401(k) · DOL Form 5500 · 2024
Montana Silversmiths, Inc. 401(k) Plan
Data updated 2026-08-25
- $13M
- Total assets Small plan by assets
- 176
- Participants Small participant base
- 62nd
- Percentile by assets National rank
- $74,778
- Avg per participant Below avg balance/head
Official DOL plan name: Montana Silversmiths, Inc. 401(k) Plan · Sponsored by Montana Silversmiths, Inc. · Montana · Manufacturing
$13M in assets, 176 participants
Montana Silversmiths, Inc.'s Montana Silversmiths, Inc. 401(k) Plan reported $13M in total assets and 176 participants in its 2024 DOL Form 5500 filing, ranking in the 62nd 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.
- #8,674 in Manufacturing (17,777 peers)
Montana Silversmiths, Inc. multi-year trail
Montana Silversmiths, Inc.'s plans moved +29.5% in assets from 2022 to 2024; this filing shows Montana Silversmiths, Inc. 401(k) Plan at $13M / 176 participants.
- #8,674
- in Manufacturing (17,777 peers)
- +11.4%
- assets growth YoY
Montana Silversmiths, Inc. 401(k) Plan's mid-pack asset rank among Manufacturing and all filers
Montana Silversmiths, Inc. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$13,160,890 Top 38% higher than 62% 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
Montana Silversmiths, Inc. 401(k) 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. Montana Silversmiths, Inc. 401(k) Plan sits mid-pack in the medium band (176 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Montana Silversmiths, Inc. 401(k) Plan reported net income fell from $2M in the plan year 2023 filing to $1M in the plan year 2024 filing.
- Montana Silversmiths, Inc. 401(k) Plan end-of-year assets rose from $12M in the plan year 2023 filing to $13M in the plan year 2024 filing.
- Montana Silversmiths, Inc. 401(k) Plan reported participants rose from 173 in the plan year 2023 filing to 176 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 752522577 · Montana Silversmiths, Inc. PY 2024 · 401(k)
Montana Silversmiths, Inc. 401(k) Plan · $13M · 176 · 62nd
- SCH $13M
- EBSA 176
- PART 62nd
- TYPE 401(k)
- NET near Lacarte Enterprises Inc 401(k) Profit Sharing Plan & Trust
- BOOK ind #8674
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 Manufacturing retirement plans → · Plans in Montana →
Montana Silversmiths, Inc. 401(k) Plan in the asset neighbourhood
Montana Silversmiths, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Montana Silversmiths, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $13M 29.45298990610375% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 169 | $10M |
| 2023 | 1 | 173 | $12M |
| 2024 | 1 | 176 | $13M |
Montana Silversmiths, Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $12M |
|---|---|
| Net Assets (End of Year) | $13M |
| Net Income | $1M |
| Employer EIN | 752522577 |
| Plan Effective Date | 2004-10-25 |
| Filing Status | FILING RECEIVED |
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 $623M · 1,619
- Glacier Bancorp, Inc. Profit Sharing and 401(k) Plan $538M · 3,215
- Northwestern Energy 401(k) Retirement Savings Plan $513M · 1,571
- Logan Health Retirement Savings Plan $500M · 4,288
- First Interstate Bancsystem, Inc. 401(k) Plan $482M · 3,530
Montana Silversmiths, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Montana, the nearest 401(k) by assets is Lacarte Enterprises Inc 401(k) Profit Sharing Plan & Trust in PA ($13M); by covered participants it is Central Texas Refuse 401(k) Plan in TX (176 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($13M here).
- Lacarte Enterprises Inc 401(k) Profit Sharing Plan & Trust (PA) $13M · 166
- Ess Technology, Inc. Salary Savings Plan (CA) $13M · 24
- Evervet 401(k) Retirement Plan (PA) $13M · 634
- Unit4 401(k) Plan (FL) $13M · 131
Similar participant headcount
Nearest other-state filings by covered participants (176 participants); asset peers above are excluded.
- Central Texas Refuse 401(k) Plan (TX) 176 · 0 off
- Jnko Management, Inc. 401(k) Plan (MI) 176 · 0 off
- Net100 401(k) Plan (VA) 176 · 0 off
- Life Tech Inc (NJ) 176 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.