401(k) Monitor

Montana 401(k) plans with 500 to 999 participants

17 large 401(k) plans are sponsored from Montana and reported 500 to 999 participants on their latest Form 5500. All of them are listed here, ranked by active participants.

Active participants means people still building up a balance, which is the count Form 5500 reports separately from total participants. Every plan links to its own page, where the figures below come with the filing they were read from.

The plans

Ranked by active participants, the same order the site publishes plan pages in. Assets are Schedule H total assets at end of plan year, in USD. Cost per participant is plan-paid administrative expense, and a filing that itemized none says so instead of showing a zero.
#PlanCityActiveAssetsCost / participant
1Charlie Health 401(k) PlanCharlie Health, Inc.Bozeman1,511$14.6M$83.77
2Bitterroot Health 401(k) PlanMarcus Daly Memorial Hospital CorporationHamilton846$56.8M$21.55
3Transystems Retirement PlanTransport Leasing Company Dba Transystems ServicesGreat Falls753$8.0M$9.14
4S&K Technologies, Inc. 401(k) Profit Sharing Plan And TrustS&K Technologies, Inc.St. Ignatius719$59.0M$365.06
5Csww, Inc. 401(k) PlanCsww, Inc.Great Falls693$16.4M$170.46
6Allegiance Benefit Plan Management, Inc. 401(k) PlanAllegiance Benefit Plan Management, Inc.Missoula677$55.3M$272.65
7Dick Anderson Construction, Inc. Profit Sharing PlanDick Anderson Construction, Inc.Helena526$42.5M$228.20
8Kampgrounds Of America, Inc. Salary Reduction Profit Sharing Plan & TrustKampgrounds Of America, Inc.Billings514$33.0M$148.38
9Cushing Terrell 401(k) Retirement PlanCushing TerrellBillings497$91.6M$345.83
10Livingston Healthcare 401(k) PlanLivingston HealthcareLivingston480$32.5M$180.19
11Glendive Medical Center 401(k) Profit Sharing PlanGlendive Medical CenterGlendive380$30.4M$282.87
12Averill Hospitality LLC 401(k) PlanAverill Hospitality Employment Services, LLCWhitefish378$1.5M$15.10
13Opportunity Bank Of Montana Profit Sharing Plan & TrustOpportunity Bank Of MontanaHelena369$40.0M$69.97
14Community Hospital Of Anaconda 401(k) Profit Sharing PlanCommunity Hospital Of AnacondaAnaconda352$24.4M$300.76
15Stillwater Mining Company 401(k) PlanStillwater Mining CompanyColumbus348$154.5M$291.28
16Sparus Utility Services, LLC 401(k) Plan And TrustSparus Utility Services, LLCMissoula345$3.2M$58.49
17Wildfire Defense Systems 401(k) PlanWildfire Defense SystemsBozeman271$6.3M$59.33

Other plan sizes in Montana

Fees per participant fall as plans get bigger, so the useful comparison is inside a size band rather than across them.

100 to 499 participants (115)1,000 to 4,999 participants (17)5,000 or more participants (2)

Back to Montana

Montana 401(k) plans has the median plan-paid fee against the national one, the largest plans, and the other size bands. The whole directory starts at states.