Defined Benefit (Pension) · DOL Form 5500 · 2023
Laborers Agc Pension Trust of Montana Board of Trustees Pension Plan
Data updated 2026-08-25
- $136M
- Total assets Near avg plan size
- 1,879
- Participants Near avg headcount
- 93rd
- Percentile by assets National rank
- $72,176
- Avg per participant Below avg balance/head
Official DOL plan name: Laborers Agc Pension Trust of Montana · Sponsored by Laborers Agc Pension Trust of Montana Board of Trustees · Washington · Construction
$136M in assets, 1,879 participants
Laborers Agc Pension Trust of Montana Board of Trustees's Laborers Agc Pension Trust of Montana reported $136M in total assets and 1,879 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.
- #8,263 in Construction (9,030 peers)
Where Laborers Agc Pension Trust of Montana sits by assets
Laborers Agc Pension Trust of Montana sits in the top 10% of all filed plans by assets, $136M for 1,879 participants (~$72,176/participant), up 8.0% in 2023.
- #8,263
- in Construction (9,030 peers)
- +8.0%
- assets growth YoY
- 1.4×
- vs typical plan assets (national mean)
Laborers Agc Pension Trust of Montana's outsized position by total assets
Laborers Agc Pension Trust of Montana vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$135,619,133 Top 7% higher than 93% 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
Laborers Agc Pension Trust of Montana's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Laborers Agc Pension Trust of Montana lands in the large band (1,879 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Laborers Agc Pension Trust of Montana reported net income rose from -$15M in the plan year 2022 filing to $10M in the plan year 2023 filing.
- Laborers Agc Pension Trust of Montana reported participants fell from 2,052 in the plan year 2022 filing to 1,879 in the plan year 2023 filing.
- Laborers Agc Pension Trust of Montana end-of-year assets rose from $126M in the plan year 2022 filing to $136M in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 916068929 · Laborers Agc Pension Trust of Montana Board of Trustees PY 2023 · Defined Benefit (Pension)
Laborers Agc Pension Trust of Montana · $136M · 1,879 · 93rd
- 5500 $136M
- 5500 1,879
- 5500 93rd
- 5500 Defined Benefit (Pension)
- 5500 near Bnp Paribas Pension Plan
- 5500 ind #8263
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 Washington →
Laborers Agc Pension Trust of Montana in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $126M |
|---|---|
| Net Assets (End of Year) | $135M |
| Net Income | $10M |
| Employer EIN | 916068929 |
| Plan Effective Date | 1966-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Laborers Agc Pension Trust of Montana Board of Trustees)
Sponsor-wide plan assets over time
All Laborers Agc Pension Trust of Montana Board of Trustees plans reported in each filing year
- Latest sponsor-wide plan assets
- $138M 9.634132147287199% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2,052 | $126M |
| 2023 | 1 | 1,879 | $136M |
| 2024 | 1 | 1,835 | $138M |
Nearby Defined Benefit (Pension) Plans in Washington
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Western Conference of Teamsters Pension Plan $57.4B · 229,511
- The Pension Value Plan for Employees of the Boeing Company $25.0B · 31,566
- The Boeing Company Employee Retirement Plan $16.3B · 32,477
- Northwest Carpenters Retirement Plan $3.3B · 15,892
- Locals 302 & 612 of the Iuoe - Employers Construction Industry Retirement Plan $3.1B · 8,339
Laborers Agc Pension Trust of Montana's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Washington, the nearest Defined Benefit (Pension) by assets is Bnp Paribas Pension Plan in NY ($136M); by covered participants it is The Retirement Plan of Rady Childrens Hospital and Health Center in CA (1,880 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($136M here).
- Bnp Paribas Pension Plan (NY) $136M · 206
- Tribal Casino Gaming Enterprise Retirement Plan (NC) $136M · 449
- Texas United Corporation Pension Plan (TX) $136M · 511
- Retirement Plan for Employees of South Nassau Communities Hospital (NY) $135M · 853
Similar participant headcount
Nearest other-state filings by covered participants (1,879 participants); asset peers above are excluded.
- The Retirement Plan of Rady Childrens Hospital and Health Center (CA) 1,880 · 1 off
- Bashas' Employees Defined Benefit Pension Plan and Trust (CA) 1,882 · 3 off
- Beth Israel Lahey Health Defined Benefit Plan II (MA) 1,884 · 5 off
- Dtts Pension Plan (NY) 1,872 · 7 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.