401(k) · DOL Form 5500 · 2023

Montana Silversmiths, Inc. 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
173
Participants Small participant base
62nd
Percentile by assets National rank
$68,292
Avg per participant Below avg balance/head
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Official DOL plan name: Montana Silversmiths, Inc. 401(k) Plan · Sponsored by Montana Silversmiths, Inc. · Montana · Manufacturing

$12M in assets, 173 participants

Montana Silversmiths, Inc.'s Montana Silversmiths, Inc. 401(k) Plan reported $12M in total assets and 173 participants in its 2023 DOL Form 5500 filing, ranking in the 62nd 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.

  • #9,218 in Manufacturing (18,722 peers)

Montana Silversmiths, Inc. multi-year trail

Montana Silversmiths, Inc.'s plans moved +29.5% in assets from 2022 to 2024; this filing shows Montana Silversmiths, Inc. 401(k) Plan at $12M / 173 participants.

#9,218
in Manufacturing (18,722 peers)
+16.2%
assets growth YoY

Montana Silversmiths, Inc. 401(k) Plan's mid-pack asset rank among Manufacturing and all filers

Montana Silversmiths, Inc. 401(k) Plan vs every filed plan by assets

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

$11,814,530 Top 38% higher than 62% 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

Montana Silversmiths, Inc. 401(k) 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. Montana Silversmiths, Inc. 401(k) Plan sits mid-pack in the medium band (173 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Montana Silversmiths, Inc. 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Montana Silversmiths, Inc. 401(k) Plan end-of-year assets rose from $10M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • Montana Silversmiths, Inc. 401(k) Plan reported participants rose from 169 in the plan year 2022 filing to 173 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 752522577 · Montana Silversmiths, Inc. PY 2023 · 401(k)

Montana Silversmiths, Inc. 401(k) Plan · $12M · 173 · 62nd

  • BOOK $12M
  • VS-ST 173
  • BOY 62nd
  • SCH 401(k)
  • EBSA near Western Reserve Area Agency on Aging 401(k) Plan
  • PART ind #9218

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 Manufacturing retirement plans → · Plans in Montana →

Montana Silversmiths, Inc. 401(k) Plan in the asset neighbourhood

Montana Silversmiths, Inc. 401(k) PlanMontana Silversmiths, Inc. 4…$12MWestern Reserve Area Agency on Aging 401(k) PlanWestern Reserve Area Agency …$12MEmployee Navigator Holdings in 401(k) Profit Sharing Plan & TrustEmployee Navigator Holdings …$12MB. T. Construction, Inc. Profit Sharing PlanB. T. Construction, Inc. Pro…$12MSierra-Cascade Nursery, Inc. 401(k) Profit Sharing PlanSierra-Cascade Nursery, Inc.…$12M
End-of-year total assets ($M) among Montana Silversmiths, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Montana Silversmiths, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Montana Silversmiths, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$13M 29.45298990610375% vs 2022
2024 filing year
$9M$10M$11M$12M$13M$14M 202220232024 $10.2M $13.2M ▲ +29.4%
Year Plans Participants Total Assets
2022 1 169 $10M
2023 1 173 $12M
2024 1 176 $13M

Montana Silversmiths, Inc. filing trail (2023)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$12M
Net Income$2M
Employer EIN752522577
Plan Effective Date2004-10-25
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Montana

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

Montana Silversmiths, Inc. 401(k) Plan vs. nearby 401(k) plans in Montana, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -2000200400600 Total assets ($M) Participants Montana Silversmiths, Inc. 401(k) Plan, Total assets ($M): 11.81453 · Participants: 173Montana Silversmiths, Inc. 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
Montana Silversmiths, Inc. 401(k) Plan vs. nearby 401(k) plans in Montana, assets vs. participants
Compare Montana Silversmiths, Inc. 401(k) Plan side-by-side with 3 peers →

Montana Silversmiths, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Montana, the nearest 401(k) by assets is Western Reserve Area Agency on Aging 401(k) Plan in OH ($12M); by covered participants it is Ace Fix-It Hardware 401(k) Plan in PA (173 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (173 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 Montana Silversmiths, Inc. 401(k) Plan assets move in 2023? ▼
Montana Silversmiths, Inc. 401(k) Plan grew sharply - up 16.2% during 2023, from $10M to $12M. Reported net income was $2M.
How have Montana Silversmiths, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Montana Silversmiths, Inc.'s sponsor-wide assets grew 29.5%, from $10M to $13M.
Which 401(k) plans are similar in size to Montana Silversmiths, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Western Reserve Area Agency on Aging 401(k) Plan in OH ($12M, 318 participants).
Which 401(k) plans cover a similar participant headcount to Montana Silversmiths, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ace Fix-It Hardware 401(k) Plan in PA (173 participants, N/A 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 752522577.

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.