401(k) · DOL Form 5500 · 2024
Mountain Trade Supply Inc 401(k) Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 16
- Participants Small participant base
- 35th
- Percentile by assets National rank
- $208,266
- Avg per participant Above avg balance/head
Official DOL plan name: Mountain Trade Supply Inc Profit Sharing Plan · Sponsored by Mountain Trade Supply Inc · Colorado · Wholesale Trade
$3M in assets, 16 participants
Mountain Trade Supply Inc's Mountain Trade Supply Inc Profit Sharing Plan reported $3M in total assets and 16 participants in its 2024 DOL Form 5500 filing, ranking in the 35th 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.
- #1,490 in Wholesale Trade (6,080 peers)
Mountain Trade Supply Inc multi-year trail
Mountain Trade Supply Inc's plans moved -11.3% in assets from 2022 to 2024; this filing shows Mountain Trade Supply Inc Profit Sharing Plan at $3M / 16 participants.
- #1,490
- in Wholesale Trade (6,080 peers)
- -27.7%
- assets change YoY
The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Mountain Trade Supply Inc Profit Sharing Plan's mid-pack asset rank among Wholesale Trade and all filers
Mountain Trade Supply Inc Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$3,332,255 35th percentile higher than 35% 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
Mountain Trade Supply Inc Profit Sharing 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 Trade Supply Inc Profit Sharing Plan is a small filing (16 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Mountain Trade Supply Inc Profit Sharing Plan reported net income fell from $849K in the plan year 2023 filing to -$1M in the plan year 2024 filing.
- Mountain Trade Supply Inc Profit Sharing Plan end-of-year assets fell from $5M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Mountain Trade Supply Inc Profit Sharing Plan reported participants rose from 15 in the plan year 2023 filing to 16 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 841015530 · Mountain Trade Supply Inc PY 2024 · 401(k)
Mountain Trade Supply Inc Profit Sharing Plan · $3M · 16 · 35th
- BOY $3M
- SCH 16
- EBSA 35th
- PART 401(k)
- TYPE near Exceptional Family Resources 401(k) Plan
- NET ind #1490
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 Colorado →
Mountain Trade Supply Inc Profit Sharing Plan in the asset neighbourhood
Mountain Trade Supply Inc multi-year asset trail
Sponsor-wide plan assets over time
All Mountain Trade Supply Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 11.315839689831456% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 15 | $4M |
| 2023 | 1 | 15 | $5M |
| 2024 | 1 | 16 | $3M |
Mountain Trade Supply Inc filing trail (2024)
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | -$1M |
| Employer EIN | 841015530 |
| Plan Effective Date | 1991-04-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Colorado
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Davita Retirement Savings Plan $3.8B · 57,900
- Ball Corporation 401(k) and Employee Stock Ownership Plan $2.3B · 9,935
- Arcadis U.S., Inc. Retirement Savings Plan $2.3B · 7,607
- Empower Retirement, LLC 401(k) Savings Plan $2.2B · 10,185
- Woodward Retirement Savings Plan $2.0B · 6,210
Mountain Trade Supply Inc Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Colorado, the nearest 401(k) by assets is Exceptional Family Resources 401(k) Plan in NY ($3M); by covered participants it is I. Schumann & Co. LLC 401(k) Profit Sharing Plan & Trust in OH (16 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
- Exceptional Family Resources 401(k) Plan (NY) $3M · 361
- Evans Grain 401(k) Profit Sharing (UT) $3M · 20
- Planck LLC Dba Patch Media 401(k) Plan (NY) $3M · 67
- The Retirement Benefits Plan (MD) $3M · 183
Similar participant headcount
Nearest other-state filings by covered participants (16 participants); asset peers above are excluded.
- I. Schumann & Co. LLC 401(k) Profit Sharing Plan & Trust (OH) 16 · 0 off
- Texas Midwest Emergency Physicians PA 401(k) Profit Sharing Plan & Trust (TX) 16 · 0 off
- River's Edge Dental Clinic 401(k)/Profit Sharing Plan (MN) 16 · 0 off
- Kelley-Mackenzie Auto Parts, Inc. 401(k) Profit Sharing Plan and Trust (NH) 16 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.