ESOP · DOL Form 5500 · 2022

Opportunity Bank of Montana ESOP

Data updated 2026-08-25

$8M
Total assets Small plan by assets
275
Participants Below avg headcount
59th
Percentile by assets National rank
$27,970
Avg per participant Low balance/head
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Official DOL plan name: Opportunity Bank of Montana Employee Stock Ownership Plan · Sponsored by Opportunity Bank of Montana · Montana · Finance & Insurance

$8M in assets, 275 participants

Opportunity Bank of Montana's Opportunity Bank of Montana Employee Stock Ownership Plan reported $8M in total assets and 275 participants in its 2022 DOL Form 5500 filing, ranking in the 59th 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.

  • #3,966 in Finance & Insurance (9,261 peers)

Opportunity Bank of Montana multi-year trail

Opportunity Bank of Montana's plans moved +28.6% in assets from 2022 to 2024; this filing shows Opportunity Bank of Montana Employee Stock Ownership Plan at $8M / 275 participants.

#3,966
in Finance & Insurance (9,261 peers)
-30.1%
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.

Opportunity Bank of Montana Employee Stock Ownership Plan's mid-pack asset rank among Finance & Insurance and all filers

Opportunity Bank of Montana Employee Stock Ownership Plan vs every filed plan by assets

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

$7,691,861 Top 41% higher than 59% 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 Employee Stock Ownership 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. Opportunity Bank of Montana Employee Stock Ownership Plan sits mid-pack in the medium band (275 participants).

DOL schedule card

Filing strip 810105500 · Opportunity Bank of Montana PY 2022 · ESOP

Opportunity Bank of Montana Employee Stock Ownership Plan · $8M · 275 · 59th

  • PART $8M
  • PART 275
  • PART 59th
  • PART ESOP
  • PART near Employee Stock Ownership Plan of Controlled Blasting, Inc.
  • PART ind #3966

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 What is an ESOP? → · Plans in Montana →

Opportunity Bank of Montana Employee Stock Ownership Plan in the asset neighbourhood

Manhasset Specialty Co., Inc. Employee Stock Ownership PlanManhasset Specialty Co., Inc…$8MOpportunity Bank of Montana Employee Stock Ownership PlanOpportunity Bank of Montana …$8MEmployee Stock Ownership Plan of Controlled Blasting, Inc.Employee Stock Ownership Pla…$8MWalmarc Partners Corporation Employee Stock Ownership PlanWalmarc Partners Corporation…$8MKaestle Boos Associates, Inc. Employee Stock Ownership PlanKaestle Boos Associates, Inc…$8M
End-of-year total assets ($M) among Opportunity Bank of Montana Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Opportunity Bank of Montana multi-year asset trail

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

Opportunity Bank of Montana filing trail (2022)

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$2M
Net Income-$3M
Employer EIN810105500
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Montana

Peer ESOP plans, same state, same plan type, ranked by total assets.

Opportunity Bank of Montana Employee Stock Ownership Plan vs. nearby ESOP plans in Montana, assets vs. participants Scatter plot of 6 data points. 050010001500 -1000100200300400500 Total assets ($M) Participants Opportunity Bank of Montana Employee Stock Ownership Plan, Total assets ($M): 7.691861 · Participants: 275Opportunity Bank of Montana Employee Stock Ownership PlanPacific Hide & Fur Depot D/B/a Pacific Steel and Recycling Employee Stock Ownership Plan and Trust, Total assets ($M): 436.286144 · Participants: 800Pacific Hide & Fur Depot D/B/a Pacific Steel and Recycling Employee Stock Ownership Plan and TrustD.a. Davidson Companies Employee Stock Ownership Plan, Total assets ($M): 118.950259 · Participants: 1368D.a. Davidson Companies Employee Stock Ownership PlanElectrical Consultants, Inc. Employee Stock Ownership Plan, Total assets ($M): 70.363373 · Participants: 666Electrical Consultants, Inc. Employee Stock Ownership PlanMorrison-Maierle, Inc. Employee Stock Ownership Plan, Total assets ($M): 65.173097 · Participants: 274Morrison-Maierle, Inc. Employee Stock Ownership PlanSletten, Inc. Employee Stock Ownership Plan, Total assets ($M): 64.690755 · Participants: 318Sletten, Inc. Employee Stock Ownership Plan
Opportunity Bank of Montana Employee Stock Ownership Plan vs. nearby ESOP plans in Montana, assets vs. participants
Compare Opportunity Bank of Montana Employee Stock Ownership Plan side-by-side with 3 peers →

Opportunity Bank of Montana Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Montana, the nearest ESOP by assets is Employee Stock Ownership Plan of Controlled Blasting, Inc. in GA ($8M); by covered participants it is National Spinning Co., Inc. Employee Stock Ownership Plan in NC (275 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (275 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 Employee Stock Ownership Plan assets move in 2022? ▼
Opportunity Bank of Montana Employee Stock Ownership Plan contracted severely - down 30.1% during 2022, from $11M to $8M. Reported net income was -$3M.
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.
Which ESOP plans are similar in size to Opportunity Bank of Montana Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Employee Stock Ownership Plan of Controlled Blasting, Inc. in GA ($8M, 30 participants).
Which ESOP plans cover a similar participant headcount to Opportunity Bank of Montana Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is National Spinning Co., Inc. Employee Stock Ownership Plan in NC (275 participants, $3M 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.