Plan5500

Pinetop, AZ Form 5500 retirement and benefit plan filings

City Form 5500 summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Pinetop, AZ has 3 loaded benefit plan(s) reported by 3 plan sponsor(s), with $877,017 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
3
Plan sponsors
3
Latest filing year
2023

What stands out in Pinetop

  • 3 loaded plans hold $877K in reported assets across 3 sponsors.
  • The largest, Mountaintop Specialty Services Retirement Plan, holds 55% of reported Pinetop plan assets.
  • Plans cover 3 participants — about 1 per plan.
  • 100% of loaded plans report full Schedule H/I financial statements.
  • report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$877KSummed across loaded plans$877,017
Total reported assets$877K$877,017
Total reported participants3
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$877K total assets
Net assets$877KLiabilities—
Contributions & income
Employer contributions$0
Participant contributions$0
Total income / additions$101.4K
Expenses & distributions
Benefits paid / distributions$118K
Total expenses$118K
Net increase / (decrease)-$16.5K

Data coverage

Plans with financial statements3 / 3 (100%)
Plans with provider compensation0 / 3 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Pinetop, AZ plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Pinetop market comparison

Largest plan share of assets55%Mountaintop Specialty Services Retirement Plan
Participants per plan1Average across loaded plans
Plan sponsors3
Ranked by reported assets

Largest loaded plans in Pinetop

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Mountaintop Specialty Services Retirement Plan$484K
    Mountaintop Specialty Services, Inc. · 2023
  2. 2
    Bearlyart, Inc. 401(K) Plan$393.1K
    Bearlyart, Inc. · 2023
  3. 3
    Desert Asset Management, Inc. Retirement Plan$0
    Desert Asset Management, Inc. · 2023

Largest plans in Pinetop → · Pinetop plans by participants → · Pinetop plans with financial data → · Pinetop plans with provider compensation → · $1B+ plans in Pinetop →

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Pinetop, AZ?
3 plan(s) reported by 3 sponsor(s) are loaded for Pinetop, AZ.

Related Form 5500 pages