Money Purchase · DOL Form 5500 · 2022

Jackson Contractor Group, Inc. Money Purchase Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
465
Participants Below avg headcount
71st
Percentile by assets National rank
$29,065
Avg per participant Low balance/head
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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.

  • #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.

#6,981
in Construction (9,927 peers)
-17.4%
assets change YoY

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.

Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust's outsized position by total assets

Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust vs every filed plan by assets

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

$13,515,364 Top 29% higher than 71% 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

Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & 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. Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust sits mid-pack in the medium band (465 participants).

Form 5500 schedule snapshot

Filing strip 810535453 · Jackson Contractor Group, Inc. PY 2022 · Money Purchase

Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust · $14M · 465 · 71st

  • PCT $14M
  • EIN 465
  • RANK 71st
  • PHOTO Money Purchase
  • IND near Terry Reilly Health Services Money Purchase Plan
  • EOY ind #6981

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 Construction retirement plans → · Plans in Montana →

Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust in the asset neighbourhood

The Steamfitters Industry Fund Office Money Purchase Pension PlanThe Steamfitters Industry Fu…$14MUri Employee's Retirement Pension PlanUri Employee's Retirement Pe…$14MTerry Reilly Health Services Money Purchase PlanTerry Reilly Health Services…$14MMontana Contractors Assoc, Inc. Money Purchase Retirement Plan & TrustMontana Contractors Assoc, I…$14MAscension Healthcare Legacy Money Purchase Pension PlanAscension Healthcare Legacy …$13M
End-of-year total assets ($M) among Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

Jackson Contractor Group, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Jackson Contractor Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$28M 56.175700871584276% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $18M $28.2M ▲ +56.2%
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 EIN810535453
Plan Effective Date2006-01-01
Filing StatusFILING 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 Scatter plot of 6 data points. 01000200030004000 050100150200250 Total assets ($M) Participants Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust, Total assets ($M): 13.515364 · Participants: 465Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & TrustBillings Clinic Pension Plan, Total assets ($M): 205.325332 · Participants: 3408Billings Clinic Pension PlanBozeman Health Retirement Plan, Total assets ($M): 71.449213 · Participants: 1766Bozeman Health Retirement PlanMontana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust, Total assets ($M): 30.67638 · Participants: 450Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & TrustMontana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust, Total assets ($M): 15.751677 · Participants: 226Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & TrustMontana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust, Total assets ($M): 13.531646 · Participants: 180Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust
Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust vs. nearby Money Purchase plans in Montana, assets vs. participants
Compare Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust side-by-side with 3 peers →

Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust's out-of-state Money Purchase peers by assets and headcount

Outside Montana, the nearest Money Purchase by assets is Terry Reilly Health Services Money Purchase Plan in ID ($14M); by covered participants it is Operating Eng. Local 474 Defined Contribution in TN (463 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (465 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 Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust assets move in 2022? ▼
Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust declined sharply - down 17.4% during 2022, from $16M to $14M. Reported net income was -$3M.
How have Jackson Contractor Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jackson Contractor Group, Inc.'s sponsor-wide assets grew 56.2%, from $18M to $28M.
Which Money Purchase plans are similar in size to Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust? ▼
Among Money Purchase plans in other states, the closest by assets is Terry Reilly Health Services Money Purchase Plan in ID ($14M, 328 participants).
Which Money Purchase plans cover a similar participant headcount to Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust? ▼
Among Money Purchase plans in other states, the closest by covered participants is Operating Eng. Local 474 Defined Contribution in TN (463 participants, $53M 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 810535453.

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.