401(k) · DOL Form 5500 · 2023

Opportunity Bank of Montana 401(k) Plan

Data updated 2026-08-25

$35M
Total assets Below avg plan size
414
Participants Below avg headcount
81st
Percentile by assets National rank
$84,665
Avg per participant Below avg balance/head
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Official DOL plan name: Opportunity Bank of Montana Profit Sharing Plan & Trust · Sponsored by Opportunity Bank of Montana · Montana · Finance & Insurance

$35M in assets, 414 participants

Opportunity Bank of Montana's Opportunity Bank of Montana Profit Sharing Plan & Trust reported $35M in total assets and 414 participants in its 2023 DOL Form 5500 filing, ranking in the 81st 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.

  • #6,341 in Finance & Insurance (8,869 peers)

Where Opportunity Bank of Montana Profit Sharing Plan & Trust sits by assets

Opportunity Bank of Montana Profit Sharing Plan & Trust sits in the top quartile of all filed plans by assets, $35M for 414 participants (~$84,665/participant), up 21.1% in 2023.

#6,341
in Finance & Insurance (8,869 peers)
+21.1%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Opportunity Bank of Montana Profit Sharing Plan & Trust's outsized position by total assets

Opportunity Bank of Montana Profit Sharing Plan & Trust vs every filed plan by assets

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

$35,051,226 Top 19% higher than 81% 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 Profit Sharing Plan & 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. Opportunity Bank of Montana Profit Sharing Plan & Trust sits mid-pack in the medium band (414 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Opportunity Bank of Montana Profit Sharing Plan & Trust reported net income rose from $11K in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Opportunity Bank of Montana Profit Sharing Plan & Trust end-of-year assets rose from $29M in the plan year 2022 filing to $35M in the plan year 2023 filing.
  • Opportunity Bank of Montana Profit Sharing Plan & Trust reported participants rose from 353 in the plan year 2022 filing to 414 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 810105500 · Opportunity Bank of Montana PY 2023 · 401(k)

Opportunity Bank of Montana Profit Sharing Plan & Trust · $35M · 414 · 81st

  • TYPE $35M
  • TYPE 414
  • TYPE 81st
  • TYPE 401(k)
  • TYPE near American Tank & Vessel, Inc. 401(k) Retirement Plan
  • TYPE ind #6341

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 →

Opportunity Bank of Montana Profit Sharing Plan & Trust in the asset neighbourhood

Opportunity Bank of Montana Profit Sharing Plan & TrustOpportunity Bank of Montana …$35MAmerican Tank & Vessel, Inc. 401(k) Retirement PlanAmerican Tank & Vessel, Inc.…$35MBarentz North America, LLC 401(k) Retirement PlanBarentz North America, LLC 4…$35MSymmons Industries, Inc. 401(k) PlanSymmons Industries, Inc. 401…$35MTexas Retina Associates Retirement PlanTexas Retina Associates Reti…$35M
End-of-year total assets ($M) among Opportunity Bank of Montana Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$29M
Net Assets (End of Year)$35M
Net Income$6M
Employer EIN810105500
Plan Effective Date1976-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Opportunity Bank of Montana)

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

Nearby 401(k) Plans in Montana

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

Opportunity Bank of Montana Profit Sharing Plan & Trust vs. nearby 401(k) plans in Montana, assets vs. participants Scatter plot of 6 data points. 010002000300040005000 0200400600 Total assets ($M) Participants Opportunity Bank of Montana Profit Sharing Plan & Trust, Total assets ($M): 35.051226 · Participants: 414Opportunity Bank of Montana Profit Sharing Plan & 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
Opportunity Bank of Montana Profit Sharing Plan & Trust vs. nearby 401(k) plans in Montana, assets vs. participants
Compare Opportunity Bank of Montana Profit Sharing Plan & Trust side-by-side with 3 peers →

Opportunity Bank of Montana Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Montana, the nearest 401(k) by assets is American Tank & Vessel, Inc. 401(k) Retirement Plan in AL ($35M); by covered participants it is Bayer Built Woodworks, Inc. Retirement Plan in MN (414 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (414 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 Profit Sharing Plan & Trust assets move in 2023? ▼
Opportunity Bank of Montana Profit Sharing Plan & Trust grew sharply - up 21.1% during 2023, from $29M to $35M. Reported net income was $6M.
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.
Where does Opportunity Bank of Montana Profit Sharing Plan & Trust rank by assets among Form 5500 filers? ▼
Opportunity Bank of Montana Profit Sharing Plan & Trust ranks in the 81st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Opportunity Bank of Montana Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is American Tank & Vessel, Inc. 401(k) Retirement Plan in AL ($35M, 193 participants).
Which 401(k) plans cover a similar participant headcount to Opportunity Bank of Montana Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Bayer Built Woodworks, Inc. Retirement Plan in MN (414 participants, $39M 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.