401(k) · DOL Form 5500 · 2022
Yellowstone Club Operations, LLC 401(k) Plan
Data updated 2026-08-25
- $20M
- Total assets Small plan by assets
- 594
- Participants Below avg headcount
- 77th
- Percentile by assets National rank
- $33,457
- Avg per participant Low balance/head
Official DOL plan name: Yellowstone Club Operations, LLC Retirement Plan and Trust · Sponsored by Yellowstone Club Operations, LLC · Montana · Real Estate
$20M in assets, 594 participants
Yellowstone Club Operations, LLC's Yellowstone Club Operations, LLC Retirement Plan and Trust reported $20M in total assets and 594 participants in its 2022 DOL Form 5500 filing, ranking in the 77th 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.
- #4,521 in Real Estate (5,057 peers)
Coverage in Montana
Yellowstone Club Operations, LLC Retirement Plan and Trust covers 594 participants in Montana, 2.2x the typical Montana plan (state average ~271 per filing). Assets: $20M.
- #4,521
- in Real Estate (5,057 peers)
- -9.5%
- assets change YoY
- 0.2×
- vs typical plan assets (national mean)
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.
Yellowstone Club Operations, LLC Retirement Plan and Trust's outsized position by total assets
Yellowstone Club Operations, LLC Retirement Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$19,873,580 Top 23% higher than 77% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Yellowstone Club Operations, LLC Retirement Plan and 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. Yellowstone Club Operations, LLC Retirement Plan and Trust sits mid-pack in the medium band (594 participants).
Published 5500 schedule card
Filing strip 270412610 · Yellowstone Club Operations, LLC PY 2022 · 401(k)
Yellowstone Club Operations, LLC Retirement Plan and Trust · $20M · 594 · 77th
- EIN $20M
- RANK 594
- PHOTO 77th
- IND 401(k)
- EOY near Auro Hotels Management, LLC 401(k) Plan
- 5500 ind #4521
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 Real Estate retirement plans → · Plans in Montana →
Yellowstone Club Operations, LLC Retirement Plan and Trust in the asset neighbourhood
Montana filing particulars
| Total Assets (Beginning of Year) | $22M |
|---|---|
| Net Assets (End of Year) | $20M |
| Net Income | -$2M |
| Employer EIN | 270412610 |
| Plan Effective Date | 2009-07-18 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Yellowstone Club Operations, LLC)
Sponsor-wide plan assets over time
All Yellowstone Club Operations, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $27M 36.01762239113436% vs 2022
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 594 | $20M |
| 2023 | 1 | 481 | $27M |
Nearby 401(k) Plans in Montana
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- First Interstate Bancsystem, Inc. 401(k) Plan $426M · 2,313
- D.a. Davidson Companies Retirement Savings and Profit Sharing Plan $422M · 1,507
- Glacier Bancorp, Inc. Profit Sharing and 401(k) Plan $412M · 3,272
- Northwestern Energy 401(k) Retirement Savings Plan $406M · 1,494
- Logan Health Retirement Savings Plan $359M · 4,055
Yellowstone Club Operations, LLC Retirement Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside Montana, the nearest 401(k) by assets is Auro Hotels Management, LLC 401(k) Plan in SC ($20M); by covered participants it is Ses Americom Retirement and Savings Plan in NJ (594 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($20M here).
- Auro Hotels Management, LLC 401(k) Plan (SC) $20M · 2,134
- Glotech Inc 401(k) Retirement Plan (MD) $20M · 127
- Select Milk Producers, Inc. 401(k) Plan (TX) $20M · 545
- Ace Endico Corp. 401(k) Plan (NY) $20M · 463
Similar participant headcount
Nearest other-state filings by covered participants (594 participants); asset peers above are excluded.
- Ses Americom Retirement and Savings Plan (NJ) 594 · 0 off
- Western Holding Group, Inc. Profit Sharing & 401(k) Plan (MO) 594 · 0 off
- U.S.a. Healthcare, Inc. 401(k) Plan (AL) 594 · 0 off
- Preferred Pump & Equipment, L.P. 401(k) Plan (TX) 594 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.