401(k) · DOL Form 5500 · 2024

The Yellowstone Bank 401(k) Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
100
Participants Small participant base
72nd
Percentile by assets National rank
$221,677
Avg per participant Above avg balance/head
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Official DOL plan name: Yellowstone Bank 401(k) Plan · Sponsored by The Yellowstone Bank · Montana · Finance & Insurance

$22M in assets, 100 participants

The Yellowstone Bank's Yellowstone Bank 401(k) Plan reported $22M in total assets and 100 participants in its 2024 DOL Form 5500 filing, ranking in the 72nd 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.

  • #4,938 in Finance & Insurance (8,549 peers)

Coverage in Montana

Yellowstone Bank 401(k) Plan covers 100 participants in Montana, about 37% of the average Montana filer (state average ~271 per filing). Assets: $22M.

#4,938
in Finance & Insurance (8,549 peers)
+5.7%
assets growth YoY

Yellowstone Bank 401(k) Plan's outsized position by total assets

Yellowstone Bank 401(k) Plan vs every filed plan by assets

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

$22,167,674 Top 28% higher than 72% 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

Yellowstone Bank 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. Yellowstone Bank 401(k) Plan is a small filing (100 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Yellowstone Bank 401(k) Plan reported net income fell from $4M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Yellowstone Bank 401(k) Plan end-of-year assets rose from $21M in the plan year 2023 filing to $22M in the plan year 2024 filing.
  • Yellowstone Bank 401(k) Plan reported participants fell from 103 in the plan year 2023 filing to 100 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 810211310 · The Yellowstone Bank PY 2024 · 401(k)

Yellowstone Bank 401(k) Plan · $22M · 100 · 72nd

  • EOY $22M
  • EOY 100
  • EOY 72nd
  • EOY 401(k)
  • EOY near The New York Preparatory 401(k) Profit Sharing Plan & Trust
  • EOY ind #4938

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 Finance & Insurance retirement plans → · Plans in Montana →

Yellowstone Bank 401(k) Plan in the asset neighbourhood

Yellowstone Bank 401(k) Plan$22MThe New York Preparatory 401(k) Profit Sharing Plan & TrustThe New York Preparatory 401…$22MDoor Systems 401(k) Plan$22MThe Urology Center, P.C. 401(k) Plan and TrustThe Urology Center, P.C. 401…$22MJohn M. Glover Agency 401(k) Retirement PlanJohn M. Glover Agency 401(k)…$22M
End-of-year total assets ($M) among Yellowstone Bank 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Montana filing particulars

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$22M
Net Income$1M
Employer EIN810211310
Plan Effective Date1962-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Yellowstone Bank)

Sponsor-wide plan assets over time

All The Yellowstone Bank plans reported in each filing year

Latest sponsor-wide plan assets
$22M 33.37446695756622% vs 2022
2024 filing year
$16M$18M$20M$22M$24M 202220232024 $16.6M $22.2M ▲ +33.4%
Year Plans Participants Total Assets
2022 1 108 $17M
2023 1 103 $21M
2024 1 100 $22M

Nearby 401(k) Plans in Montana

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

Yellowstone Bank 401(k) Plan vs. nearby 401(k) plans in Montana, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -2000200400600800 Total assets ($M) Participants Yellowstone Bank 401(k) Plan, Total assets ($M): 22.167674 · Participants: 100Yellowstone Bank 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
Yellowstone Bank 401(k) Plan vs. nearby 401(k) plans in Montana, assets vs. participants
Compare Yellowstone Bank 401(k) Plan side-by-side with 3 peers →

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

Outside Montana, the nearest 401(k) by assets is The New York Preparatory 401(k) Profit Sharing Plan & Trust in NY ($22M); by covered participants it is Controltek 401(k) Profit Sharing Plan in WA (100 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (100 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 Yellowstone Bank 401(k) Plan assets move in 2024? ▼
Yellowstone Bank 401(k) Plan grew at a solid clip - up 5.7% during 2024, from $21M to $22M. Reported net income was $1M.
How have The Yellowstone Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Yellowstone Bank's sponsor-wide assets grew 33.4%, from $17M to $22M.
Which 401(k) plans are similar in size to Yellowstone Bank 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is The New York Preparatory 401(k) Profit Sharing Plan & Trust in NY ($22M, 279 participants).
Which 401(k) plans cover a similar participant headcount to Yellowstone Bank 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Controltek 401(k) Profit Sharing Plan in WA (100 participants, N/A 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 810211310.

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.