Money Purchase · DOL Form 5500 · 2024

Dick Anderson Construction, Inc. Money Purchase Plan

Data updated 2026-08-25

$42M
Total assets Below avg plan size
621
Participants Below avg headcount
82nd
Percentile by assets National rank
$68,097
Avg per participant Below avg balance/head
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Official DOL plan name: Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust · Sponsored by Dick Anderson Construction, Inc. · Montana · Construction

$42M in assets, 621 participants

Dick Anderson Construction, Inc.'s Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust reported $42M in total assets and 621 participants in its 2024 DOL Form 5500 filing, ranking in the 82nd 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.

  • #7,279 in Construction (9,039 peers)

Coverage in Montana

Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust covers 621 participants in Montana, 2.3x the typical Montana plan (state average ~271 per filing). Assets: $42M.

#7,279
in Construction (9,039 peers)
+15.4%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust's outsized position by total assets

Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust vs every filed plan by assets

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

$42,288,194 Top 18% higher than 82% 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

Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust 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. Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust sits mid-pack in the medium band (621 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust reported participants rose from 517 in the plan year 2023 filing to 621 in the plan year 2024 filing.
  • Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust end-of-year assets rose from $37M in the plan year 2023 filing to $42M in the plan year 2024 filing.
  • Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust reported net income fell from $6M in the plan year 2023 filing to $6M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 810380463 · Dick Anderson Construction, Inc. PY 2024 · Money Purchase

Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust · $42M · 621 · 82nd

  • RANK $42M
  • RANK 621
  • RANK 82nd
  • RANK Money Purchase
  • RANK near IBEW Local Nos 570 & 518 and Southern Az Chap NECA Annuity
  • RANK ind #7279

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 →

Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust in the asset neighbourhood

IBEW Local Nos 570 & 518 and Southern Az Chap NECA AnnuityIBEW Local Nos 570 & 518 and…$42MMontana Contractors Assoc, Inc. Money Purchase Retirement Plan & TrustMontana Contractors Assoc, I…$42MIron Workers Local No. 67 Defined Contribution FundIron Workers Local No. 67 De…$42MJoint Township District Memorial Hospital Employees' Pension PlanJoint Township District Memo…$42MMfow Money Purchase Pension PlanMfow Money Purchase Pension …$42M
End-of-year total assets ($M) among Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2024.

Montana filing particulars

Total Assets (Beginning of Year)$37M
Net Assets (End of Year)$42M
Net Income$6M
Employer EIN810380463
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Dick Anderson Construction, Inc.)

Sponsor-wide plan assets over time

All Dick Anderson Construction, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$85M 55.43067994388486% vs 2022
2024 filing year
$50M$60M$70M$80M$90M 202220232024 $54.6M $84.8M ▲ +55.4%
Year Plans Participants Total Assets
2022 2 828 $55M
2023 2 957 $66M
2024 2 1,110 $85M

Nearby Money Purchase Plans in Montana

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust vs. nearby Money Purchase plans in Montana, assets vs. participants Scatter plot of 6 data points. -20000200040006000 0100200300 Total assets ($M) Participants Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust, Total assets ($M): 42.288194 · Participants: 621Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & TrustBillings Clinic Pension Plan, Total assets ($M): 262.166655 · Participants: 5580Billings Clinic Pension PlanBozeman Health Retirement Plan, Total assets ($M): 99.136925 · Participants: 1879Bozeman Health Retirement PlanMontana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust, Total assets ($M): 21.504968 · Participants: 270Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & TrustMontana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust, Total assets ($M): 21.191017 · Participants: 327Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & TrustMontana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust, Total assets ($M): 18.775115 · Participants: 175Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust
Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust vs. nearby Money Purchase plans in Montana, assets vs. participants
Compare Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust side-by-side with 3 peers →

Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust's out-of-state Money Purchase peers by assets and headcount

Outside Montana, the nearest Money Purchase by assets is IBEW Local Nos 570 & 518 and Southern Az Chap NECA Annuity in AZ ($42M); by covered participants it is Plumbers & Pipefitters Local 162 Retirement Savings Plan in OH (618 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (621 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 Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust assets move in 2024? ▼
Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust grew sharply - up 15.4% during 2024, from $37M to $42M. Reported net income was $6M.
How have Dick Anderson Construction, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Dick Anderson Construction, Inc.'s sponsor-wide assets grew 55.4%, from $55M to $85M.
Where does Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust rank by assets among Form 5500 filers? ▼
Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust ranks in the 82nd 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 Money Purchase plans are similar in size to Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust? ▼
Among Money Purchase plans in other states, the closest by assets is IBEW Local Nos 570 & 518 and Southern Az Chap NECA Annuity in AZ ($42M, 1,481 participants).
Which Money Purchase plans cover a similar participant headcount to Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust? ▼
Among Money Purchase plans in other states, the closest by covered participants is Plumbers & Pipefitters Local 162 Retirement Savings Plan in OH (618 participants, $61M 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 810380463.

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.