Profit Sharing · DOL Form 5500 · 2024
Mackey & Gallivan's Healing Waters Lodge of Mt Inc. Profit Sharing Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 3
- Participants Small participant base
- 29th
- Percentile by assets National rank
- $628,419
- Avg per participant High balance/head
Official DOL plan name: Mackey & Gallivan's Healing Waters Lodge of Mt Inc. Retirement Plan · Sponsored by Mackey & Gallivan's Healing Waters Lodge of Mt Inc. · Montana · Arts, Entertainment & Recreation
$2M in assets, 3 participants
Mackey & Gallivan's Healing Waters Lodge of Mt Inc.'s Mackey & Gallivan's Healing Waters Lodge of Mt Inc. Retirement Plan reported $2M in total assets and 3 participants in its 2024 DOL Form 5500 filing, ranking in the 29th 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.
- #1,550 in Arts, Entertainment & Recreation (2,921 peers)
Arts, Entertainment & Recreation sector rank
Within Arts, Entertainment & Recreation, Mackey & Gallivan's Healing Waters Lodge of Mt Inc. Retirement Plan ranks #1,550 of 2,921 2024 filers by assets (1473% of the sector average)-$2M for 3 participants.
- #1,550
- in Arts, Entertainment & Recreation (2,921 peers)
- +4.6%
- assets growth YoY
Mackey & Gallivan's Healing Waters Lodge of Mt Inc. Retirement Plan among the smaller filed plans by assets
Mackey & Gallivan's Healing Waters Lodge of Mt Inc. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$1,885,257 29th percentile higher than 29% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Mackey & Gallivan's Healing Waters Lodge of Mt Inc. Retirement Plan among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Mackey & Gallivan's Healing Waters Lodge of Mt Inc. Retirement Plan is a micro filing (3 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Mackey & Gallivan's Healing Waters Lodge of Mt Inc. Retirement Plan reported net income fell from $2M in the plan year 2023 filing to $83K in the plan year 2024 filing.
- Mackey & Gallivan's Healing Waters Lodge of Mt Inc. Retirement Plan reported participants rose from 2 in the plan year 2023 filing to 3 in the plan year 2024 filing.
- Mackey & Gallivan's Healing Waters Lodge of Mt Inc. Retirement Plan end-of-year assets rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 933692932 · Mackey & Gallivan's Healing Waters Lodge of Mt Inc. PY 2024 · Profit Sharing
Mackey & Gallivan's Healing Waters Lodge of Mt Inc. Retirement Plan · $2M · 3 · 29th
- PART $2M
- TYPE 3
- NET 29th
- BOOK Profit Sharing
- VS-ST near A to Z Tn Property Solutions Inc. Retirement Plan
- BOY ind #1550
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 Arts, Entertainment & Recreation retirement plans → · Plans in Montana →
Mackey & Gallivan's Healing Waters Lodge of Mt Inc. Retirement Plan in the asset neighbourhood
Arts, Entertainment & Recreation filing particulars
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | $83K |
| Employer EIN | 933692932 |
| Plan Effective Date | 2023-10-13 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Mackey & Gallivan's Healing Waters Lodge of Mt Inc.)
Sponsor-wide plan assets over time
All Mackey & Gallivan's Healing Waters Lodge of Mt Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 4.579340491095326% vs 2023
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2023 | 1 | 2 | $2M |
| 2024 | 1 | 3 | $2M |
Nearby Profit Sharing Plans in Montana
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Rocky Mountain Elk Foundation, Inc. Tax Sheltered Annuity Plan $30M · 147
- Barrett Hospital Development Corporation 403(b) Plan $19M · 227
- Okeefe Drilling Company Profit-Sharing Trust $18M · 24
- Langlas & Associates, Inc. Profit Sharing Plan $18M · 194
- Cabinet Peaks Medical Center Personal Retirement Plan $15M · 296
Mackey & Gallivan's Healing Waters Lodge of Mt Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Montana, the nearest Profit Sharing by assets is A to Z Tn Property Solutions Inc. Retirement Plan in TN ($2M); by covered participants it is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (3 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.