Money Purchase · DOL Form 5500 · 2023

United Materials of Great Falls Money Purchase Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
151
Participants Small participant base
64th
Percentile by assets National rank
$84,209
Avg per participant Below avg balance/head
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Official DOL plan name: Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust · Sponsored by United Materials of Great Falls · Montana · Construction

$13M in assets, 151 participants

United Materials of Great Falls's Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust reported $13M in total assets and 151 participants in its 2023 DOL Form 5500 filing, ranking in the 64th 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.

  • #5,618 in Construction (9,030 peers)

United Materials of Great Falls multi-year trail

United Materials of Great Falls's plans moved +34.3% in assets from 2022 to 2024; this filing shows Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust at $13M / 151 participants.

#5,618
in Construction (9,030 peers)
+18.9%
assets growth YoY

Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust's mid-pack asset rank among Construction and all filers

Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust vs every filed plan by assets

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

$12,715,537 Top 36% higher than 64% 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. Money Purchase 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. Money Purchase Retirement Plan & Trust sits mid-pack in the medium band (151 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust reported net income rose from -$3M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust end-of-year assets rose from $11M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust reported participants rose from 137 in the plan year 2022 filing to 151 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 810406935 · United Materials of Great Falls PY 2023 · Money Purchase

Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust · $13M · 151 · 64th

  • TYPE $13M
  • NET 151
  • BOOK 64th
  • VS-ST Money Purchase
  • BOY near Defined Contribution Pension Plan of Westchester Visiting Nurse Services Group, Inc.
  • SCH ind #5618

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. Money Purchase Retirement Plan & Trust in the asset neighbourhood

Defined Contribution Pension Plan of Westchester Visiting Nurse Services Group, Inc.Defined Contribution Pension…$13MMontana Contractors Assoc, Inc. Money Purchase Retirement Plan & TrustMontana Contractors Assoc, I…$13MColorado Symphony Orchestra Money Purchase Pension PlanColorado Symphony Orchestra …$13MPainters and Allied Trades Local 1959 Retirement PlanPainters and Allied Trades L…$13MEmployee Benefits Plan of Outreach Development CorporationEmployee Benefits Plan of Ou…$13M
End-of-year total assets ($M) among Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

United Materials of Great Falls multi-year asset trail

Sponsor-wide plan assets over time

All United Materials of Great Falls plans reported in each filing year

Latest sponsor-wide plan assets
$23M 34.31503938347296% vs 2022
2024 filing year
$16M$18M$20M$22M$24M 202220232024 $17M $22.8M ▲ +34.4%
Year Plans Participants Total Assets
2022 2 274 $17M
2023 2 302 $20M
2024 2 298 $23M

United Materials of Great Falls filing trail (2023)

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$13M
Net Income$2M
Employer EIN810406935
Plan Effective Date1988-11-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Montana

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust vs. nearby Money Purchase plans in Montana, assets vs. participants Scatter plot of 6 data points. -100001000200030004000 050100150200250 Total assets ($M) Participants Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust, Total assets ($M): 12.715537 · Participants: 151Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & TrustBillings Clinic Pension Plan, Total assets ($M): 236.512701 · Participants: 3355Billings Clinic Pension PlanBozeman Health Retirement Plan, Total assets ($M): 84.728635 · Participants: 1750Bozeman Health Retirement PlanMontana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust, Total assets ($M): 36.655369 · Participants: 517Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & TrustMontana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust, Total assets ($M): 19.007306 · Participants: 227Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & TrustMontana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust, Total assets ($M): 17.49545 · Participants: 418Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust
Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust vs. nearby Money Purchase plans in Montana, assets vs. participants
Compare Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust side-by-side with 3 peers →

Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust's out-of-state Money Purchase peers by assets and headcount

Outside Montana, the nearest Money Purchase by assets is Defined Contribution Pension Plan of Westchester Visiting Nurse Services Group, Inc. in NY ($13M); by covered participants it is Lincoln Non-Union Pension Plan in CA (150 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (151 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. Money Purchase Retirement Plan & Trust assets move in 2023? ▼
Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust grew sharply - up 18.9% during 2023, from $11M to $13M. Reported net income was $2M.
How have United Materials of Great Falls plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), United Materials of Great Falls's sponsor-wide assets grew 34.3%, from $17M to $23M.
Which Money Purchase plans are similar in size to Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust? ▼
Among Money Purchase plans in other states, the closest by assets is Defined Contribution Pension Plan of Westchester Visiting Nurse Services Group, Inc. in NY ($13M, 94 participants).
Which Money Purchase plans cover a similar participant headcount to Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust? ▼
Among Money Purchase plans in other states, the closest by covered participants is Lincoln Non-Union Pension Plan in CA (150 participants, $9M 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 810406935.

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.