Money Purchase · DOL Form 5500 · 2023

Jackson Contractor Group, Inc. Money Purchase Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
418
Participants Below avg headcount
70th
Percentile by assets National rank
$41,855
Avg per participant Low balance/head
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Official DOL plan name: Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust · Sponsored by Jackson Contractor Group, Inc. · Montana · Construction

$17M in assets, 418 participants

Jackson Contractor Group, Inc.'s Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust reported $17M in total assets and 418 participants in its 2023 DOL Form 5500 filing, ranking in the 70th 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.

  • #6,228 in Construction (9,030 peers)

Jackson Contractor Group, Inc. multi-year trail

Jackson Contractor Group, Inc.'s plans moved +56.2% in assets from 2022 to 2024; this filing shows Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust at $17M / 418 participants.

#6,228
in Construction (9,030 peers)
+29.4%
assets growth YoY

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

$17,495,450 Top 30% higher than 70% 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

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 (418 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 -$3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust end-of-year assets rose from $14M in the plan year 2022 filing to $17M in the plan year 2023 filing.
  • Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust reported participants fell from 465 in the plan year 2022 filing to 418 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 810535453 · Jackson Contractor Group, Inc. PY 2023 · Money Purchase

Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust · $17M · 418 · 70th

  • RANK $17M
  • RANK 418
  • RANK 70th
  • RANK Money Purchase
  • RANK near Oxfam America Retirement Plan
  • RANK ind #6228

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

Consortium for Worker Education, Inc. 401(a) DC PlConsortium for Worker Educat…$18MMontana Contractors Assoc, Inc. Money Purchase Retirement Plan & TrustMontana Contractors Assoc, I…$17MOxfam America Retirement Plan$17MThe Clark Estates, Inc. Pension PlanThe Clark Estates, Inc. Pens…$17MRoofers Union Local 221 Annuity PlanRoofers Union Local 221 Annu…$17M
End-of-year total assets ($M) among Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Jackson Contractor Group, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Jackson Contractor Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$28M 56.175700871584276% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $18M $28.2M ▲ +56.2%
Year Plans Participants Total Assets
2022 2 930 $18M
2023 2 836 $23M
2024 2 654 $28M

Jackson Contractor Group, Inc. filing trail (2023)

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$17M
Net Income$4M
Employer EIN810535453
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Montana

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

Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust vs. nearby Money Purchase plans in Montana, assets vs. participants Scatter plot of 6 data points. 01000200030004000 050100150200250 Total assets ($M) Participants Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust, Total assets ($M): 17.49545 · Participants: 418Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & TrustBillings Clinic Pension Plan, Total assets ($M): 236.512701 · Participants: 3355Billings Clinic Pension PlanBozeman Health Retirement Plan, Total assets ($M): 84.728635 · Participants: 1750Bozeman Health Retirement PlanMontana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust, Total assets ($M): 36.655369 · Participants: 517Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & TrustMontana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust, Total assets ($M): 19.007306 · Participants: 227Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & TrustMontana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust, Total assets ($M): 16.09072 · Participants: 160Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust
Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust vs. nearby Money Purchase plans in Montana, assets vs. participants
Compare Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust side-by-side with 3 peers →

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 Oxfam America Retirement Plan in MA ($17M); by covered participants it is Vista Hill Foundation Money Purchase Pension Plan in CA (419 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($17M here).

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 Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust assets move in 2023? ▼
Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust grew sharply - up 29.4% during 2023, from $14M to $17M. Reported net income was $4M.
How have Jackson Contractor Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jackson Contractor Group, Inc.'s sponsor-wide assets grew 56.2%, from $18M to $28M.
Which Money Purchase plans are similar in size to Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust? ▼
Among Money Purchase plans in other states, the closest by assets is Oxfam America Retirement Plan in MA ($17M, 236 participants).
Which Money Purchase plans cover a similar participant headcount to Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust? ▼
Among Money Purchase plans in other states, the closest by covered participants is Vista Hill Foundation Money Purchase Pension Plan in CA (419 participants, $14M 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 810535453.

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.