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
| # | Plan | City | Active | Assets | Cost / participant |
|---|---|---|---|---|---|
| 1 | Charlie Health 401(k) PlanCharlie Health, Inc. | Bozeman | 1,511 | $14.6M | $83.77 |
| 2 | Bitterroot Health 401(k) PlanMarcus Daly Memorial Hospital Corporation | Hamilton | 846 | $56.8M | $21.55 |
| 3 | Transystems Retirement PlanTransport Leasing Company Dba Transystems Services | Great Falls | 753 | $8.0M | $9.14 |
| 4 | S&K Technologies, Inc. 401(k) Profit Sharing Plan And TrustS&K Technologies, Inc. | St. Ignatius | 719 | $59.0M | $365.06 |
| 5 | Csww, Inc. 401(k) PlanCsww, Inc. | Great Falls | 693 | $16.4M | $170.46 |
| 6 | Allegiance Benefit Plan Management, Inc. 401(k) PlanAllegiance Benefit Plan Management, Inc. | Missoula | 677 | $55.3M | $272.65 |
| 7 | Dick Anderson Construction, Inc. Profit Sharing PlanDick Anderson Construction, Inc. | Helena | 526 | $42.5M | $228.20 |
| 8 | Kampgrounds Of America, Inc. Salary Reduction Profit Sharing Plan & TrustKampgrounds Of America, Inc. | Billings | 514 | $33.0M | $148.38 |
| 9 | Cushing Terrell 401(k) Retirement PlanCushing Terrell | Billings | 497 | $91.6M | $345.83 |
| 10 | Livingston Healthcare 401(k) PlanLivingston Healthcare | Livingston | 480 | $32.5M | $180.19 |
| 11 | Glendive Medical Center 401(k) Profit Sharing PlanGlendive Medical Center | Glendive | 380 | $30.4M | $282.87 |
| 12 | Averill Hospitality LLC 401(k) PlanAverill Hospitality Employment Services, LLC | Whitefish | 378 | $1.5M | $15.10 |
| 13 | Opportunity Bank Of Montana Profit Sharing Plan & TrustOpportunity Bank Of Montana | Helena | 369 | $40.0M | $69.97 |
| 14 | Community Hospital Of Anaconda 401(k) Profit Sharing PlanCommunity Hospital Of Anaconda | Anaconda | 352 | $24.4M | $300.76 |
| 15 | Stillwater Mining Company 401(k) PlanStillwater Mining Company | Columbus | 348 | $154.5M | $291.28 |
| 16 | Sparus Utility Services, LLC 401(k) Plan And TrustSparus Utility Services, LLC | Missoula | 345 | $3.2M | $58.49 |
| 17 | Wildfire Defense Systems 401(k) PlanWildfire Defense Systems | Bozeman | 271 | $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.