401(k) · DOL Form 5500 · 2022

The Yellowstone Bank 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
108
Participants Small participant base
74th
Percentile by assets National rank
$153,895
Avg per participant Above avg balance/head
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Official DOL plan name: Yellowstone Bank 401(k) Plan · Sponsored by The Yellowstone Bank · Montana · Finance & Insurance

$17M in assets, 108 participants

The Yellowstone Bank's Yellowstone Bank 401(k) Plan reported $17M in total assets and 108 participants in its 2022 DOL Form 5500 filing, ranking in the 74th 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.

  • #5,544 in Finance & Insurance (9,261 peers)

Coverage in Montana

Yellowstone Bank 401(k) Plan covers 108 participants in Montana, about 40% of the average Montana filer (state average ~271 per filing). Assets: $17M.

#5,544
in Finance & Insurance (9,261 peers)
-25.9%
assets change YoY

The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Yellowstone Bank 401(k) Plan's outsized position by total assets

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

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

$16,620,628 Top 26% higher than 74% 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

Yellowstone 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. Yellowstone Bank 401(k) Plan sits mid-pack in the medium band (108 participants).

Form 5500 schedule snapshot

Filing strip 810211310 · The Yellowstone Bank PY 2022 · 401(k)

Yellowstone Bank 401(k) Plan · $17M · 108 · 74th

  • EBSA $17M
  • EBSA 108
  • EBSA 74th
  • EBSA 401(k)
  • EBSA near Bobby Cox Companies, Inc. 401(k) Savings Plan
  • EBSA ind #5544

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 →

Yellowstone Bank 401(k) Plan in the asset neighbourhood

Yellowstone Bank 401(k) Plan$17MBobby Cox Companies, Inc. 401(k) Savings PlanBobby Cox Companies, Inc. 40…$17MVeterinary Information Network, Inc. 401(k) Profit Sharing Plan and TrustVeterinary Information Netwo…$17MRedding Rancheria Enterprise 401(k) PlanRedding Rancheria Enterprise…$17MMb Precision Company 401(k) PlanMb Precision Company 401(k) …$17M
End-of-year total assets ($M) among Yellowstone 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)$22M
Net Assets (End of Year)$17M
Net Income-$6M
Employer EIN810211310
Plan Effective Date1962-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Yellowstone Bank)

Sponsor-wide plan assets over time

All The Yellowstone Bank plans reported in each filing year

Latest sponsor-wide plan assets
$22M 33.37446695756622% vs 2022
2024 filing year
$16M$18M$20M$22M$24M 202220232024 $16.6M $22.2M ▲ +33.4%
Year Plans Participants Total Assets
2022 1 108 $17M
2023 1 103 $21M
2024 1 100 $22M

Nearby 401(k) Plans in Montana

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

Yellowstone Bank 401(k) Plan vs. nearby 401(k) plans in Montana, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -1000100200300400500 Total assets ($M) Participants Yellowstone Bank 401(k) Plan, Total assets ($M): 16.620628 · Participants: 108Yellowstone 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
Yellowstone Bank 401(k) Plan vs. nearby 401(k) plans in Montana, assets vs. participants
Compare Yellowstone Bank 401(k) Plan side-by-side with 3 peers →

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

Outside Montana, the nearest 401(k) by assets is Bobby Cox Companies, Inc. 401(k) Savings Plan in TX ($17M); by covered participants it is Holman Professional Counseling 401(k) Plan in CA (108 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (108 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 Yellowstone Bank 401(k) Plan assets move in 2022? ▼
Yellowstone Bank 401(k) Plan declined sharply - down 25.9% during 2022, from $22M to $17M. Reported net income was -$6M.
How have The Yellowstone Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Yellowstone Bank's sponsor-wide assets grew 33.4%, from $17M to $22M.
Which 401(k) plans are similar in size to Yellowstone Bank 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bobby Cox Companies, Inc. 401(k) Savings Plan in TX ($17M, 1,616 participants).
Which 401(k) plans cover a similar participant headcount to Yellowstone Bank 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Holman Professional Counseling 401(k) Plan in CA (108 participants, $1M 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 810211310.

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.