401(k) · DOL Form 5500 · 2023

West Mont 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
101
Participants Small participant base
29th
Percentile by assets National rank
$17,680
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: West Mont 401(k) Plan · Sponsored by West Mont · Montana · Healthcare & Social Assistance

$2M in assets, 101 participants

West Mont's West Mont 401(k) Plan reported $2M in total assets and 101 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.

  • #4,809 in Healthcare & Social Assistance (17,684 peers)

Coverage in Montana

West Mont 401(k) Plan covers 101 participants in Montana, about 37% of the average Montana filer (state average ~271 per filing). Assets: $2M.

#4,809
in Healthcare & Social Assistance (17,684 peers)
+15.3%
assets growth YoY

West Mont 401(k) Plan among the smaller filed plans by assets

West Mont 401(k) Plan vs every filed plan by assets

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

$1,785,686 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

West Mont 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. West Mont 401(k) Plan sits mid-pack in the medium band (101 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • West Mont 401(k) Plan reported net income rose from -$617K in the plan year 2022 filing to $237K in the plan year 2023 filing.
  • West Mont 401(k) Plan reported participants fell from 189 in the plan year 2022 filing to 101 in the plan year 2023 filing.
  • West Mont 401(k) Plan end-of-year assets rose from $2M 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 810402506 · West Mont PY 2023 · 401(k)

West Mont 401(k) Plan · $2M · 101 · 29th

  • VS-ST $2M
  • BOY 101
  • SCH 29th
  • EBSA 401(k)
  • PART near Ship8 Inc 401(k) Plan
  • TYPE ind #4809

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 →

West Mont 401(k) Plan in the asset neighbourhood

West Mont 401(k) Plan$2MShip8 Inc 401(k) Plan$2MRichard Prince Studio, LLC 401(k) Profit Sharing PlanRichard Prince Studio, LLC 4…$2MThe Davis Robinson Group Inc. 401(k) PlanThe Davis Robinson Group Inc…$2MClient Financial Services of Michigan LLC 401(k) Profit Sharing PlanClient Financial Services of…$2M
End-of-year total assets ($M) among West Mont 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Montana filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$237K
Employer EIN810402506
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (West Mont)

Sponsor-wide plan assets over time

All West Mont plans reported in each filing year

Latest sponsor-wide plan assets
$2M 15.335468211288328% vs 2022
2023 filing year
$1.5M$1.6M$1.7M$1.8M$1.9M 20222023 $1.55M $1.79M ▲ +15.5%
Year Plans Participants Total Assets
2022 1 189 $2M
2023 1 101 $2M

Nearby 401(k) Plans in Montana

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

West Mont 401(k) Plan vs. nearby 401(k) plans in Montana, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -2000200400600 Total assets ($M) Participants West Mont 401(k) Plan, Total assets ($M): 1.785686 · Participants: 101West Mont 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
West Mont 401(k) Plan vs. nearby 401(k) plans in Montana, assets vs. participants
Compare West Mont 401(k) Plan side-by-side with 3 peers →

West Mont 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Montana, the nearest 401(k) by assets is Ship8 Inc 401(k) Plan in CA ($2M); by covered participants it is Biocept, Inc. 401(k) Plan in NJ (101 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (101 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 West Mont 401(k) Plan assets move in 2023? ▼
West Mont 401(k) Plan grew sharply - up 15.3% during 2023, from $2M to $2M. Reported net income was $237K.
How have West Mont plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), West Mont's sponsor-wide assets grew 15.3%, from $2M to $2M.
Which 401(k) plans are similar in size to West Mont 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ship8 Inc 401(k) Plan in CA ($2M, 349 participants).
Which 401(k) plans cover a similar participant headcount to West Mont 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Biocept, Inc. 401(k) Plan in NJ (101 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 810402506.

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.