Sidney, 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, Sidney, MT has 4 loaded benefit plan(s) reported by 3 plan sponsor(s), with $50,008,587 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 4
- Plan sponsors
- 3
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $50,008,587
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $50,008,587
Contributions & income
- Employer contributions
- $1,196,472
- Participant contributions
- $1,764,649
- Total income / additions
- $10,885,599
Expenses & distributions
- Benefits paid / distributions
- $2,694,762
- Total expenses
- $2,893,701
- Net increase / (decrease)
- $7,991,898
Coverage
- Total reported participants
- 1,245
- Plans with financial statements
- 3
- Plans with provider compensation
- 3
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Sidney, MT 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.
Largest loaded plans by reported assets
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Sidney Health Center Pension Plan | Sidney Health Center | $29,169,734 | 2023 |
| Blue Rock Products Company Profit Sharing Plan | Blue Rock Products Co. | $11,923,551 | 2023 |
| Franz Construction, Inc. Retirement Plan | Franz Construction, Inc. | $8,915,302 | 2023 |
| Sidney Health Center Group Benefits Plan | Sidney Health Center | not reported in the loaded dataset | 2023 |
Largest plans in Sidney → · Sidney plans by participants → · Sidney plans with financial data → · Sidney plans with provider compensation → · $1B+ plans in Sidney →
Related Form 5500 pages
- All MT Form 5500 filings
- Sidney Health Center Pension Plan (plan 002)
- Sidney Health Center — all reported plans
- Blue Rock Products Company Profit Sharing Plan (plan 001)
- Blue Rock Products Co. — all reported plans
- Franz Construction, Inc. Retirement Plan (plan 001)
- Franz Construction, Inc. — all reported plans
- Sidney Health Center Group Benefits Plan (plan 505)
- Methodology
- Data sources