Money Purchase · DOL Form 5500 · 2022
Jackson Contractor Group, Inc. Money Purchase Plan
Data updated 2026-08-11
- $14M
- Total assets
- 465
- Participants
- 71st
- Percentile by assets
- $29,065
- Avg per participant
Official DOL plan name: Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust · Sponsored by Jackson Contractor Group, Inc. · Montana · Construction
$14M in assets, 465 participants
Jackson Contractor Group, Inc.'s Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust reported $14M in total assets and 465 participants in its 2022 DOL Form 5500 filing, ranking in the 71st 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.
- 71st percentile by assets (of 139,126 plans)
- #6,981 in Construction (9,927 peers)
Jackson Contractor Group, Inc. multi-year trail
Jackson Contractor Group, Inc.'s plans moved +56.2% in assets from 2022 to 2024; this filing shows Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust at $14M / 465 participants.
- $14M
- total plan assets (2022 EOY)
- 465
- covered participants
- 71st
- percentile by assets (of 139,126 plans)
- $29,065
- avg assets per participant
The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Jackson Contractor Group, Inc. across 3 plan years on file
Across the 3 plan years Jackson Contractor Group, Inc. has on file (2022-2024), sponsor-wide plan assets have moved from $18M to $28M, a gain of 56.2%, while reported participants moved from 930 to 654 (-29.7%). Peak year by sponsor assets: 2024 ($28M); trough: 2022 ($18M).
Jackson Contractor Group, Inc. multi-year asset trail
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 930 | $18M |
| 2023 | 2 | 836 | $23M |
| 2024 | 2 | 654 | $28M |
Jackson Contractor Group, Inc. filing trail (2022)
| Total Assets (Beginning of Year) | $16M |
|---|---|
| Net Assets (End of Year) | $14M |
| Net Income | -$3M |
| Employer EIN | 810535453 |
| Plan Effective Date | 2006-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Money Purchase Plans in Montana
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust vs. nearby Money Purchase plans in Montana, assets vs. participants
- Billings Clinic Pension Plan $205M · 3,408
- Bozeman Health Retirement Plan $71M · 1,766
- Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust $31M · 450
- Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust $16M · 226
- Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust $14M · 180
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Money Purchase plans in other states closest to Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust by total assets, not by location.
Frequently Asked Questions
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How have Jackson Contractor Group, Inc. plan assets changed over time? ▼
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Multi-year trail
Ways to act on Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust's numbers.
- By total assets, Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in Montana. Compare plans
- Jackson Contractor Group, Inc.'s sponsor-wide assets have grown 56.2% since 2022 across 3 plan years on file. More Construction plans