401(k) · DOL Form 5500 · 2022

Trailwest Bank 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
132
Participants Small participant base
55th
Percentile by assets National rank
$46,379
Avg per participant Low balance/head
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Official DOL plan name: Trailwest Bank 401(k) Plan · Sponsored by Trailwest Bank · Montana · Finance & Insurance

$6M in assets, 132 participants

Trailwest Bank's Trailwest Bank 401(k) Plan reported $6M in total assets and 132 participants in its 2022 DOL Form 5500 filing, ranking in the 55th 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.

  • #3,567 in Finance & Insurance (9,261 peers)

Coverage in Montana

Trailwest Bank 401(k) Plan covers 132 participants in Montana, about 49% of the average Montana filer (state average ~271 per filing). Assets: $6M.

#3,567
in Finance & Insurance (9,261 peers)
-12.9%
assets change YoY

The plan reported a net loss of $905K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Trailwest Bank 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Trailwest Bank 401(k) Plan vs every filed plan by assets

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

$6,122,079 Top 45% higher than 55% 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

Trailwest Bank 401(k) Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Trailwest Bank 401(k) Plan sits mid-pack in the medium band (132 participants).

Form 5500 schedule snapshot

Filing strip 810402347 · Trailwest Bank PY 2022 · 401(k)

Trailwest Bank 401(k) Plan · $6M · 132 · 55th

  • EOY $6M
  • EOY 132
  • EOY 55th
  • EOY 401(k)
  • EOY near Cahill Construction Company 401(k) Profit Sharing Plan
  • EOY ind #3567

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 Finance & Insurance retirement plans → · Plans in Montana →

Trailwest Bank 401(k) Plan in the asset neighbourhood

Trailwest Bank 401(k) Plan$6MCahill Construction Company 401(k) Profit Sharing PlanCahill Construction Company …$6MAshton Potter (USA) Ltd. 401(k) Plan and TrustAshton Potter (USA) Ltd. 401…$6ME. W. Grobbel Sons,Inc. 401(k) P/S PlanE. W. Grobbel Sons,Inc. 401(…$6MGeorge P. Kalas Funeral Home 401(k) Profit Sharing PlanGeorge P. Kalas Funeral Home…$6M
End-of-year total assets ($M) among Trailwest Bank 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Montana filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$6M
Net Income-$905K
Employer EIN810402347
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Trailwest Bank)

Sponsor-wide plan assets over time

All Trailwest Bank plans reported in each filing year

Latest sponsor-wide plan assets
$9M 43.98262420331394% vs 2022
2024 filing year
$5M$6M$7M$8M$9M$10M 202220232024 $6.12M $8.81M ▲ +44.0%
Year Plans Participants Total Assets
2022 1 132 $6M
2023 1 140 $8M
2024 1 149 $9M

Nearby 401(k) Plans in Montana

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Trailwest Bank 401(k) Plan vs. nearby 401(k) plans in Montana, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -1000100200300400500 Total assets ($M) Participants Trailwest Bank 401(k) Plan, Total assets ($M): 6.122079 · Participants: 132Trailwest Bank 401(k) PlanFirst Interstate Bancsystem, Inc. 401(k) Plan, Total assets ($M): 425.784366 · Participants: 2313First Interstate Bancsystem, Inc. 401(k) PlanD.a. Davidson Companies Retirement Savings and Profit Sharing Plan, Total assets ($M): 421.705773 · Participants: 1507D.a. Davidson Companies Retirement Savings and Profit Sharing PlanGlacier Bancorp, Inc. Profit Sharing and 401(k) Plan, Total assets ($M): 412.377455 · Participants: 3272Glacier Bancorp, Inc. Profit Sharing and 401(k) PlanNorthwestern Energy 401(k) Retirement Savings Plan, Total assets ($M): 405.510912 · Participants: 1494Northwestern Energy 401(k) Retirement Savings PlanLogan Health Retirement Savings Plan, Total assets ($M): 358.733064 · Participants: 4055Logan Health Retirement Savings Plan
Trailwest Bank 401(k) Plan vs. nearby 401(k) plans in Montana, assets vs. participants
Compare Trailwest Bank 401(k) Plan side-by-side with 3 peers →

Trailwest Bank 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Montana, the nearest 401(k) by assets is Cahill Construction Company 401(k) Profit Sharing Plan in FL ($6M); by covered participants it is Flywire Retirement Plan in MA (132 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (132 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 Trailwest Bank 401(k) Plan assets move in 2022? ▼
Trailwest Bank 401(k) Plan pulled back noticeably - down 12.9% during 2022, from $7M to $6M. Reported net income was -$905K.
How have Trailwest Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Trailwest Bank's sponsor-wide assets grew 44.0%, from $6M to $9M.
Which 401(k) plans are similar in size to Trailwest Bank 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cahill Construction Company 401(k) Profit Sharing Plan in FL ($6M, 12 participants).
Which 401(k) plans cover a similar participant headcount to Trailwest Bank 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Flywire Retirement Plan in MA (132 participants, $5M 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 810402347.

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.