Money Purchase · DOL Form 5500 · 2024

Jackson Contractor Group, Inc. Money Purchase Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
327
Participants Below avg headcount
71st
Percentile by assets National rank
$64,804
Avg per participant Low balance/head
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Official DOL plan name: Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust · Sponsored by Jackson Contractor Group, Inc. · Montana · Construction

$21M in assets, 327 participants

Jackson Contractor Group, Inc.'s Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust reported $21M in total assets and 327 participants in its 2024 DOL Form 5500 filing, ranking in the 71st 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.

  • #6,343 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. Money Purchase Retirement Plan & Trust at $21M / 327 participants.

#6,343
in Construction (9,039 peers)
+21.1%
assets growth YoY

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

$21,191,017 Top 29% higher than 71% 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 (327 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 fell from 418 in the plan year 2023 filing to 327 in the plan year 2024 filing.
  • Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust end-of-year assets rose from $17M in the plan year 2023 filing to $21M in the plan year 2024 filing.
  • Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust reported net income fell from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 810535453 · Jackson Contractor Group, Inc. PY 2024 · Money Purchase

Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust · $21M · 327 · 71st

  • ASSETS $21M
  • PCT 327
  • EIN 71st
  • RANK Money Purchase
  • PHOTO near National Trust for Historic Preservation Defined Contribution Pension Plan
  • IND ind #6343

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

Plumbers Local #63 Annuity PlanPlumbers Local #63 Annuity P…$21MCouncil on Aging of Southwestern Ohio, Inc. Retirement PlanCouncil on Aging of Southwes…$21MHadassah Retirement Plan$21MMontana Contractors Assoc, Inc. Money Purchase Retirement Plan & TrustMontana Contractors Assoc, I…$21MNational Trust for Historic Preservation Defined Contribution Pension PlanNational Trust for Historic …$21M
End-of-year total assets ($M) among Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2024.

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)$17M
Net Assets (End of Year)$21M
Net Income$4M
Employer EIN810535453
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

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): 21.191017 · Participants: 327Montana 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 ($M): 42.288194 · Participants: 621Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & TrustMontana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust, Total assets ($M): 21.504968 · Participants: 270Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & TrustMontana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust, Total assets ($M): 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 National Trust for Historic Preservation Defined Contribution Pension Plan in DC ($21M); by covered participants it is United Cerebral Palsy Association of Greater Suffolk, Inc. Non-Management Pension Plan in NY (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. Money Purchase Retirement Plan & Trust assets move in 2024? ▼
Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust grew sharply - up 21.1% during 2024, from $17M to $21M. Reported net income was $4M.
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 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 National Trust for Historic Preservation Defined Contribution Pension Plan in DC ($21M, 357 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 United Cerebral Palsy Association of Greater Suffolk, Inc. Non-Management Pension Plan in NY (327 participants, $9M 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 810535453.

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.