401(k) · DOL Form 5500 · 2023

Loenbro, LLC. 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets: 808
Participants Near avg headcount: 63rd
Percentile by assets National rank: $15,151
Avg per participant Low balance/head

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Official DOL plan name: Loenbro, LLC 401(k) Plan · Sponsored by Loenbro, LLC. · Montana · Construction

$12M in assets, 808 participants

Loenbro, LLC.'s Loenbro, LLC 401(k) Plan reported $12M in total assets and 808 participants in its 2023 DOL Form 5500 filing, ranking in the 63rd 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.

#5,550 in Construction (9,030 peers)

Coverage in Montana

Loenbro, LLC 401(k) Plan covers 808 participants in Montana, 3.0x the typical Montana plan (state average ~271 per filing). Assets: $12M.

#5,550
in Construction (9,030 peers): +29.6%
assets growth YoY

Loenbro, LLC 401(k) Plan's mid-pack asset rank among Construction and all filers

Loenbro, LLC 401(k) Plan vs every filed plan by assets

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

$12,242,317 Top 37% higher than 63% 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

Loenbro, LLC 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. Loenbro, LLC 401(k) Plan sits mid-pack in the medium band (808 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Loenbro, LLC 401(k) Plan reported net income rose from $281K in the plan year 2022 filing to $3M in the plan year 2023 filing.
Loenbro, LLC 401(k) Plan end-of-year assets rose from $9M in the plan year 2022 filing to $12M in the plan year 2023 filing.
Loenbro, LLC 401(k) Plan reported participants fell from 820 in the plan year 2022 filing to 808 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 383924889 · Loenbro, LLC. PY 2023 · 401(k)

Loenbro, LLC 401(k) Plan · $12M · 808 · 63rd

ASSETS $12M
ASSETS 808
ASSETS 63rd
ASSETS 401(k)
ASSETS near Carithers Wallace Courtenay 401(k) Retirement Plan
ASSETS ind #5550

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 →

End-of-year total assets ($M) among Loenbro, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Montana filing particulars

Total Assets (Beginning of Year)	$9M
Net Assets (End of Year)	$12M
Net Income	$3M
Employer EIN	383924889
Plan Effective Date	2006-09-14
Filing Status	FILING RECEIVED

Sponsor Plan History (Loenbro, LLC.)

Latest sponsor-wide plan assets: $17M 83.55340346843312% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	820	$9M
2023	1	808	$12M
2024	1	1,276	$17M

Nearby 401(k) Plans in Montana

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

Loenbro, LLC 401(k) Plan vs. nearby 401(k) plans in Montana, assets vs. participants

D.a. Davidson Companies Retirement Savings and Profit Sharing Plan $543M · 1,580
Glacier Bancorp, Inc. Profit Sharing and 401(k) Plan $485M · 3,264
Northwestern Energy 401(k) Retirement Savings Plan $463M · 1,529
First Interstate Bancsystem, Inc. 401(k) Plan $454M · 3,750
Logan Health Retirement Savings Plan $437M · 4,232

Compare Loenbro, LLC 401(k) Plan side-by-side with 3 peers →

Loenbro, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Montana, the nearest 401(k) by assets is Carithers Wallace Courtenay 401(k) Retirement Plan in GA ($12M); by covered participants it is Capital City Bank Group, Inc. 401(k) Plan in FL (808 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($12M here).

Carithers Wallace Courtenay 401(k) Retirement Plan (GA) $12M · 94
Sumitomo (Shi) Cryogenics of America, Inc. 401(k) Plan (PA) $12M · 111
Alliance Neurodiagnostics, LLC Dba Stratus 401(k) Plan (TX) $12M · 302
Martin-Baker America, Inc. 401(k) Profit Sharing Plan (PA) $12M · 164

Similar participant headcount

Nearest other-state filings by covered participants (808 participants); asset peers above are excluded.

Capital City Bank Group, Inc. 401(k) Plan (FL) 808 · 0 off
Harbourvest Partners, LLC 401(k) Plan (MA) 808 · 0 off
Agile Sports Technologies, Inc. 401(k) Profit Sharing Plan (NE) 808 · 0 off
Edelbrock Group 401(k) Retirement Plan (MS) 808 · 0 off

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 Loenbro, LLC 401(k) Plan assets move in 2023? ▼

Loenbro, LLC 401(k) Plan grew sharply - up 29.6% during 2023, from $9M to $12M. Reported net income was $3M.

How have Loenbro, LLC. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Loenbro, LLC.'s sponsor-wide assets grew 83.6%, from $9M to $17M.

Which 401(k) plans are similar in size to Loenbro, LLC 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Carithers Wallace Courtenay 401(k) Retirement Plan in GA ($12M, 94 participants).

Which 401(k) plans cover a similar participant headcount to Loenbro, LLC 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Capital City Bank Group, Inc. 401(k) Plan in FL (808 participants, $48M 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 383924889.