401(k) · DOL Form 5500 · 2024

Mountainone Financial, Inc 401(k) Plan

Data updated 2026-08-25

$29M
Total assets Below avg plan size
173
Participants Small participant base
77th
Percentile by assets National rank
$165,845
Avg per participant Above avg balance/head
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Official DOL plan name: Mountainone Financial, Inc 401(k) Plan · Sponsored by Mountainone Financial, Inc · Massachusetts · Finance & Insurance

$29M in assets, 173 participants

Mountainone Financial, Inc's Mountainone Financial, Inc 401(k) Plan reported $29M in total assets and 173 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.

  • #5,460 in Finance & Insurance (8,549 peers)

Coverage in Massachusetts

Mountainone Financial, Inc 401(k) Plan covers 173 participants in Massachusetts, about 26% of the average Massachusetts filer (state average ~659 per filing). Assets: $29M.

#5,460
in Finance & Insurance (8,549 peers)
+14.4%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Mountainone Financial, Inc 401(k) Plan's outsized position by total assets

Mountainone Financial, Inc 401(k) Plan vs every filed plan by assets

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

$28,691,211 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

Mountainone Financial, Inc 401(k) 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. Mountainone Financial, Inc 401(k) Plan sits mid-pack in the medium band (173 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Mountainone Financial, Inc 401(k) Plan reported net income rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Mountainone Financial, Inc 401(k) Plan end-of-year assets rose from $25M in the plan year 2023 filing to $29M in the plan year 2024 filing.
  • Mountainone Financial, Inc 401(k) Plan reported participants rose from 167 in the plan year 2023 filing to 173 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 043413060 · Mountainone Financial, Inc PY 2024 · 401(k)

Mountainone Financial, Inc 401(k) Plan · $29M · 173 · 77th

  • EBSA $29M
  • EBSA 173
  • EBSA 77th
  • EBSA 401(k)
  • EBSA near Southland Truck Group, LLC 401(k) Plan
  • EBSA ind #5460

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 401(k) Plan in the asset neighbourhood

Neptune Aviation Savings and Investment PlanNeptune Aviation Savings and…$29MMountainone Financial, Inc 401(k) PlanMountainone Financial, Inc 4…$29MSouthland Truck Group, LLC 401(k) PlanSouthland Truck Group, LLC 4…$29MSunesis Construction Company Retirement Savings PlanSunesis Construction Company…$29MPepin Distributing Company, LLC Savings and Retirement PlanPepin Distributing Company, …$29M
End-of-year total assets ($M) among Mountainone Financial, Inc 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Massachusetts filing particulars

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$29M
Net Income$4M
Employer EIN043413060
Plan Effective Date1993-01-01
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
$29M 27.806278448948955% vs 2022
2024 filing year
$20M$22M$24M$26M$28M$30M 202220232024 $22.5M $28.7M ▲ +27.8%
Year Plans Participants Total Assets
2022 1 148 $22M
2023 1 167 $25M
2024 1 173 $29M

Nearby 401(k) Plans in Massachusetts

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Mountainone Financial, Inc 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Mountainone Financial, Inc 401(k) Plan, Total assets ($B): 0.028691211 · Participants: 173Mountainone Financial, Inc 401(k) PlanFidelity Retirement Savings Plan, Total assets ($B): 34.201609937 · Participants: 66907Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 11.352606499 · Participants: 34618Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 7.720373045 · Participants: 14762Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 6.775289067 · Participants: 20639Boston Scientific Corporation 401(k) Retirement Savings PlanState Street Salary Savings Program, Total assets ($B): 6.532301643 · Participants: 12777State Street Salary Savings Program
Mountainone Financial, Inc 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Mountainone Financial, Inc 401(k) Plan side-by-side with 3 peers →

Mountainone Financial, Inc 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Southland Truck Group, LLC 401(k) Plan in LA ($29M); by covered participants it is Gray & Skyler Electric Companies 401(k) Plan in CA (173 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (173 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 Mountainone Financial, Inc 401(k) Plan assets move in 2024? ▼
Mountainone Financial, Inc 401(k) Plan grew at a solid clip - up 14.4% during 2024, from $25M to $29M. Reported net income was $4M.
How have Mountainone Financial, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mountainone Financial, Inc's sponsor-wide assets grew 27.8%, from $22M to $29M.
Where does Mountainone Financial, Inc 401(k) Plan rank by assets among Form 5500 filers? ▼
Mountainone Financial, Inc 401(k) 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 401(k) plans are similar in size to Mountainone Financial, Inc 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Southland Truck Group, LLC 401(k) Plan in LA ($29M, 282 participants).
Which 401(k) plans cover a similar participant headcount to Mountainone Financial, Inc 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Gray & Skyler Electric Companies 401(k) Plan in CA (173 participants, $8M 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 043413060.

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.