Profit Sharing · DOL Form 5500 · 2024

Rocky Mountain Elk Foundation, Inc. Profit Sharing Plan

Data updated 2026-07-24

$30M
Total assets: 147
Participants: 77th
Percentile by assets: $202,615
Avg per participant

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.

77th percentile by assets (of 116,472 plans)

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.

$30M
total plan assets (2024 EOY): 147
covered participants: 77th
percentile by assets (of 116,472 plans): $202,615
avg assets per participant

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 →

State

Montana

Industry

Other Services

Rocky Mountain Elk Foundation, Inc. Tax Sheltered Annuity Plan vs the 2024 asset distribution

By assets, Rocky Mountain Elk Foundation, Inc. Tax Sheltered Annuity Plan outranks 77% of the 116,472 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.3x the national average plan size of $100M (730 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)	$27M
Net Assets (End of Year)	$30M
Net Income	$3M
Employer EIN	810421425
Plan Effective Date	1995-05-01
Filing Status	FILING RECEIVED

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

Total plan assets by year, all Rocky Mountain Elk Foundation, Inc. plans on file

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

Barrett Hospital Development Corporation 403(b) Plan $19M · 227
Okeefe Drilling Company Profit-Sharing Trust $18M · 24
Langlas & Associates, Inc. Profit Sharing Plan $18M · 194
Cabinet Peaks Medical Center Personal Retirement Plan $15M · 296
Blue Rock Products Company Profit Sharing Plan $13M · 72

Compare Rocky Mountain Elk Foundation, Inc. Tax … side-by-side with 3 peers →

Similar-Sized Profit Sharing Plans Nationally

Profit Sharing plans in other states closest to Rocky Mountain Elk Foundation, Inc. Tax Sheltered Annuity Plan by total assets, not by location.

F.H.C. Employees' Retirement and Security Plan (TX) $30M · 674
G and D Wallace, Inc Profit Sharing Plan (WA) $30M · 27
Eshca, Inc. Retirement Plan for the Employees of Harrison & Burrowes Bridge Constructors, Inc. (NY) $30M · 80
Fertilizer Dealer Supply, Inc. Profit Sharing Plan (IL) $30M · 78

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 116,472 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).

Next read for Rocky Mountain Elk Foundation, Inc. Tax …

Scale reading

Ways to act on Rocky Mountain Elk Foundation, Inc. Tax Sheltered Annuity Plan's numbers.

By total assets, Rocky Mountain Elk Foundation, Inc. Tax Sheltered Annuity Plan ranks in the top quartile of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar Profit Sharing plans in Montana. Compare plans
Rocky Mountain Elk Foundation, Inc.'s sponsor-wide assets have grown 28.3% since 2022 across 3 plan years on file. More Other Services plans

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.