401(k) · DOL Form 5500 · 2024

Yellowstone Forever 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
47
Participants Small participant base
45th
Percentile by assets National rank
$126,712
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Yellowstone Forever 401(k) Retirement Plan · Sponsored by Yellowstone Forever · Montana · Educational Services

$6M in assets, 47 participants

Yellowstone Forever's Yellowstone Forever 401(k) Retirement Plan reported $6M in total assets and 47 participants in its 2024 DOL Form 5500 filing, ranking in the 45th 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.

  • #1,070 in Educational Services (3,638 peers)

Yellowstone Forever multi-year trail

Yellowstone Forever's plans moved +40.0% in assets from 2022 to 2024; this filing shows Yellowstone Forever 401(k) Retirement Plan at $6M / 47 participants.

#1,070
in Educational Services (3,638 peers)
+15.4%
assets growth YoY

Yellowstone Forever 401(k) Retirement Plan's mid-pack asset rank among Educational Services and all filers

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

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

$5,955,445 45th percentile higher than 45% 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 Forever 401(k) Retirement 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 Forever 401(k) Retirement Plan is a small filing (47 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Yellowstone Forever 401(k) Retirement Plan end-of-year assets rose from $5M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • Yellowstone Forever 401(k) Retirement Plan reported net income fell from $906K in the plan year 2023 filing to $796K in the plan year 2024 filing.
  • Yellowstone Forever 401(k) Retirement Plan reported participants rose from 42 in the plan year 2023 filing to 47 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 475427975 · Yellowstone Forever PY 2024 · 401(k)

Yellowstone Forever 401(k) Retirement Plan · $6M · 47 · 45th

  • PHOTO $6M
  • IND 47
  • EOY 45th
  • 5500 401(k)
  • ASSETS near Foster Denman LLP 401(k) Profit Sharing Plan Trust
  • PCT ind #1070

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 Educational Services retirement plans → · Plans in Montana →

Yellowstone Forever 401(k) Retirement Plan in the asset neighbourhood

Yellowstone Forever 401(k) Retirement PlanYellowstone Forever 401(k) R…$6MFoster Denman LLP 401(k) Profit Sharing Plan TrustFoster Denman LLP 401(k) Pro…$6MThrive Wellness and Recovery Inc. 401(k) Profit Sharing PlanThrive Wellness and Recovery…$6MClifton, Ezell & Clifton Golf Design Group, LLC 401(k) Profit Sharing PlanClifton, Ezell & Clifton Gol…$6MMann. Weitz & Associates L. L. C. 401(k) Savings Plan and TrustMann. Weitz & Associates L. …$6M
End-of-year total assets ($M) among Yellowstone Forever 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Yellowstone Forever multi-year asset trail

Sponsor-wide plan assets over time

All Yellowstone Forever plans reported in each filing year

Latest sponsor-wide plan assets
$6M 39.999746115150415% vs 2022
2024 filing year
$4M$5M$6M$7M 202220232024 $4.25M $5.96M ▲ +40.2%
Year Plans Participants Total Assets
2022 1 35 $4M
2023 1 42 $5M
2024 1 47 $6M

Yellowstone Forever filing trail (2024)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$796K
Employer EIN475427975
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Montana

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

Yellowstone Forever 401(k) Retirement Plan vs. nearby 401(k) plans in Montana, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -2000200400600800 Total assets ($M) Participants Yellowstone Forever 401(k) Retirement Plan, Total assets ($M): 5.955445 · Participants: 47Yellowstone Forever 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
Yellowstone Forever 401(k) Retirement Plan vs. nearby 401(k) plans in Montana, assets vs. participants
Compare Yellowstone Forever 401(k) Retirement Plan side-by-side with 3 peers →

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

Outside Montana, the nearest 401(k) by assets is Foster Denman LLP 401(k) Profit Sharing Plan Trust in OR ($6M); by covered participants it is Carl Marks & Co., Inc Retirement Savings Plan in NY (47 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (47 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 Forever 401(k) Retirement Plan assets move in 2024? ▼
Yellowstone Forever 401(k) Retirement Plan grew sharply - up 15.4% during 2024, from $5M to $6M. Reported net income was $796K.
How have Yellowstone Forever plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Yellowstone Forever's sponsor-wide assets grew 40.0%, from $4M to $6M.
Which 401(k) plans are similar in size to Yellowstone Forever 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Foster Denman LLP 401(k) Profit Sharing Plan Trust in OR ($6M, 14 participants).
Which 401(k) plans cover a similar participant headcount to Yellowstone Forever 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Carl Marks & Co., Inc Retirement Savings Plan in NY (47 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 475427975.

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.