401(k) · DOL Form 5500 · 2022

A.W.a.R.E. Inc. 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
467
Participants Below avg headcount
53rd
Percentile by assets National rank
$12,047
Avg per participant Low balance/head
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Official DOL plan name: A. W. a. R. E. , Inc. Retirement Plan and Trust · Sponsored by A.W.a.R.E. Inc. · Montana · Healthcare & Social Assistance

$6M in assets, 467 participants

A.W.a.R.E. Inc.'s A. W. a. R. E. , Inc. Retirement Plan and Trust reported $6M in total assets and 467 participants in its 2022 DOL Form 5500 filing, ranking in the 53rd 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.

  • #11,790 in Healthcare & Social Assistance (20,060 peers)

A.W.a.R.E. Inc. multi-year trail

A.W.a.R.E. Inc.'s plans moved +53.3% in assets from 2022 to 2024; this filing shows A. W. a. R. E. , Inc. Retirement Plan and Trust at $6M / 467 participants.

#11,790
in Healthcare & Social Assistance (20,060 peers)
-5.9%
assets change YoY

The plan reported a net loss of $351K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

A. W. a. R. E. , Inc. Retirement Plan and Trust's mid-pack asset rank among Healthcare & Social Assistance and all filers

A. W. a. R. E. , Inc. Retirement Plan and Trust vs every filed plan by assets

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

$5,626,170 Top 47% higher than 53% 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

A. W. a. R. E. , Inc. Retirement Plan and Trust 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. A. W. a. R. E. , Inc. Retirement Plan and Trust sits mid-pack in the medium band (467 participants).

Published 5500 schedule card

Filing strip 810360391 · A.W.a.R.E. Inc. PY 2022 · 401(k)

A. W. a. R. E. , Inc. Retirement Plan and Trust · $6M · 467 · 53rd

  • TYPE $6M
  • TYPE 467
  • TYPE 53rd
  • TYPE 401(k)
  • TYPE near Sims Bark Co., Inc. 401(k) Profit Sharing Plan
  • TYPE ind #11790

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 Healthcare & Social Assistance retirement plans → · Plans in Montana →

A. W. a. R. E. , Inc. Retirement Plan and Trust in the asset neighbourhood

A. W. a. R. E. , Inc. Retirement Plan and TrustA. W. a. R. E. , Inc. Retire…$6MSims Bark Co., Inc. 401(k) Profit Sharing PlanSims Bark Co., Inc. 401(k) P…$6MVulcanforms Inc. 401(k) Plan$6MQuality Machine & Automation Inc. Employee Stock Ownership PlanQuality Machine & Automation…$6MCape Henry Associates, Inc. 401(k) PlanCape Henry Associates, Inc. …$6M
End-of-year total assets ($M) among A. W. a. R. E. , Inc. Retirement Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

A.W.a.R.E. Inc. multi-year asset trail

Sponsor-wide plan assets over time

All A.W.a.R.E. Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$9M 53.29197304738392% vs 2022
2024 filing year
$5M$6M$7M$8M$9M 202220232024 $5.63M $8.62M ▲ +53.1%
Year Plans Participants Total Assets
2022 1 467 $6M
2023 1 296 $7M
2024 1 176 $9M

A.W.a.R.E. Inc. filing trail (2022)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$6M
Net Income-$351K
Employer EIN810360391
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Montana

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

A. W. a. R. E. , Inc. Retirement Plan and Trust vs. nearby 401(k) plans in Montana, assets vs. participants Scatter plot of 6 data points. 010002000300040005000 -1000100200300400500 Total assets ($M) Participants A. W. a. R. E. , Inc. Retirement Plan and Trust, Total assets ($M): 5.62617 · Participants: 467A. W. a. R. E. , Inc. Retirement Plan and TrustFirst 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
A. W. a. R. E. , Inc. Retirement Plan and Trust vs. nearby 401(k) plans in Montana, assets vs. participants
Compare A. W. a. R. E. , Inc. Retirement Plan and Trust side-by-side with 3 peers →

A. W. a. R. E. , Inc. Retirement Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Montana, the nearest 401(k) by assets is Sims Bark Co., Inc. 401(k) Profit Sharing Plan in AL ($6M); by covered participants it is Kellwood Company Retirement Savings Plan in CA (467 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (467 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 A. W. a. R. E. , Inc. Retirement Plan and Trust assets move in 2022? ▼
A. W. a. R. E. , Inc. Retirement Plan and Trust pulled back noticeably - down 5.9% during 2022, from $6M to $6M. Reported net income was -$351K.
How have A.W.a.R.E. Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), A.W.a.R.E. Inc.'s sponsor-wide assets grew 53.3%, from $6M to $9M.
Which 401(k) plans are similar in size to A. W. a. R. E. , Inc. Retirement Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Sims Bark Co., Inc. 401(k) Profit Sharing Plan in AL ($6M, 284 participants).
Which 401(k) plans cover a similar participant headcount to A. W. a. R. E. , Inc. Retirement Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Kellwood Company Retirement Savings Plan in CA (467 participants, $97M 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 810360391.

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.