Money Purchase · DOL Form 5500 · 2022
United Materials of Great Falls Money Purchase Plan
Data updated 2026-08-11
- $11M
- Total assets
- 137
- Participants
- 66th
- Percentile by assets
- $78,079
- Avg per participant
Official DOL plan name: Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust · Sponsored by United Materials of Great Falls · Montana · Construction
$11M in assets, 137 participants
United Materials of Great Falls's Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust reported $11M in total assets and 137 participants in its 2022 DOL Form 5500 filing, ranking in the 66th 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.
- 66th percentile by assets (of 139,126 plans)
- #6,548 in Construction (9,927 peers)
United Materials of Great Falls multi-year trail
United Materials of Great Falls's plans moved +34.3% in assets from 2022 to 2024; this filing shows Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust at $11M / 137 participants.
- $11M
- total plan assets (2022 EOY)
- 137
- covered participants
- 66th
- percentile by assets (of 139,126 plans)
- $78,079
- 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.
United Materials of Great Falls across 3 plan years on file
Across the 3 plan years United Materials of Great Falls has on file (2022-2024), sponsor-wide plan assets have moved from $17M to $23M, a gain of 34.3%, while reported participants moved from 274 to 298 (+8.8%). Peak year by sponsor assets: 2024 ($23M); trough: 2022 ($17M).
United Materials of Great Falls multi-year asset trail
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 274 | $17M |
| 2023 | 2 | 302 | $20M |
| 2024 | 2 | 298 | $23M |
United Materials of Great Falls filing trail (2022)
| Total Assets (Beginning of Year) | $13M |
|---|---|
| Net Assets (End of Year) | $11M |
| Net Income | -$3M |
| Employer EIN | 810406935 |
| Plan Effective Date | 1988-11-01 |
| 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
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust by total assets, not by location.
- Silberline Manufacturing Co., Inc. Pension Plan (PA) $11M · 75
- Retirement Plan of Richard King Mellon Foundation (PA) $11M · 26
- Pension Plan for the Clergymen of the Serbian Othodox Church in the United States & Canada (PA) $11M · 105
- Bewley, Lasslebn & Miller Money Purchase Pension Plan (CA) $11M · 25
Frequently Asked Questions
How did Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust assets move in 2022? ▼
How have United Materials of Great Falls plan assets changed over time? ▼
Which Money Purchase plans are similar in size to Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust? ▼
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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
- United Materials of Great Falls's sponsor-wide assets have grown 34.3% since 2022 across 3 plan years on file. More Construction plans