401(k) · DOL Form 5500 · 2024

Shelter West Construction, Inc. 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
122
Participants Small participant base
60th
Percentile by assets National rank
$98,180
Avg per participant Below avg balance/head
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Official DOL plan name: Sw/Qc Employee Retirement Plan · Sponsored by Shelter West Construction, Inc. · Montana · Construction

$12M in assets, 122 participants

Shelter West Construction, Inc.'s Sw/Qc Employee Retirement Plan reported $12M in total assets and 122 participants in its 2024 DOL Form 5500 filing, ranking in the 60th 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.

  • #5,244 in Construction (9,039 peers)

Coverage in Montana

Sw/Qc Employee Retirement Plan covers 122 participants in Montana, about 45% of the average Montana filer (state average ~271 per filing). Assets: $12M.

#5,244
in Construction (9,039 peers)
+16.1%
assets growth YoY

Sw/Qc Employee Retirement Plan's mid-pack asset rank among Construction and all filers

Sw/Qc Employee Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$11,977,900 Top 40% higher than 60% of 123,620 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 2024

Sw/Qc Employee Retirement Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sw/Qc Employee Retirement Plan sits mid-pack in the medium band (122 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Sw/Qc Employee Retirement Plan reported participants rose from 95 in the plan year 2023 filing to 122 in the plan year 2024 filing.
  • Sw/Qc Employee Retirement Plan reported net income fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Sw/Qc Employee Retirement Plan end-of-year assets rose from $10M in the plan year 2023 filing to $12M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 810457292 · Shelter West Construction, Inc. PY 2024 · 401(k)

Sw/Qc Employee Retirement Plan · $12M · 122 · 60th

  • EOY $12M
  • 5500 122
  • ASSETS 60th
  • PCT 401(k)
  • EIN near Total Benefit Management, Inc. Retirement Savings Plan
  • RANK ind #5244

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 →

Sw/Qc Employee Retirement Plan in the asset neighbourhood

Sw/Qc Employee Retirement PlanSw/Qc Employee Retirement Pl…$12MTotal Benefit Management, Inc. Retirement Savings PlanTotal Benefit Management, In…$12MIBEW Local Union No 226 Open End Defined Contribution PlanIBEW Local Union No 226 Open…$12MOverseas Hardwoods Company 401(k) PlanOverseas Hardwoods Company 4…$12MLawrence Screw Products, Inc. 401(k) Profit Sharing PlanLawrence Screw Products, Inc…$12M
End-of-year total assets ($M) among Sw/Qc Employee Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Montana filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$12M
Net Income$2M
Employer EIN810457292
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Shelter West Construction, Inc.)

Sponsor-wide plan assets over time

All Shelter West Construction, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$12M 46.710553633027274% vs 2022
2024 filing year
$6M$8M$10M$12M$14M 202220232024 $8.16M $12M ▲ +46.8%
Year Plans Participants Total Assets
2022 1 91 $8M
2023 1 95 $10M
2024 1 122 $12M

Nearby 401(k) Plans in Montana

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

Sw/Qc Employee Retirement Plan vs. nearby 401(k) plans in Montana, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -2000200400600800 Total assets ($M) Participants Sw/Qc Employee Retirement Plan, Total assets ($M): 11.9779 · Participants: 122Sw/Qc Employee Retirement PlanD.a. Davidson Companies Retirement Savings and Profit Sharing Plan, Total assets ($M): 622.672637 · Participants: 1619D.a. Davidson Companies Retirement Savings and Profit Sharing PlanGlacier Bancorp, Inc. Profit Sharing and 401(k) Plan, Total assets ($M): 537.940129 · Participants: 3215Glacier Bancorp, Inc. Profit Sharing and 401(k) PlanNorthwestern Energy 401(k) Retirement Savings Plan, Total assets ($M): 512.769387 · Participants: 1571Northwestern Energy 401(k) Retirement Savings PlanLogan Health Retirement Savings Plan, Total assets ($M): 500.352847 · Participants: 4288Logan Health Retirement Savings PlanFirst Interstate Bancsystem, Inc. 401(k) Plan, Total assets ($M): 481.734557 · Participants: 3530First Interstate Bancsystem, Inc. 401(k) Plan
Sw/Qc Employee Retirement Plan vs. nearby 401(k) plans in Montana, assets vs. participants
Compare Sw/Qc Employee Retirement Plan side-by-side with 3 peers →

Sw/Qc Employee Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Montana, the nearest 401(k) by assets is Total Benefit Management, Inc. Retirement Savings Plan in NY ($12M); by covered participants it is Assertio Management, LLC 401(k) Retirement Plan in IL (122 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (122 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Sw/Qc Employee Retirement Plan assets move in 2024? ▼
Sw/Qc Employee Retirement Plan grew sharply - up 16.1% during 2024, from $10M to $12M. Reported net income was $2M.
How have Shelter West Construction, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Shelter West Construction, Inc.'s sponsor-wide assets grew 46.7%, from $8M to $12M.
Which 401(k) plans are similar in size to Sw/Qc Employee Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Total Benefit Management, Inc. Retirement Savings Plan in NY ($12M, 289 participants).
Which 401(k) plans cover a similar participant headcount to Sw/Qc Employee Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Assertio Management, LLC 401(k) Retirement Plan in IL (122 participants, $18M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 810457292.

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.