401(k) · DOL Form 5500 · 2022

Opportunity Bank of Montana 401(k) Plan

Data updated 2026-08-25

$29M
Total assets Below avg plan size
353
Participants Below avg headcount
82nd
Percentile by assets National rank
$81,971
Avg per participant Below avg balance/head
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Official DOL plan name: Opportunity Bank of Montana Profit Sharing Plan & Trust · Sponsored by Opportunity Bank of Montana · Montana · Finance & Insurance

$29M in assets, 353 participants

Opportunity Bank of Montana's Opportunity Bank of Montana Profit Sharing Plan & Trust reported $29M in total assets and 353 participants in its 2022 DOL Form 5500 filing, ranking in the 82nd 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.

  • #6,631 in Finance & Insurance (9,261 peers)

Where Opportunity Bank of Montana Profit Sharing Plan & Trust sits by assets

Opportunity Bank of Montana Profit Sharing Plan & Trust sits in the top quartile of all filed plans by assets, $29M for 353 participants (~$81,971/participant), up 0.0% in 2022.

#6,631
in Finance & Insurance (9,261 peers)
+0.0%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Opportunity Bank of Montana Profit Sharing Plan & Trust's outsized position by total assets

Opportunity Bank of Montana Profit Sharing Plan & Trust vs every filed plan by assets

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

$28,935,715 Top 18% higher than 82% 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

Opportunity Bank of Montana Profit Sharing 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. Opportunity Bank of Montana Profit Sharing Plan & Trust sits mid-pack in the medium band (353 participants).

Plan-year Form 5500 strip

Filing strip 810105500 · Opportunity Bank of Montana PY 2022 · 401(k)

Opportunity Bank of Montana Profit Sharing Plan & Trust · $29M · 353 · 82nd

  • EBSA $29M
  • PART 353
  • TYPE 82nd
  • NET 401(k)
  • BOOK near Pediatric Anesthesia Associates Medical Group, Inc. 401(k) Profit Sharing Plan
  • VS-ST ind #6631

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 →

Opportunity Bank of Montana Profit Sharing Plan & Trust in the asset neighbourhood

Opportunity Bank of Montana Profit Sharing Plan & TrustOpportunity Bank of Montana …$29MPediatric Anesthesia Associates Medical Group, Inc. 401(k) Profit Sharing PlanPediatric Anesthesia Associa…$29MPalace Entertainment 401(k) PlanPalace Entertainment 401(k) …$29MTaylor, Wiseman & Taylor 401(k) Retirement Savings PlanTaylor, Wiseman & Taylor 401…$29ME.D. Bullard Company Profit Sharing and Salary Deferral PlanE.D. Bullard Company Profit …$29M
End-of-year total assets ($M) among Opportunity Bank of Montana Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$29M
Net Assets (End of Year)$29M
Net Income$11K
Employer EIN810105500
Plan Effective Date1976-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Opportunity Bank of Montana)

Sponsor-wide plan assets over time

All Opportunity Bank of Montana plans reported in each filing year

Latest sponsor-wide plan assets
$47M 28.62501466108486% vs 2022
2024 filing year
$35M$40M$45M$50M 202220232024 $36.6M $47.1M ▲ +28.6%
Year Plans Participants Total Assets
2022 2 628 $37M
2023 2 762 $42M
2024 2 733 $47M

Nearby 401(k) Plans in Montana

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

Opportunity Bank of Montana Profit Sharing Plan & Trust vs. nearby 401(k) plans in Montana, assets vs. participants Scatter plot of 6 data points. 010002000300040005000 0100200300400500 Total assets ($M) Participants Opportunity Bank of Montana Profit Sharing Plan & Trust, Total assets ($M): 28.935715 · Participants: 353Opportunity Bank of Montana Profit Sharing Plan & TrustFirst 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
Opportunity Bank of Montana Profit Sharing Plan & Trust vs. nearby 401(k) plans in Montana, assets vs. participants
Compare Opportunity Bank of Montana Profit Sharing Plan & Trust side-by-side with 3 peers →

Opportunity Bank of Montana Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Montana, the nearest 401(k) by assets is Pediatric Anesthesia Associates Medical Group, Inc. 401(k) Profit Sharing Plan in CA ($29M); by covered participants it is Mintel Group Ltd. Employees' 401(k) Retirement Plan in IL (353 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (353 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 Opportunity Bank of Montana Profit Sharing Plan & Trust assets move in 2022? ▼
Opportunity Bank of Montana Profit Sharing Plan & Trust held essentially flat - up 0.0% during 2022, from $29M to $29M. Reported net income was $11K.
How have Opportunity Bank of Montana plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Opportunity Bank of Montana's sponsor-wide assets grew 28.6%, from $37M to $47M.
Where does Opportunity Bank of Montana Profit Sharing Plan & Trust rank by assets among Form 5500 filers? ▼
Opportunity Bank of Montana Profit Sharing Plan & Trust ranks in the 82nd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Opportunity Bank of Montana Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Pediatric Anesthesia Associates Medical Group, Inc. 401(k) Profit Sharing Plan in CA ($29M, 37 participants).
Which 401(k) plans cover a similar participant headcount to Opportunity Bank of Montana Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Mintel Group Ltd. Employees' 401(k) Retirement Plan in IL (353 participants, $38M 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 810105500.

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.