Money Purchase · DOL Form 5500 · 2023
Dick Anderson Construction, Inc. Money Purchase Plan
Data updated 2026-08-25
- $37M
- Total assets Below avg plan size
- 517
- Participants Below avg headcount
- 82nd
- Percentile by assets National rank
- $70,900
- Avg per participant Below avg balance/head
Official DOL plan name: Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust · Sponsored by Dick Anderson Construction, Inc. · Montana · Construction
$37M in assets, 517 participants
Dick Anderson Construction, Inc.'s Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust reported $37M in total assets and 517 participants in its 2023 DOL Form 5500 filing, ranking in the 82nd 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.
- #7,251 in Construction (9,030 peers)
Where Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust sits by assets
Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust sits in the top quartile of all filed plans by assets, $37M for 517 participants (~$70,900/participant), up 19.5% in 2023.
- #7,251
- in Construction (9,030 peers)
- +19.5%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust's outsized position by total assets
Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$36,655,369 Top 18% higher than 82% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Montana Contractors Assoc, Inc. Money Purchase Retirement 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. Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust sits mid-pack in the medium band (517 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust reported net income rose from -$5M in the plan year 2022 filing to $6M in the plan year 2023 filing.
- Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust end-of-year assets rose from $31M in the plan year 2022 filing to $37M in the plan year 2023 filing.
- Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust reported participants rose from 450 in the plan year 2022 filing to 517 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 810380463 · Dick Anderson Construction, Inc. PY 2023 · Money Purchase
Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust · $37M · 517 · 82nd
- EIN $37M
- EIN 517
- EIN 82nd
- EIN Money Purchase
- EIN near International Association of Heat & Frost Insulators & Allied Workers Local 78 Pension Plan
- EIN ind #7251
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 →
Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $31M |
|---|---|
| Net Assets (End of Year) | $37M |
| Net Income | $6M |
| Employer EIN | 810380463 |
| Plan Effective Date | 1989-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Dick Anderson Construction, Inc.)
Sponsor-wide plan assets over time
All Dick Anderson Construction, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $85M 55.43067994388486% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 828 | $55M |
| 2023 | 2 | 957 | $66M |
| 2024 | 2 | 1,110 | $85M |
Nearby Money Purchase Plans in Montana
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- Billings Clinic Pension Plan $237M · 3,355
- Bozeman Health Retirement Plan $85M · 1,750
- Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust $19M · 227
- Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust $17M · 418
- Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust $16M · 160
Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust's out-of-state Money Purchase peers by assets and headcount
Outside Montana, the nearest Money Purchase by assets is International Association of Heat & Frost Insulators & Allied Workers Local 78 Pension Plan in TN ($37M); by covered participants it is Rosalind Franklin University of Medicine and Science Qualified Money Purchase Pension Plan and Trust in IL (517 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($37M here).
- International Association of Heat & Frost Insulators & Allied Workers Local 78 Pension Plan (TN) $37M · 183
- Southeastern Ironworkers Annuity Plan (AL) $37M · 3,640
- Retail Wholesale and Department Store Union Staff Retirement Plan (NY) $37M · 103
- The Flying Tiger Line Inc. Variable Annuity Pension Plan for Pilots (TN) $36M · 2
Similar participant headcount
Nearest other-state filings by covered participants (517 participants); asset peers above are excluded.
- Rosalind Franklin University of Medicine and Science Qualified Money Purchase Pension Plan and Trust (IL) 517 · 0 off
- International Brotherhood of Electrical Workers Local Union 873 Retirement Plan and Trust (IN) 520 · 3 off
- Norton Sound Health Corporation Money Purchase Pension Plan & Trust (AK) 512 · 5 off
- Penn Mutual Agents Retirement Plan (PA) 522 · 5 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.