401(k) · DOL Form 5500 · 2023

Jackson Contractor Group, Inc. 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
418
Participants Below avg headcount
47th
Percentile by assets National rank
$13,781
Avg per participant Low balance/head
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Official DOL plan name: Montana Contractors Assoc., Inc. 401(k) Retirement Plan & Trust · Sponsored by Jackson Contractor Group, Inc. · Montana · Construction

$6M in assets, 418 participants

Jackson Contractor Group, Inc.'s Montana Contractors Assoc., Inc. 401(k) Retirement Plan & Trust reported $6M in total assets and 418 participants in its 2023 DOL Form 5500 filing, ranking in the 47th 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.

  • #4,087 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. 401(k) Retirement Plan & Trust at $6M / 418 participants.

#4,087
in Construction (9,030 peers)
+27.3%
assets growth YoY

Montana Contractors Assoc., Inc. 401(k) Retirement Plan & Trust's mid-pack asset rank among Construction and all filers

Montana Contractors Assoc., Inc. 401(k) Retirement Plan & Trust vs every filed plan by assets

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

$5,760,579 47th percentile higher than 47% 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. 401(k) 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. 401(k) 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. 401(k) Retirement Plan & Trust reported net income rose from -$452K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Montana Contractors Assoc., Inc. 401(k) Retirement Plan & Trust end-of-year assets rose from $5M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Montana Contractors Assoc., Inc. 401(k) 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 →

Plan-year Form 5500 strip

Filing strip 810535453 · Jackson Contractor Group, Inc. PY 2023 · 401(k)

Montana Contractors Assoc., Inc. 401(k) Retirement Plan & Trust · $6M · 418 · 47th

  • 5500 $6M
  • 5500 418
  • 5500 47th
  • 5500 401(k)
  • 5500 near North American Roofing Services 401(k) Plan
  • 5500 ind #4087

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. 401(k) Retirement Plan & Trust in the asset neighbourhood

Montana Contractors Assoc., Inc. 401(k) Retirement Plan & TrustMontana Contractors Assoc., …$6MNorth American Roofing Services 401(k) PlanNorth American Roofing Servi…$6MBizflow Corporation 401(k) PlanBizflow Corporation 401(k) P…$6MGitzen Companies Inc 401(k) Profit Sharing PlanGitzen Companies Inc 401(k) …$6MKing Retail Solutions 401(k) PlanKing Retail Solutions 401(k)…$6M
End-of-year total assets ($M) among Montana Contractors Assoc., Inc. 401(k) Retirement Plan & Trust and nearest nationwide 401(k) 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)$5M
Net Assets (End of Year)$6M
Net Income$1M
Employer EIN810535453
Plan Effective Date2006-07-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Montana

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

Montana Contractors Assoc., Inc. 401(k) Retirement Plan & Trust vs. nearby 401(k) plans in Montana, assets vs. participants Scatter plot of 6 data points. 010002000300040005000 -2000200400600 Total assets ($M) Participants Montana Contractors Assoc., Inc. 401(k) Retirement Plan & Trust, Total assets ($M): 5.760579 · Participants: 418Montana Contractors Assoc., Inc. 401(k) Retirement Plan & TrustD.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
Montana Contractors Assoc., Inc. 401(k) Retirement Plan & Trust vs. nearby 401(k) plans in Montana, assets vs. participants
Compare Montana Contractors Assoc., Inc. 401(k) Retirement Plan & Trust side-by-side with 3 peers →

Montana Contractors Assoc., Inc. 401(k) Retirement Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Montana, the nearest 401(k) by assets is North American Roofing Services 401(k) Plan in FL ($6M); by covered participants it is Miller's, Inc. Employees' Profit Sharing Plan in KS (418 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (418 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 Montana Contractors Assoc., Inc. 401(k) Retirement Plan & Trust assets move in 2023? ▼
Montana Contractors Assoc., Inc. 401(k) Retirement Plan & Trust grew sharply - up 27.3% during 2023, from $5M to $6M. Reported net income was $1M.
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 401(k) plans are similar in size to Montana Contractors Assoc., Inc. 401(k) Retirement Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is North American Roofing Services 401(k) Plan in FL ($6M, 144 participants).
Which 401(k) plans cover a similar participant headcount to Montana Contractors Assoc., Inc. 401(k) Retirement Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Miller's, Inc. Employees' Profit Sharing Plan in KS (418 participants, $52M 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.