ESOP · DOL Form 5500 · 2024

Mountain Research, Inc. ESOP

Data updated 2026-08-25

$2M
Total assets Small plan by assets
36
Participants Small participant base
30th
Percentile by assets National rank
$59,006
Avg per participant Low balance/head
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Official DOL plan name: Mountain Research, Inc. Employee Stock Ownership Plan · Sponsored by Mountain Research, Inc. · Pennsylvania · Professional & Technical Services

$2M in assets, 36 participants

Mountain Research, Inc.'s Mountain Research, Inc. Employee Stock Ownership Plan reported $2M in total assets and 36 participants in its 2024 DOL Form 5500 filing, ranking in the 30th 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.

  • #5,222 in Professional & Technical Services (20,173 peers)

Mountain Research, Inc. multi-year trail

Mountain Research, Inc.'s plans moved +15.8% in assets from 2022 to 2024; this filing shows Mountain Research, Inc. Employee Stock Ownership Plan at $2M / 36 participants.

#5,222
in Professional & Technical Services (20,173 peers)
-4.7%
assets change YoY

The plan reported a net loss of $86K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Mountain Research, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets

Mountain Research, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$2,124,220 30th percentile higher than 30% 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

Mountain Research, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Mountain Research, Inc. Employee Stock Ownership Plan is a small filing (36 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Mountain Research, Inc. Employee Stock Ownership Plan reported net income fell from $412K in the plan year 2023 filing to -$86K in the plan year 2024 filing.
  • Mountain Research, Inc. Employee Stock Ownership Plan reported participants rose from 31 in the plan year 2023 filing to 36 in the plan year 2024 filing.
  • Mountain Research, Inc. Employee Stock Ownership Plan end-of-year assets fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 201990509 · Mountain Research, Inc. PY 2024 · ESOP

Mountain Research, Inc. Employee Stock Ownership Plan · $2M · 36 · 30th

  • TYPE $2M
  • NET 36
  • BOOK 30th
  • VS-ST ESOP
  • BOY near Imperial Construction, Inc. Employee Stock Ownership Plan and Trust
  • SCH ind #5222

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 What is an ESOP? → · Plans in Pennsylvania →

Mountain Research, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Future Care Associates, Inc. Employee Stock Ownership PlanFuture Care Associates, Inc.…$2MAmerica's Gardening Resource, Inc. Employee Stock Ownership PlanAmerica's Gardening Resource…$2MMountain Research, Inc. Employee Stock Ownership PlanMountain Research, Inc. Empl…$2MImperial Construction, Inc. Employee Stock Ownership Plan and TrustImperial Construction, Inc. …$2MBoettcher Supply, Inc. Employee Stock Ownership PlanBoettcher Supply, Inc. Emplo…$2M
End-of-year total assets ($M) among Mountain Research, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Mountain Research, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Mountain Research, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 15.785600793627% vs 2022
2024 filing year
$1.6M$1.8M$2M$2.2M$2.4M 202220232024 $1.83M $2.12M ▲ +15.8%
Year Plans Participants Total Assets
2022 1 28 $2M
2023 1 31 $2M
2024 1 36 $2M

Mountain Research, Inc. filing trail (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$86K
Employer EIN201990509
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Pennsylvania

Peer ESOP plans, same state, same plan type, ranked by total assets.

Mountain Research, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Mountain Research, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.00212422 · Participants: 36Mountain Research, Inc. Employee Stock Ownership PlanWawa, Inc. Employee Stock Ownership Plan, Total assets ($B): 5.530536956 · Participants: 37745Wawa, Inc. Employee Stock Ownership PlanBradford White Corporation Employee Stock Ownership Plan and Trust Agreement, Total assets ($B): 1.796343385 · Participants: 544Bradford White Corporation Employee Stock Ownership Plan and Trust AgreementSheetz, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.721026406 · Participants: 14939Sheetz, Inc. Employee Stock Ownership PlanCentimark Corporation Employee Stock Ownership Plan and Trust, Total assets ($B): 0.679618162 · Participants: 2444Centimark Corporation Employee Stock Ownership Plan and TrustD & H Employee Stock Ownership Plan, Total assets ($B): 0.313919418 · Participants: 1459D & H Employee Stock Ownership Plan
Mountain Research, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants
Compare Mountain Research, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Mountain Research, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Pennsylvania, the nearest ESOP by assets is Imperial Construction, Inc. Employee Stock Ownership Plan and Trust in TX ($2M); by covered participants it is First Harrison Bank Employee Stock Ownership Plan in IN (36 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (36 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 Mountain Research, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Mountain Research, Inc. Employee Stock Ownership Plan edged down modestly - down 4.7% during 2024, from $2M to $2M. Reported net income was -$86K.
How have Mountain Research, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mountain Research, Inc.'s sponsor-wide assets grew 15.8%, from $2M to $2M.
Which ESOP plans are similar in size to Mountain Research, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Imperial Construction, Inc. Employee Stock Ownership Plan and Trust in TX ($2M, 52 participants).
Which ESOP plans cover a similar participant headcount to Mountain Research, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is First Harrison Bank Employee Stock Ownership Plan in IN (36 participants, $2M 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 201990509.

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.