ESOP · DOL Form 5500 · 2024

Rocky Mountain Atv, Inc. ESOP

Data updated 2026-07-24

$120M
Total assets: 495
Participants: 92nd
Percentile by assets: $241,967
Avg per participant

Official DOL plan name: Rocky Mountain Atv, Inc. Employee Stock Ownership Plan · Sponsored by Rocky Mountain Atv, Inc. · Utah · Retail Trade

$120M in assets, 495 participants

Rocky Mountain Atv, Inc.'s Rocky Mountain Atv, Inc. Employee Stock Ownership Plan reported $120M in total assets and 495 participants in its 2024 DOL Form 5500 filing, ranking in the 92nd 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.

92nd percentile by assets (of 116,472 plans)

Where Rocky Mountain Atv, Inc. Employee Stock Ownership Plan sits by assets

Rocky Mountain Atv, Inc. Employee Stock Ownership Plan sits in the top 10% of all filed plans by assets, $120M for 495 participants (~$241,967/participant), up 15.1% in 2024.

$120M
total plan assets (2024 EOY): 495
covered participants: 92nd
percentile by assets (of 116,472 plans): $241,967
avg assets per participant

Rocky Mountain Atv, Inc. Employee Stock Ownership Plan reported net income fell from $26M in the plan year 2023 filing to $16M in the plan year 2024 filing.
Rocky Mountain Atv, Inc. Employee Stock Ownership Plan end-of-year assets rose from $104M in the plan year 2023 filing to $120M in the plan year 2024 filing.
Rocky Mountain Atv, Inc. Employee Stock Ownership Plan reported participants fell from 501 in the plan year 2023 filing to 495 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

Utah

Industry

Retail Trade

Rocky Mountain Atv, Inc. Employee Stock Ownership Plan vs the 2024 asset distribution

By assets, Rocky Mountain Atv, Inc. Employee Stock Ownership Plan outranks 92% of the 116,472 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 1.2x the national average plan size of $100M (730 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)	$104M
Net Assets (End of Year)	$108M
Net Income	$16M
Employer EIN	870463073
Plan Effective Date	2020-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Rocky Mountain Atv, Inc.)

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

Year	Plans	Participants	Total Assets
2022	2	945	$88M
2023	2	999	$116M
2024	2	996	$134M

Nearby ESOP Plans in Utah

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

Rocky Mountain Atv, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Utah, assets vs. participants

Whitaker Construction Co., Inc. Employee Stock Ownership Plan $185M · 772
Jacobsen Construction Company, Inc. Employee Stock Ownership Plan $120M · 605
Fj Management Inc. Employee Stock Ownership Plan $94M · 28
Central Milling Employee Stock Ownership Plan and Trust $55M · 110
Bunnell, Inc. Employee Stock Ownership Plan $39M · 48

Compare Rocky Mountain Atv, Inc. Employee Stock … side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Rocky Mountain Atv, Inc. Employee Stock Ownership Plan by total assets, not by location.

American Mechanical Holdings Employee Stock Ownership Plan (MD) $119M · 273
Aberdeen Dynamics Supply, Inc. Employee Stock Ownership Plan (OK) $119M · 172
Peopletec, Inc. Employee Stock Ownership Plan (AL) $118M · 562
American Legend Services, Inc. Employee Stock Ownership Plan (TX) $121M · 138

Frequently Asked Questions

How did Rocky Mountain Atv, Inc. Employee Stock Ownership Plan assets move in 2024? ▼

Rocky Mountain Atv, Inc. Employee Stock Ownership Plan grew sharply - up 15.1% during 2024, from $104M to $120M. Reported net income was $16M.

How have Rocky Mountain Atv, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Rocky Mountain Atv, Inc.'s sponsor-wide assets grew 52.5%, from $88M to $134M.

Where does Rocky Mountain Atv, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼

Rocky Mountain Atv, Inc. Employee Stock Ownership Plan ranks in the 92nd percentile by end-of-year assets among 116,472 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).

Which ESOP plans are similar in size to Rocky Mountain Atv, Inc. Employee Stock Ownership Plan? ▼

Among ESOP plans in other states, the closest by assets is American Mechanical Holdings Employee Stock Ownership Plan in MD ($119M, 273 participants).

Next read for Rocky Mountain Atv, Inc. Employee Stock …

Scale reading

Ways to act on Rocky Mountain Atv, Inc. Employee Stock Ownership Plan's numbers.

By total assets, Rocky Mountain Atv, Inc. Employee Stock Ownership Plan ranks in the top 10% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar ESOP plans in Utah. Compare plans
Rocky Mountain Atv, Inc.'s sponsor-wide assets have grown 52.5% since 2022 across 3 plan years on file. More Retail Trade 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 870463073.

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.