401(k) · DOL Form 5500 · 2024

Rocky Mountain Chocolate Factory 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
116
Participants Small participant base
57th
Percentile by assets National rank
$92,251
Avg per participant Below avg balance/head
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Official DOL plan name: Rocky Mountain Chocolate Factory, Inc. 401(k) Plan · Sponsored by Rocky Mountain Chocolate Factory · Colorado · Manufacturing

$11M in assets, 116 participants

Rocky Mountain Chocolate Factory's Rocky Mountain Chocolate Factory, Inc. 401(k) Plan reported $11M in total assets and 116 participants in its 2024 DOL Form 5500 filing, ranking in the 57th 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.

  • #7,708 in Manufacturing (17,777 peers)

Coverage in Colorado

Rocky Mountain Chocolate Factory, Inc. 401(k) Plan covers 116 participants in Colorado, about 31% of the average Colorado filer (state average ~376 per filing). Assets: $11M.

#7,708
in Manufacturing (17,777 peers)
+4.6%
assets growth YoY

Rocky Mountain Chocolate Factory, Inc. 401(k) Plan's mid-pack asset rank among Manufacturing and all filers

Rocky Mountain Chocolate Factory, Inc. 401(k) Plan vs every filed plan by assets

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

$10,701,058 Top 43% higher than 57% 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

Rocky Mountain Chocolate Factory, Inc. 401(k) 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. Rocky Mountain Chocolate Factory, Inc. 401(k) Plan sits mid-pack in the medium band (116 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Rocky Mountain Chocolate Factory, Inc. 401(k) Plan reported net income fell from $2M in the plan year 2023 filing to $481K in the plan year 2024 filing.
  • Rocky Mountain Chocolate Factory, Inc. 401(k) Plan end-of-year assets rose from $10M in the plan year 2023 filing to $11M in the plan year 2024 filing.
  • Rocky Mountain Chocolate Factory, Inc. 401(k) Plan reported participants fell from 118 in the plan year 2023 filing to 116 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 840910696 · Rocky Mountain Chocolate Factory PY 2024 · 401(k)

Rocky Mountain Chocolate Factory, Inc. 401(k) Plan · $11M · 116 · 57th

  • BOY $11M
  • BOY 116
  • BOY 57th
  • BOY 401(k)
  • BOY near Duit Holdings 401(k) Plan
  • BOY ind #7708

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 Manufacturing retirement plans → · Plans in Colorado →

Rocky Mountain Chocolate Factory, Inc. 401(k) Plan in the asset neighbourhood

Rocky Mountain Chocolate Factory, Inc. 401(k) PlanRocky Mountain Chocolate Fac…$11MDuit Holdings 401(k) Plan$11MThe Meduri Farms, Inc. Retirement PlanThe Meduri Farms, Inc. Retir…$11MLabor Finders International, Inc. 401(k) Profit Sharing PlanLabor Finders International,…$11MMagnum Magnetics Retirement Savings PlanMagnum Magnetics Retirement …$11M
End-of-year total assets ($M) among Rocky Mountain Chocolate Factory, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Colorado filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$11M
Net Income$481K
Employer EIN840910696
Plan Effective Date1994-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Rocky Mountain Chocolate Factory)

Sponsor-wide plan assets over time

All Rocky Mountain Chocolate Factory plans reported in each filing year

Latest sponsor-wide plan assets
$11M 23.35786567264659% vs 2022
2024 filing year
$8M$9M$10M$11M 202220232024 $8.67M $10.7M ▲ +23.4%
Year Plans Participants Total Assets
2022 1 144 $9M
2023 1 118 $10M
2024 1 116 $11M

Nearby 401(k) Plans in Colorado

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

Rocky Mountain Chocolate Factory, Inc. 401(k) Plan vs. nearby 401(k) plans in Colorado, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -1012345 Total assets ($B) Participants Rocky Mountain Chocolate Factory, Inc. 401(k) Plan, Total assets ($B): 0.010701058 · Participants: 116Rocky Mountain Chocolate Factory, Inc. 401(k) PlanDavita Retirement Savings Plan, Total assets ($B): 3.81412558 · Participants: 57900Davita Retirement Savings PlanBall Corporation 401(k) and Employee Stock Ownership Plan, Total assets ($B): 2.319532435 · Participants: 9935Ball Corporation 401(k) and Employee Stock Ownership PlanArcadis U.S., Inc. Retirement Savings Plan, Total assets ($B): 2.259964434 · Participants: 7607Arcadis U.S., Inc. Retirement Savings PlanEmpower Retirement, LLC 401(k) Savings Plan, Total assets ($B): 2.234179481 · Participants: 10185Empower Retirement, LLC 401(k) Savings PlanWoodward Retirement Savings Plan, Total assets ($B): 1.965265264 · Participants: 6210Woodward Retirement Savings Plan
Rocky Mountain Chocolate Factory, Inc. 401(k) Plan vs. nearby 401(k) plans in Colorado, assets vs. participants

Rocky Mountain Chocolate Factory, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Colorado, the nearest 401(k) by assets is Duit Holdings 401(k) Plan in OK ($11M); by covered participants it is Steelseries 401(k) Plan in IL (116 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (116 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 Rocky Mountain Chocolate Factory, Inc. 401(k) Plan assets move in 2024?
Rocky Mountain Chocolate Factory, Inc. 401(k) Plan edged up modestly - up 4.6% during 2024, from $10M to $11M. Reported net income was $481K.
How have Rocky Mountain Chocolate Factory plan assets changed over time?
Across 3 plan years on file (2022-2024), Rocky Mountain Chocolate Factory's sponsor-wide assets grew 23.4%, from $9M to $11M.
Which 401(k) plans are similar in size to Rocky Mountain Chocolate Factory, Inc. 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Duit Holdings 401(k) Plan in OK ($11M, 482 participants).
Which 401(k) plans cover a similar participant headcount to Rocky Mountain Chocolate Factory, Inc. 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Steelseries 401(k) Plan in IL (116 participants, N/A in assets).