401(k) · DOL Form 5500 · 2023

The Yellowstone Bank 401(k) Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
103
Participants Small participant base
74th
Percentile by assets National rank
$203,679
Avg per participant Above avg balance/head
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Official DOL plan name: Yellowstone Bank 401(k) Plan · Sponsored by The Yellowstone Bank · Montana · Finance & Insurance

$21M in assets, 103 participants

The Yellowstone Bank's Yellowstone Bank 401(k) Plan reported $21M in total assets and 103 participants in its 2023 DOL Form 5500 filing, ranking in the 74th 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.

  • #5,352 in Finance & Insurance (8,869 peers)

Coverage in Montana

Yellowstone Bank 401(k) Plan covers 103 participants in Montana, about 38% of the average Montana filer (state average ~271 per filing). Assets: $21M.

#5,352
in Finance & Insurance (8,869 peers)
+26.2%
assets growth YoY

Yellowstone Bank 401(k) Plan's outsized position by total assets

Yellowstone Bank 401(k) Plan vs every filed plan by assets

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

$20,978,988 Top 26% higher than 74% 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

Yellowstone Bank 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. Yellowstone Bank 401(k) Plan sits mid-pack in the medium band (103 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Yellowstone Bank 401(k) Plan reported net income rose from -$6M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Yellowstone Bank 401(k) Plan end-of-year assets rose from $17M in the plan year 2022 filing to $21M in the plan year 2023 filing.
  • Yellowstone Bank 401(k) Plan reported participants fell from 108 in the plan year 2022 filing to 103 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 810211310 · The Yellowstone Bank PY 2023 · 401(k)

Yellowstone Bank 401(k) Plan · $21M · 103 · 74th

  • RANK $21M
  • RANK 103
  • RANK 74th
  • RANK 401(k)
  • RANK near Califia Farms, LLC 401(k) Plan
  • RANK ind #5352

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 Finance & Insurance retirement plans → · Plans in Montana →

Yellowstone Bank 401(k) Plan in the asset neighbourhood

Yellowstone Bank 401(k) Plan$21MCalifia Farms, LLC 401(k) PlanCalifia Farms, LLC 401(k) Pl…$21MPalm Beach Orthopaedic Institute, P.a. 401(k) PlanPalm Beach Orthopaedic Insti…$21MCameron Mitchell Restaurants, LLC 401(k) PlanCameron Mitchell Restaurants…$21MDyntek, Inc. 401(k) Plan$21M
End-of-year total assets ($M) among Yellowstone Bank 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Montana filing particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$21M
Net Income$4M
Employer EIN810211310
Plan Effective Date1962-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Yellowstone Bank)

Sponsor-wide plan assets over time

All The Yellowstone Bank plans reported in each filing year

Latest sponsor-wide plan assets
$22M 33.37446695756622% vs 2022
2024 filing year
$16M$18M$20M$22M$24M 202220232024 $16.6M $22.2M ▲ +33.4%
Year Plans Participants Total Assets
2022 1 108 $17M
2023 1 103 $21M
2024 1 100 $22M

Nearby 401(k) Plans in Montana

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

Yellowstone Bank 401(k) Plan vs. nearby 401(k) plans in Montana, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -2000200400600 Total assets ($M) Participants Yellowstone Bank 401(k) Plan, Total assets ($M): 20.978988 · Participants: 103Yellowstone Bank 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
Yellowstone Bank 401(k) Plan vs. nearby 401(k) plans in Montana, assets vs. participants
Compare Yellowstone Bank 401(k) Plan side-by-side with 3 peers →

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

Outside Montana, the nearest 401(k) by assets is Califia Farms, LLC 401(k) Plan in CA ($21M); by covered participants it is Obstetrics & Gynecology of Indiana, P.C. 401(k) Profit Sharing Plan in IN (103 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($21M here).

Similar participant headcount

Nearest other-state filings by covered participants (103 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 Yellowstone Bank 401(k) Plan assets move in 2023? ▼
Yellowstone Bank 401(k) Plan grew sharply - up 26.2% during 2023, from $17M to $21M. Reported net income was $4M.
How have The Yellowstone Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Yellowstone Bank's sponsor-wide assets grew 33.4%, from $17M to $22M.
Which 401(k) plans are similar in size to Yellowstone Bank 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Califia Farms, LLC 401(k) Plan in CA ($21M, 330 participants).
Which 401(k) plans cover a similar participant headcount to Yellowstone Bank 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Obstetrics & Gynecology of Indiana, P.C. 401(k) Profit Sharing Plan in IN (103 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 810211310.

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.