401(k) · DOL Form 5500 · 2024

Mountz, Inc. 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
83
Participants Small participant base
52nd
Percentile by assets National rank
$100,273
Avg per participant Below avg balance/head
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Official DOL plan name: Mountz, Inc. 401(k) Profit Sharing Plan & Trust · Sponsored by Mountz, Inc. · California · Wholesale Trade

$8M in assets, 83 participants

Mountz, Inc.'s Mountz, Inc. 401(k) Profit Sharing Plan & Trust reported $8M in total assets and 83 participants in its 2024 DOL Form 5500 filing, ranking in the 52nd 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.

  • #2,577 in Wholesale Trade (6,080 peers)

Mountz, Inc. multi-year trail

Mountz, Inc.'s plans moved +121.3% in assets from 2022 to 2024; this filing shows Mountz, Inc. 401(k) Profit Sharing Plan & Trust at $8M / 83 participants.

#2,577
in Wholesale Trade (6,080 peers)
+69.5%
assets growth YoY

Mountz, Inc. 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Wholesale Trade and all filers

Mountz, Inc. 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$8,322,680 Top 48% higher than 52% 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

Mountz, Inc. 401(k) Profit Sharing Plan & Trust among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Mountz, Inc. 401(k) Profit Sharing Plan & Trust is a small filing (83 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 942625117 · Mountz, Inc. PY 2024 · 401(k)

Mountz, Inc. 401(k) Profit Sharing Plan & Trust · $8M · 83 · 52nd

  • VS-ST $8M
  • VS-ST 83
  • VS-ST 52nd
  • VS-ST 401(k)
  • VS-ST near Ch Industries, Inc. 401(k) Savings Plan
  • VS-ST ind #2577

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 Wholesale Trade retirement plans → · Plans in California →

Mountz, Inc. 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Mountz, Inc. 401(k) Profit Sharing Plan & TrustMountz, Inc. 401(k) Profit S…$8MCh Industries, Inc. 401(k) Savings PlanCh Industries, Inc. 401(k) S…$8MGcc Technologies, LLC Retirement Plan and TrustGcc Technologies, LLC Retire…$8MSar Manufacturing, Inc. Retirement PlanSar Manufacturing, Inc. Reti…$8MMidland Community Healthcare Services, Inc. 401(k) PlanMidland Community Healthcare…$8M
End-of-year total assets ($M) among Mountz, Inc. 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Mountz, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Mountz, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$13M 121.31101437077518% vs 2022
2024 filing year
$5M$10M$15M 202220232024 $5.85M $13M ▲ +121.4%
Year Plans Participants Total Assets
2022 1 72 $6M
2023 1 75 $14M
2024 2 83 $13M

Mountz, Inc. filing trail (2024)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$8M
Net Income$3M
Employer EIN942625117
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Mountz, Inc. 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Mountz, Inc. 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.00832268 · Participants: 83Mountz, Inc. 401(k) Profit Sharing Plan & TrustGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Mountz, Inc. 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants
Compare Mountz, Inc. 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Mountz, Inc. 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Ch Industries, Inc. 401(k) Savings Plan in TX ($8M); by covered participants it is Pepsi-Cola Bottling Co. of Davenport 401(k) Employee Benefit Plan in IA (83 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (83 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 Mountz, Inc. 401(k) Profit Sharing Plan & Trust assets move in 2024? ▼
Mountz, Inc. 401(k) Profit Sharing Plan & Trust surged - up 69.5% during 2024, from $5M to $8M. Reported net income was $3M.
How have Mountz, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mountz, Inc.'s sponsor-wide assets grew 121.3%, from $6M to $13M.
Which 401(k) plans are similar in size to Mountz, Inc. 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Ch Industries, Inc. 401(k) Savings Plan in TX ($8M, 238 participants).
Which 401(k) plans cover a similar participant headcount to Mountz, Inc. 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Pepsi-Cola Bottling Co. of Davenport 401(k) Employee Benefit Plan in IA (83 participants, $22M 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 942625117.

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.