Missoula, 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, Missoula, MT has 102 loaded benefit plan(s) reported by 65 plan sponsor(s), with $959,408,681 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 102
- Plan sponsors
- 65
- Total reported assets (EOY)
- $959,408,681
- Latest filing year
- 2023
Largest loaded plans by reported assets
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Washington Companies 401(K) Retirement Savings Plan | Washington Companies | $417,849,493 | 2023 |
| Montana Rail Link Retiree Benefit Plan | Montana Rail Link, Inc. | $56,974,828 | 2023 |
| Allegiance Benefit Plan Management, Inc. 401(K) Plan | Allegiance Benefit Plan Management, Inc. | $49,479,251 | 2023 |
| Tamarack Management Inc. 401k Profit Sharing Plan | Western Montana Clinic, P.C. | $42,979,068 | 2023 |
| Missoula Bone & Joint, LLC 401(K) Profit Sharing Plan & Trust | Missoula Bone & Joint, LLC | $27,703,187 | 2023 |
| Rocky Mountain Elk Foundation, Inc. Tax Sheltered Annuity Plan | Rocky Mountain Elk Foundation, Inc. | $26,730,895 | 2023 |
| Neptune Aviation Savings And Investment Plan | Neptune Aviation Services Inc. | $24,171,216 | 2023 |
| Northstar Medical Management, Inc. 401(K) Profit-Sharing Plan | Northstar Medical Management, Inc. | $23,260,168 | 2023 |
| Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust | Riverside Contracting, Inc. | $19,007,306 | 2023 |
| Onxmaps, Inc. 401(K) Plan | Onxmaps, Inc. | $18,465,049 | 2023 |
| Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust | Jackson Contractor Group, Inc. | $17,495,450 | 2023 |
| Clearwater Federal Credit Union 401(K) Plan | Clearwater Federal Credit Union | $17,400,074 | 2023 |
| Feist Watson Enterprises, Inc. Profit Sharing Plan | Feist Watson Enterprises | $16,691,013 | 2023 |
| Wgm Group, Inc. 401(K) Profit Sharing Plan | Wgm Group, Inc. | $16,572,135 | 2023 |
| First National Bancorp, Inc. Employee Stock Ownership Plan With 401(K) Provisions | First National Bancorp, Inc. | $12,538,238 | 2023 |
| Dj&A, P.C., Profit Sharing Plan | Dj&A, P.C. | $11,930,764 | 2023 |
| The Bretz Companies Inc. 401(K) Profit Sharing Plan & Trust | The Bretz Companies Inc. | $11,803,857 | 2023 |
| Tamarack Management Inc. Pension Plan | Tamarack Management Inc. | $10,966,257 | 2023 |
| Crs Hardware Corporation Employee Stock Ownership Plan | Crs Hardware Corporation | $10,932,898 | 2023 |
| Partners In Home Care Retirement Plan | Partners In Home Care, Inc. | $10,700,732 | 2023 |
| Sw/Qc Employee Retirement Plan | Shelter West Construction, Inc. | $10,320,836 | 2023 |
| Good Food Store, Inc. 401(K) Profit Sharing Plan | Good Food Store, Inc. | $10,085,857 | 2023 |
| Submittable 401(K) Plan | Submittable Holdings Inc. | $8,477,200 | 2023 |
| Consumer Direct Management Solutions 401(K) Plan | Consumer Direct Management Solutions | $7,860,788 | 2023 |
| Trailwest Bank 401(K) Plan | Trailwest Bank | $7,554,415 | 2023 |
Largest plans in Missoula → · Missoula plans with financial data → · $1B+ plans in Missoula → · Providers by reported compensation →
Related Form 5500 pages
- All MT Form 5500 filings
- Washington Companies 401(K) Retirement Savings Plan (plan 002)
- Washington Companies — all reported plans
- Montana Rail Link Retiree Benefit Plan (plan 513)
- Montana Rail Link, Inc. — all reported plans
- Allegiance Benefit Plan Management, Inc. 401(K) Plan (plan 001)
- Allegiance Benefit Plan Management, Inc. — all reported plans
- Tamarack Management Inc. 401k Profit Sharing Plan (plan 006)
- Western Montana Clinic, P.C. — all reported plans
- Missoula Bone & Joint, LLC 401(K) Profit Sharing Plan & Trust (plan 002)
- Missoula Bone & Joint, LLC — all reported plans
- Rocky Mountain Elk Foundation, Inc. Tax Sheltered Annuity Plan (plan 002)
- Rocky Mountain Elk Foundation, Inc. — all reported plans
- Neptune Aviation Savings And Investment Plan (plan 001)
- Neptune Aviation Services Inc. — all reported plans
- Northstar Medical Management, Inc. 401(K) Profit-Sharing Plan (plan 002)
- Northstar Medical Management, Inc. — all reported plans
- Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust (plan 002)
- Riverside Contracting, Inc. — all reported plans
- Onxmaps, Inc. 401(K) Plan (plan 001)
- Onxmaps, Inc. — all reported plans
- Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust (plan 001)
- Jackson Contractor Group, Inc. — all reported plans
- Clearwater Federal Credit Union 401(K) Plan (plan 001)
- Clearwater Federal Credit Union — all reported plans
- Feist Watson Enterprises, Inc. Profit Sharing Plan (plan 001)
- Feist Watson Enterprises — all reported plans
- Wgm Group, Inc. 401(K) Profit Sharing Plan (plan 001)
- Wgm Group, Inc. — all reported plans
- First National Bancorp, Inc. Employee Stock Ownership Plan With 401(K) Provisions (plan 002)
- First National Bancorp, Inc. — all reported plans
- Methodology
- Data sources