401(k) · DOL Form 5500 · 2024

Bear Mountain Healthcare, LLC 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets: 1,677
Participants Near avg headcount: 40th
Percentile by assets National rank: $2,650
Avg per participant Low balance/head

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Official DOL plan name: Bear Mountain 401(k) Plan · Sponsored by Bear Mountain Healthcare, LLC · Connecticut · Healthcare & Social Assistance

$4M in assets, 1,677 participants

Bear Mountain Healthcare, LLC's Bear Mountain 401(k) Plan reported $4M in total assets and 1,677 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.

#7,142 in Healthcare & Social Assistance (16,916 peers)

Coverage in Connecticut

Bear Mountain 401(k) Plan covers 1,677 participants in Connecticut, 2.3x the typical Connecticut plan (state average ~718 per filing). Assets: $4M.

#7,142
in Healthcare & Social Assistance (16,916 peers): +5.2%
assets growth YoY

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

Bear Mountain 401(k) Plan vs every filed plan by assets

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

$4,444,120 40th percentile higher than 40% 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

Bear Mountain 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bear Mountain 401(k) Plan lands in the large band (1,677 participants).

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Bear Mountain 401(k) Plan reported net income fell from $947K in the plan year 2023 filing to $283K in the plan year 2024 filing.
Bear Mountain 401(k) Plan reported participants fell from 2,407 in the plan year 2023 filing to 1,677 in the plan year 2024 filing.
Bear Mountain 401(k) Plan end-of-year assets rose from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 814750544 · Bear Mountain Healthcare, LLC PY 2024 · 401(k)

Bear Mountain 401(k) Plan · $4M · 1,677 · 40th

SCH $4M
SCH 1,677
SCH 40th
SCH 401(k)
SCH near Komet USA, LLC 401(k) Plan
SCH ind #7142

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 →

End-of-year total assets ($M) among Bear Mountain 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Connecticut filing particulars

Total Assets (Beginning of Year)	$4M
Net Assets (End of Year)	$4M
Net Income	$283K
Employer EIN	814750544
Plan Effective Date	2016-06-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Bear Mountain Healthcare, LLC)

Latest sponsor-wide plan assets: $4M 37.22082229611417% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	2,479	$3M
2023	1	2,407	$4M
2024	1	1,677	$4M

Nearby 401(k) Plans in Connecticut

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

Bear Mountain 401(k) Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants

Rtx Savings Plan $58.6B · 124,876
Citi Retirement Savings Plan $23.2B · 78,741
The Hartford Investment and Savings Plan $7.2B · 18,614
Eversource 401(k) Plan $4.0B · 10,041
Xerox Corporation Savings Plan $4.0B · 9,876

Compare Bear Mountain 401(k) Plan side-by-side with 3 peers →

Bear Mountain 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is Komet USA, LLC 401(k) Plan in SC ($4M); by covered participants it is Teknor Savings Plus Plan in RI (1,676 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($4M here).

Komet USA, LLC 401(k) Plan (SC) $4M · 87
403(b) Thrift Plan for Employees of the Josselyn Center, Nfp (IL) $4M · 266
United Bank for Africa PLC America 401(k) Plan (NY) $4M · 57
D-Matrix Corporation 401(k) Plan (CA) $4M · 66

Similar participant headcount

Nearest other-state filings by covered participants (1,677 participants); asset peers above are excluded.

Teknor Savings Plus Plan (RI) 1,676 · 1 off
First Onsite 401(k) Plan (CO) 1,678 · 1 off
Sofidel America Corp. 401(k) Plan (PA) 1,676 · 1 off
Mcgovern Auto Group 401(k) Savings Plan (MA) 1,675 · 2 off

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 Bear Mountain 401(k) Plan assets move in 2024? ▼

Bear Mountain 401(k) Plan grew at a solid clip - up 5.2% during 2024, from $4M to $4M. Reported net income was $283K.

How have Bear Mountain Healthcare, LLC plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Bear Mountain Healthcare, LLC's sponsor-wide assets grew 37.2%, from $3M to $4M.

Which 401(k) plans are similar in size to Bear Mountain 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Komet USA, LLC 401(k) Plan in SC ($4M, 87 participants).

Which 401(k) plans cover a similar participant headcount to Bear Mountain 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Teknor Savings Plus Plan in RI (1,676 participants, $273M 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 814750544.