401(k) · DOL Form 5500 · 2022

Stockman Financial Corp. 401(k) Plan

Data updated 2026-08-25

$88M
Total assets Below avg plan size
745
Participants Near avg headcount
92nd
Percentile by assets National rank
$118,098
Avg per participant Near avg balance/head
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Official DOL plan name: Stockman Financial Corp 401(k) Plan · Sponsored by Stockman Financial Corp. · Montana · Finance & Insurance

$88M in assets, 745 participants

Stockman Financial Corp.'s Stockman Financial Corp 401(k) Plan reported $88M in total assets and 745 participants in its 2022 DOL Form 5500 filing, ranking in the 92nd 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.

  • #8,076 in Finance & Insurance (9,261 peers)

Coverage in Montana

Stockman Financial Corp 401(k) Plan covers 745 participants in Montana, 2.7x the typical Montana plan (state average ~271 per filing). Assets: $88M.

#8,076
in Finance & Insurance (9,261 peers)
-12.3%
assets change YoY
0.9×
vs typical plan assets (national mean)

The plan reported a net loss of $12M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Stockman Financial Corp 401(k) Plan's outsized position by total assets

Stockman Financial Corp 401(k) Plan vs every filed plan by assets

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

$87,982,861 Top 8% higher than 92% 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

Stockman Financial Corp 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. Stockman Financial Corp 401(k) Plan sits mid-pack in the medium band (745 participants).

Published 5500 schedule card

Filing strip 810399040 · Stockman Financial Corp. PY 2022 · 401(k)

Stockman Financial Corp 401(k) Plan · $88M · 745 · 92nd

  • IND $88M
  • IND 745
  • IND 92nd
  • IND 401(k)
  • IND near Hartford Healthcare 401(k) Retirement Savings Plan
  • IND ind #8076

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 →

Stockman Financial Corp 401(k) Plan in the asset neighbourhood

Chan Zuckerberg Initiative, LLC Retirement PlanChan Zuckerberg Initiative, …$88MHartford Healthcare 401(k) Retirement Savings PlanHartford Healthcare 401(k) R…$88MStockman Financial Corp 401(k) PlanStockman Financial Corp 401(…$88MHowden USA 401(k) Savings Plus PlanHowden USA 401(k) Savings Pl…$88MKuhn North America Retirement Savings PlanKuhn North America Retiremen…$88M
End-of-year total assets ($M) among Stockman Financial Corp 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Montana filing particulars

Total Assets (Beginning of Year)$100M
Net Assets (End of Year)$88M
Net Income-$12M
Employer EIN810399040
Plan Effective Date1988-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Stockman Financial Corp.)

Sponsor-wide plan assets over time

All Stockman Financial Corp. plans reported in each filing year

Latest sponsor-wide plan assets
$117M 32.63863970052077% vs 2022
2024 filing year
$80M$90M$100M$110M$120M 202220232024 $88M $117M ▲ +32.6%
Year Plans Participants Total Assets
2022 1 745 $88M
2023 1 758 $104M
2024 1 819 $117M

Nearby 401(k) Plans in Montana

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

Stockman Financial Corp 401(k) Plan vs. nearby 401(k) plans in Montana, assets vs. participants Scatter plot of 6 data points. 010002000300040005000 0100200300400500 Total assets ($M) Participants Stockman Financial Corp 401(k) Plan, Total assets ($M): 87.982861 · Participants: 745Stockman Financial Corp 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
Stockman Financial Corp 401(k) Plan vs. nearby 401(k) plans in Montana, assets vs. participants
Compare Stockman Financial Corp 401(k) Plan side-by-side with 3 peers →

Stockman Financial Corp 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Montana, the nearest 401(k) by assets is Hartford Healthcare 401(k) Retirement Savings Plan in CT ($88M); by covered participants it is The Quarterra Services, LLC 401(k) Plan in NC (745 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (745 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 Stockman Financial Corp 401(k) Plan assets move in 2022? ▼
Stockman Financial Corp 401(k) Plan pulled back noticeably - down 12.3% during 2022, from $100M to $88M. Reported net income was -$12M.
How have Stockman Financial Corp. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Stockman Financial Corp.'s sponsor-wide assets grew 32.6%, from $88M to $117M.
Where does Stockman Financial Corp 401(k) Plan rank by assets among Form 5500 filers? ▼
Stockman Financial Corp 401(k) Plan ranks in the 92nd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Stockman Financial Corp 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Hartford Healthcare 401(k) Retirement Savings Plan in CT ($88M, 2,139 participants).
Which 401(k) plans cover a similar participant headcount to Stockman Financial Corp 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Quarterra Services, LLC 401(k) Plan in NC (745 participants, $44M 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 810399040.

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.