401(k) · DOL Form 5500 · 2023

Barnard Construction Company, Inc. 401(k) Plan

Data updated 2026-08-25

$106M
Total assets Near avg plan size
503
Participants Below avg headcount
92nd
Percentile by assets National rank
$210,140
Avg per participant Above avg balance/head
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Official DOL plan name: Save More Retirement Plan and Trust · Sponsored by Barnard Construction Company, Inc. · Montana · Construction

$106M in assets, 503 participants

Barnard Construction Company, Inc.'s Save More Retirement Plan and Trust reported $106M in total assets and 503 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.

  • #8,129 in Construction (9,030 peers)

Where Save More Retirement Plan and Trust sits by assets

Save More Retirement Plan and Trust sits in the top 10% of all filed plans by assets, $106M for 503 participants (~$210,140/participant), up 16.9% in 2023.

#8,129
in Construction (9,030 peers)
+16.9%
assets growth YoY
1.1×
vs typical plan assets (national mean)

Save More Retirement Plan and Trust's outsized position by total assets

Save More Retirement Plan and Trust vs every filed plan by assets

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

$105,700,601 Top 8% higher than 92% 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

Save More Retirement Plan and Trust 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. Save More Retirement Plan and Trust sits mid-pack in the medium band (503 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Save More Retirement Plan and Trust reported net income rose from -$12M in the plan year 2022 filing to $15M in the plan year 2023 filing.
  • Save More Retirement Plan and Trust end-of-year assets rose from $90M in the plan year 2022 filing to $106M in the plan year 2023 filing.
  • Save More Retirement Plan and Trust reported participants rose from 444 in the plan year 2022 filing to 503 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 810384712 · Barnard Construction Company, Inc. PY 2023 · 401(k)

Save More Retirement Plan and Trust · $106M · 503 · 92nd

  • IND $106M
  • EOY 503
  • 5500 92nd
  • ASSETS 401(k)
  • PCT near Ideal Industries, Inc. 401(k) Plan
  • EIN ind #8129

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 →

Save More Retirement Plan and Trust in the asset neighbourhood

Summit Credit Union Capital Accumulation PlanSummit Credit Union Capital …$106MAthens Services 401(k) Profit Sharing PlanAthens Services 401(k) Profi…$106MIdeal Industries, Inc. 401(k) PlanIdeal Industries, Inc. 401(k…$106MSave More Retirement Plan and TrustSave More Retirement Plan an…$106MMountain West Anesthesia, L.L.C. Retirement PlanMountain West Anesthesia, L.…$106M
End-of-year total assets ($M) among Save More Retirement Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$90M
Net Assets (End of Year)$106M
Net Income$15M
Employer EIN810384712
Plan Effective Date1985-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Barnard Construction Company, Inc.)

Sponsor-wide plan assets over time

All Barnard Construction Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$127M 40.54709746840934% vs 2022
2024 filing year
$80M$100M$120M$140M 202220232024 $90.5M $127M ▲ +40.5%
Year Plans Participants Total Assets
2022 1 444 $90M
2023 1 503 $106M
2024 1 815 $127M

Nearby 401(k) Plans in Montana

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

Save More Retirement Plan and Trust vs. nearby 401(k) plans in Montana, assets vs. participants Scatter plot of 6 data points. 010002000300040005000 0100200300400500600 Total assets ($M) Participants Save More Retirement Plan and Trust, Total assets ($M): 105.700601 · Participants: 503Save More Retirement Plan and TrustD.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
Save More Retirement Plan and Trust vs. nearby 401(k) plans in Montana, assets vs. participants

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

Outside Montana, the nearest 401(k) by assets is Ideal Industries, Inc. 401(k) Plan in IL ($106M); by covered participants it is Ehpv 401(k) Plan in NE (503 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($106M here).

Similar participant headcount

Nearest other-state filings by covered participants (503 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 Save More Retirement Plan and Trust assets move in 2023?
Save More Retirement Plan and Trust grew sharply - up 16.9% during 2023, from $90M to $106M. Reported net income was $15M.
How have Barnard Construction Company, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Barnard Construction Company, Inc.'s sponsor-wide assets grew 40.5%, from $90M to $127M.
Where does Save More Retirement Plan and Trust rank by assets among Form 5500 filers?
Save More Retirement Plan and Trust ranks in the 92nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Save More Retirement Plan and Trust?
Among 401(k) plans in other states, the closest by assets is Ideal Industries, Inc. 401(k) Plan in IL ($106M, 1,160 participants).
Which 401(k) plans cover a similar participant headcount to Save More Retirement Plan and Trust?
Among 401(k) plans in other states, the closest by covered participants is Ehpv 401(k) Plan in NE (503 participants, $5M in assets).