401(k) · DOL Form 5500 · 2023

Trailwest Bank 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
140
Participants Small participant base
53rd
Percentile by assets National rank
$53,960
Avg per participant Low balance/head
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Official DOL plan name: Trailwest Bank 401(k) Plan · Sponsored by Trailwest Bank · Montana · Finance & Insurance

$8M in assets, 140 participants

Trailwest Bank's Trailwest Bank 401(k) Plan reported $8M in total assets and 140 participants in its 2023 DOL Form 5500 filing, ranking in the 53rd 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.

  • #3,345 in Finance & Insurance (8,869 peers)

Trailwest Bank multi-year trail

Trailwest Bank's plans moved +44.0% in assets from 2022 to 2024; this filing shows Trailwest Bank 401(k) Plan at $8M / 140 participants.

#3,345
in Finance & Insurance (8,869 peers)
+23.4%
assets growth YoY

Trailwest Bank 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Trailwest Bank 401(k) Plan vs every filed plan by assets

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

$7,554,415 Top 47% higher than 53% 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

Trailwest Bank 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. Trailwest Bank 401(k) Plan sits mid-pack in the medium band (140 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Trailwest Bank 401(k) Plan reported net income rose from -$905K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Trailwest Bank 401(k) Plan end-of-year assets rose from $6M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Trailwest Bank 401(k) Plan reported participants rose from 132 in the plan year 2022 filing to 140 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 810402347 · Trailwest Bank PY 2023 · 401(k)

Trailwest Bank 401(k) Plan · $8M · 140 · 53rd

  • NET $8M
  • BOOK 140
  • VS-ST 53rd
  • BOY 401(k)
  • SCH near Fahr Beverage, Inc. 401(k) Plan
  • EBSA ind #3345

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 Finance & Insurance retirement plans → · Plans in Montana →

Trailwest Bank 401(k) Plan in the asset neighbourhood

Vanasse & Associates, Inc. 401(k) PlanVanasse & Associates, Inc. 4…$8MCamelot Venture Group LLC 401(k) Profit Sharing Plan & TrustCamelot Venture Group LLC 40…$8MTrailwest Bank 401(k) Plan$8MFahr Beverage, Inc. 401(k) PlanFahr Beverage, Inc. 401(k) P…$8MPhoenix Process Equipment Co. 401(k) Savings PlanPhoenix Process Equipment Co…$8M
End-of-year total assets ($M) among Trailwest Bank 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Trailwest Bank multi-year asset trail

Sponsor-wide plan assets over time

All Trailwest Bank plans reported in each filing year

Latest sponsor-wide plan assets
$9M 43.98262420331394% vs 2022
2024 filing year
$5M$6M$7M$8M$9M$10M 202220232024 $6.12M $8.81M ▲ +44.0%
Year Plans Participants Total Assets
2022 1 132 $6M
2023 1 140 $8M
2024 1 149 $9M

Trailwest Bank filing trail (2023)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$8M
Net Income$1M
Employer EIN810402347
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Montana

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

Trailwest Bank 401(k) Plan vs. nearby 401(k) plans in Montana, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -2000200400600 Total assets ($M) Participants Trailwest Bank 401(k) Plan, Total assets ($M): 7.554415 · Participants: 140Trailwest Bank 401(k) PlanD.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
Trailwest Bank 401(k) Plan vs. nearby 401(k) plans in Montana, assets vs. participants
Compare Trailwest Bank 401(k) Plan side-by-side with 3 peers →

Trailwest Bank 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Montana, the nearest 401(k) by assets is Fahr Beverage, Inc. 401(k) Plan in IA ($8M); by covered participants it is Pds 401(k) Plan for Corporate Staff Employees in TX (140 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (140 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 Trailwest Bank 401(k) Plan assets move in 2023? ▼
Trailwest Bank 401(k) Plan grew sharply - up 23.4% during 2023, from $6M to $8M. Reported net income was $1M.
How have Trailwest Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Trailwest Bank's sponsor-wide assets grew 44.0%, from $6M to $9M.
Which 401(k) plans are similar in size to Trailwest Bank 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Fahr Beverage, Inc. 401(k) Plan in IA ($8M, 63 participants).
Which 401(k) plans cover a similar participant headcount to Trailwest Bank 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Pds 401(k) Plan for Corporate Staff Employees in TX (140 participants, N/A 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 810402347.

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.