Bozeman, MT 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, Bozeman, MT has 73 loaded benefit plan(s) reported by 55 plan sponsor(s), with $613,421,924 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 73
- Plan sponsors
- 55
- Total reported assets (EOY)
- $613,421,924
- Latest filing year
- 2023
Largest loaded plans by reported assets
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Save More Retirement Plan And Trust | Barnard Construction Company, Inc. | $105,700,601 | 2023 |
| Bozeman Health Retirement Plan | Bozeman Deaconess Health Services Dba Bozeman Health | $84,728,635 | 2023 |
| Bozeman Health 403(B) Plan | Bozeman Deaconess Health Services Dba Bozeman Health | $63,229,266 | 2023 |
| Zoot Enterprises 401(K) Profit Sharing Plan | Zoot Enterprises Inc | $37,303,855 | 2023 |
| Ranch And Home Supply, LLC 401(K) Plan | Ranch And Home Supply, LLC | $35,165,208 | 2023 |
| Town And Country Foods, Inc. Employee Stock Ownership Plan | Town And Country Foods, Inc. Esop | $31,256,390 | 2023 |
| Yellowstone Club Operations, LLC Retirement Plan And Trust | Yellowstone Club Operations, LLC | $27,031,571 | 2023 |
| Bridger Orthopedics & Sports Medicine, P.C. Profit Sharing Plan | Bridger Orthopedics And Sports Medicine, P.C. | $24,467,649 | 2023 |
| On Site Management 401(K) Retirement Plan | On Site Management, Inc. | $17,516,708 | 2023 |
| Lumibird Photonics Usa, Inc 401(K) Profit Sharing Plan | Lumibird Photonics Usa, Inc | $15,231,568 | 2023 |
| West Care Health And Welfare Plan | Ebp West Care Health And Welfare Plan | $15,219,301 | 2023 |
| Ressler Motor Company 401(K) Profit Sharing Plan | Ressler Motor Company | $13,620,142 | 2023 |
| Montana State University Foundation 403(B) Dc Plan | Montana State University Foundation, Inc. | $10,897,888 | 2023 |
| Sbc 401(K) Plan And Trust | Sbc, Inc. | $10,892,061 | 2023 |
| Simkins-Hallin, Inc. 401(K) Plan And Trust | Simkins-Hallin, Inc. | $10,715,395 | 2023 |
| Martel Construction 401(K) Plan | Martel Construction, Inc. | $9,259,717 | 2023 |
| Foundant Technologies 401(K) Plan | Foundant Technologies | $9,221,680 | 2023 |
| Universal Athletic Services, Inc. 401(K) Retirement Plan | Universal Athletic Services, Inc. | $8,893,191 | 2023 |
| Williams Companies 401(K) Plan | Williams Plumbing, Heating & Utilities, Inc. | $8,364,218 | 2023 |
| K-N Companies 401(K) Plan | Kenyon - Noble Lumber Company, Inc. | $7,463,434 | 2023 |
| A. W. A. R. E. , Inc. Retirement Plan And Trust | A.W.A.R.E. Inc. | $6,997,414 | 2023 |
| Meateater Inc 401(K) Plan | Meateater, Inc. | $6,013,793 | 2023 |
| Yellowstone Forever 401(K) Retirement Plan | Yellowstone Forever | $5,159,558 | 2023 |
| Charlie Health 401(K) Plan | Charlie Health, Inc. | $5,140,910 | 2023 |
| Human Resource Development Council 401(K) Profit Sharing Plan & Trust | Human Resource Dev Council Ix | $4,699,950 | 2023 |
Largest plans in Bozeman → · Bozeman plans with financial data → · $1B+ plans in Bozeman → · Providers by reported compensation →
Related Form 5500 pages
- All MT Form 5500 filings
- Save More Retirement Plan And Trust (plan 011)
- Barnard Construction Company, Inc. — all reported plans
- Bozeman Health Retirement Plan (plan 002)
- Bozeman Deaconess Health Services Dba Bozeman Health — all reported plans
- Bozeman Health 403(B) Plan (plan 001)
- Zoot Enterprises 401(K) Profit Sharing Plan (plan 001)
- Zoot Enterprises Inc — all reported plans
- Ranch And Home Supply, LLC 401(K) Plan (plan 001)
- Ranch And Home Supply, LLC — all reported plans
- Town And Country Foods, Inc. Employee Stock Ownership Plan (plan 001)
- Town And Country Foods, Inc. Esop — all reported plans
- Yellowstone Club Operations, LLC Retirement Plan And Trust (plan 001)
- Yellowstone Club Operations, LLC — all reported plans
- Bridger Orthopedics & Sports Medicine, P.C. Profit Sharing Plan (plan 001)
- Bridger Orthopedics And Sports Medicine, P.C. — all reported plans
- On Site Management 401(K) Retirement Plan (plan 002)
- On Site Management, Inc. — all reported plans
- Lumibird Photonics Usa, Inc 401(K) Profit Sharing Plan (plan 003)
- Lumibird Photonics Usa, Inc — all reported plans
- West Care Health And Welfare Plan (plan 501)
- Ebp West Care Health And Welfare Plan — all reported plans
- Ressler Motor Company 401(K) Profit Sharing Plan (plan 001)
- Ressler Motor Company — all reported plans
- Montana State University Foundation 403(B) Dc Plan (plan 002)
- Montana State University Foundation, Inc. — all reported plans
- Sbc 401(K) Plan And Trust (plan 001)
- Sbc, Inc. — all reported plans
- Simkins-Hallin, Inc. 401(K) Plan And Trust (plan 001)
- Simkins-Hallin, Inc. — all reported plans
- Methodology
- Data sources