401(k) · DOL Form 5500 · 2023
Bob Ward & Sons, Inc. 401(k) Plan
Data updated 2026-08-25
- N/A
- Total assets —
- 98
- Participants Small participant base
Official DOL plan name: Bob Ward & Sons, Inc. 401(k) Retirement Plan · Sponsored by Bob Ward & Sons, Inc. · Montana · Retail Trade
N/A in assets, 98 participants
Bob Ward & Sons, Inc.'s Bob Ward & Sons, Inc. 401(k) Retirement Plan reported N/A in total assets and 98 participants in its 2023 DOL Form 5500 filing. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
What the 2023 filing shows
Bob Ward & Sons, Inc. 401(k) Retirement Plan holds N/A for 98 participants.
- -$3M
- reported net income
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.
Bob Ward & Sons, Inc. 401(k) Retirement Plan among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bob Ward & Sons, Inc. 401(k) Retirement Plan is a small filing (98 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Bob Ward & Sons, Inc. 401(k) Retirement Plan reported net income fell from -$927K in the plan year 2022 filing to -$3M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 810227028 · Bob Ward & Sons, Inc. PY 2023 · 401(k)
Bob Ward & Sons, Inc. 401(k) Retirement Plan · N/A · 98
- RANK N/A
- RANK 98
- RANK PY 2023
- RANK 401(k)
- RANK near Blanco Enterprises 1081. 01(D) Retirement Plan
- RANK -$3M
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 Retail Trade retirement plans → · Plans in Montana →
Filing particulars (2023)
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | N/A |
| Net Income | -$3M |
| Employer EIN | 810227028 |
| Plan Effective Date | 1998-11-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Bob Ward & Sons, Inc.)
Sponsor-wide plan assets over time
All Bob Ward & Sons, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 98 | $5M |
| 2023 | 1 | 98 | N/A |
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
Bob Ward & Sons, Inc. 401(k) Retirement Plan's closest out-of-state 401(k) peers by headcount
Outside Montana, the nearest 401(k) by covered participants is Blanco Enterprises 1081. 01(D) Retirement Plan in PR (98 participants; this filing: 98 participants).
Similar participant headcount
Nearest other-state filings by covered participants (98 participants); asset peers above are excluded.
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.