401(k) · DOL Form 5500 · 2023

Stockman Financial Corp. 401(k) Plan

Data updated 2026-08-25

$104M
Total assets Near avg plan size
758
Participants Near avg headcount
92nd
Percentile by assets National rank
$137,654
Avg per participant Near avg balance/head
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Official DOL plan name: Stockman Financial Corp 401(k) Plan · Sponsored by Stockman Financial Corp. · Montana · Finance & Insurance

$104M in assets, 758 participants

Stockman Financial Corp.'s Stockman Financial Corp 401(k) Plan reported $104M in total assets and 758 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.

  • #7,722 in Finance & Insurance (8,869 peers)

Coverage in Montana

Stockman Financial Corp 401(k) Plan covers 758 participants in Montana, 2.8x the typical Montana plan (state average ~271 per filing). Assets: $104M.

#7,722
in Finance & Insurance (8,869 peers)
+18.6%
assets growth YoY
1.0×
vs typical plan assets (national mean)

Stockman Financial Corp 401(k) Plan's outsized position by total assets

Stockman Financial Corp 401(k) Plan vs every filed plan by assets

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

$104,341,651 Top 8% higher than 92% 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

Stockman Financial Corp 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. Stockman Financial Corp 401(k) Plan sits mid-pack in the medium band (758 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Stockman Financial Corp 401(k) Plan reported net income rose from -$12M in the plan year 2022 filing to $16M in the plan year 2023 filing.
  • Stockman Financial Corp 401(k) Plan end-of-year assets rose from $88M in the plan year 2022 filing to $104M in the plan year 2023 filing.
  • Stockman Financial Corp 401(k) Plan reported participants rose from 745 in the plan year 2022 filing to 758 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 810399040 · Stockman Financial Corp. PY 2023 · 401(k)

Stockman Financial Corp 401(k) Plan · $104M · 758 · 92nd

  • NET $104M
  • BOOK 758
  • VS-ST 92nd
  • BOY 401(k)
  • SCH near Buffalo Rock Co. 401(k) Retirement Plan
  • EBSA ind #7722

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 →

Stockman Financial Corp 401(k) Plan in the asset neighbourhood

Fike Corporation 401(k) Plan and TrustFike Corporation 401(k) Plan…$104MSmtbusa 401(k) Plan$104MBuffalo Rock Co. 401(k) Retirement PlanBuffalo Rock Co. 401(k) Reti…$104MStockman Financial Corp 401(k) PlanStockman Financial Corp 401(…$104MCarpenter Co. Employee Savings & Investment PlanCarpenter Co. Employee Savin…$104M
End-of-year total assets ($M) among Stockman Financial Corp 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Montana filing particulars

Total Assets (Beginning of Year)$88M
Net Assets (End of Year)$104M
Net Income$16M
Employer EIN810399040
Plan Effective Date1988-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Stockman Financial Corp.)

Sponsor-wide plan assets over time

All Stockman Financial Corp. plans reported in each filing year

Latest sponsor-wide plan assets
$117M 32.63863970052077% vs 2022
2024 filing year
$80M$90M$100M$110M$120M 202220232024 $88M $117M ▲ +32.6%
Year Plans Participants Total Assets
2022 1 745 $88M
2023 1 758 $104M
2024 1 819 $117M

Nearby 401(k) Plans in Montana

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

Stockman Financial Corp 401(k) Plan vs. nearby 401(k) plans in Montana, assets vs. participants Scatter plot of 6 data points. 010002000300040005000 0100200300400500600 Total assets ($M) Participants Stockman Financial Corp 401(k) Plan, Total assets ($M): 104.341651 · Participants: 758Stockman Financial Corp 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
Stockman Financial Corp 401(k) Plan vs. nearby 401(k) plans in Montana, assets vs. participants
Compare Stockman Financial Corp 401(k) Plan side-by-side with 3 peers →

Stockman Financial Corp 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Montana, the nearest 401(k) by assets is Buffalo Rock Co. 401(k) Retirement Plan in AL ($104M); by covered participants it is Alliantgroup LP 401(k) Plan in TX (758 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($104M here).

Similar participant headcount

Nearest other-state filings by covered participants (758 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 Stockman Financial Corp 401(k) Plan assets move in 2023? ▼
Stockman Financial Corp 401(k) Plan grew sharply - up 18.6% during 2023, from $88M to $104M. Reported net income was $16M.
How have Stockman Financial Corp. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Stockman Financial Corp.'s sponsor-wide assets grew 32.6%, from $88M to $117M.
Where does Stockman Financial Corp 401(k) Plan rank by assets among Form 5500 filers? ▼
Stockman Financial Corp 401(k) Plan ranks in the 92nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Stockman Financial Corp 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Buffalo Rock Co. 401(k) Retirement Plan in AL ($104M, 2,276 participants).
Which 401(k) plans cover a similar participant headcount to Stockman Financial Corp 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Alliantgroup LP 401(k) Plan in TX (758 participants, $32M 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 810399040.

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.