401(k) · DOL Form 5500 · 2023

A.W.a.R.E. Inc. 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
296
Participants Below avg headcount
51st
Percentile by assets National rank
$23,640
Avg per participant Low balance/head
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Official DOL plan name: A. W. a. R. E. , Inc. Retirement Plan and Trust · Sponsored by A.W.a.R.E. Inc. · Montana · Healthcare & Social Assistance

$7M in assets, 296 participants

A.W.a.R.E. Inc.'s A. W. a. R. E. , Inc. Retirement Plan and Trust reported $7M in total assets and 296 participants in its 2023 DOL Form 5500 filing, ranking in the 51st 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.

  • #9,960 in Healthcare & Social Assistance (17,684 peers)

A.W.a.R.E. Inc. multi-year trail

A.W.a.R.E. Inc.'s plans moved +53.3% in assets from 2022 to 2024; this filing shows A. W. a. R. E. , Inc. Retirement Plan and Trust at $7M / 296 participants.

#9,960
in Healthcare & Social Assistance (17,684 peers)
+24.4%
assets growth YoY

A. W. a. R. E. , Inc. Retirement Plan and Trust's mid-pack asset rank among Healthcare & Social Assistance and all filers

A. W. a. R. E. , Inc. Retirement Plan and Trust vs every filed plan by assets

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

$6,997,414 Top 49% higher than 51% 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

A. W. a. R. E. , Inc. Retirement Plan and Trust 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. A. W. a. R. E. , Inc. Retirement Plan and Trust sits mid-pack in the medium band (296 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • A. W. a. R. E. , Inc. Retirement Plan and Trust reported net income rose from -$351K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • A. W. a. R. E. , Inc. Retirement Plan and Trust reported participants fell from 467 in the plan year 2022 filing to 296 in the plan year 2023 filing.
  • A. W. a. R. E. , Inc. Retirement Plan and Trust end-of-year assets rose from $6M in the plan year 2022 filing to $7M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 810360391 · A.W.a.R.E. Inc. PY 2023 · 401(k)

A. W. a. R. E. , Inc. Retirement Plan and Trust · $7M · 296 · 51st

  • RANK $7M
  • PHOTO 296
  • IND 51st
  • EOY 401(k)
  • 5500 near First National Bank & Trust Company 401(k) & Profit Sharing Plan
  • ASSETS ind #9960

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 Healthcare & Social Assistance retirement plans → · Plans in Montana →

A. W. a. R. E. , Inc. Retirement Plan and Trust in the asset neighbourhood

A. W. a. R. E. , Inc. Retirement Plan and TrustA. W. a. R. E. , Inc. Retire…$7MFirst National Bank & Trust Company 401(k) & Profit Sharing PlanFirst National Bank & Trust …$7MMontgomery Transport, LLC 401(k) PlanMontgomery Transport, LLC 40…$7MMiracle Software Systems, Inc. 401(k) PlanMiracle Software Systems, In…$7MMetro Legal Services, Inc. Savings PlanMetro Legal Services, Inc. S…$7M
End-of-year total assets ($M) among A. W. a. R. E. , Inc. Retirement Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

A.W.a.R.E. Inc. multi-year asset trail

Sponsor-wide plan assets over time

All A.W.a.R.E. Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$9M 53.29197304738392% vs 2022
2024 filing year
$5M$6M$7M$8M$9M 202220232024 $5.63M $8.62M ▲ +53.1%
Year Plans Participants Total Assets
2022 1 467 $6M
2023 1 296 $7M
2024 1 176 $9M

A.W.a.R.E. Inc. filing trail (2023)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$1M
Employer EIN810360391
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Montana

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

A. W. a. R. E. , Inc. Retirement Plan and Trust vs. nearby 401(k) plans in Montana, assets vs. participants Scatter plot of 6 data points. 010002000300040005000 -2000200400600 Total assets ($M) Participants A. W. a. R. E. , Inc. Retirement Plan and Trust, Total assets ($M): 6.997414 · Participants: 296A. W. a. R. E. , Inc. Retirement Plan and TrustD.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
A. W. a. R. E. , Inc. Retirement Plan and Trust vs. nearby 401(k) plans in Montana, assets vs. participants
Compare A. W. a. R. E. , Inc. Retirement Plan and Trust side-by-side with 3 peers →

A. W. a. R. E. , Inc. Retirement Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Montana, the nearest 401(k) by assets is First National Bank & Trust Company 401(k) & Profit Sharing Plan in ND ($7M); by covered participants it is Battle Lumber Company 401(k) Profit Sharing Plan in GA (296 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (296 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 A. W. a. R. E. , Inc. Retirement Plan and Trust assets move in 2023? ▼
A. W. a. R. E. , Inc. Retirement Plan and Trust grew sharply - up 24.4% during 2023, from $6M to $7M. Reported net income was $1M.
How have A.W.a.R.E. Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), A.W.a.R.E. Inc.'s sponsor-wide assets grew 53.3%, from $6M to $9M.
Which 401(k) plans are similar in size to A. W. a. R. E. , Inc. Retirement Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is First National Bank & Trust Company 401(k) & Profit Sharing Plan in ND ($7M, 23 participants).
Which 401(k) plans cover a similar participant headcount to A. W. a. R. E. , Inc. Retirement Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Battle Lumber Company 401(k) Profit Sharing Plan in GA (296 participants, $15M 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 810360391.

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.