Money Purchase · DOL Form 5500 · 2024

Dick Anderson Construction, Inc. Money Purchase Plan

Data updated 2026-08-11

$42M
Total assets
621
Participants
82nd
Percentile by assets
$68,097
Avg per participant
PlainRetire home → About this data

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.

  • 82nd percentile by assets (of 123,622 plans)
  • #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.

$42M
total plan assets (2024 EOY)
621
covered participants
82nd
percentile by assets (of 123,622 plans)
$68,097
avg assets per participant

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 →

State
Industry

Participants vs Montana filers

In Montana, the average filing covers about 271 participants across 404 plans. Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust reports 621 participants - 2.3x that state average ($42M EOY assets).

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.)

$50M$60M$70M$80M$90M 202220232024 $54.6M $84.8M ▲ +55.4%
Total plan assets by year, all Dick Anderson Construction, Inc. plans on file
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

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 …Billings Clinic Pens…Bozeman Health Retir…Montana Contractors …Montana Contractors …Montana Contractors …
Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust vs. nearby Money Purchase plans in Montana, assets vs. participants

Similar-Sized Money Purchase Plans Nationally

Money Purchase plans in other states closest to Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust by total assets, not by location.

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).

Next read for Montana Contractors Assoc, Inc. Money Pu…

Filing takeaways

Ways to act on Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust's numbers.

  • By total assets, Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust ranks in the top quartile of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar Money Purchase plans in Montana. Compare plans
  • Dick Anderson Construction, Inc.'s sponsor-wide assets have grown 55.4% since 2022 across 3 plan years on file. More Construction plans