401(k) · DOL Form 5500 · 2023
Human Resource Dev Council IX 401(k) Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 126
- Participants Small participant base
- 43rd
- Percentile by assets National rank
- $37,301
- Avg per participant Low balance/head
Official DOL plan name: Human Resource Development Council 401(k) Profit Sharing Plan & Trust · Sponsored by Human Resource Dev Council IX · Montana · Healthcare & Social Assistance
$5M in assets, 126 participants
Human Resource Dev Council IX's Human Resource Development Council 401(k) Profit Sharing Plan & Trust reported $5M in total assets and 126 participants in its 2023 DOL Form 5500 filing, ranking in the 43rd 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.
- #8,256 in Healthcare & Social Assistance (17,684 peers)
Coverage in Montana
Human Resource Development Council 401(k) Profit Sharing Plan & Trust covers 126 participants in Montana, about 46% of the average Montana filer (state average ~271 per filing). Assets: $5M.
- #8,256
- in Healthcare & Social Assistance (17,684 peers)
- +17.3%
- assets growth YoY
Human Resource Development Council 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Healthcare & Social Assistance and all filers
Human Resource Development Council 401(k) Profit Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$4,699,950 43rd percentile higher than 43% 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
Human Resource Development Council 401(k) Profit Sharing 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. Human Resource Development Council 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (126 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Human Resource Development Council 401(k) Profit Sharing Plan & Trust reported net income rose from -$413K in the plan year 2022 filing to $694K in the plan year 2023 filing.
- Human Resource Development Council 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
- Human Resource Development Council 401(k) Profit Sharing Plan & Trust reported participants rose from 109 in the plan year 2022 filing to 126 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 810350886 · Human Resource Dev Council IX PY 2023 · 401(k)
Human Resource Development Council 401(k) Profit Sharing Plan & Trust · $5M · 126 · 43rd
- PART $5M
- PART 126
- PART 43rd
- PART 401(k)
- PART near Promontory Healthcare Companies, LLC 401(k) Plan
- PART ind #8256
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 Healthcare & Social Assistance retirement plans → · Plans in Montana →
Human Resource Development Council 401(k) Profit Sharing Plan & Trust in the asset neighbourhood
Montana filing particulars
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | $694K |
| Employer EIN | 810350886 |
| Plan Effective Date | 1999-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Human Resource Dev Council IX)
Sponsor-wide plan assets over time
All Human Resource Dev Council IX plans reported in each filing year
- Latest sponsor-wide plan assets
- $6M 45.198285061689106% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 109 | $4M |
| 2023 | 1 | 126 | $5M |
| 2024 | 1 | 147 | $6M |
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
Human Resource Development Council 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside Montana, the nearest 401(k) by assets is Promontory Healthcare Companies, LLC 401(k) Plan in OR ($5M); by covered participants it is Land Clearing Specialist Inc 401(k) Profit Sharing Plan & Trust in PA (126 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
- Promontory Healthcare Companies, LLC 401(k) Plan (OR) $5M · 385
- Para Los Ninos 401(k) Plan (CA) $5M · 400
- Cranford Dental 401(k) Plan (SC) $5M · 12
- Parrett Manufacturing, Inc. Retirement Plan (WI) $5M · 76
Similar participant headcount
Nearest other-state filings by covered participants (126 participants); asset peers above are excluded.
- Land Clearing Specialist Inc 401(k) Profit Sharing Plan & Trust (PA) 126 · 0 off
- Diacom 401(k) Savings Plan (NH) 126 · 0 off
- Home Buys LLC 401(k) Profit Sharing Plan & Trust (OH) 126 · 0 off
- Almaden 401(k) Plan (CA) 126 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.