Profit Sharing · DOL Form 5500 · 2024

Rocky Mountain Elk Foundation, Inc. Profit Sharing Plan

Data updated 2026-08-25

$30M
Total assets Below avg plan size
147
Participants Small participant base
77th
Percentile by assets National rank
$202,615
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Rocky Mountain Elk Foundation, Inc. Tax Sheltered Annuity Plan · Sponsored by Rocky Mountain Elk Foundation, Inc. · Montana · Other Services

$30M in assets, 147 participants

Rocky Mountain Elk Foundation, Inc.'s Rocky Mountain Elk Foundation, Inc. Tax Sheltered Annuity Plan reported $30M in total assets and 147 participants in its 2024 DOL Form 5500 filing, ranking in the 77th 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.

  • #6,836 in Other Services (7,719 peers)

Where Rocky Mountain Elk Foundation, Inc. Tax Sheltered Annuity Plan sits by assets

Rocky Mountain Elk Foundation, Inc. Tax Sheltered Annuity Plan sits in the top quartile of all filed plans by assets, $30M for 147 participants (~$202,615/participant), up 11.4% in 2024.

#6,836
in Other Services (7,719 peers)
+11.4%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Rocky Mountain Elk Foundation, Inc. Tax Sheltered Annuity Plan's outsized position by total assets

Rocky Mountain Elk Foundation, Inc. Tax Sheltered Annuity Plan vs every filed plan by assets

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

$29,784,406 Top 23% higher than 77% 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

Rocky Mountain Elk Foundation, Inc. Tax Sheltered Annuity 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. Rocky Mountain Elk Foundation, Inc. Tax Sheltered Annuity Plan sits mid-pack in the medium band (147 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Rocky Mountain Elk Foundation, Inc. Tax Sheltered Annuity Plan reported net income fell from $4M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Rocky Mountain Elk Foundation, Inc. Tax Sheltered Annuity Plan end-of-year assets rose from $27M in the plan year 2023 filing to $30M in the plan year 2024 filing.
  • Rocky Mountain Elk Foundation, Inc. Tax Sheltered Annuity Plan reported participants rose from 141 in the plan year 2023 filing to 147 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 810421425 · Rocky Mountain Elk Foundation, Inc. PY 2024 · Profit Sharing

Rocky Mountain Elk Foundation, Inc. Tax Sheltered Annuity Plan · $30M · 147 · 77th

  • PART $30M
  • PART 147
  • PART 77th
  • PART Profit Sharing
  • PART near F.H.C. Employees' Retirement and Security Plan
  • PART ind #6836

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 Other Services retirement plans → · Plans in Montana →

Rocky Mountain Elk Foundation, Inc. Tax Sheltered Annuity Plan in the asset neighbourhood

Eshca, Inc. Retirement Plan for the Employees of Harrison & Burrowes Bridge Constructors, Inc.Eshca, Inc. Retirement Plan …$30MG and D Wallace, Inc Profit Sharing PlanG and D Wallace, Inc Profit …$30MRocky Mountain Elk Foundation, Inc. Tax Sheltered Annuity PlanRocky Mountain Elk Foundatio…$30MF.H.C. Employees' Retirement and Security PlanF.H.C. Employees' Retirement…$30MFertilizer Dealer Supply, Inc. Profit Sharing PlanFertilizer Dealer Supply, In…$30M
End-of-year total assets ($M) among Rocky Mountain Elk Foundation, Inc. Tax Sheltered Annuity Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$27M
Net Assets (End of Year)$30M
Net Income$3M
Employer EIN810421425
Plan Effective Date1995-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Rocky Mountain Elk Foundation, Inc.)

Sponsor-wide plan assets over time

All Rocky Mountain Elk Foundation, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$30M 28.334135410746146% vs 2022
2024 filing year
$22M$24M$26M$28M$30M$32M 202220232024 $23.2M $29.8M ▲ +28.3%
Year Plans Participants Total Assets
2022 1 138 $23M
2023 1 141 $27M
2024 1 147 $30M

Nearby Profit Sharing Plans in Montana

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Rocky Mountain Elk Foundation, Inc. Tax Sheltered Annuity Plan vs. nearby Profit Sharing plans in Montana, assets vs. participants Scatter plot of 6 data points. 0100200300400 101520253035 Total assets ($M) Participants Rocky Mountain Elk Foundation, Inc. Tax Sheltered Annuity Plan, Total assets ($M): 29.784406 · Participants: 147Rocky Mountain Elk Foundation, Inc. Tax Sheltered Annuity PlanBarrett Hospital Development Corporation 403(b) Plan, Total assets ($M): 19.423785 · Participants: 227Barrett Hospital Development Corporation 403(b) PlanOkeefe Drilling Company Profit-Sharing Trust, Total assets ($M): 18.451598 · Participants: 24Okeefe Drilling Company Profit-Sharing TrustLanglas & Associates, Inc. Profit Sharing Plan, Total assets ($M): 17.843577 · Participants: 194Langlas & Associates, Inc. Profit Sharing PlanCabinet Peaks Medical Center Personal Retirement Plan, Total assets ($M): 14.934049 · Participants: 296Cabinet Peaks Medical Center Personal Retirement PlanBlue Rock Products Company Profit Sharing Plan, Total assets ($M): 12.565061 · Participants: 72Blue Rock Products Company Profit Sharing Plan
Rocky Mountain Elk Foundation, Inc. Tax Sheltered Annuity Plan vs. nearby Profit Sharing plans in Montana, assets vs. participants
Compare Rocky Mountain Elk Foundation, Inc. Tax Sheltered Annuity Plan side-by-side with 3 peers →

Rocky Mountain Elk Foundation, Inc. Tax Sheltered Annuity Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Montana, the nearest Profit Sharing by assets is F.H.C. Employees' Retirement and Security Plan in TX ($30M); by covered participants it is 401(k) Total Advantage Fbo Kahoots, Inc. in AZ (147 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (147 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 Rocky Mountain Elk Foundation, Inc. Tax Sheltered Annuity Plan assets move in 2024? ▼
Rocky Mountain Elk Foundation, Inc. Tax Sheltered Annuity Plan grew at a solid clip - up 11.4% during 2024, from $27M to $30M. Reported net income was $3M.
How have Rocky Mountain Elk Foundation, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Rocky Mountain Elk Foundation, Inc.'s sponsor-wide assets grew 28.3%, from $23M to $30M.
Where does Rocky Mountain Elk Foundation, Inc. Tax Sheltered Annuity Plan rank by assets among Form 5500 filers? ▼
Rocky Mountain Elk Foundation, Inc. Tax Sheltered Annuity Plan ranks in the 77th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which Profit Sharing plans are similar in size to Rocky Mountain Elk Foundation, Inc. Tax Sheltered Annuity Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is F.H.C. Employees' Retirement and Security Plan in TX ($30M, 674 participants).
Which Profit Sharing plans cover a similar participant headcount to Rocky Mountain Elk Foundation, Inc. Tax Sheltered Annuity Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is 401(k) Total Advantage Fbo Kahoots, Inc. in AZ (147 participants, N/A 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 810421425.

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.