlanBall Corporation 401(k) and Employee Stock Ownership Plan, Total assets ($B): 2.319532435 · Participants: 9935Ball Corporation 401(k) and Employee Stock Ownership PlanArcadis U.S., Inc. Retirement Savings Plan, Total assets ($B): 2.259964434 · Participants: 7607Arcadis U.S., Inc. Retirement Savings PlanEmpower Retirement, LLC 401(k) Savings Plan, Total assets ($B): 2.234179481 · Participants: 10185Empower Retirement, LLC 401(k) Savings PlanWoodward Retirement Savings Plan, Total assets ($B): 1.965265264 · Participants: 6210Woodward Retirement Savings Plan
Seamount Financial Group, Inc. Profit Sharing Plan vs. nearby 401(k) plans in Colorado, assets vs. participants

Seamount Financial Group, Inc. Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Colorado, the nearest 401(k) by assets is Payit 401(k) Retirement Plan in MO ($14M); by covered participants it is Jab Investments, Inc. 401(k) Plan in WI (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 participants); asset peers above are excluded.

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 Seamount Financial Group, Inc. Profit Sharing Plan assets move in 2024?
Seamount Financial Group, Inc. Profit Sharing Plan grew sharply - up 19.3% during 2024, from $11M to $14M. Reported net income was $2M.
Which 401(k) plans are similar in size to Seamount Financial Group, Inc. Profit Sharing Plan?
Among 401(k) plans in other states, the closest by assets is Payit 401(k) Retirement Plan in MO ($14M, 199 participants).
Which 401(k) plans cover a similar participant headcount to Seamount Financial Group, Inc. Profit Sharing Plan?
Among 401(k) plans in other states, the closest by covered participants is Jab Investments, Inc. 401(k) Plan in WI (4 participants, N/A in assets).