401(k)
2024 plan-year 401(k) DOL Form 5500

ROCKY MOUNTAIN INVESTOR HOLDINGS 401(K) PLAN

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

ROCKY MOUNTAIN INVESTOR HOLDINGS, INC.

This 401(k) plan holds $1M in total assets and serves 89 participants as of 2024. It is sponsored by ROCKY MOUNTAIN INVESTOR HOLDINGS, INC. in Colorado. The plan reported positive net income of $298K for the year.

Total Assets (2023)
$1M
Participants
89
State
Industry
Transportation & Warehousing

What the Filing Says About ROCKY MOUNTAIN INVESTOR HOLDINGS 401(K) PLAN

ROCKY MOUNTAIN INVESTOR HOLDINGS 401(K) PLAN is a 401(k) retirement plan sponsored by ROCKY MOUNTAIN INVESTOR HOLDINGS, INC., headquartered in Colorado. As of the 2024 Form 5500 filing, the plan reports $1M in total end-of-year assets and covers 89 participants across the Transportation & Warehousing industry. The sponsor's EIN on file with the U.S. Department of Labor is 831814347, and the plan has been effective since 2020-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $779K at the beginning of 2024 to $1M at year-end — a gain of 38.2%. Net assets (after liabilities) closed the year at $1M, with reported net income of $298K driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$779K
Total Assets (End of Year)$1M
Net Assets (End of Year)$1M
Net Income$298K
Plan Type401(k)
Employer EIN831814347
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

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Frequently Asked Questions

How much money is in the ROCKY MOUNTAIN INVESTOR HOLDINGS 401(K) PLAN?
As of the 2024 Form 5500 filing, ROCKY MOUNTAIN INVESTOR HOLDINGS 401(K) PLAN holds $1M in total assets with 89 participants. It is sponsored by ROCKY MOUNTAIN INVESTOR HOLDINGS, INC..
What type of plan is ROCKY MOUNTAIN INVESTOR HOLDINGS 401(K) PLAN?
ROCKY MOUNTAIN INVESTOR HOLDINGS 401(K) PLAN is a 401(k) plan. It has been effective since 2020-01-01. The plan is filed with the U.S. Department of Labor under EIN 831814347.
Who sponsors the ROCKY MOUNTAIN INVESTOR HOLDINGS 401(K) PLAN?
ROCKY MOUNTAIN INVESTOR HOLDINGS 401(K) PLAN is sponsored by ROCKY MOUNTAIN INVESTOR HOLDINGS, INC., located in Colorado. The sponsor's EIN is 831814347 and the plan operates in the Transportation & Warehousing industry.
How did ROCKY MOUNTAIN INVESTOR HOLDINGS 401(K) PLAN perform in 2024?
ROCKY MOUNTAIN INVESTOR HOLDINGS 401(K) PLAN grew by 38.2% during 2024, moving from $779K to $1M in total assets. Net income was $298K.
Where can I find official filings for ROCKY MOUNTAIN INVESTOR HOLDINGS 401(K) PLAN?
Official Form 5500 filings for ROCKY MOUNTAIN INVESTOR HOLDINGS 401(K) PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 831814347 or plan name at efast.dol.gov.
How does ROCKY MOUNTAIN INVESTOR HOLDINGS 401(K) PLAN compare to other plans?
You can compare ROCKY MOUNTAIN INVESTOR HOLDINGS 401(K) PLAN against other 401(k) plans on the plan type page, or view plans in Colorado on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

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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 831814347.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.