401(k) · DOL Form 5500 · 2024

Easter Seals Goodwill Northern Rocky Mountain, Inc. 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
1,007
Participants Near avg headcount
61st
Percentile by assets National rank
$12,505
Avg per participant Low balance/head
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Official DOL plan name: Esgw 401(k) Retirement Plan · Sponsored by Easter Seals Goodwill Northern Rocky Mountain, Inc. · Montana · Healthcare & Social Assistance

$13M in assets, 1,007 participants

Easter Seals Goodwill Northern Rocky Mountain, Inc.'s Esgw 401(k) Retirement Plan reported $13M in total assets and 1,007 participants in its 2024 DOL Form 5500 filing, ranking in the 61st 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.

  • #11,161 in Healthcare & Social Assistance (16,916 peers)

Coverage in Montana

Esgw 401(k) Retirement Plan covers 1,007 participants in Montana, 3.7x the typical Montana plan (state average ~271 per filing). Assets: $13M.

#11,161
in Healthcare & Social Assistance (16,916 peers)
+13.5%
assets growth YoY

Esgw 401(k) Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Esgw 401(k) Retirement Plan vs every filed plan by assets

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

$12,592,071 Top 39% higher than 61% 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

Esgw 401(k) Retirement Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Esgw 401(k) Retirement Plan lands in the large band (1,007 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Esgw 401(k) Retirement Plan reported net income fell from $2M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Esgw 401(k) Retirement Plan end-of-year assets rose from $11M in the plan year 2023 filing to $13M in the plan year 2024 filing.
  • Esgw 401(k) Retirement Plan reported participants rose from 952 in the plan year 2023 filing to 1,007 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 810232125 · Easter Seals Goodwill Northern Rocky Mountain, Inc. PY 2024 · 401(k)

Esgw 401(k) Retirement Plan · $13M · 1,007 · 61st

  • PHOTO $13M
  • IND 1,007
  • EOY 61st
  • 5500 401(k)
  • ASSETS near Cwr Industries, Inc. 401(k) Plan
  • PCT ind #11161

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 Healthcare & Social Assistance retirement plans → · Plans in Montana →

Esgw 401(k) Retirement Plan in the asset neighbourhood

Esgw 401(k) Retirement Plan$13MCwr Industries, Inc. 401(k) PlanCwr Industries, Inc. 401(k) …$13MEmi Corporation 401(k) Profit Sharing PlanEmi Corporation 401(k) Profi…$13MWalter's 401(k) Retirement PlanWalter's 401(k) Retirement P…$13MNantucket Island Management 401(k) PlanNantucket Island Management …$13M
End-of-year total assets ($M) among Esgw 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Montana filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$13M
Net Income$1M
Employer EIN810232125
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Easter Seals Goodwill Northern Rocky Mountain, Inc.)

Sponsor-wide plan assets over time

All Easter Seals Goodwill Northern Rocky Mountain, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$13M 37.00407974349743% vs 2022
2024 filing year
$8M$10M$12M$14M 202220232024 $9.19M $12.6M ▲ +37.0%
Year Plans Participants Total Assets
2022 1 866 $9M
2023 1 952 $11M
2024 1 1,007 $13M

Nearby 401(k) Plans in Montana

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

Esgw 401(k) Retirement Plan vs. nearby 401(k) plans in Montana, assets vs. participants Scatter plot of 6 data points. 010002000300040005000 -2000200400600800 Total assets ($M) Participants Esgw 401(k) Retirement Plan, Total assets ($M): 12.592071 · Participants: 1007Esgw 401(k) 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
Esgw 401(k) Retirement Plan vs. nearby 401(k) plans in Montana, assets vs. participants
Compare Esgw 401(k) Retirement Plan side-by-side with 3 peers →

Esgw 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Montana, the nearest 401(k) by assets is Cwr Industries, Inc. 401(k) Plan in CA ($13M); by covered participants it is Roy Jorgensen Associates, Inc. Retirement Plan in MD (1,007 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($13M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,007 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 Esgw 401(k) Retirement Plan assets move in 2024? ▼
Esgw 401(k) Retirement Plan grew at a solid clip - up 13.5% during 2024, from $11M to $13M. Reported net income was $1M.
How have Easter Seals Goodwill Northern Rocky Mountain, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Easter Seals Goodwill Northern Rocky Mountain, Inc.'s sponsor-wide assets grew 37.0%, from $9M to $13M.
Which 401(k) plans are similar in size to Esgw 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cwr Industries, Inc. 401(k) Plan in CA ($13M, 153 participants).
Which 401(k) plans cover a similar participant headcount to Esgw 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Roy Jorgensen Associates, Inc. Retirement Plan in MD (1,007 participants, $35M 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 810232125.

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.