401(k) · DOL Form 5500 · 2024

Happy Mountains, LLC 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
368
Participants Below avg headcount
62nd
Percentile by assets National rank
$37,168
Avg per participant Low balance/head
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Official DOL plan name: Physicianone Urgent Care 401(k) Plan · Sponsored by Happy Mountains, LLC · Connecticut · Healthcare & Social Assistance

$14M in assets, 368 participants

Happy Mountains, LLC's Physicianone Urgent Care 401(k) Plan reported $14M in total assets and 368 participants in its 2024 DOL Form 5500 filing, ranking in the 62nd 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.

  • #11,436 in Healthcare & Social Assistance (16,916 peers)

Happy Mountains, LLC multi-year trail

Happy Mountains, LLC's plans moved +71.5% in assets from 2022 to 2024; this filing shows Physicianone Urgent Care 401(k) Plan at $14M / 368 participants.

#11,436
in Healthcare & Social Assistance (16,916 peers)
+26.9%
assets growth YoY

Physicianone Urgent Care 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Physicianone Urgent Care 401(k) Plan vs every filed plan by assets

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

$13,677,713 Top 38% higher than 62% 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

Physicianone Urgent Care 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. Physicianone Urgent Care 401(k) Plan sits mid-pack in the medium band (368 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Physicianone Urgent Care 401(k) Plan end-of-year assets rose from $11M in the plan year 2023 filing to $14M in the plan year 2024 filing.
  • Physicianone Urgent Care 401(k) Plan reported participants fell from 481 in the plan year 2023 filing to 368 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 300800383 · Happy Mountains, LLC PY 2024 · 401(k)

Physicianone Urgent Care 401(k) Plan · $14M · 368 · 62nd

  • VS-ST $14M
  • VS-ST 368
  • VS-ST 62nd
  • VS-ST 401(k)
  • VS-ST near Ross Education Holdings, Inc. Profit Sharing & 401(k) Plan
  • VS-ST ind #11436

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 Healthcare & Social Assistance retirement plans → · Plans in Connecticut →

Physicianone Urgent Care 401(k) Plan in the asset neighbourhood

Physicianone Urgent Care 401(k) PlanPhysicianone Urgent Care 401…$14MRoss Education Holdings, Inc. Profit Sharing & 401(k) PlanRoss Education Holdings, Inc…$14MWorley 401(k) Plan$14MColmac Retirement Plan$14MSpc Mechanical Corporation Retirement Savings PlanSpc Mechanical Corporation R…$14M
End-of-year total assets ($M) among Physicianone Urgent Care 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Happy Mountains, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Happy Mountains, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$14M 71.5048784243389% vs 2022
2024 filing year
$6M$8M$10M$12M$14M$16M 202220232024 $7.98M $13.7M ▲ +71.4%
Year Plans Participants Total Assets
2022 1 610 $8M
2023 1 481 $11M
2024 1 368 $14M

Happy Mountains, LLC filing trail (2024)

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$14M
Net Income$3M
Employer EIN300800383
Plan Effective Date2009-09-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Connecticut

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

Physicianone Urgent Care 401(k) Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Physicianone Urgent Care 401(k) Plan, Total assets ($B): 0.013677713 · Participants: 368Physicianone Urgent Care 401(k) PlanRtx Savings Plan, Total assets ($B): 58.647425 · Participants: 124876Rtx Savings PlanCiti Retirement Savings Plan, Total assets ($B): 23.241033081 · Participants: 78741Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 7.183243 · Participants: 18614The Hartford Investment and Savings PlanEversource 401(k) Plan, Total assets ($B): 4.046347175 · Participants: 10041Eversource 401(k) PlanXerox Corporation Savings Plan, Total assets ($B): 3.976943 · Participants: 9876Xerox Corporation Savings Plan
Physicianone Urgent Care 401(k) Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Physicianone Urgent Care 401(k) Plan side-by-side with 3 peers →

Physicianone Urgent Care 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is Ross Education Holdings, Inc. Profit Sharing & 401(k) Plan in MI ($14M); by covered participants it is Waypoint Analytical 401(k) in TN (368 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($14M here).

Similar participant headcount

Nearest other-state filings by covered participants (368 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 Physicianone Urgent Care 401(k) Plan assets move in 2024? ▼
Physicianone Urgent Care 401(k) Plan grew sharply - up 26.9% during 2024, from $11M to $14M. Reported net income was $3M.
How have Happy Mountains, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Happy Mountains, LLC's sponsor-wide assets grew 71.5%, from $8M to $14M.
Which 401(k) plans are similar in size to Physicianone Urgent Care 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ross Education Holdings, Inc. Profit Sharing & 401(k) Plan in MI ($14M, 560 participants).
Which 401(k) plans cover a similar participant headcount to Physicianone Urgent Care 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Waypoint Analytical 401(k) in TN (368 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 300800383.

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.