401(k) · DOL Form 5500 · 2023

The Montana Land Reliance 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
12
Participants Small participant base
32nd
Percentile by assets National rank
$184,522
Avg per participant Above avg balance/head
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Official DOL plan name: The Montana Land Reliance 401(k) Plan · Sponsored by The Montana Land Reliance · Montana · Real Estate

$2M in assets, 12 participants

The Montana Land Reliance's The Montana Land Reliance 401(k) Plan reported $2M in total assets and 12 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.

  • #2,420 in Real Estate (4,727 peers)

The Montana Land Reliance multi-year trail

The Montana Land Reliance's plans moved +56.4% in assets from 2022 to 2024; this filing shows The Montana Land Reliance 401(k) Plan at $2M / 12 participants.

#2,420
in Real Estate (4,727 peers)
+25.0%
assets growth YoY

The Montana Land Reliance 401(k) Plan among the smaller filed plans by assets

The Montana Land Reliance 401(k) Plan vs every filed plan by assets

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

$2,214,266 32nd percentile higher than 32% 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

The Montana Land Reliance 401(k) 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. The Montana Land Reliance 401(k) Plan is a small filing (12 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Montana Land Reliance 401(k) Plan reported net income rose from -$182K in the plan year 2022 filing to $443K in the plan year 2023 filing.
  • The Montana Land Reliance 401(k) Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 810369262 · The Montana Land Reliance PY 2023 · 401(k)

The Montana Land Reliance 401(k) Plan · $2M · 12 · 32nd

  • PHOTO $2M
  • PHOTO 12
  • PHOTO 32nd
  • PHOTO 401(k)
  • PHOTO near The Market Place Inc 401(k) Profit Sharing Plan & Trust
  • PHOTO ind #2420

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 Real Estate retirement plans → · Plans in Montana →

The Montana Land Reliance 401(k) Plan in the asset neighbourhood

The Montana Land Reliance 401(k) PlanThe Montana Land Reliance 40…$2MThe Market Place Inc 401(k) Profit Sharing Plan & TrustThe Market Place Inc 401(k) …$2MCf Kent 401(k) Plan$2MDestiny Dental 401(k) Plan$2MMercy 401(k) Matched Savings PlanMercy 401(k) Matched Savings…$2M
End-of-year total assets ($M) among The Montana Land Reliance 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

The Montana Land Reliance multi-year asset trail

Sponsor-wide plan assets over time

All The Montana Land Reliance plans reported in each filing year

Latest sponsor-wide plan assets
$3M 56.35020472874852% vs 2022
2024 filing year
$1.5M$2M$2.5M$3M 202220232024 $1.77M $2.77M ▲ +56.5%
Year Plans Participants Total Assets
2022 1 12 $2M
2023 1 12 $2M
2024 1 15 $3M

The Montana Land Reliance filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$443K
Employer EIN810369262
Plan Effective Date1998-03-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Montana

Peer 401(k) plans, same state, same plan type, ranked by total assets.

The Montana Land Reliance 401(k) Plan vs. nearby 401(k) plans in Montana, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -2000200400600 Total assets ($M) Participants The Montana Land Reliance 401(k) Plan, Total assets ($M): 2.214266 · Participants: 12The Montana Land Reliance 401(k) PlanD.a. Davidson Companies Retirement Savings and Profit Sharing Plan, Total assets ($M): 543.142005 · Participants: 1580D.a. Davidson Companies Retirement Savings and Profit Sharing PlanGlacier Bancorp, Inc. Profit Sharing and 401(k) Plan, Total assets ($M): 484.798151 · Participants: 3264Glacier Bancorp, Inc. Profit Sharing and 401(k) PlanNorthwestern Energy 401(k) Retirement Savings Plan, Total assets ($M): 462.756735 · Participants: 1529Northwestern Energy 401(k) Retirement Savings PlanFirst Interstate Bancsystem, Inc. 401(k) Plan, Total assets ($M): 453.618257 · Participants: 3750First Interstate Bancsystem, Inc. 401(k) PlanLogan Health Retirement Savings Plan, Total assets ($M): 436.597451 · Participants: 4232Logan Health Retirement Savings Plan
The Montana Land Reliance 401(k) Plan vs. nearby 401(k) plans in Montana, assets vs. participants
Compare The Montana Land Reliance 401(k) Plan side-by-side with 3 peers →

The Montana Land Reliance 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Montana, the nearest 401(k) by assets is The Market Place Inc 401(k) Profit Sharing Plan & Trust in IL ($2M); by covered participants it is Maryland Home Care Solutions Retirement Plan in MD (12 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 (12 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 The Montana Land Reliance 401(k) Plan assets move in 2023? ▼
The Montana Land Reliance 401(k) Plan grew sharply - up 25.0% during 2023, from $2M to $2M. Reported net income was $443K.
How have The Montana Land Reliance plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Montana Land Reliance's sponsor-wide assets grew 56.4%, from $2M to $3M.
Which 401(k) plans are similar in size to The Montana Land Reliance 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Market Place Inc 401(k) Profit Sharing Plan & Trust in IL ($2M, 17 participants).
Which 401(k) plans cover a similar participant headcount to The Montana Land Reliance 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Maryland Home Care Solutions Retirement Plan in MD (12 participants, $2M 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 810369262.

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.