Profit Sharing · DOL Form 5500 · 2024

Mountain Wellness 1, Inc. Profit Sharing Plan

Data updated 2026-08-25

$221K
Total assets Small plan by assets
3
Participants Small participant base
11th
Percentile by assets National rank
$73,770
Avg per participant Below avg balance/head
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Official DOL plan name: Mountain Wellness 1, Inc. Profit Sharing Plan · Sponsored by Mountain Wellness 1, Inc. · Utah · Other Services

$221K in assets, 3 participants

Mountain Wellness 1, Inc.'s Mountain Wellness 1, Inc. Profit Sharing Plan reported $221K in total assets and 3 participants in its 2024 DOL Form 5500 filing, ranking in the 11th 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.

  • #1,840 in Other Services (7,719 peers)

Mountain Wellness 1, Inc. multi-year trail

Mountain Wellness 1, Inc.'s plans moved -75.9% in assets from 2022 to 2024; this filing shows Mountain Wellness 1, Inc. Profit Sharing Plan at $221K / 3 participants.

#1,840
in Other Services (7,719 peers)
-72.5%
assets change YoY

The plan reported a net loss of $583K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Mountain Wellness 1, Inc. Profit Sharing Plan among the smaller filed plans by assets

Mountain Wellness 1, Inc. Profit Sharing Plan vs every filed plan by assets

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

$221,309 11th percentile higher than 11% 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

Mountain Wellness 1, 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. Mountain Wellness 1, Inc. Profit Sharing Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Mountain Wellness 1, Inc. Profit Sharing Plan reported net income fell from -$115K in the plan year 2023 filing to -$583K in the plan year 2024 filing.
  • Mountain Wellness 1, Inc. Profit Sharing Plan end-of-year assets fell from $804K in the plan year 2023 filing to $221K in the plan year 2024 filing.
  • Mountain Wellness 1, Inc. Profit Sharing Plan reported participants rose from 2 in the plan year 2023 filing to 3 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 882018298 · Mountain Wellness 1, Inc. PY 2024 · Profit Sharing

Mountain Wellness 1, Inc. Profit Sharing Plan · $221K · 3 · 11th

  • BOY $221K
  • SCH 3
  • EBSA 11th
  • PART Profit Sharing
  • TYPE near Bb&p Development, Inc. Profit Sharing Plan
  • NET ind #1840

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 Utah →

Mountain Wellness 1, Inc. Profit Sharing Plan in the asset neighbourhood

Mountain Wellness 1, Inc. Profit Sharing PlanMountain Wellness 1, Inc. Pr…$221KBb&p Development, Inc. Profit Sharing PlanBb&p Development, Inc. Profi…$221KStudio 4-10 Salon and Suites Inc. Retirement PlanStudio 4-10 Salon and Suites…$221KObed Perez Gonzalez, C.S.P. Retirement PlanObed Perez Gonzalez, C.S.P. …$221KJ D White Development Inc., Profit Sharing PlanJ D White Development Inc., …$221K
End-of-year total assets ($M) among Mountain Wellness 1, Inc. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Mountain Wellness 1, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Mountain Wellness 1, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$221K 75.94224198750526% vs 2022
2024 filing year
$0M$0.5M$1M 202220232024 $0.92M $0.22M ▼ -76.1%
Year Plans Participants Total Assets
2022 1 2 $920K
2023 1 2 $804K
2024 1 3 $221K

Mountain Wellness 1, Inc. filing trail (2024)

Total Assets (Beginning of Year)$804K
Net Assets (End of Year)$221K
Net Income-$583K
Employer EIN882018298
Plan Effective Date2022-04-27
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Utah

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

Mountain Wellness 1, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in Utah, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -2000200400600 Total assets ($M) Participants Mountain Wellness 1, Inc. Profit Sharing Plan, Total assets ($M): 0.221309 · Participants: 3Mountain Wellness 1, Inc. Profit Sharing PlanWgu Retirement Savings Plan, Total assets ($M): 532.710602 · Participants: 8497Wgu Retirement Savings PlanDyno Nobel Inc. and Subsidiaries Tax-Favored Retirement Savings and Investment Plan, Total assets ($M): 350.341971 · Participants: 2569Dyno Nobel Inc. and Subsidiaries Tax-Favored Retirement Savings and Investment PlanParsons Behle & Latimer Profit Sharing Plan & Trust, Total assets ($M): 160.407409 · Participants: 285Parsons Behle & Latimer Profit Sharing Plan & TrustRio Tinto Alcan 401(k) Savings Plan for Former Employees, Total assets ($M): 119.332855 · Participants: 0Rio Tinto Alcan 401(k) Savings Plan for Former EmployeesCampbell Scientific Profit Sharing Plan, Total assets ($M): 107.19573 · Participants: 648Campbell Scientific Profit Sharing Plan
Mountain Wellness 1, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in Utah, assets vs. participants
Compare Mountain Wellness 1, Inc. Profit Sharing Plan side-by-side with 3 peers →

Mountain Wellness 1, Inc. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Utah, the nearest Profit Sharing by assets is Bb&p Development, Inc. Profit Sharing Plan in VA ($221K); by covered participants it is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Mountain Wellness 1, Inc. Profit Sharing Plan assets move in 2024? ▼
Mountain Wellness 1, Inc. Profit Sharing Plan contracted severely - down 72.5% during 2024, from $804K to $221K. Reported net income was -$583K.
How have Mountain Wellness 1, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mountain Wellness 1, Inc.'s sponsor-wide assets declined 75.9%, from $920K to $221K.
Where does Mountain Wellness 1, Inc. Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Mountain Wellness 1, Inc. Profit Sharing Plan ranks in the 11th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Mountain Wellness 1, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Bb&p Development, Inc. Profit Sharing Plan in VA ($221K, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Mountain Wellness 1, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants, $796K 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 882018298.

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.