401(k) · DOL Form 5500 · 2023

Shiptons Big R, Inc. 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
118
Participants Small participant base
47th
Percentile by assets National rank
$49,260
Avg per participant Low balance/head
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Official DOL plan name: Shipton's Big R, Inc. Montana Profit Sharing Plan · Sponsored by Shiptons Big R, Inc. · Montana · Retail Trade

$6M in assets, 118 participants

Shiptons Big R, Inc.'s Shipton's Big R, Inc. Montana Profit Sharing Plan reported $6M in total assets and 118 participants in its 2023 DOL Form 5500 filing, ranking in the 47th 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.

  • #4,849 in Retail Trade (8,414 peers)

Coverage in Montana

Shipton's Big R, Inc. Montana Profit Sharing Plan covers 118 participants in Montana, about 44% of the average Montana filer (state average ~271 per filing). Assets: $6M.

#4,849
in Retail Trade (8,414 peers)
+10.6%
assets growth YoY

Shipton's Big R, Inc. Montana Profit Sharing Plan's mid-pack asset rank among Retail Trade and all filers

Shipton's Big R, Inc. Montana Profit Sharing Plan vs every filed plan by assets

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

$5,812,677 47th percentile higher than 47% 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

Shipton's Big R, Inc. Montana Profit Sharing 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. Shipton's Big R, Inc. Montana Profit Sharing Plan sits mid-pack in the medium band (118 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Shipton's Big R, Inc. Montana Profit Sharing Plan reported net income rose from -$698K in the plan year 2022 filing to $556K in the plan year 2023 filing.
  • Shipton's Big R, Inc. Montana Profit Sharing Plan end-of-year assets rose from $5M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Shipton's Big R, Inc. Montana Profit Sharing Plan reported participants rose from 108 in the plan year 2022 filing to 118 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 810251220 · Shiptons Big R, Inc. PY 2023 · 401(k)

Shipton's Big R, Inc. Montana Profit Sharing Plan · $6M · 118 · 47th

  • PART $6M
  • TYPE 118
  • NET 47th
  • BOOK 401(k)
  • VS-ST near Emerald Coast Recycling, Inc. 401(k) Plan
  • BOY ind #4849

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 Retail Trade retirement plans → · Plans in Montana →

Shipton's Big R, Inc. Montana Profit Sharing Plan in the asset neighbourhood

Shipton's Big R, Inc. Montana Profit Sharing PlanShipton's Big R, Inc. Montan…$6MEmerald Coast Recycling, Inc. 401(k) PlanEmerald Coast Recycling, Inc…$6MAbound Health Holding, LLC 401(k) PlanAbound Health Holding, LLC 4…$6MThompson Technologies, Inc. 401(k) PlanThompson Technologies, Inc. …$6MBurnips Equipment Company 401(k) PlanBurnips Equipment Company 40…$6M
End-of-year total assets ($M) among Shipton's Big R, Inc. Montana Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Montana filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$556K
Employer EIN810251220
Plan Effective Date1972-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Shiptons Big R, Inc.)

Sponsor-wide plan assets over time

All Shiptons Big R, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 10.555046463088006% vs 2022
2023 filing year
$5.2M$5.4M$5.6M$5.8M$6M 20222023 $5.26M $5.81M ▲ +10.5%
Year Plans Participants Total Assets
2022 1 108 $5M
2023 1 118 $6M

Nearby 401(k) Plans in Montana

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

Shipton's Big R, Inc. Montana Profit Sharing Plan vs. nearby 401(k) plans in Montana, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -2000200400600 Total assets ($M) Participants Shipton's Big R, Inc. Montana Profit Sharing Plan, Total assets ($M): 5.812677 · Participants: 118Shipton's Big R, Inc. Montana Profit Sharing 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
Shipton's Big R, Inc. Montana Profit Sharing Plan vs. nearby 401(k) plans in Montana, assets vs. participants
Compare Shipton's Big R, Inc. Montana Profit Sharing Plan side-by-side with 3 peers →

Shipton's Big R, Inc. Montana Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Montana, the nearest 401(k) by assets is Emerald Coast Recycling, Inc. 401(k) Plan in FL ($6M); by covered participants it is Ensign Natural Resources 401(k) Plan in TX (118 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($6M here).

Similar participant headcount

Nearest other-state filings by covered participants (118 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 Shipton's Big R, Inc. Montana Profit Sharing Plan assets move in 2023? ▼
Shipton's Big R, Inc. Montana Profit Sharing Plan grew at a solid clip - up 10.6% during 2023, from $5M to $6M. Reported net income was $556K.
How have Shiptons Big R, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Shiptons Big R, Inc.'s sponsor-wide assets grew 10.6%, from $5M to $6M.
Which 401(k) plans are similar in size to Shipton's Big R, Inc. Montana Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Emerald Coast Recycling, Inc. 401(k) Plan in FL ($6M, 19 participants).
Which 401(k) plans cover a similar participant headcount to Shipton's Big R, Inc. Montana Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ensign Natural Resources 401(k) Plan in TX (118 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 810251220.

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.