401(k) · DOL Form 5500 · 2022

Employee Benefit Management Services, Inc. 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
344
Participants Below avg headcount
72nd
Percentile by assets National rank
$43,040
Avg per participant Low balance/head
PlainRetire home → About this data

Official DOL plan name: Ebms Retirement Plan · Sponsored by Employee Benefit Management Services, Inc. · Montana · Professional & Technical Services

$15M in assets, 344 participants

Employee Benefit Management Services, Inc.'s Ebms Retirement Plan reported $15M in total assets and 344 participants in its 2022 DOL Form 5500 filing, ranking in the 72nd 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.

  • #15,496 in Professional & Technical Services (21,562 peers)

2022 asset change

Ebms Retirement Plan pulled back noticeably 13.5% in 2022 ($17M → $15M) for 344 participants.

#15,496
in Professional & Technical Services (21,562 peers)
-13.5%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Ebms Retirement Plan's outsized position by total assets

Ebms Retirement Plan vs every filed plan by assets

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

$14,805,806 Top 28% higher than 72% 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

Ebms Retirement 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. Ebms Retirement Plan sits mid-pack in the medium band (344 participants).

Form 5500 schedule snapshot

Filing strip 810391256 · Employee Benefit Management Services, Inc. PY 2022 · 401(k)

Ebms Retirement Plan · $15M · 344 · 72nd

  • PHOTO $15M
  • PHOTO 344
  • PHOTO 72nd
  • PHOTO 401(k)
  • PHOTO near Shoppa's Material Handling, Inc. 401(k) Profit Sharing Plan & Trust
  • PHOTO ind #15496

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 Professional & Technical Services retirement plans → · Plans in Montana →

Ebms Retirement Plan in the asset neighbourhood

Ebms Retirement Plan$15MShoppa's Material Handling, Inc. 401(k) Profit Sharing Plan & TrustShoppa's Material Handling, …$15MJackson Academy, Inc. 401(k) PlanJackson Academy, Inc. 401(k)…$15MEvolve Bancorp 401(k) Plan$15MCeres Terminals Incorporated 401(k) PlanCeres Terminals Incorporated…$15M
End-of-year total assets ($M) among Ebms Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

2022 asset-move particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$15M
Net Income-$2M
Employer EIN810391256
Plan Effective Date1992-05-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Montana

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

Ebms Retirement Plan vs. nearby 401(k) plans in Montana, assets vs. participants Scatter plot of 6 data points. 010002000300040005000 -1000100200300400500 Total assets ($M) Participants Ebms Retirement Plan, Total assets ($M): 14.805806 · Participants: 344Ebms Retirement 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
Ebms Retirement Plan vs. nearby 401(k) plans in Montana, assets vs. participants
Compare Ebms Retirement Plan side-by-side with 3 peers →

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

Outside Montana, the nearest 401(k) by assets is Shoppa's Material Handling, Inc. 401(k) Profit Sharing Plan & Trust in TX ($15M); by covered participants it is Standard Iron 401(k) Retirement Plan in MN (344 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (344 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 Ebms Retirement Plan assets move in 2022? ▼
Ebms Retirement Plan pulled back noticeably - down 13.5% during 2022, from $17M to $15M. Reported net income was -$2M.
Which 401(k) plans are similar in size to Ebms Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Shoppa's Material Handling, Inc. 401(k) Profit Sharing Plan & Trust in TX ($15M, 480 participants).
Which 401(k) plans cover a similar participant headcount to Ebms Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Standard Iron 401(k) Retirement Plan in MN (344 participants, $22M 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 810391256.

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.