Money Purchase · DOL Form 5500 · 2023

Endurance, Inc. Money Purchase Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
2
Participants Small participant base
27th
Percentile by assets National rank
$741,108
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Endurance, Inc. Pension Plan · Sponsored by Endurance, Inc. · Montana · Healthcare & Social Assistance

$1M in assets, 2 participants

Endurance, Inc.'s Endurance, Inc. Pension Plan reported $1M in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 27th 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.

  • #4,279 in Healthcare & Social Assistance (17,684 peers)

Endurance, Inc. multi-year trail

Endurance, Inc.'s plans moved +39.2% in assets from 2022 to 2024; this filing shows Endurance, Inc. Pension Plan at $1M / 2 participants.

#4,279
in Healthcare & Social Assistance (17,684 peers)
+16.2%
assets growth YoY

Endurance, Inc. Pension Plan among the smaller filed plans by assets

Endurance, Inc. Pension Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$1,482,216 27th percentile higher than 27% of 127,068 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 2023

Endurance, Inc. Pension Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Endurance, Inc. Pension Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Endurance, Inc. Pension Plan reported net income rose from -$362K in the plan year 2022 filing to $207K in the plan year 2023 filing.
  • Endurance, Inc. Pension Plan end-of-year assets rose from $1M in the plan year 2022 filing to $1M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 810394759 · Endurance, Inc. PY 2023 · Money Purchase

Endurance, Inc. Pension Plan · $1M · 2 · 27th

  • ASSETS $1M
  • PCT 2
  • EIN 27th
  • RANK Money Purchase
  • PHOTO near Humphris, Kiefer & Associates, Inc Employee Pension Plan & Trust
  • IND ind #4279

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 Healthcare & Social Assistance retirement plans → · Plans in Montana →

Endurance, Inc. Pension Plan in the asset neighbourhood

Endurance, Inc. Pension Plan$1MHumphris, Kiefer & Associates, Inc Employee Pension Plan & TrustHumphris, Kiefer & Associate…$1MFirst National Bank, Quitaque Target Benefit Pension PlanFirst National Bank, Quitaqu…$1MRossmore Enterprises Money Purchase Pension Plan and TrustRossmore Enterprises Money P…$1MPlanned Parenthood of St. Louis Region Pension PlanPlanned Parenthood of St. Lo…$1M
End-of-year total assets ($M) among Endurance, Inc. Pension Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Endurance, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Endurance, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 39.16246659601833% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M 202220232024 $2.74M $3.81M ▲ +39.1%
Year Plans Participants Total Assets
2022 2 4 $3M
2023 2 4 $3M
2024 2 4 $4M

Endurance, Inc. filing trail (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$207K
Employer EIN810394759
Plan Effective Date1980-11-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Montana

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

Endurance, Inc. Pension Plan vs. nearby Money Purchase plans in Montana, assets vs. participants Scatter plot of 6 data points. -100001000200030004000 -1000100200300 Total assets ($M) Participants Endurance, Inc. Pension Plan, Total assets ($M): 1.482216 · Participants: 2Endurance, Inc. Pension PlanBillings Clinic Pension Plan, Total assets ($M): 236.512701 · Participants: 3355Billings Clinic Pension PlanBozeman Health Retirement Plan, Total assets ($M): 84.728635 · Participants: 1750Bozeman Health Retirement PlanMontana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust, Total assets ($M): 36.655369 · Participants: 517Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & TrustMontana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust, Total assets ($M): 19.007306 · Participants: 227Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & TrustMontana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust, Total assets ($M): 17.49545 · Participants: 418Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust
Endurance, Inc. Pension Plan vs. nearby Money Purchase plans in Montana, assets vs. participants
Compare Endurance, Inc. Pension Plan side-by-side with 3 peers →

Endurance, Inc. Pension Plan's out-of-state Money Purchase peers by assets and headcount

Outside Montana, the nearest Money Purchase by assets is Humphris, Kiefer & Associates, Inc Employee Pension Plan & Trust in IL ($1M); by covered participants it is Blake Money Purchase Pension Plan in MA (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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.

Frequently Asked Questions

How did Endurance, Inc. Pension Plan assets move in 2023? ▼
Endurance, Inc. Pension Plan grew sharply - up 16.2% during 2023, from $1M to $1M. Reported net income was $207K.
How have Endurance, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Endurance, Inc.'s sponsor-wide assets grew 39.2%, from $3M to $4M.
Which Money Purchase plans are similar in size to Endurance, Inc. Pension Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Humphris, Kiefer & Associates, Inc Employee Pension Plan & Trust in IL ($1M, 2 participants).
Which Money Purchase plans cover a similar participant headcount to Endurance, Inc. Pension Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Blake Money Purchase Pension Plan in MA (2 participants, $4K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 810394759.

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.