401(k) · DOL Form 5500 · 2024

Ortho Montana, Psc 401(k) Plan

Data updated 2026-08-25

$30M
Total assets Below avg plan size
112
Participants Small participant base
77th
Percentile by assets National rank
$269,059
Avg per participant High balance/head
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Official DOL plan name: Ortho Montana, Psc 401(k) Profit Sharing Plan · Sponsored by Ortho Montana, Psc · Montana · Healthcare & Social Assistance

$30M in assets, 112 participants

Ortho Montana, Psc's Ortho Montana, Psc 401(k) Profit Sharing Plan reported $30M in total assets and 112 participants in its 2024 DOL Form 5500 filing, ranking in the 77th 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.

  • #13,654 in Healthcare & Social Assistance (16,916 peers)

Coverage in Montana

Ortho Montana, Psc 401(k) Profit Sharing Plan covers 112 participants in Montana, about 41% of the average Montana filer (state average ~271 per filing). Assets: $30M.

#13,654
in Healthcare & Social Assistance (16,916 peers)
+5.0%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Ortho Montana, Psc 401(k) Profit Sharing Plan's outsized position by total assets

Ortho Montana, Psc 401(k) Profit Sharing Plan vs every filed plan by assets

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

$30,134,622 Top 23% higher than 77% 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

Ortho Montana, Psc 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. Ortho Montana, Psc 401(k) Profit Sharing Plan sits mid-pack in the medium band (112 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Ortho Montana, Psc 401(k) Profit Sharing Plan reported net income rose from $837K in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Ortho Montana, Psc 401(k) Profit Sharing Plan reported participants rose from 102 in the plan year 2023 filing to 112 in the plan year 2024 filing.
  • Ortho Montana, Psc 401(k) Profit Sharing Plan end-of-year assets rose from $29M in the plan year 2023 filing to $30M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 810303109 · Ortho Montana, Psc PY 2024 · 401(k)

Ortho Montana, Psc 401(k) Profit Sharing Plan · $30M · 112 · 77th

  • IND $30M
  • EOY 112
  • 5500 77th
  • ASSETS 401(k)
  • PCT near Superior Electric Great Lakes 401(k) Plan
  • EIN ind #13654

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 →

Ortho Montana, Psc 401(k) Profit Sharing Plan in the asset neighbourhood

Scribd, Inc. 401(k) Profit Sharing Plan and TrustScribd, Inc. 401(k) Profit S…$30MPerfect Plastic Printing Corporation 401(k) Profit Sharing PlanPerfect Plastic Printing Cor…$30MOrtho Montana, Psc 401(k) Profit Sharing PlanOrtho Montana, Psc 401(k) Pr…$30MSuperior Electric Great Lakes 401(k) PlanSuperior Electric Great Lake…$30MCatalina Channel Express, Inc. 401(k) Plan and TrustCatalina Channel Express, In…$30M
End-of-year total assets ($M) among Ortho Montana, Psc 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)$29M
Net Assets (End of Year)$30M
Net Income$1M
Employer EIN810303109
Plan Effective Date1969-12-30
Filing StatusFILING RECEIVED

Sponsor Plan History (Ortho Montana, Psc)

Sponsor-wide plan assets over time

All Ortho Montana, Psc plans reported in each filing year

Latest sponsor-wide plan assets
$30M 8.20465489445578% vs 2022
2024 filing year
$27M$28M$29M$30M$31M 202220232024 $27.9M $30.1M ▲ +8.2%
Year Plans Participants Total Assets
2022 1 103 $28M
2023 1 102 $29M
2024 1 112 $30M

Nearby 401(k) Plans in Montana

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

Ortho Montana, Psc 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Montana, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 0200400600800 Total assets ($M) Participants Ortho Montana, Psc 401(k) Profit Sharing Plan, Total assets ($M): 30.134622 · Participants: 112Ortho Montana, Psc 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
Ortho Montana, Psc 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Montana, assets vs. participants
Compare Ortho Montana, Psc 401(k) Profit Sharing Plan side-by-side with 3 peers →

Ortho Montana, Psc 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 Superior Electric Great Lakes 401(k) Plan in MI ($30M); by covered participants it is Wiseway LLC 401(k) Profit Sharing Plan in KY (112 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (112 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 Ortho Montana, Psc 401(k) Profit Sharing Plan assets move in 2024? ▼
Ortho Montana, Psc 401(k) Profit Sharing Plan grew at a solid clip - up 5.0% during 2024, from $29M to $30M. Reported net income was $1M.
How have Ortho Montana, Psc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ortho Montana, Psc's sponsor-wide assets grew 8.2%, from $28M to $30M.
Where does Ortho Montana, Psc 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Ortho Montana, Psc 401(k) Profit Sharing Plan ranks in the 77th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Ortho Montana, Psc 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Superior Electric Great Lakes 401(k) Plan in MI ($30M, 160 participants).
Which 401(k) plans cover a similar participant headcount to Ortho Montana, Psc 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Wiseway LLC 401(k) Profit Sharing Plan in KY (112 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 810303109.

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.