Profit Sharing · DOL Form 5500 · 2023

Metalworks of Montana, Inc. Profit Sharing Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
25
Participants Small participant base
37th
Percentile by assets National rank
$129,847
Avg per participant Near avg balance/head
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Official DOL plan name: Metalworks of Montana, Inc. Profit Sharing Plan · Sponsored by Metalworks of Montana, Inc. · Montana · Construction

$3M in assets, 25 participants

Metalworks of Montana, Inc.'s Metalworks of Montana, Inc. Profit Sharing Plan reported $3M in total assets and 25 participants in its 2023 DOL Form 5500 filing, ranking in the 37th 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.

  • #3,159 in Construction (9,030 peers)

Metalworks of Montana, Inc. multi-year trail

Metalworks of Montana, Inc.'s plans moved +50.4% in assets from 2022 to 2024; this filing shows Metalworks of Montana, Inc. Profit Sharing Plan at $3M / 25 participants.

#3,159
in Construction (9,030 peers)
+25.3%
assets growth YoY

Metalworks of Montana, Inc. Profit Sharing Plan's mid-pack asset rank among Construction and all filers

Metalworks of Montana, Inc. Profit Sharing Plan vs every filed plan by assets

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

$3,246,176 37th percentile higher than 37% 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

Metalworks of Montana, Inc. Profit Sharing 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. Metalworks of Montana, Inc. Profit Sharing Plan is a small filing (25 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Metalworks of Montana, Inc. Profit Sharing Plan reported net income rose from -$318K in the plan year 2022 filing to $656K in the plan year 2023 filing.
  • Metalworks of Montana, Inc. Profit Sharing Plan end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Metalworks of Montana, Inc. Profit Sharing Plan reported participants rose from 23 in the plan year 2022 filing to 25 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 810428413 · Metalworks of Montana, Inc. PY 2023 · Profit Sharing

Metalworks of Montana, Inc. Profit Sharing Plan · $3M · 25 · 37th

  • ASSETS $3M
  • ASSETS 25
  • ASSETS 37th
  • ASSETS Profit Sharing
  • ASSETS near Woodland Pond 403(b) Pension Plan
  • ASSETS ind #3159

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 →

Metalworks of Montana, Inc. Profit Sharing Plan in the asset neighbourhood

Metalworks of Montana, Inc. Profit Sharing PlanMetalworks of Montana, Inc. …$3MWoodland Pond 403(b) Pension PlanWoodland Pond 403(b) Pension…$3MArea Residential Care, Inc. Retirement Savings PlanArea Residential Care, Inc. …$3MShepherd Engineering Inc Profit Sharing PlanShepherd Engineering Inc Pro…$3MBobrow & Company, P. C. Retirement PlanBobrow & Company, P. C. Reti…$3M
End-of-year total assets ($M) among Metalworks of Montana, Inc. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Metalworks of Montana, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Metalworks of Montana, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 50.40013494807819% vs 2022
2024 filing year
$2M$2.5M$3M$3.5M$4M$4.5M 202220232024 $2.59M $3.9M ▲ +50.6%
Year Plans Participants Total Assets
2022 1 23 $3M
2023 1 25 $3M
2024 1 29 $4M

Metalworks of Montana, Inc. filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$656K
Employer EIN810428413
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Montana

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

Metalworks of Montana, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in Montana, assets vs. participants Scatter plot of 6 data points. 0100200300 05101520 Total assets ($M) Participants Metalworks of Montana, Inc. Profit Sharing Plan, Total assets ($M): 3.246176 · Participants: 25Metalworks of Montana, Inc. 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
Metalworks of Montana, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in Montana, assets vs. participants
Compare Metalworks of Montana, Inc. Profit Sharing Plan side-by-side with 3 peers →

Metalworks of Montana, Inc. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Montana, the nearest Profit Sharing by assets is Woodland Pond 403(b) Pension Plan in NY ($3M); by covered participants it is Plumbing, Piping & Construction, Inc. Profit Sharing Plan in CA (25 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (25 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 Metalworks of Montana, Inc. Profit Sharing Plan assets move in 2023? ▼
Metalworks of Montana, Inc. Profit Sharing Plan grew sharply - up 25.3% during 2023, from $3M to $3M. Reported net income was $656K.
How have Metalworks of Montana, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Metalworks of Montana, Inc.'s sponsor-wide assets grew 50.4%, from $3M to $4M.
Which Profit Sharing plans are similar in size to Metalworks of Montana, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Woodland Pond 403(b) Pension Plan in NY ($3M, 354 participants).
Which Profit Sharing plans cover a similar participant headcount to Metalworks of Montana, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Plumbing, Piping & Construction, Inc. Profit Sharing Plan in CA (25 participants, $13M 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 810428413.

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.