401(k)
2023 plan-year 401(k) DOL Form 5500

YELLOWSTONE CLUB OPERATIONS, LLC RETIREMENT PLAN AND TRUST

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

YELLOWSTONE CLUB OPERATIONS, LLC

This 401(k) plan holds $27M in total assets and serves 481 participants as of 2023. It is sponsored by YELLOWSTONE CLUB OPERATIONS, LLC in Montana. The plan reported positive net income of $7M for the year.

Total Assets (2023)
$27M
Participants
481
State
Industry
Real Estate

What the Filing Says About YELLOWSTONE CLUB OPERATIONS, LLC RETIREMENT PLAN AND TRUST

YELLOWSTONE CLUB OPERATIONS, LLC RETIREMENT PLAN AND TRUST is a 401(k) retirement plan sponsored by YELLOWSTONE CLUB OPERATIONS, LLC, headquartered in Montana. As of the 2023 Form 5500 filing, the plan reports $27M in total end-of-year assets and covers 481 participants across the Real Estate industry. The sponsor's EIN on file with the U.S. Department of Labor is 270412610, and the plan has been effective since 2009-07-18. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $20M at the beginning of 2023 to $27M at year-end — a gain of 36.0%. Net assets (after liabilities) closed the year at $27M, with reported net income of $7M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 1 prior plan-year filing from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$20M
Total Assets (End of Year)$27M
Net Assets (End of Year)$27M
Net Income$7M
Plan Type401(k)
Employer EIN270412610
Plan Effective Date2009-07-18
Filing StatusFILING RECEIVED

Sponsor Plan History (YELLOWSTONE CLUB OPERATIONS, LLC)

Year Plans Participants Total Assets
2022 1 594 $20M
2023 1 481 $27M

Nearby 401(k) Plans in Montana

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Frequently Asked Questions

How much money is in the YELLOWSTONE CLUB OPERATIONS, LLC RETIREMENT PLAN AND TRUST?
As of the 2023 Form 5500 filing, YELLOWSTONE CLUB OPERATIONS, LLC RETIREMENT PLAN AND TRUST holds $27M in total assets with 481 participants. It is sponsored by YELLOWSTONE CLUB OPERATIONS, LLC.
What type of plan is YELLOWSTONE CLUB OPERATIONS, LLC RETIREMENT PLAN AND TRUST?
YELLOWSTONE CLUB OPERATIONS, LLC RETIREMENT PLAN AND TRUST is a 401(k) plan. It has been effective since 2009-07-18. The plan is filed with the U.S. Department of Labor under EIN 270412610.
Who sponsors the YELLOWSTONE CLUB OPERATIONS, LLC RETIREMENT PLAN AND TRUST?
YELLOWSTONE CLUB OPERATIONS, LLC RETIREMENT PLAN AND TRUST is sponsored by YELLOWSTONE CLUB OPERATIONS, LLC, located in Montana. The sponsor's EIN is 270412610 and the plan operates in the Real Estate industry.
How did YELLOWSTONE CLUB OPERATIONS, LLC RETIREMENT PLAN AND TRUST perform in 2023?
YELLOWSTONE CLUB OPERATIONS, LLC RETIREMENT PLAN AND TRUST grew by 36.0% during 2023, moving from $20M to $27M in total assets. Net income was $7M.
Where can I find official filings for YELLOWSTONE CLUB OPERATIONS, LLC RETIREMENT PLAN AND TRUST?
Official Form 5500 filings for YELLOWSTONE CLUB OPERATIONS, LLC RETIREMENT PLAN AND TRUST are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 270412610 or plan name at efast.dol.gov.
How does YELLOWSTONE CLUB OPERATIONS, LLC RETIREMENT PLAN AND TRUST compare to other plans?
You can compare YELLOWSTONE CLUB OPERATIONS, LLC RETIREMENT PLAN AND TRUST against other 401(k) plans on the plan type page, or view plans in Montana on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 270412610.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.