401(k) · DOL Form 5500 · 2023

Shelter West Construction, Inc. 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
95
Participants Small participant base
59th
Percentile by assets National rank
$108,640
Avg per participant Below avg balance/head
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Official DOL plan name: Sw/Qc Employee Retirement Plan · Sponsored by Shelter West Construction, Inc. · Montana · Construction

$10M in assets, 95 participants

Shelter West Construction, Inc.'s Sw/Qc Employee Retirement Plan reported $10M in total assets and 95 participants in its 2023 DOL Form 5500 filing, ranking in the 59th 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.

  • #5,209 in Construction (9,030 peers)

Shelter West Construction, Inc. multi-year trail

Shelter West Construction, Inc.'s plans moved +46.7% in assets from 2022 to 2024; this filing shows Sw/Qc Employee Retirement Plan at $10M / 95 participants.

#5,209
in Construction (9,030 peers)
+26.4%
assets growth YoY

Sw/Qc Employee Retirement Plan's mid-pack asset rank among Construction and all filers

Sw/Qc Employee Retirement Plan vs every filed plan by assets

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

$10,320,836 Top 41% higher than 59% 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

Sw/Qc Employee Retirement 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. Sw/Qc Employee Retirement Plan is a small filing (95 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sw/Qc Employee Retirement Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Sw/Qc Employee Retirement Plan end-of-year assets rose from $8M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Sw/Qc Employee Retirement Plan reported participants rose from 91 in the plan year 2022 filing to 95 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 810457292 · Shelter West Construction, Inc. PY 2023 · 401(k)

Sw/Qc Employee Retirement Plan · $10M · 95 · 59th

  • EIN $10M
  • RANK 95
  • PHOTO 59th
  • IND 401(k)
  • EOY near The Capitol Group, Inc. 401(k) Plan
  • 5500 ind #5209

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 →

Sw/Qc Employee Retirement Plan in the asset neighbourhood

Sw/Qc Employee Retirement PlanSw/Qc Employee Retirement Pl…$10MThe Capitol Group, Inc. 401(k) PlanThe Capitol Group, Inc. 401(…$10MBrady Sullivan Payroll Management, Inc. 401(k) PlanBrady Sullivan Payroll Manag…$10MXponential Fitness LLC 401(k) Profit Sharing Plan and TrustXponential Fitness LLC 401(k…$10MBusiness Intelligence Advisors, Inc. 401(k) PlanBusiness Intelligence Adviso…$10M
End-of-year total assets ($M) among Sw/Qc Employee Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Shelter West Construction, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Shelter West Construction, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$12M 46.710553633027274% vs 2022
2024 filing year
$6M$8M$10M$12M$14M 202220232024 $8.16M $12M ▲ +46.8%
Year Plans Participants Total Assets
2022 1 91 $8M
2023 1 95 $10M
2024 1 122 $12M

Shelter West Construction, Inc. filing trail (2023)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$10M
Net Income$2M
Employer EIN810457292
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Montana

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

Sw/Qc Employee Retirement Plan vs. nearby 401(k) plans in Montana, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -2000200400600 Total assets ($M) Participants Sw/Qc Employee Retirement Plan, Total assets ($M): 10.320836 · Participants: 95Sw/Qc Employee Retirement 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
Sw/Qc Employee Retirement Plan vs. nearby 401(k) plans in Montana, assets vs. participants
Compare Sw/Qc Employee Retirement Plan side-by-side with 3 peers →

Sw/Qc Employee Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Montana, the nearest 401(k) by assets is The Capitol Group, Inc. 401(k) Plan in IL ($10M); by covered participants it is Southern Gear and Machine, Inc. Employee Stock Ownership Plan in FL (95 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (95 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 Sw/Qc Employee Retirement Plan assets move in 2023? ▼
Sw/Qc Employee Retirement Plan grew sharply - up 26.4% during 2023, from $8M to $10M. Reported net income was $2M.
How have Shelter West Construction, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Shelter West Construction, Inc.'s sponsor-wide assets grew 46.7%, from $8M to $12M.
Which 401(k) plans are similar in size to Sw/Qc Employee Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Capitol Group, Inc. 401(k) Plan in IL ($10M, 129 participants).
Which 401(k) plans cover a similar participant headcount to Sw/Qc Employee Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Southern Gear and Machine, Inc. Employee Stock Ownership Plan in FL (95 participants, $3M 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 810457292.

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.