401(k) · DOL Form 5500 · 2024

Oftedal Construction, Inc. 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
121
Participants Small participant base
61st
Percentile by assets National rank
$104,127
Avg per participant Below avg balance/head
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Official DOL plan name: Oftedal Construction, Inc. 401(k) Profit Sharing Plan · Sponsored by Oftedal Construction, Inc. · Montana · Construction

$13M in assets, 121 participants

Oftedal Construction, Inc.'s Oftedal Construction, Inc. 401(k) Profit Sharing Plan reported $13M in total assets and 121 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.

  • #5,359 in Construction (9,039 peers)

Coverage in Montana

Oftedal Construction, Inc. 401(k) Profit Sharing Plan covers 121 participants in Montana, about 45% of the average Montana filer (state average ~271 per filing). Assets: $13M.

#5,359
in Construction (9,039 peers)
+14.7%
assets growth YoY

Oftedal Construction, Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Construction and all filers

Oftedal Construction, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$12,599,325 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

Oftedal Construction, Inc. 401(k) Profit Sharing 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. Oftedal Construction, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (121 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Oftedal Construction, Inc. 401(k) Profit Sharing Plan reported net income rose from $596K in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Oftedal Construction, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $11M in the plan year 2023 filing to $13M in the plan year 2024 filing.
  • Oftedal Construction, Inc. 401(k) Profit Sharing Plan reported participants rose from 108 in the plan year 2023 filing to 121 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 810307943 · Oftedal Construction, Inc. PY 2024 · 401(k)

Oftedal Construction, Inc. 401(k) Profit Sharing Plan · $13M · 121 · 61st

  • EBSA $13M
  • EBSA 121
  • EBSA 61st
  • EBSA 401(k)
  • EBSA near Evolv Technology 401(k) Plan
  • EBSA ind #5359

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 →

Oftedal Construction, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Oftedal Construction, Inc. 401(k) Profit Sharing PlanOftedal Construction, Inc. 4…$13MEvolv Technology 401(k) Plan$13MSun Lithographing and Printing Company, Inc. 401(k) Profit Sharing PlanSun Lithographing and Printi…$13MRenewal by Andersen of Washington & Boise 401(k) Profit Sharing Plan & TrustRenewal by Andersen of Washi…$13MAllstate Sales Group Inc 401(k) PlanAllstate Sales Group Inc 401…$13M
End-of-year total assets ($M) among Oftedal Construction, Inc. 401(k) Profit Sharing 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$2M
Employer EIN810307943
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Oftedal Construction, Inc.)

Sponsor-wide plan assets over time

All Oftedal Construction, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$56M 31.500956126771012% vs 2022
2024 filing year
$40M$45M$50M$55M$60M 202220232024 $42.4M $55.7M ▲ +31.5%
Year Plans Participants Total Assets
2022 2 251 $42M
2023 2 188 $49M
2024 2 215 $56M

Nearby 401(k) Plans in Montana

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

Oftedal Construction, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Montana, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -2000200400600800 Total assets ($M) Participants Oftedal Construction, Inc. 401(k) Profit Sharing Plan, Total assets ($M): 12.599325 · Participants: 121Oftedal Construction, Inc. 401(k) Profit Sharing 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
Oftedal Construction, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Montana, assets vs. participants
Compare Oftedal Construction, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Oftedal Construction, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Montana, the nearest 401(k) by assets is Evolv Technology 401(k) Plan in MA ($13M); by covered participants it is Mwg Holdings Group, Inc. 401(k) Plan in CA (121 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (121 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 Oftedal Construction, Inc. 401(k) Profit Sharing Plan assets move in 2024? ▼
Oftedal Construction, Inc. 401(k) Profit Sharing Plan grew at a solid clip - up 14.7% during 2024, from $11M to $13M. Reported net income was $2M.
How have Oftedal Construction, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Oftedal Construction, Inc.'s sponsor-wide assets grew 31.5%, from $42M to $56M.
Which 401(k) plans are similar in size to Oftedal Construction, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Evolv Technology 401(k) Plan in MA ($13M, 299 participants).
Which 401(k) plans cover a similar participant headcount to Oftedal Construction, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mwg Holdings Group, Inc. 401(k) Plan in CA (121 participants, $104K 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 810307943.

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.