CROWLEY FLECK PLLP PROFIT SHARING PLAN AND TRUST
ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.
CROWLEY FLECK PLLP
This 401(k) plan holds $97M in total assets and serves 247 participants as of 2023. It is sponsored by CROWLEY FLECK PLLP in Montana. The plan reported positive net income of $11M for the year.
What the Filing Says About CROWLEY FLECK PLLP PROFIT SHARING PLAN AND TRUST
CROWLEY FLECK PLLP PROFIT SHARING PLAN AND TRUST is a 401(k) retirement plan sponsored by CROWLEY FLECK PLLP, headquartered in Montana. As of the 2023 Form 5500 filing, the plan reports $97M in total end-of-year assets and covers 247 participants across the Professional & Technical Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 810122795, and the plan has been effective since 1969-01-01. Its filing status is currently FILING RECEIVED.
Year over year, total assets moved from $86M at the beginning of 2023 to $97M at year-end — a gain of 13.0%. Net assets (after liabilities) closed the year at $97M, with reported net income of $11M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.
Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.
Financial Summary (2023)
| Total Assets (Beginning of Year) | $86M |
| Total Assets (End of Year) | $97M |
| Net Assets (End of Year) | $97M |
| Net Income | $11M |
| Plan Type | 401(k) |
| Employer EIN | 810122795 |
| Plan Effective Date | 1969-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (CROWLEY FLECK PLLP)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 260 | $86M |
| 2023 | 1 | 247 | $97M |
| 2024 | 1 | 236 | $110M |
Nearby 401(k) Plans in Montana
Peer 401(k) plans — same state, same plan type — ranked by total assets.
- D.A. DAVIDSON COMPANIES RETIREMENT SAVINGS AND PROFIT SHARING PLAN $543M · 1,580
- GLACIER BANCORP, INC. PROFIT SHARING AND 401(K) PLAN $485M · 3,264
- NORTHWESTERN ENERGY 401(K) RETIREMENT SAVINGS PLAN $463M · 1,529
- FIRST INTERSTATE BANCSYSTEM, INC. 401(K) PLAN $454M · 3,750
- LOGAN HEALTH RETIREMENT SAVINGS PLAN $437M · 4,232
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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 810122795.
Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.
Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.
Read our methodology — how this data is sourced, computed, and verified.