401(k) · DOL Form 5500 · 2024
La Montanita Food Cooperative, Inc. 401(k) Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 135
- Participants Small participant base
- 34th
- Percentile by assets National rank
- $21,286
- Avg per participant Low balance/head
Official DOL plan name: La Montanita 401(k) Savings Plan · Sponsored by La Montanita Food Cooperative, Inc. · New Mexico · Retail Trade
$3M in assets, 135 participants
La Montanita Food Cooperative, Inc.'s La Montanita 401(k) Savings Plan reported $3M in total assets and 135 participants in its 2024 DOL Form 5500 filing, ranking in the 34th 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.
- #3,654 in Retail Trade (8,048 peers)
Coverage in New Mexico
La Montanita 401(k) Savings Plan covers 135 participants in New Mexico, about 37% of the average New Mexico filer (state average ~365 per filing). Assets: $3M.
- #3,654
- in Retail Trade (8,048 peers)
- +11.1%
- assets growth YoY
La Montanita 401(k) Savings Plan's mid-pack asset rank among Retail Trade and all filers
La Montanita 401(k) Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$2,873,563 34th percentile higher than 34% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
La Montanita 401(k) Savings Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. La Montanita 401(k) Savings Plan sits mid-pack in the medium band (135 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- La Montanita 401(k) Savings Plan end-of-year assets rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- La Montanita 401(k) Savings Plan reported participants fell from 147 in the plan year 2023 filing to 135 in the plan year 2024 filing.
- La Montanita 401(k) Savings Plan reported net income fell from $303K in the plan year 2023 filing to $287K in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 850246898 · La Montanita Food Cooperative, Inc. PY 2024 · 401(k)
La Montanita 401(k) Savings Plan · $3M · 135 · 34th
- IND $3M
- IND 135
- IND 34th
- IND 401(k)
- IND near On Demand Technologies Inc 401(k) Plan
- IND ind #3654
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 Retail Trade retirement plans → · Plans in New Mexico →
La Montanita 401(k) Savings Plan in the asset neighbourhood
New Mexico filing particulars
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $287K |
| Employer EIN | 850246898 |
| Plan Effective Date | 1998-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (La Montanita Food Cooperative, Inc.)
Sponsor-wide plan assets over time
All La Montanita Food Cooperative, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 25.868676316313948% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 183 | $2M |
| 2023 | 1 | 147 | $3M |
| 2024 | 1 | 135 | $3M |
Nearby 401(k) Plans in New Mexico
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Ntess Savings and Income Plan $7.2B · 15,926
- Triad 401(k) Retirement Plan $2.5B · 11,744
- Triad 401(k) Savings Plan $900M · 2,058
- Txnm Energy, Inc. Retirement Savings Plan $827M · 1,631
- Applied Research Associates, Inc. 401(k) Profit Sharing Plan & Trust $648M · 2,218
La Montanita 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside New Mexico, the nearest 401(k) by assets is On Demand Technologies Inc 401(k) Plan in FL ($3M); by covered participants it is Ahold Delhaize USA 401(k) Plan in MA (135 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (135 participants); asset peers above are excluded.
- Ahold Delhaize USA 401(k) Plan (MA) 135 · 0 off
- Urovant Sciences, Inc. Savings Plan (CA) 135 · 0 off
- Boone Drugs, Inc. Savings Plus Plan (NC) 135 · 0 off
- Tidal Power Services, LLC 401(k) Plan (TX) 135 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.