Defined Benefit (Pension) · DOL Form 5500 · 2023

Mountainone Financial, Inc. Pension Plan

Data updated 2026-08-25

$24M
Total assets Small plan by assets
33
Participants Small participant base
76th
Percentile by assets National rank
$722,597
Avg per participant High balance/head
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Official DOL plan name: Mountainone Financial, Inc. Pension Plan · Sponsored by Mountainone Financial, Inc. · Massachusetts · Finance & Insurance

$24M in assets, 33 participants

Mountainone Financial, Inc.'s Mountainone Financial, Inc. Pension Plan reported $24M in total assets and 33 participants in its 2023 DOL Form 5500 filing, ranking in the 76th 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.

  • #5,612 in Finance & Insurance (8,869 peers)

Where Mountainone Financial, Inc. Pension Plan sits by assets

Mountainone Financial, Inc. Pension Plan sits in the top quartile of all filed plans by assets, $24M for 33 participants (~$722,597/participant), up 21.8% in 2023.

#5,612
in Finance & Insurance (8,869 peers)
+21.8%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Mountainone Financial, Inc. Pension Plan's outsized position by total assets

Mountainone Financial, Inc. Pension Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$23,845,703 Top 24% higher than 76% of 127,068 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 2023

Mountainone Financial, Inc. Pension Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Mountainone Financial, Inc. Pension Plan is a small filing (33 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Mountainone Financial, Inc. Pension Plan reported net income rose from -$667K in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Mountainone Financial, Inc. Pension Plan end-of-year assets rose from $20M in the plan year 2022 filing to $24M in the plan year 2023 filing.
  • Mountainone Financial, Inc. Pension Plan reported participants fell from 37 in the plan year 2022 filing to 33 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 364495073 · Mountainone Financial, Inc. PY 2023 · Defined Benefit (Pension)

Mountainone Financial, Inc. Pension Plan · $24M · 33 · 76th

  • PART $24M
  • PART 33
  • PART 76th
  • PART Defined Benefit (Pension)
  • PART near Pension Plan for Employees of Motion Picture Association, Inc.
  • PART ind #5612

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 Massachusetts →

Mountainone Financial, Inc. Pension Plan in the asset neighbourhood

Gulf Winds Credit Union Defined Benefit Plan and TrustGulf Winds Credit Union Defi…$24MPension Plan for Employees of Motion Picture Association, Inc.Pension Plan for Employees o…$24MMountainone Financial, Inc. Pension PlanMountainone Financial, Inc. …$24MFuerst Group Pension Plan$24MChildren's Minnesota Rsvp Plan IIChildren's Minnesota Rsvp Pl…$24M
End-of-year total assets ($M) among Mountainone Financial, Inc. Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$24M
Net Income$4M
Employer EIN364495073
Plan Effective Date1981-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mountainone Financial, Inc.)

Sponsor-wide plan assets over time

All Mountainone Financial, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$24M 21.82088785779137% vs 2022
2023 filing year
$18M$20M$22M$24M$26M 20222023 $19.6M $23.9M ▲ +21.9%
Year Plans Participants Total Assets
2022 1 37 $20M
2023 1 33 $24M

Nearby Defined Benefit (Pension) Plans in Massachusetts

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Mountainone Financial, Inc. Pension Plan vs. nearby Defined Benefit (Pension) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Mountainone Financial, Inc. Pension Plan, Total assets ($B): 0.023845703 · Participants: 33Mountainone Financial, Inc. Pension PlanConsolidated Cash Balance Program of Mass General Brigham and Member Organizations, Total assets ($B): 10.325856564 · Participants: 58745Consolidated Cash Balance Program of Mass General Brigham and Member OrganizationsNew England Teamsters Pension Fund, Total assets ($B): 9.092299586 · Participants: 21786New England Teamsters Pension FundLiberty Mutual Retirement Benefit Plan, Total assets ($B): 6.892259637 · Participants: 37145Liberty Mutual Retirement Benefit PlanMassachusetts Institute of Technology Basic Retirement Plan, Total assets ($B): 5.381626447 · Participants: 11888Massachusetts Institute of Technology Basic Retirement PlanN. Atlantic States Carp. Pension Fund, Total assets ($B): 4.973349354 · Participants: 17166N. Atlantic States Carp. Pension Fund
Mountainone Financial, Inc. Pension Plan vs. nearby Defined Benefit (Pension) plans in Massachusetts, assets vs. participants
Compare Mountainone Financial, Inc. Pension Plan side-by-side with 3 peers →

Mountainone Financial, Inc. Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Massachusetts, the nearest Defined Benefit (Pension) by assets is Pension Plan for Employees of Motion Picture Association, Inc. in CA ($24M); by covered participants it is Vermont Gas Systems, Inc. Retirement Plan in VT (33 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (33 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Mountainone Financial, Inc. Pension Plan assets move in 2023? ▼
Mountainone Financial, Inc. Pension Plan grew sharply - up 21.8% during 2023, from $20M to $24M. Reported net income was $4M.
How have Mountainone Financial, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Mountainone Financial, Inc.'s sponsor-wide assets grew 21.8%, from $20M to $24M.
Where does Mountainone Financial, Inc. Pension Plan rank by assets among Form 5500 filers? ▼
Mountainone Financial, Inc. Pension Plan ranks in the 76th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Mountainone Financial, Inc. Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Pension Plan for Employees of Motion Picture Association, Inc. in CA ($24M, 20 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Mountainone Financial, Inc. Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Vermont Gas Systems, Inc. Retirement Plan in VT (33 participants, $18M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 364495073.

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.