401(k) · DOL Form 5500 · 2023
Bank of Bridger, N.a. 401(k) Plan
Data updated 2026-08-25
- $13M
- Total assets Small plan by assets
- 106
- Participants Small participant base
- 64th
- Percentile by assets National rank
- $119,278
- Avg per participant Near avg balance/head
Official DOL plan name: Bank of Bridger 401(k) Safe Harbor Plan · Sponsored by Bank of Bridger, N.a. · Montana · Finance & Insurance
$13M in assets, 106 participants
Bank of Bridger, N.a.'s Bank of Bridger 401(k) Safe Harbor Plan reported $13M in total assets and 106 participants in its 2023 DOL Form 5500 filing, ranking in the 64th 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.
- #4,307 in Finance & Insurance (8,869 peers)
Coverage in Montana
Bank of Bridger 401(k) Safe Harbor Plan covers 106 participants in Montana, about 39% of the average Montana filer (state average ~271 per filing). Assets: $13M.
- #4,307
- in Finance & Insurance (8,869 peers)
- +10.3%
- assets growth YoY
Bank of Bridger 401(k) Safe Harbor Plan's mid-pack asset rank among Finance & Insurance and all filers
Bank of Bridger 401(k) Safe Harbor Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$12,643,453 Top 36% higher than 64% 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
Bank of Bridger 401(k) Safe Harbor Plan among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bank of Bridger 401(k) Safe Harbor Plan sits mid-pack in the medium band (106 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Bank of Bridger 401(k) Safe Harbor Plan reported net income rose from -$2M in the plan year 2022 filing to $1M in the plan year 2023 filing.
- Bank of Bridger 401(k) Safe Harbor Plan end-of-year assets rose from $11M in the plan year 2022 filing to $13M in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 830129675 · Bank of Bridger, N.a. PY 2023 · 401(k)
Bank of Bridger 401(k) Safe Harbor Plan · $13M · 106 · 64th
- PCT $13M
- PCT 106
- PCT 64th
- PCT 401(k)
- PCT near The 401(k) Profit Sharing Plan and Trust of World Wide Movers, Inc.
- PCT ind #4307
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 Finance & Insurance retirement plans → · Plans in Montana →
Bank of Bridger 401(k) Safe Harbor Plan in the asset neighbourhood
Montana filing particulars
| Total Assets (Beginning of Year) | $11M |
|---|---|
| Net Assets (End of Year) | $13M |
| Net Income | $1M |
| Employer EIN | 830129675 |
| Plan Effective Date | 2000-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Bank of Bridger, N.a.)
Sponsor-wide plan assets over time
All Bank of Bridger, N.a. plans reported in each filing year
- Latest sponsor-wide plan assets
- $15M 27.340798636506612% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 107 | $11M |
| 2023 | 1 | 106 | $13M |
| 2024 | 1 | 116 | $15M |
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
Bank of Bridger 401(k) Safe Harbor Plan's out-of-state 401(k) peers by assets and headcount
Outside Montana, the nearest 401(k) by assets is The 401(k) Profit Sharing Plan and Trust of World Wide Movers, Inc. in WA ($13M); by covered participants it is Interfolio 401(k) P/S Plan in DC (106 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($13M here).
Similar participant headcount
Nearest other-state filings by covered participants (106 participants); asset peers above are excluded.
- Interfolio 401(k) P/S Plan (DC) 106 · 0 off
- Austin Retina Associates 401(k) Profit Sharing Plan (TX) 106 · 0 off
- Amerisci Group 401(k) Retirement Plan (VA) 106 · 0 off
- Viacyte, Inc. 401(k) Plan (CA) 106 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.