401(k) · DOL Form 5500 · 2024
Mountain Commercial Specialists, Inc. 401(k) Plan
Data updated 2026-08-25
- $580K
- Total assets Small plan by assets
- 17
- Participants Small participant base
- 19th
- Percentile by assets National rank
- $34,139
- Avg per participant Low balance/head
Official DOL plan name: Mountain Commercial Specialists, Inc. 401(k) Plan · Sponsored by Mountain Commercial Specialists, Inc. · Montana · Finance & Insurance
$580K in assets, 17 participants
Mountain Commercial Specialists, Inc.'s Mountain Commercial Specialists, Inc. 401(k) Plan reported $580K in total assets and 17 participants in its 2024 DOL Form 5500 filing, ranking in the 19th 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.
- #877 in Finance & Insurance (8,549 peers)
Mountain Commercial Specialists, Inc. multi-year trail
Mountain Commercial Specialists, Inc.'s plans moved +30.1% in assets from 2022 to 2024; this filing shows Mountain Commercial Specialists, Inc. 401(k) Plan at $580K / 17 participants.
- #877
- in Finance & Insurance (8,549 peers)
- +8.0%
- assets growth YoY
Mountain Commercial Specialists, Inc. 401(k) Plan among the smaller filed plans by assets
Mountain Commercial Specialists, Inc. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$580,370 19th percentile higher than 19% 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
Mountain Commercial Specialists, 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. Mountain Commercial Specialists, Inc. 401(k) Plan is a small filing (17 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Mountain Commercial Specialists, Inc. 401(k) Plan reported net income fell from $91K in the plan year 2023 filing to $43K in the plan year 2024 filing.
- Mountain Commercial Specialists, Inc. 401(k) Plan reported participants fell from 21 in the plan year 2023 filing to 17 in the plan year 2024 filing.
- Mountain Commercial Specialists, Inc. 401(k) Plan end-of-year assets rose from $537K in the plan year 2023 filing to $580K in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 203171759 · Mountain Commercial Specialists, Inc. PY 2024 · 401(k)
Mountain Commercial Specialists, Inc. 401(k) Plan · $580K · 17 · 19th
- PART $580K
- PART 17
- PART 19th
- PART 401(k)
- PART near Ita M. Rahilly, Cpa, P.C 401(k) Profit Sharing Plan and Trust
- PART ind #877
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 Montana →
Mountain Commercial Specialists, Inc. 401(k) Plan in the asset neighbourhood
Mountain Commercial Specialists, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Mountain Commercial Specialists, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $580K 30.12517684620714% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 13 | $446K |
| 2023 | 1 | 21 | $537K |
| 2024 | 1 | 17 | $580K |
Mountain Commercial Specialists, Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $537K |
|---|---|
| Net Assets (End of Year) | $580K |
| Net Income | $43K |
| Employer EIN | 203171759 |
| Plan Effective Date | 2006-12-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Montana
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- D.a. Davidson Companies Retirement Savings and Profit Sharing Plan $623M · 1,619
- Glacier Bancorp, Inc. Profit Sharing and 401(k) Plan $538M · 3,215
- Northwestern Energy 401(k) Retirement Savings Plan $513M · 1,571
- Logan Health Retirement Savings Plan $500M · 4,288
- First Interstate Bancsystem, Inc. 401(k) Plan $482M · 3,530
Mountain Commercial Specialists, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Montana, the nearest 401(k) by assets is Ita M. Rahilly, Cpa, P.C 401(k) Profit Sharing Plan and Trust in NY ($580K); by covered participants it is Knowledge Commerce Group Gainesville, Inc. 401(k) Plan in VA (17 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($580K here).
Similar participant headcount
Nearest other-state filings by covered participants (17 participants); asset peers above are excluded.
- Knowledge Commerce Group Gainesville, Inc. 401(k) Plan (VA) 17 · 0 off
- Fight 612, Inc. 401(k) Plan (IN) 17 · 0 off
- Advisys, Inc. 401(k) Plan (CA) 17 · 0 off
- Great Oak Senior Care, Inc. 401(k) Plan (MN) 17 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.