Defined Benefit (Pension) · DOL Form 5500 · 2023
Eagle Ridge Ranch Montana Limited Partnership Pension Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 4
- Participants Small participant base
- 30th
- Percentile by assets National rank
- $474,811
- Avg per participant High balance/head
Official DOL plan name: Eagle Ridge Ranch Montana Limited Partnership Defined Benefit Pension Plan · Sponsored by Eagle Ridge Ranch Montana Limited Partnership · Montana · Agriculture, Forestry & Fishing
$2M in assets, 4 participants
Eagle Ridge Ranch Montana Limited Partnership's Eagle Ridge Ranch Montana Limited Partnership Defined Benefit Pension Plan reported $2M in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 30th 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.
- #399 in Agriculture, Forestry & Fishing (1,288 peers)
Eagle Ridge Ranch Montana Limited Partnership multi-year trail
Eagle Ridge Ranch Montana Limited Partnership's plans moved +28.9% in assets from 2022 to 2024; this filing shows Eagle Ridge Ranch Montana Limited Partnership Defined Benefit Pension Plan at $2M / 4 participants.
- #399
- in Agriculture, Forestry & Fishing (1,288 peers)
- +16.6%
- assets growth YoY
Eagle Ridge Ranch Montana Limited Partnership Defined Benefit Pension Plan among the smaller filed plans by assets
Eagle Ridge Ranch Montana Limited Partnership Defined Benefit Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$1,899,243 30th percentile higher than 30% 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
Eagle Ridge Ranch Montana Limited Partnership Defined Benefit 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. Eagle Ridge Ranch Montana Limited Partnership Defined Benefit Pension Plan is a micro filing (4 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Eagle Ridge Ranch Montana Limited Partnership Defined Benefit Pension Plan reported net income rose from -$228K in the plan year 2022 filing to $270K in the plan year 2023 filing.
- Eagle Ridge Ranch Montana Limited Partnership Defined Benefit Pension Plan reported participants fell from 5 in the plan year 2022 filing to 4 in the plan year 2023 filing.
- Eagle Ridge Ranch Montana Limited Partnership Defined Benefit Pension Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
DOL schedule card
Filing strip 810488273 · Eagle Ridge Ranch Montana Limited Partnership PY 2023 · Defined Benefit (Pension)
Eagle Ridge Ranch Montana Limited Partnership Defined Benefit Pension Plan · $2M · 4 · 30th
- RANK $2M
- RANK 4
- RANK 30th
- RANK Defined Benefit (Pension)
- RANK near Clay Project LLC Defined Benefit Plan
- RANK ind #399
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 Agriculture, Forestry & Fishing retirement plans → · Plans in Montana →
Eagle Ridge Ranch Montana Limited Partnership Defined Benefit Pension Plan in the asset neighbourhood
Eagle Ridge Ranch Montana Limited Partnership multi-year asset trail
Sponsor-wide plan assets over time
All Eagle Ridge Ranch Montana Limited Partnership plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 28.92519934403048% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 5 | $2M |
| 2023 | 1 | 4 | $2M |
| 2024 | 1 | 4 | $2M |
Eagle Ridge Ranch Montana Limited Partnership filing trail (2023)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | $270K |
| Employer EIN | 810488273 |
| Plan Effective Date | 2009-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Defined Benefit (Pension) Plans in Montana
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Northwestern Energy Mt Pension Plan $350M · 387
- St. Peter's Health Cashplus Retirement Plan $57M · 285
- Northwestern Energy Sd/Ne Pension Plan $56M · 131
- Retirement Plan for Employees of Northern Montana Hospital $34M · 111
- Pension Plan for Employees of Advanced Silicon Materials, LLC $29M · 76
Eagle Ridge Ranch Montana Limited Partnership Defined Benefit Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Montana, the nearest Defined Benefit (Pension) by assets is Clay Project LLC Defined Benefit Plan in TX ($2M); by covered participants it is Ship Wheel Retirement Fund and Trust in MA (4 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 (4 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.