401(k) · DOL Form 5500 · 2024

Mountain Plus Services, Inc. 401(k) Plan

Data updated 2026-08-25

$24M
Total assets Small plan by assets: 1,505
Participants Near avg headcount: 73rd
Percentile by assets National rank: $15,617
Avg per participant Low balance/head

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Official DOL plan name: Mountain 401(k) Plan · Sponsored by Mountain Plus Services, Inc. · Kentucky · Healthcare & Social Assistance

$24M in assets, 1,505 participants

Mountain Plus Services, Inc.'s Mountain 401(k) Plan reported $24M in total assets and 1,505 participants in its 2024 DOL Form 5500 filing, ranking in the 73rd 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.

#13,074 in Healthcare & Social Assistance (16,916 peers)

Coverage in Kentucky

Mountain 401(k) Plan covers 1,505 participants in Kentucky, 2.3x the typical Kentucky plan (state average ~647 per filing). Assets: $24M.

#13,074
in Healthcare & Social Assistance (16,916 peers): +28.3%
assets growth YoY

Mountain 401(k) Plan's outsized position by total assets

Mountain 401(k) Plan vs every filed plan by assets

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

$23,503,790 Top 27% higher than 73% 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 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Mountain 401(k) Plan lands in the large band (1,505 participants).

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Mountain 401(k) Plan end-of-year assets rose from $18M in the plan year 2023 filing to $24M in the plan year 2024 filing.
Mountain 401(k) Plan reported net income rose from $5M in the plan year 2023 filing to $5M in the plan year 2024 filing.
Mountain 401(k) Plan reported participants fell from 1,545 in the plan year 2023 filing to 1,505 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 453942708 · Mountain Plus Services, Inc. PY 2024 · 401(k)

Mountain 401(k) Plan · $24M · 1,505 · 73rd

EIN $24M
EIN 1,505
EIN 73rd
EIN 401(k)
EIN near Mckinley Companies LLC 401(k) Retirement Plan
EIN ind #13074

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 Healthcare & Social Assistance retirement plans → · Plans in Kentucky →

End-of-year total assets ($M) among Mountain 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Kentucky filing particulars

Total Assets (Beginning of Year)	$18M
Net Assets (End of Year)	$23M
Net Income	$5M
Employer EIN	453942708
Plan Effective Date	2012-07-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Mountain Plus Services, Inc.)

Latest sponsor-wide plan assets: $24M 75.76395073390555% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	1,420	$13M
2023	1	1,545	$18M
2024	1	1,505	$24M

Nearby 401(k) Plans in Kentucky

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

Mountain 401(k) Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants

Commonspirit Health 401(k) Retirement Savings Plan $8.8B · 90,345
Humana Retirement Savings Plan $7.7B · 45,706
UPS/Ipa 401(k) Savings Plan $1.5B · 3,064
Scionhealth 401(k) Plan $1.3B · 23,753
Lexmark Savings Plan $1.2B · 1,919

Compare Mountain 401(k) Plan side-by-side with 3 peers →

Mountain 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Kentucky, the nearest 401(k) by assets is Mckinley Companies LLC 401(k) Retirement Plan in MI ($24M); by covered participants it is Costco Puerto Rico Retirement Plan in WA (1,505 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($24M here).

Mckinley Companies LLC 401(k) Retirement Plan (MI) $24M · 362
Sequoia Equities 401(k) Plan (CA) $24M · 415
John a. Marshall Company 401(k) Profit Sharing Plan (KS) $24M · 111
Scott Industrial Systems Inc Profit Sharing 401 (K) Plan (OH) $24M · 168

Similar participant headcount

Nearest other-state filings by covered participants (1,505 participants); asset peers above are excluded.

Costco Puerto Rico Retirement Plan (WA) 1,505 · 0 off
Advancedhealth 401(k) Profit Sharing Plan (TN) 1,505 · 0 off
Heniff Companies 401(k) Retirement Savings Plan (IL) 1,505 · 0 off
Stratosphere Quality, LLC 401(k) Plan (IN) 1,505 · 0 off

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 401(k) Plan assets move in 2024? ▼

Mountain 401(k) Plan grew sharply - up 28.3% during 2024, from $18M to $24M. Reported net income was $5M.

How have Mountain Plus Services, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Mountain Plus Services, Inc.'s sponsor-wide assets grew 75.8%, from $13M to $24M.

Which 401(k) plans are similar in size to Mountain 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Mckinley Companies LLC 401(k) Retirement Plan in MI ($24M, 362 participants).

Which 401(k) plans cover a similar participant headcount to Mountain 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Costco Puerto Rico Retirement Plan in WA (1,505 participants, $127M 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 453942708.