Other · DOL Form 5500 · 2024

Mountain Projects, Inc. Retirement Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
148
Participants Small participant base
37th
Percentile by assets National rank
$24,427
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Mountain Projects, Inc. Tax Deferred Annuity Plan · Sponsored by Mountain Projects, Inc. · North Carolina · Healthcare & Social Assistance

$4M in assets, 148 participants

Mountain Projects, Inc.'s Mountain Projects, Inc. Tax Deferred Annuity Plan reported $4M in total assets and 148 participants in its 2024 DOL Form 5500 filing, ranking in the 37th 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.

  • #6,400 in Healthcare & Social Assistance (16,916 peers)

Coverage in North Carolina

Mountain Projects, Inc. Tax Deferred Annuity Plan covers 148 participants in North Carolina, about 18% of the average North Carolina filer (state average ~819 per filing). Assets: $4M.

#6,400
in Healthcare & Social Assistance (16,916 peers)
+0.5%
assets growth YoY

Mountain Projects, Inc. Tax Deferred Annuity Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Mountain Projects, Inc. Tax Deferred Annuity Plan vs every filed plan by assets

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

$3,615,138 37th percentile higher than 37% 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 Projects, Inc. Tax Deferred Annuity 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. Mountain Projects, Inc. Tax Deferred Annuity Plan sits mid-pack in the medium band (148 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Mountain Projects, Inc. Tax Deferred Annuity Plan reported net income fell from $59K in the plan year 2023 filing to $19K in the plan year 2024 filing.
  • Mountain Projects, Inc. Tax Deferred Annuity Plan reported participants rose from 145 in the plan year 2023 filing to 148 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 560849092 · Mountain Projects, Inc. PY 2024 · Other

Mountain Projects, Inc. Tax Deferred Annuity Plan · $4M · 148 · 37th

  • PHOTO $4M
  • IND 148
  • EOY 37th
  • 5500 Other
  • ASSETS near Old Colony Hospice, Inc. 403(b) Plan
  • PCT ind #6400

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 North Carolina →

Mountain Projects, Inc. Tax Deferred Annuity Plan in the asset neighbourhood

Mountain Projects, Inc. Tax Deferred Annuity PlanMountain Projects, Inc. Tax …$4MSunny Glen Children's Home 403(b) PlanSunny Glen Children's Home 4…$4MOld Colony Hospice, Inc. 403(b) PlanOld Colony Hospice, Inc. 403…$4MLittle Red School House 403(b) PlanLittle Red School House 403(…$4MFamily Resources 403(b) Retirement PlanFamily Resources 403(b) Reti…$4M
End-of-year total assets ($M) among Mountain Projects, Inc. Tax Deferred Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

North Carolina filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$19K
Employer EIN560849092
Plan Effective Date1988-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mountain Projects, Inc.)

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$4M 2.195580457219425% vs 2022
2024 filing year
$3.5M$3.55M$3.6M$3.65M 202220232024 $3.54M $3.62M ▲ +2.3%
Year Plans Participants Total Assets
2022 1 138 $4M
2023 1 145 $4M
2024 1 148 $4M

Nearby Other Plans in North Carolina

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

Mountain Projects, Inc. Tax Deferred Annuity Plan vs. nearby Other plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Mountain Projects, Inc. Tax Deferred Annuity Plan, Total assets ($B): 0.003615138 · Participants: 148Mountain Projects, Inc. Tax Deferred Annuity PlanThe Duke University Faculty and Staff Retirement Plan, Total assets ($B): 11.044676648 · Participants: 48377The Duke University Faculty and Staff Retirement PlanWake Forest Baptist Medical Center 403(b) Retirement Savings Plan, Total assets ($B): 3.642720552 · Participants: 19745Wake Forest Baptist Medical Center 403(b) Retirement Savings PlanThe Moses H. Cone Memorial Hospital Voluntary Savings Plan, Total assets ($B): 1.62454492 · Participants: 13533The Moses H. Cone Memorial Hospital Voluntary Savings PlanWake Forest University Retirement Plan, Total assets ($B): 0.889362028 · Participants: 3215Wake Forest University Retirement PlanCaromont Health, Inc. Retirement Savings Plan, Total assets ($B): 0.510802535 · Participants: 4913Caromont Health, Inc. Retirement Savings Plan
Mountain Projects, Inc. Tax Deferred Annuity Plan vs. nearby Other plans in North Carolina, assets vs. participants
Compare Mountain Projects, Inc. Tax Deferred Annuity Plan side-by-side with 3 peers →

Mountain Projects, Inc. Tax Deferred Annuity Plan's out-of-state Other peers by assets and headcount

Outside North Carolina, the nearest Other by assets is Old Colony Hospice, Inc. 403(b) Plan in MA ($4M); by covered participants it is Western Reserve Academy Faculty and Staff Retirement Plan in OH (148 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($4M here).

Similar participant headcount

Nearest other-state filings by covered participants (148 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 Projects, Inc. Tax Deferred Annuity Plan assets move in 2024? ▼
Mountain Projects, Inc. Tax Deferred Annuity Plan held essentially flat - up 0.5% during 2024, from $4M to $4M. Reported net income was $19K.
How have Mountain Projects, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mountain Projects, Inc.'s sponsor-wide assets grew 2.2%, from $4M to $4M.
Which Other plans are similar in size to Mountain Projects, Inc. Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by assets is Old Colony Hospice, Inc. 403(b) Plan in MA ($4M, 123 participants).
Which Other plans cover a similar participant headcount to Mountain Projects, Inc. Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by covered participants is Western Reserve Academy Faculty and Staff Retirement Plan in OH (148 participants, $30M 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 560849092.

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.