401(k) · DOL Form 5500 · 2023
Montana Abstract & Title Company, Inc. 401(k) Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 11
- Participants Small participant base
- 32nd
- Percentile by assets National rank
- $207,187
- Avg per participant Above avg balance/head
Official DOL plan name: Montana Abstract & Title Co., Inc. 401(k) Profit Sharing Plan and Trust · Sponsored by Montana Abstract & Title Company, Inc. · Montana · Other Services
$2M in assets, 11 participants
Montana Abstract & Title Company, Inc.'s Montana Abstract & Title Co., Inc. 401(k) Profit Sharing Plan and Trust reported $2M in total assets and 11 participants in its 2023 DOL Form 5500 filing, ranking in the 32nd 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.
- #4,442 in Other Services (7,857 peers)
Other Services sector rank
Within Other Services, Montana Abstract & Title Co., Inc. 401(k) Profit Sharing Plan and Trust ranks #4,442 of 7,857 2023 filers by assets (881% of the sector average)-$2M for 11 participants.
- #4,442
- in Other Services (7,857 peers)
- +19.1%
- assets growth YoY
Montana Abstract & Title Co., Inc. 401(k) Profit Sharing Plan and Trust among the smaller filed plans by assets
Montana Abstract & Title Co., Inc. 401(k) Profit Sharing Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$2,279,059 32nd percentile higher than 32% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Montana Abstract & Title Co., Inc. 401(k) Profit Sharing Plan and Trust among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Montana Abstract & Title Co., Inc. 401(k) Profit Sharing Plan and Trust is a small filing (11 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Montana Abstract & Title Co., Inc. 401(k) Profit Sharing Plan and Trust reported net income rose from -$639K in the plan year 2022 filing to $365K in the plan year 2023 filing.
- Montana Abstract & Title Co., Inc. 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Montana Abstract & Title Co., Inc. 401(k) Profit Sharing Plan and Trust reported participants rose from 10 in the plan year 2022 filing to 11 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 810342843 · Montana Abstract & Title Company, Inc. PY 2023 · 401(k)
Montana Abstract & Title Co., Inc. 401(k) Profit Sharing Plan and Trust · $2M · 11 · 32nd
- BOOK $2M
- VS-ST 11
- BOY 32nd
- SCH 401(k)
- EBSA near Atlantis Dental Care 401(k) Plan
- PART ind #4442
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 Other Services retirement plans → · Plans in Montana →
Montana Abstract & Title Co., Inc. 401(k) Profit Sharing Plan and Trust in the asset neighbourhood
Other Services filing particulars
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | $365K |
| Employer EIN | 810342843 |
| Plan Effective Date | 2004-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Montana Abstract & Title Company, Inc.)
Sponsor-wide plan assets over time
All Montana Abstract & Title Company, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 2.9612140983027575% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 10 | $2M |
| 2023 | 1 | 11 | $2M |
| 2024 | 1 | 12 | $2M |
Nearby 401(k) Plans in Montana
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- D.a. Davidson Companies Retirement Savings and Profit Sharing Plan $543M · 1,580
- Glacier Bancorp, Inc. Profit Sharing and 401(k) Plan $485M · 3,264
- Northwestern Energy 401(k) Retirement Savings Plan $463M · 1,529
- First Interstate Bancsystem, Inc. 401(k) Plan $454M · 3,750
- Logan Health Retirement Savings Plan $437M · 4,232
Montana Abstract & Title Co., Inc. 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside Montana, the nearest 401(k) by assets is Atlantis Dental Care 401(k) Plan in ID ($2M); by covered participants it is True Colors International, Inc. Retirement Plan in CA (11 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (11 participants); asset peers above are excluded.
- True Colors International, Inc. Retirement Plan (CA) 11 · 0 off
- Fresno Neon Sign Co., Inc. 401(k) Profit Sharing Plan (CA) 11 · 0 off
- Bg Logistics, Inc. 401(k) Plan (FL) 11 · 0 off
- Martin J. Gross Profit Sharing Plan (NJ) 11 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.