401(k) · DOL Form 5500 · 2024

The Montana Land Reliance 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
15
Participants Small participant base
33rd
Percentile by assets National rank
$184,610
Avg per participant Above avg balance/head
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Official DOL plan name: The Montana Land Reliance 401(k) Plan · Sponsored by The Montana Land Reliance · Montana · Real Estate

$3M in assets, 15 participants

The Montana Land Reliance's The Montana Land Reliance 401(k) Plan reported $3M in total assets and 15 participants in its 2024 DOL Form 5500 filing, ranking in the 33rd 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.

  • #2,421 in Real Estate (4,605 peers)

Real Estate sector rank

Within Real Estate, The Montana Land Reliance 401(k) Plan ranks #2,421 of 4,605 2024 filers by assets (938% of the sector average)-$3M for 15 participants.

#2,421
in Real Estate (4,605 peers)
+25.1%
assets growth YoY

The Montana Land Reliance 401(k) Plan among the smaller filed plans by assets

The Montana Land Reliance 401(k) Plan vs every filed plan by assets

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

$2,769,156 33rd percentile higher than 33% 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

The Montana Land Reliance 401(k) Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Montana Land Reliance 401(k) Plan is a small filing (15 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Montana Land Reliance 401(k) Plan reported net income rose from $443K in the plan year 2023 filing to $555K in the plan year 2024 filing.
  • The Montana Land Reliance 401(k) Plan end-of-year assets rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • The Montana Land Reliance 401(k) Plan reported participants rose from 12 in the plan year 2023 filing to 15 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 810369262 · The Montana Land Reliance PY 2024 · 401(k)

The Montana Land Reliance 401(k) Plan · $3M · 15 · 33rd

  • PCT $3M
  • EIN 15
  • RANK 33rd
  • PHOTO 401(k)
  • IND near Citizens Fuel Company Profit Sharing 401(k) Plan
  • EOY ind #2421

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 Real Estate retirement plans → · Plans in Montana →

The Montana Land Reliance 401(k) Plan in the asset neighbourhood

The Montana Land Reliance 401(k) PlanThe Montana Land Reliance 40…$3MCitizens Fuel Company Profit Sharing 401(k) PlanCitizens Fuel Company Profit…$3MBottleneck Management Restaurant Group 401(k) P/S PlanBottleneck Management Restau…$3MSecurity Executive Council Inc 401(k) Profit Sharing Plan and TrustSecurity Executive Council I…$3MStepper Equipment Inc 401(k) Profit Sharing Plan & TrustStepper Equipment Inc 401(k)…$3M
End-of-year total assets ($M) among The Montana Land Reliance 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Real Estate filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$555K
Employer EIN810369262
Plan Effective Date1998-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Montana Land Reliance)

Sponsor-wide plan assets over time

All The Montana Land Reliance plans reported in each filing year

Latest sponsor-wide plan assets
$3M 56.35020472874852% vs 2022
2024 filing year
$1.5M$2M$2.5M$3M 202220232024 $1.77M $2.77M ▲ +56.5%
Year Plans Participants Total Assets
2022 1 12 $2M
2023 1 12 $2M
2024 1 15 $3M

Nearby 401(k) Plans in Montana

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

The Montana Land Reliance 401(k) Plan vs. nearby 401(k) plans in Montana, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -2000200400600800 Total assets ($M) Participants The Montana Land Reliance 401(k) Plan, Total assets ($M): 2.769156 · Participants: 15The Montana Land Reliance 401(k) 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
The Montana Land Reliance 401(k) Plan vs. nearby 401(k) plans in Montana, assets vs. participants
Compare The Montana Land Reliance 401(k) Plan side-by-side with 3 peers →

The Montana Land Reliance 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Montana, the nearest 401(k) by assets is Citizens Fuel Company Profit Sharing 401(k) Plan in NC ($3M); by covered participants it is Sanztosalas, Inc 401(k) Plan in NC (15 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (15 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 The Montana Land Reliance 401(k) Plan assets move in 2024? ▼
The Montana Land Reliance 401(k) Plan grew sharply - up 25.1% during 2024, from $2M to $3M. Reported net income was $555K.
How have The Montana Land Reliance plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Montana Land Reliance's sponsor-wide assets grew 56.4%, from $2M to $3M.
Which 401(k) plans are similar in size to The Montana Land Reliance 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Citizens Fuel Company Profit Sharing 401(k) Plan in NC ($3M, 132 participants).
Which 401(k) plans cover a similar participant headcount to The Montana Land Reliance 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Sanztosalas, Inc 401(k) Plan in NC (15 participants, $8K 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 810369262.

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.