401(k) · DOL Form 5500 · 2023
Yellowstone Club Operations, LLC 401(k) Plan
Data updated 2026-08-25
- $27M
- Total assets Below avg plan size
- 481
- Participants Below avg headcount
- 78th
- Percentile by assets National rank
- $56,199
- Avg per participant Low balance/head
Official DOL plan name: Yellowstone Club Operations, LLC Retirement Plan and Trust · Sponsored by Yellowstone Club Operations, LLC · Montana · Real Estate
$27M in assets, 481 participants
Yellowstone Club Operations, LLC's Yellowstone Club Operations, LLC Retirement Plan and Trust reported $27M in total assets and 481 participants in its 2023 DOL Form 5500 filing, ranking in the 78th 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.
- #4,257 in Real Estate (4,727 peers)
Where Yellowstone Club Operations, LLC Retirement Plan and Trust sits by assets
Yellowstone Club Operations, LLC Retirement Plan and Trust sits in the top quartile of all filed plans by assets, $27M for 481 participants (~$56,199/participant), up 36.0% in 2023.
- #4,257
- in Real Estate (4,727 peers)
- +36.0%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Yellowstone Club Operations, LLC Retirement Plan and Trust's outsized position by total assets
Yellowstone Club Operations, LLC Retirement Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$27,031,571 Top 22% higher than 78% 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
Yellowstone Club Operations, LLC Retirement Plan and 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. Yellowstone Club Operations, LLC Retirement Plan and Trust sits mid-pack in the medium band (481 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Yellowstone Club Operations, LLC Retirement Plan and Trust reported net income rose from -$2M in the plan year 2022 filing to $7M in the plan year 2023 filing.
- Yellowstone Club Operations, LLC Retirement Plan and Trust end-of-year assets rose from $20M in the plan year 2022 filing to $27M in the plan year 2023 filing.
- Yellowstone Club Operations, LLC Retirement Plan and Trust reported participants fell from 594 in the plan year 2022 filing to 481 in the plan year 2023 filing.
DOL schedule card
Filing strip 270412610 · Yellowstone Club Operations, LLC PY 2023 · 401(k)
Yellowstone Club Operations, LLC Retirement Plan and Trust · $27M · 481 · 78th
- VS-ST $27M
- BOY 481
- SCH 78th
- EBSA 401(k)
- PART near Illinois Mutual 401(k) Retirement Savings Plan
- TYPE ind #4257
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 Real Estate retirement plans → · Plans in Montana →
Yellowstone Club Operations, LLC Retirement Plan and Trust in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $20M |
|---|---|
| Net Assets (End of Year) | $27M |
| Net Income | $7M |
| Employer EIN | 270412610 |
| Plan Effective Date | 2009-07-18 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Yellowstone Club Operations, LLC)
Sponsor-wide plan assets over time
All Yellowstone Club Operations, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $27M 36.01762239113436% vs 2022
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 594 | $20M |
| 2023 | 1 | 481 | $27M |
Nearby 401(k) Plans in Montana
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- 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
Yellowstone Club Operations, LLC Retirement Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside Montana, the nearest 401(k) by assets is Illinois Mutual 401(k) Retirement Savings Plan in IL ($27M); by covered participants it is Apex Oil Company, Inc. Employee Savings Plan in MO (481 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($27M here).
Similar participant headcount
Nearest other-state filings by covered participants (481 participants); asset peers above are excluded.
- Apex Oil Company, Inc. Employee Savings Plan (MO) 481 · 0 off
- Cfc Retirement Plan (VT) 481 · 0 off
- Delta Dental of Washington Savings Plan (WA) 481 · 0 off
- United States Veterans Initiative Retirement Savings Plan (CA) 481 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.