401(k) · DOL Form 5500 · 2023

Easter Seals Goodwill Northern Rocky Mountain, Inc. 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
952
Participants Near avg headcount
61st
Percentile by assets National rank
$11,653
Avg per participant Low balance/head
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Official DOL plan name: Esgw 401(k) Retirement Plan · Sponsored by Easter Seals Goodwill Northern Rocky Mountain, Inc. · Montana · Healthcare & Social Assistance

$11M in assets, 952 participants

Easter Seals Goodwill Northern Rocky Mountain, Inc.'s Esgw 401(k) Retirement Plan reported $11M in total assets and 952 participants in its 2023 DOL Form 5500 filing, ranking in the 61st 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.

  • #11,724 in Healthcare & Social Assistance (17,684 peers)

Coverage in Montana

Esgw 401(k) Retirement Plan covers 952 participants in Montana, 3.5x the typical Montana plan (state average ~271 per filing). Assets: $11M.

#11,724
in Healthcare & Social Assistance (17,684 peers)
+20.7%
assets growth YoY

Esgw 401(k) Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Esgw 401(k) Retirement Plan vs every filed plan by assets

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

$11,093,908 Top 39% higher than 61% 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

Esgw 401(k) Retirement 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. Esgw 401(k) Retirement Plan sits mid-pack in the medium band (952 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Esgw 401(k) Retirement Plan reported net income rose from -$1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Esgw 401(k) Retirement Plan end-of-year assets rose from $9M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Esgw 401(k) Retirement Plan reported participants rose from 866 in the plan year 2022 filing to 952 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 810232125 · Easter Seals Goodwill Northern Rocky Mountain, Inc. PY 2023 · 401(k)

Esgw 401(k) Retirement Plan · $11M · 952 · 61st

  • PCT $11M
  • PCT 952
  • PCT 61st
  • PCT 401(k)
  • PCT near Avalon Administrative Services, LLC 401(k) Plan
  • PCT ind #11724

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 →

Esgw 401(k) Retirement Plan in the asset neighbourhood

403(b) Thrift Plan for Employees of Evelyn Rubenstein Jewish Community Center of Houston, Texas403(b) Thrift Plan for Emplo…$11MEsgw 401(k) Retirement Plan$11MAvalon Administrative Services, LLC 401(k) PlanAvalon Administrative Servic…$11MSaginaw Products Corporation 401(k) PlanSaginaw Products Corporation…$11MCopeland Enterprises, Inc. 401(k) and Profit Sharing PlanCopeland Enterprises, Inc. 4…$11M
End-of-year total assets ($M) among Esgw 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Montana filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$11M
Net Income$2M
Employer EIN810232125
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Easter Seals Goodwill Northern Rocky Mountain, Inc.)

Sponsor-wide plan assets over time

All Easter Seals Goodwill Northern Rocky Mountain, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$13M 37.00407974349743% vs 2022
2024 filing year
$8M$10M$12M$14M 202220232024 $9.19M $12.6M ▲ +37.0%
Year Plans Participants Total Assets
2022 1 866 $9M
2023 1 952 $11M
2024 1 1,007 $13M

Nearby 401(k) Plans in Montana

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

Esgw 401(k) Retirement Plan vs. nearby 401(k) plans in Montana, assets vs. participants Scatter plot of 6 data points. 010002000300040005000 -2000200400600 Total assets ($M) Participants Esgw 401(k) Retirement Plan, Total assets ($M): 11.093908 · Participants: 952Esgw 401(k) 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
Esgw 401(k) Retirement Plan vs. nearby 401(k) plans in Montana, assets vs. participants
Compare Esgw 401(k) Retirement Plan side-by-side with 3 peers →

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

Outside Montana, the nearest 401(k) by assets is Avalon Administrative Services, LLC 401(k) Plan in FL ($11M); by covered participants it is Newman Technology, Inc. 401(k) Savings & Retirement Plan in OH (952 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (952 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 Esgw 401(k) Retirement Plan assets move in 2023? ▼
Esgw 401(k) Retirement Plan grew sharply - up 20.7% during 2023, from $9M to $11M. Reported net income was $2M.
How have Easter Seals Goodwill Northern Rocky Mountain, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Easter Seals Goodwill Northern Rocky Mountain, Inc.'s sponsor-wide assets grew 37.0%, from $9M to $13M.
Which 401(k) plans are similar in size to Esgw 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Avalon Administrative Services, LLC 401(k) Plan in FL ($11M, 189 participants).
Which 401(k) plans cover a similar participant headcount to Esgw 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Newman Technology, Inc. 401(k) Savings & Retirement Plan in OH (952 participants, $62M 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 810232125.

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.