Profit Sharing · DOL Form 5500 · 2024

Rocky Mountain Supply, Inc. Profit Sharing Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
103
Participants Small participant base
40th
Percentile by assets National rank
$44,118
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Co-Op 401(k) Plan · Sponsored by Rocky Mountain Supply, Inc. · Montana · Agriculture, Forestry & Fishing

$5M in assets, 103 participants

Rocky Mountain Supply, Inc.'s Co-Op 401(k) Plan reported $5M in total assets and 103 participants in its 2024 DOL Form 5500 filing, ranking in the 40th 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.

  • #507 in Agriculture, Forestry & Fishing (1,217 peers)

Coverage in Montana

Co-Op 401(k) Plan covers 103 participants in Montana, about 38% of the average Montana filer (state average ~271 per filing). Assets: $5M.

#507
in Agriculture, Forestry & Fishing (1,217 peers)
+18.9%
assets growth YoY

Co-Op 401(k) Plan's mid-pack asset rank among Agriculture, Forestry & Fishing and all filers

Co-Op 401(k) Plan vs every filed plan by assets

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

$4,544,183 40th percentile higher than 40% 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

Co-Op 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. Co-Op 401(k) Plan sits mid-pack in the medium band (103 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Co-Op 401(k) Plan end-of-year assets rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Co-Op 401(k) Plan reported net income rose from $664K in the plan year 2023 filing to $721K in the plan year 2024 filing.
  • Co-Op 401(k) Plan reported participants rose from 101 in the plan year 2023 filing to 103 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 810527798 · Rocky Mountain Supply, Inc. PY 2024 · Profit Sharing

Co-Op 401(k) Plan · $5M · 103 · 40th

  • RANK $5M
  • PHOTO 103
  • IND 40th
  • EOY Profit Sharing
  • 5500 near James L Hewitt Md Profit Sharing Plan
  • ASSETS ind #507

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 Agriculture, Forestry & Fishing retirement plans → · Plans in Montana →

Co-Op 401(k) Plan in the asset neighbourhood

Co-Op 401(k) Plan$5MJames L Hewitt Md Profit Sharing PlanJames L Hewitt Md Profit Sha…$5MCsd 403(b) Plan$5MSerra Bros. Inc. Employees Retirement Profit Sharing TrustSerra Bros. Inc. Employees R…$5MKraynak's Inc Profit Sharing PlanKraynak's Inc Profit Sharing…$5M
End-of-year total assets ($M) among Co-Op 401(k) Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Montana filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$721K
Employer EIN810527798
Plan Effective Date1999-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Rocky Mountain Supply, Inc.)

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$5M 43.83985672303966% vs 2022
2024 filing year
$3M$3.5M$4M$4.5M$5M 202220232024 $3.16M $4.54M ▲ +43.7%
Year Plans Participants Total Assets
2022 1 92 $3M
2023 1 101 $4M
2024 1 103 $5M

Nearby Profit Sharing Plans in Montana

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

Co-Op 401(k) Plan vs. nearby Profit Sharing plans in Montana, assets vs. participants Scatter plot of 6 data points. 0100200300400 010203040 Total assets ($M) Participants Co-Op 401(k) Plan, Total assets ($M): 4.544183 · Participants: 103Co-Op 401(k) PlanRocky 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 Plan
Co-Op 401(k) Plan vs. nearby Profit Sharing plans in Montana, assets vs. participants
Compare Co-Op 401(k) Plan side-by-side with 3 peers →

Co-Op 401(k) Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Montana, the nearest Profit Sharing by assets is James L Hewitt Md Profit Sharing Plan in NJ ($5M); by covered participants it is Amsterdam Retirement Plan in NY (103 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($5M here).

Similar participant headcount

Nearest other-state filings by covered participants (103 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 Co-Op 401(k) Plan assets move in 2024? ▼
Co-Op 401(k) Plan grew sharply - up 18.9% during 2024, from $4M to $5M. Reported net income was $721K.
How have Rocky Mountain Supply, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Rocky Mountain Supply, Inc.'s sponsor-wide assets grew 43.8%, from $3M to $5M.
Which Profit Sharing plans are similar in size to Co-Op 401(k) Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is James L Hewitt Md Profit Sharing Plan in NJ ($5M, 3 participants).
Which Profit Sharing plans cover a similar participant headcount to Co-Op 401(k) Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Amsterdam Retirement Plan in NY (103 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 810527798.

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.