401(k) · DOL Form 5500 · 2024

Jackson Contractor Group, Inc. 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
327
Participants Below avg headcount
48th
Percentile by assets National rank
$21,356
Avg per participant Low balance/head
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Official DOL plan name: Montana Contractors Assoc., Inc. 401(k) Retirement Plan & Trust · Sponsored by Jackson Contractor Group, Inc. · Montana · Construction

$7M in assets, 327 participants

Jackson Contractor Group, Inc.'s Montana Contractors Assoc., Inc. 401(k) Retirement Plan & Trust reported $7M in total assets and 327 participants in its 2024 DOL Form 5500 filing, ranking in the 48th 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.

  • #4,221 in Construction (9,039 peers)

Jackson Contractor Group, Inc. multi-year trail

Jackson Contractor Group, Inc.'s plans moved +56.2% in assets from 2022 to 2024; this filing shows Montana Contractors Assoc., Inc. 401(k) Retirement Plan & Trust at $7M / 327 participants.

#4,221
in Construction (9,039 peers)
+21.2%
assets growth YoY

Montana Contractors Assoc., Inc. 401(k) Retirement Plan & Trust's mid-pack asset rank among Construction and all filers

Montana Contractors Assoc., Inc. 401(k) Retirement Plan & Trust vs every filed plan by assets

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

$6,983,473 48th percentile higher than 48% 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. 401(k) 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. 401(k) Retirement Plan & Trust sits mid-pack in the medium band (327 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Montana Contractors Assoc., Inc. 401(k) Retirement Plan & Trust reported participants fell from 418 in the plan year 2023 filing to 327 in the plan year 2024 filing.
  • Montana Contractors Assoc., Inc. 401(k) Retirement Plan & Trust end-of-year assets rose from $6M in the plan year 2023 filing to $7M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 810535453 · Jackson Contractor Group, Inc. PY 2024 · 401(k)

Montana Contractors Assoc., Inc. 401(k) Retirement Plan & Trust · $7M · 327 · 48th

  • NET $7M
  • BOOK 327
  • VS-ST 48th
  • BOY 401(k)
  • SCH near Casey Products Profit Sharing Plan
  • EBSA ind #4221

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. 401(k) Retirement Plan & Trust in the asset neighbourhood

Montana Contractors Assoc., Inc. 401(k) Retirement Plan & TrustMontana Contractors Assoc., …$7MCasey Products Profit Sharing PlanCasey Products Profit Sharin…$7MMorris-Anderson & Associates, Ltd. 401(k) PlanMorris-Anderson & Associates…$7MRoberts Energy, LLC 401(k) PlanRoberts Energy, LLC 401(k) P…$7MShimadzu USA Manufacturing, Inc. Retirement PlanShimadzu USA Manufacturing, …$7M
End-of-year total assets ($M) among Montana Contractors Assoc., Inc. 401(k) Retirement Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Jackson Contractor Group, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Jackson Contractor Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$28M 56.175700871584276% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $18M $28.2M ▲ +56.2%
Year Plans Participants Total Assets
2022 2 930 $18M
2023 2 836 $23M
2024 2 654 $28M

Jackson Contractor Group, Inc. filing trail (2024)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$1M
Employer EIN810535453
Plan Effective Date2006-07-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Montana

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

Montana Contractors Assoc., Inc. 401(k) Retirement Plan & Trust vs. nearby 401(k) plans in Montana, assets vs. participants Scatter plot of 6 data points. 010002000300040005000 -2000200400600800 Total assets ($M) Participants Montana Contractors Assoc., Inc. 401(k) Retirement Plan & Trust, Total assets ($M): 6.983473 · Participants: 327Montana Contractors Assoc., Inc. 401(k) Retirement Plan & TrustD.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
Montana Contractors Assoc., Inc. 401(k) Retirement Plan & Trust vs. nearby 401(k) plans in Montana, assets vs. participants

Montana Contractors Assoc., Inc. 401(k) Retirement Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Montana, the nearest 401(k) by assets is Casey Products Profit Sharing Plan in IL ($7M); by covered participants it is Farmers Mutual 401(k) Savings Plan in NE (327 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (327 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. 401(k) Retirement Plan & Trust assets move in 2024?
Montana Contractors Assoc., Inc. 401(k) Retirement Plan & Trust grew sharply - up 21.2% during 2024, from $6M to $7M. Reported net income was $1M.
How have Jackson Contractor Group, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Jackson Contractor Group, Inc.'s sponsor-wide assets grew 56.2%, from $18M to $28M.
Which 401(k) plans are similar in size to Montana Contractors Assoc., Inc. 401(k) Retirement Plan & Trust?
Among 401(k) plans in other states, the closest by assets is Casey Products Profit Sharing Plan in IL ($7M, 30 participants).
Which 401(k) plans cover a similar participant headcount to Montana Contractors Assoc., Inc. 401(k) Retirement Plan & Trust?
Among 401(k) plans in other states, the closest by covered participants is Farmers Mutual 401(k) Savings Plan in NE (327 participants, $81M in assets).