Defined Benefit (Pension) · DOL Form 5500 · 2022

Eagle Ridge Ranch Montana Limited Partnership Pension Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
5
Participants Small participant base
31st
Percentile by assets National rank
$325,869
Avg per participant High balance/head
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Official DOL plan name: Eagle Ridge Ranch Montana Limited Partnership Defined Benefit Pension Plan · Sponsored by Eagle Ridge Ranch Montana Limited Partnership · Montana · Agriculture, Forestry & Fishing

$2M in assets, 5 participants

Eagle Ridge Ranch Montana Limited Partnership's Eagle Ridge Ranch Montana Limited Partnership Defined Benefit Pension Plan reported $2M in total assets and 5 participants in its 2022 DOL Form 5500 filing, ranking in the 31st percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #501 in Agriculture, Forestry & Fishing (1,523 peers)

Eagle Ridge Ranch Montana Limited Partnership multi-year trail

Eagle Ridge Ranch Montana Limited Partnership's plans moved +28.9% in assets from 2022 to 2024; this filing shows Eagle Ridge Ranch Montana Limited Partnership Defined Benefit Pension Plan at $2M / 5 participants.

#501
in Agriculture, Forestry & Fishing (1,523 peers)
-12.3%
assets change YoY

The plan reported a net loss of $228K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Eagle Ridge Ranch Montana Limited Partnership Defined Benefit Pension Plan among the smaller filed plans by assets

Eagle Ridge Ranch Montana Limited Partnership Defined Benefit Pension Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$1,629,344 31st percentile higher than 31% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Eagle Ridge Ranch Montana Limited Partnership Defined Benefit Pension Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Eagle Ridge Ranch Montana Limited Partnership Defined Benefit Pension Plan is a micro filing (5 participants), the leftmost band.

Form 5500 schedule snapshot

Filing strip 810488273 · Eagle Ridge Ranch Montana Limited Partnership PY 2022 · Defined Benefit (Pension)

Eagle Ridge Ranch Montana Limited Partnership Defined Benefit Pension Plan · $2M · 5 · 31st

  • TYPE $2M
  • TYPE 5
  • TYPE 31st
  • TYPE Defined Benefit (Pension)
  • TYPE near Robert D. Agnoletti, D.D.S., Inc. Defined Benefit Pension Plan
  • TYPE ind #501

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Agriculture, Forestry & Fishing retirement plans → · Plans in Montana →

Eagle Ridge Ranch Montana Limited Partnership Defined Benefit Pension Plan in the asset neighbourhood

Eagle Ridge Ranch Montana Limited Partnership Defined Benefit Pension PlanEagle Ridge Ranch Montana Li…$2MRobert D. Agnoletti, D.D.S., Inc. Defined Benefit Pension PlanRobert D. Agnoletti, D.D.S.,…$2MRetirement Plan for Hourly Employees of Applied Industrial Materials CorporationRetirement Plan for Hourly E…$2MLaureti & Associates Defined Benefit Pension PlanLaureti & Associates Defined…$2MM & M Asphalt Maintenance, Inc. Pension PlanM & M Asphalt Maintenance, I…$2M
End-of-year total assets ($M) among Eagle Ridge Ranch Montana Limited Partnership Defined Benefit Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Eagle Ridge Ranch Montana Limited Partnership multi-year asset trail

Sponsor-wide plan assets over time

All Eagle Ridge Ranch Montana Limited Partnership plans reported in each filing year

Latest sponsor-wide plan assets
$2M 28.92519934403048% vs 2022
2024 filing year
$1.4M$1.6M$1.8M$2M$2.2M 202220232024 $1.63M $2.1M ▲ +28.8%
Year Plans Participants Total Assets
2022 1 5 $2M
2023 1 4 $2M
2024 1 4 $2M

Eagle Ridge Ranch Montana Limited Partnership filing trail (2022)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$228K
Employer EIN810488273
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Montana

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Eagle Ridge Ranch Montana Limited Partnership Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in Montana, assets vs. participants Scatter plot of 6 data points. -1000100200300400500 -1000100200300400500 Total assets ($M) Participants Eagle Ridge Ranch Montana Limited Partnership Defined Benefit Pension Plan, Total assets ($M): 1.629344 · Participants: 5Eagle Ridge Ranch Montana Limited Partnership Defined Benefit Pension PlanNorthwestern Energy Pension Plan, Total assets ($M): 395.349017 · Participants: 451Northwestern Energy Pension PlanNorthwestern Corporation Pension Plan, Total assets ($M): 53.989502 · Participants: 139Northwestern Corporation Pension PlanSt. Peter's Health Cashplus Retirement Plan, Total assets ($M): 49.437986 · Participants: 310St. Peter's Health Cashplus Retirement PlanRetirement Plan for Employees of Northern Montana Hospital, Total assets ($M): 32.485498 · Participants: 120Retirement Plan for Employees of Northern Montana HospitalPension Plan for Employees of Advanced Silicon Materials, LLC, Total assets ($M): 27.453705 · Participants: 87Pension Plan for Employees of Advanced Silicon Materials, LLC
Eagle Ridge Ranch Montana Limited Partnership Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in Montana, assets vs. participants
Compare Eagle Ridge Ranch Montana Limited Partnership Defined Benefit Pension Plan side-by-side with 3 peers →

Eagle Ridge Ranch Montana Limited Partnership Defined Benefit Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Montana, the nearest Defined Benefit (Pension) by assets is Robert D. Agnoletti, D.D.S., Inc. Defined Benefit Pension Plan in CA ($2M); by covered participants it is Vjlp LLC Defined Benefit Plan in GA (5 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (5 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Eagle Ridge Ranch Montana Limited Partnership Defined Benefit Pension Plan assets move in 2022? ▼
Eagle Ridge Ranch Montana Limited Partnership Defined Benefit Pension Plan pulled back noticeably - down 12.3% during 2022, from $2M to $2M. Reported net income was -$228K.
How have Eagle Ridge Ranch Montana Limited Partnership plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Eagle Ridge Ranch Montana Limited Partnership's sponsor-wide assets grew 28.9%, from $2M to $2M.
Which Defined Benefit (Pension) plans are similar in size to Eagle Ridge Ranch Montana Limited Partnership Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Robert D. Agnoletti, D.D.S., Inc. Defined Benefit Pension Plan in CA ($2M, 5 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Eagle Ridge Ranch Montana Limited Partnership Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Vjlp LLC Defined Benefit Plan in GA (5 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 810488273.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.