401(k) · DOL Form 5500 · 2024
Loenbro, LLC. 401(k) Plan
Data updated 2026-08-25
- $17M
- Total assets Small plan by assets
- 1,276
- Participants Near avg headcount
- 67th
- Percentile by assets National rank
- $13,584
- Avg per participant Low balance/head
Official DOL plan name: Loenbro, LLC 401(k) Plan · Sponsored by Loenbro, LLC. · Montana · Construction
$17M in assets, 1,276 participants
Loenbro, LLC.'s Loenbro, LLC 401(k) Plan reported $17M in total assets and 1,276 participants in its 2024 DOL Form 5500 filing, ranking in the 67th 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.
- #5,973 in Construction (9,039 peers)
Coverage in Montana
Loenbro, LLC 401(k) Plan covers 1,276 participants in Montana, 4.7x the typical Montana plan (state average ~271 per filing). Assets: $17M.
- #5,973
- in Construction (9,039 peers)
- +41.6%
- assets growth YoY
Loenbro, LLC 401(k) Plan's outsized position by total assets
Loenbro, LLC 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$17,332,623 Top 33% higher than 67% 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
Loenbro, LLC 401(k) 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. Loenbro, LLC 401(k) Plan lands in the large band (1,276 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Loenbro, LLC 401(k) Plan reported net income rose from $3M in the plan year 2023 filing to $5M in the plan year 2024 filing.
- Loenbro, LLC 401(k) Plan reported participants rose from 808 in the plan year 2023 filing to 1,276 in the plan year 2024 filing.
- Loenbro, LLC 401(k) Plan end-of-year assets rose from $12M in the plan year 2023 filing to $17M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 383924889 · Loenbro, LLC. PY 2024 · 401(k)
Loenbro, LLC 401(k) Plan · $17M · 1,276 · 67th
- 5500 $17M
- 5500 1,276
- 5500 67th
- 5500 401(k)
- 5500 near Crean Lutheran High School 403(b) Plan
- 5500 ind #5973
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 →
Loenbro, LLC 401(k) Plan in the asset neighbourhood
Montana filing particulars
| Total Assets (Beginning of Year) | $12M |
|---|---|
| Net Assets (End of Year) | $17M |
| Net Income | $5M |
| Employer EIN | 383924889 |
| Plan Effective Date | 2006-09-14 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Loenbro, LLC.)
Sponsor-wide plan assets over time
All Loenbro, LLC. plans reported in each filing year
- Latest sponsor-wide plan assets
- $17M 83.55340346843312% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 820 | $9M |
| 2023 | 1 | 808 | $12M |
| 2024 | 1 | 1,276 | $17M |
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
Loenbro, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Montana, the nearest 401(k) by assets is Crean Lutheran High School 403(b) Plan in CA ($17M); by covered participants it is Rgnext 401(k) Plan in FL (1,276 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($17M here).
- Crean Lutheran High School 403(b) Plan (CA) $17M · 280
- Jervey Eye Group, P. a. Retirement Plan (SC) $17M · 113
- Jpl Video Productions, Inc. 401(k) Plan (PA) $17M · 130
- Vertos Medical, Inc. 401(k) Plan (CA) $17M · 192
Similar participant headcount
Nearest other-state filings by covered participants (1,276 participants); asset peers above are excluded.
- Rgnext 401(k) Plan (FL) 1,276 · 0 off
- Rpm Pizza, LLC 401(k) Plan (MS) 1,276 · 0 off
- Masonicare Corporation 401(k) Retirement Savings Plan (CT) 1,276 · 0 off
- The Tile Shop 401(k) Retirement Plan (MN) 1,277 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.