ESOP · DOL Form 5500 · 2023

Opportunity Bank of Montana ESOP

Data updated 2026-08-25

$7M
Total assets Small plan by assets
348
Participants Below avg headcount
52nd
Percentile by assets National rank
$21,019
Avg per participant Low balance/head
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Official DOL plan name: Opportunity Bank of Montana Employee Stock Ownership Plan · Sponsored by Opportunity Bank of Montana · Montana · Finance & Insurance

$7M in assets, 348 participants

Opportunity Bank of Montana's Opportunity Bank of Montana Employee Stock Ownership Plan reported $7M in total assets and 348 participants in its 2023 DOL Form 5500 filing, ranking in the 52nd 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.

  • #3,308 in Finance & Insurance (8,869 peers)

Opportunity Bank of Montana multi-year trail

Opportunity Bank of Montana's plans moved +28.6% in assets from 2022 to 2024; this filing shows Opportunity Bank of Montana Employee Stock Ownership Plan at $7M / 348 participants.

#3,308
in Finance & Insurance (8,869 peers)
-4.9%
assets change YoY

Opportunity Bank of Montana Employee Stock Ownership Plan's mid-pack asset rank among Finance & Insurance and all filers

Opportunity Bank of Montana Employee Stock Ownership Plan vs every filed plan by assets

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

$7,314,457 Top 48% higher than 52% 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

Opportunity Bank of Montana Employee Stock Ownership 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. Opportunity Bank of Montana Employee Stock Ownership Plan sits mid-pack in the medium band (348 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Opportunity Bank of Montana Employee Stock Ownership Plan reported net income rose from -$3M in the plan year 2022 filing to $122K in the plan year 2023 filing.
  • Opportunity Bank of Montana Employee Stock Ownership Plan reported participants rose from 275 in the plan year 2022 filing to 348 in the plan year 2023 filing.
  • Opportunity Bank of Montana Employee Stock Ownership Plan end-of-year assets fell from $8M in the plan year 2022 filing to $7M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 810105500 · Opportunity Bank of Montana PY 2023 · ESOP

Opportunity Bank of Montana Employee Stock Ownership Plan · $7M · 348 · 52nd

  • SCH $7M
  • SCH 348
  • SCH 52nd
  • SCH ESOP
  • SCH near H. a. Guden Company, Inc. Employee Stock Ownership Plan
  • SCH ind #3308

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 What is an ESOP? → · Plans in Montana →

Opportunity Bank of Montana Employee Stock Ownership Plan in the asset neighbourhood

Mallory Industries, Inc. Employee Stock Ownership PlanMallory Industries, Inc. Emp…$7MOpportunity Bank of Montana Employee Stock Ownership PlanOpportunity Bank of Montana …$7MH. a. Guden Company, Inc. Employee Stock Ownership PlanH. a. Guden Company, Inc. Em…$7MBergen Plumbing, Inc. Employee Stock Ownership PlanBergen Plumbing, Inc. Employ…$7MBarton Associates, Inc. Employee Stock Ownership PlanBarton Associates, Inc. Empl…$7M
End-of-year total assets ($M) among Opportunity Bank of Montana Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Opportunity Bank of Montana multi-year asset trail

Sponsor-wide plan assets over time

All Opportunity Bank of Montana plans reported in each filing year

Latest sponsor-wide plan assets
$47M 28.62501466108486% vs 2022
2024 filing year
$35M$40M$45M$50M 202220232024 $36.6M $47.1M ▲ +28.6%
Year Plans Participants Total Assets
2022 2 628 $37M
2023 2 762 $42M
2024 2 733 $47M

Opportunity Bank of Montana filing trail (2023)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$3M
Net Income$122K
Employer EIN810105500
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Montana

Peer ESOP plans, same state, same plan type, ranked by total assets.

Opportunity Bank of Montana Employee Stock Ownership Plan vs. nearby ESOP plans in Montana, assets vs. participants Scatter plot of 6 data points. 0500100015002000 -1000100200300400500 Total assets ($M) Participants Opportunity Bank of Montana Employee Stock Ownership Plan, Total assets ($M): 7.314457 · Participants: 348Opportunity Bank of Montana Employee Stock Ownership PlanPacific Hide & Fur Depot D/B/a Pacific Steel & Recycling ESOP, Total assets ($M): 441.768786 · Participants: 824Pacific Hide & Fur Depot D/B/a Pacific Steel & Recycling ESOPD.a. Davidson Companies Employee Stock Ownership Plan, Total assets ($M): 149.547346 · Participants: 1474D.a. Davidson Companies Employee Stock Ownership PlanElectrical Consultants, Inc. Employee Stock Ownership Plan, Total assets ($M): 81.207033 · Participants: 720Electrical Consultants, Inc. Employee Stock Ownership PlanMorrison-Maierle, Inc. Employee Stock Ownership Plan, Total assets ($M): 73.232679 · Participants: 278Morrison-Maierle, Inc. Employee Stock Ownership PlanSletten, Inc. Employee Stock Ownership Plan, Total assets ($M): 71.920975 · Participants: 303Sletten, Inc. Employee Stock Ownership Plan
Opportunity Bank of Montana Employee Stock Ownership Plan vs. nearby ESOP plans in Montana, assets vs. participants
Compare Opportunity Bank of Montana Employee Stock Ownership Plan side-by-side with 3 peers →

Opportunity Bank of Montana Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Montana, the nearest ESOP by assets is H. a. Guden Company, Inc. Employee Stock Ownership Plan in NY ($7M); by covered participants it is Mdr Construction, Inc. Employee Stock Ownership Plan in MS (349 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (348 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 Opportunity Bank of Montana Employee Stock Ownership Plan assets move in 2023? ▼
Opportunity Bank of Montana Employee Stock Ownership Plan edged down modestly - down 4.9% during 2023, from $8M to $7M. Reported net income was $122K.
How have Opportunity Bank of Montana plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Opportunity Bank of Montana's sponsor-wide assets grew 28.6%, from $37M to $47M.
Which ESOP plans are similar in size to Opportunity Bank of Montana Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is H. a. Guden Company, Inc. Employee Stock Ownership Plan in NY ($7M, 22 participants).
Which ESOP plans cover a similar participant headcount to Opportunity Bank of Montana Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Mdr Construction, Inc. Employee Stock Ownership Plan in MS (349 participants, $94M 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 810105500.

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.