ESOP · DOL Form 5500 · 2024
Rocky Mountain Atv, Inc. ESOP
Data updated 2026-08-25
- $120M
- Total assets Near avg plan size
- 495
- Participants Below avg headcount
- 92nd
- Percentile by assets National rank
- $241,967
- Avg per participant Above avg balance/head
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.
- #7,663 in Retail Trade (8,048 peers)
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.
- #7,663
- in Retail Trade (8,048 peers)
- +15.1%
- assets growth YoY
- 1.2×
- vs typical plan assets (national mean)
Rocky Mountain Atv, Inc. Employee Stock Ownership Plan's outsized position by total assets
Rocky Mountain Atv, Inc. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$119,773,571 Top 8% higher than 92% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Rocky Mountain Atv, Inc. Employee Stock Ownership 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. Rocky Mountain Atv, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (495 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- 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.
Published 5500 schedule card
Filing strip 870463073 · Rocky Mountain Atv, Inc. PY 2024 · ESOP
Rocky Mountain Atv, Inc. Employee Stock Ownership Plan · $120M · 495 · 92nd
- NET $120M
- BOOK 495
- VS-ST 92nd
- BOY ESOP
- SCH near American Mechanical Holdings Employee Stock Ownership Plan
- EBSA ind #7663
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 What is an ESOP? → · Plans in Utah →
Rocky Mountain Atv, Inc. Employee Stock Ownership Plan in the asset neighbourhood
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.)
Sponsor-wide plan assets over time
All Rocky Mountain Atv, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $134M 52.51490682849915% vs 2022
- 2024 filing year
| 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.
- 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
- Kenny Seng Construction Employee Stock Ownership Plan $74M · 170
- Central Milling Employee Stock Ownership Plan and Trust $55M · 110
Rocky Mountain Atv, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Utah, the nearest ESOP by assets is American Mechanical Holdings Employee Stock Ownership Plan in MD ($119M); by covered participants it is Choate Construction Company Employee Stock Ownership Plan in GA (494 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($120M here).
Similar participant headcount
Nearest other-state filings by covered participants (495 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.