401(k) · DOL Form 5500 · 2024

Mountainheart Community Services, Inc. 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
209
Participants Below avg headcount
58th
Percentile by assets National rank
$54,250
Avg per participant Low balance/head
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Official DOL plan name: Mountainheart Community Services, Inc. Profit Sharing Plan · Sponsored by Mountainheart Community Services, Inc. · West Virginia · Other Services

$11M in assets, 209 participants

Mountainheart Community Services, Inc.'s Mountainheart Community Services, Inc. Profit Sharing Plan reported $11M in total assets and 209 participants in its 2024 DOL Form 5500 filing, ranking in the 58th 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.

  • #5,891 in Other Services (7,719 peers)

Coverage in West Virginia

Mountainheart Community Services, Inc. Profit Sharing Plan covers 209 participants in West Virginia, about 45% of the average West Virginia filer (state average ~467 per filing). Assets: $11M.

#5,891
in Other Services (7,719 peers)
+16.8%
assets growth YoY

Mountainheart Community Services, Inc. Profit Sharing Plan's mid-pack asset rank among Other Services and all filers

Mountainheart Community Services, Inc. Profit Sharing Plan vs every filed plan by assets

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

$11,338,335 Top 42% higher than 58% 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

Mountainheart Community Services, Inc. Profit Sharing 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. Mountainheart Community Services, Inc. Profit Sharing Plan sits mid-pack in the medium band (209 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Mountainheart Community Services, Inc. Profit Sharing Plan end-of-year assets rose from $10M in the plan year 2023 filing to $11M in the plan year 2024 filing.
  • Mountainheart Community Services, Inc. Profit Sharing Plan reported participants rose from 199 in the plan year 2023 filing to 209 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 550481419 · Mountainheart Community Services, Inc. PY 2024 · 401(k)

Mountainheart Community Services, Inc. Profit Sharing Plan · $11M · 209 · 58th

  • 5500 $11M
  • ASSETS 209
  • PCT 58th
  • EIN 401(k)
  • RANK near Koonsfuller, P.C. 401(k) Plan
  • PHOTO ind #5891

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 Other Services retirement plans → · Plans in West Virginia →

Mountainheart Community Services, Inc. Profit Sharing Plan in the asset neighbourhood

Mountainheart Community Services, Inc. Profit Sharing PlanMountainheart Community Serv…$11MKoonsfuller, P.C. 401(k) Plan$11MKilldeer Mountain Mfg. 401(k) Profit Sharing PlanKilldeer Mountain Mfg. 401(k…$11MMeade Holdings 401(k) Plan$11MNino Salvaggio International Marketplace Retirement Savings PlanNino Salvaggio International…$11M
End-of-year total assets ($M) among Mountainheart Community Services, Inc. Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

West Virginia filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$11M
Net Income$2M
Employer EIN550481419
Plan Effective Date1987-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mountainheart Community Services, Inc.)

Sponsor-wide plan assets over time

All Mountainheart Community Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$11M 40.65865208134043% vs 2022
2024 filing year
$7M$8M$9M$10M$11M$12M 202220232024 $8.06M $11.3M ▲ +40.7%
Year Plans Participants Total Assets
2022 1 175 $8M
2023 1 199 $10M
2024 1 209 $11M

Nearby 401(k) Plans in West Virginia

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

Mountainheart Community Services, Inc. Profit Sharing Plan vs. nearby 401(k) plans in West Virginia, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -0.500.511.5 Total assets ($B) Participants Mountainheart Community Services, Inc. Profit Sharing Plan, Total assets ($B): 0.011338335 · Participants: 209Mountainheart Community Services, Inc. Profit Sharing PlanOrrick, Herrington & Sutcliffe LLP Retirement Plan, Total assets ($B): 1.177090773 · Participants: 1845Orrick, Herrington & Sutcliffe LLP Retirement PlanVandalia Health System 401(k) Retirement Savings P, Total assets ($B): 0.852839622 · Participants: 0Vandalia Health System 401(k) Retirement Savings PAmerican Public Education Retirement Plan, Total assets ($B): 0.303164024 · Participants: 5717American Public Education Retirement PlanWest Virginia University Health System 401(k) Plan, Total assets ($B): 0.255427542 · Participants: 4549West Virginia University Health System 401(k) PlanUnited Bankshares, Inc. Savings and Stock Investment Plan, Total assets ($B): 0.2487143 · Participants: 2561United Bankshares, Inc. Savings and Stock Investment Plan
Mountainheart Community Services, Inc. Profit Sharing Plan vs. nearby 401(k) plans in West Virginia, assets vs. participants
Compare Mountainheart Community Services, Inc. Profit Sharing Plan side-by-side with 3 peers →

Mountainheart Community Services, Inc. Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside West Virginia, the nearest 401(k) by assets is Koonsfuller, P.C. 401(k) Plan in TX ($11M); by covered participants it is Del Amo Motorsports 401(k) Profit Sharing Plan in CA (209 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (209 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 Mountainheart Community Services, Inc. Profit Sharing Plan assets move in 2024? ▼
Mountainheart Community Services, Inc. Profit Sharing Plan grew sharply - up 16.8% during 2024, from $10M to $11M. Reported net income was $2M.
How have Mountainheart Community Services, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mountainheart Community Services, Inc.'s sponsor-wide assets grew 40.7%, from $8M to $11M.
Which 401(k) plans are similar in size to Mountainheart Community Services, Inc. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Koonsfuller, P.C. 401(k) Plan in TX ($11M, 86 participants).
Which 401(k) plans cover a similar participant headcount to Mountainheart Community Services, Inc. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Del Amo Motorsports 401(k) Profit Sharing Plan in CA (209 participants, $291K 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 550481419.

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.