Profit Sharing · DOL Form 5500 · 2023

Western Plumbing of Bozeman, Inc. Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
8
Participants Small participant base
29th
Percentile by assets National rank
$213,996
Avg per participant Above avg balance/head
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Official DOL plan name: Western Plumbing of Bozeman Employee Profit Sharing Plan · Sponsored by Western Plumbing of Bozeman, Inc. · Montana · Construction

$2M in assets, 8 participants

Western Plumbing of Bozeman, Inc.'s Western Plumbing of Bozeman Employee Profit Sharing Plan reported $2M in total assets and 8 participants in its 2023 DOL Form 5500 filing, ranking in the 29th 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.

  • #2,398 in Construction (9,030 peers)

Western Plumbing of Bozeman, Inc. multi-year trail

Western Plumbing of Bozeman, Inc.'s plans moved +50.3% in assets from 2022 to 2024; this filing shows Western Plumbing of Bozeman Employee Profit Sharing Plan at $2M / 8 participants.

#2,398
in Construction (9,030 peers)
+25.7%
assets growth YoY

Western Plumbing of Bozeman Employee Profit Sharing Plan among the smaller filed plans by assets

Western Plumbing of Bozeman Employee Profit Sharing Plan vs every filed plan by assets

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

$1,711,965 29th percentile higher than 29% 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

Western Plumbing of Bozeman Employee Profit Sharing 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. Western Plumbing of Bozeman Employee Profit Sharing Plan is a micro filing (8 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Western Plumbing of Bozeman Employee Profit Sharing Plan reported net income rose from -$120K in the plan year 2022 filing to $350K in the plan year 2023 filing.
  • Western Plumbing of Bozeman Employee Profit Sharing Plan end-of-year assets rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 810347186 · Western Plumbing of Bozeman, Inc. PY 2023 · Profit Sharing

Western Plumbing of Bozeman Employee Profit Sharing Plan · $2M · 8 · 29th

  • PCT $2M
  • EIN 8
  • RANK 29th
  • PHOTO Profit Sharing
  • IND near Borla Inc. Profit Sharing Plan
  • EOY ind #2398

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 Construction retirement plans → · Plans in Montana →

Western Plumbing of Bozeman Employee Profit Sharing Plan in the asset neighbourhood

Western Plumbing of Bozeman Employee Profit Sharing PlanWestern Plumbing of Bozeman …$2MBorla Inc. Profit Sharing PlanBorla Inc. Profit Sharing Pl…$2MCeleris Systems Inc Profit Sharing PlanCeleris Systems Inc Profit S…$2MGrossman Podiatry Center Retirement PlanGrossman Podiatry Center Ret…$2MDaniel a Goggin Md PA Ees PA Plan and TrustDaniel a Goggin Md PA Ees PA…$2M
End-of-year total assets ($M) among Western Plumbing of Bozeman Employee Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Western Plumbing of Bozeman, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Western Plumbing of Bozeman, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 50.30598388893662% vs 2022
2024 filing year
$1M$1.5M$2M$2.5M 202220232024 $1.36M $2.05M ▲ +50.7%
Year Plans Participants Total Assets
2022 1 8 $1M
2023 1 8 $2M
2024 1 10 $2M

Western Plumbing of Bozeman, Inc. filing trail (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$350K
Employer EIN810347186
Plan Effective Date1991-06-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Montana

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Western Plumbing of Bozeman Employee Profit Sharing Plan vs. nearby Profit Sharing plans in Montana, assets vs. participants Scatter plot of 6 data points. -1000100200300 05101520 Total assets ($M) Participants Western Plumbing of Bozeman Employee Profit Sharing Plan, Total assets ($M): 1.711965 · Participants: 8Western Plumbing of Bozeman Employee Profit Sharing PlanBarrett Hospital Development Corporation 403(b) Plan, Total assets ($M): 18.151451 · Participants: 226Barrett Hospital Development Corporation 403(b) PlanOkeefe Drilling Company Profit-Sharing Trust, Total assets ($M): 17.914225 · Participants: 26Okeefe Drilling Company Profit-Sharing TrustLanglas & Associates, Inc. Profit Sharing Plan, Total assets ($M): 15.392545 · Participants: 165Langlas & Associates, Inc. Profit Sharing PlanCabinet Peaks Medical Center Personal Retirement Plan, Total assets ($M): 13.548868 · Participants: 279Cabinet Peaks Medical Center Personal Retirement PlanBlue Rock Products Company Profit Sharing Plan, Total assets ($M): 11.923551 · Participants: 77Blue Rock Products Company Profit Sharing Plan
Western Plumbing of Bozeman Employee Profit Sharing Plan vs. nearby Profit Sharing plans in Montana, assets vs. participants
Compare Western Plumbing of Bozeman Employee Profit Sharing Plan side-by-side with 3 peers →

Western Plumbing of Bozeman Employee Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Montana, the nearest Profit Sharing by assets is Borla Inc. Profit Sharing Plan in CA ($2M); by covered participants it is Verona Insurance Agency, Inc. 401(k) Profit Sharing Plan in NJ (8 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (8 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 Western Plumbing of Bozeman Employee Profit Sharing Plan assets move in 2023? ▼
Western Plumbing of Bozeman Employee Profit Sharing Plan grew sharply - up 25.7% during 2023, from $1M to $2M. Reported net income was $350K.
How have Western Plumbing of Bozeman, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Western Plumbing of Bozeman, Inc.'s sponsor-wide assets grew 50.3%, from $1M to $2M.
Which Profit Sharing plans are similar in size to Western Plumbing of Bozeman Employee Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Borla Inc. Profit Sharing Plan in CA ($2M, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to Western Plumbing of Bozeman Employee Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Verona Insurance Agency, Inc. 401(k) Profit Sharing Plan in NJ (8 participants, $424K 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 810347186.

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.