Money Purchase · DOL Form 5500 · 2024

United Materials of Great Falls Money Purchase Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
149
Participants Small participant base
63rd
Percentile by assets National rank
$95,393
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 United Materials of Great Falls · Montana · Construction

$14M in assets, 149 participants

United Materials of Great Falls's Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust reported $14M in total assets and 149 participants in its 2024 DOL Form 5500 filing, ranking in the 63rd 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.

  • #5,574 in Construction (9,039 peers)

United Materials of Great Falls multi-year trail

United Materials of Great Falls's plans moved +34.3% in assets from 2022 to 2024; this filing shows Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust at $14M / 149 participants.

#5,574
in Construction (9,039 peers)
+11.8%
assets growth YoY

Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust's mid-pack asset rank among Construction and all filers

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

$14,213,607 Top 37% higher than 63% 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 (149 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust reported net income fell from $2M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust end-of-year assets rose from $13M in the plan year 2023 filing to $14M in the plan year 2024 filing.
  • Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust reported participants fell from 151 in the plan year 2023 filing to 149 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 810406935 · United Materials of Great Falls PY 2024 · Money Purchase

Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust · $14M · 149 · 63rd

  • EOY $14M
  • 5500 149
  • ASSETS 63rd
  • PCT Money Purchase
  • EIN near Westside Transit Lines - a.T.U. Pension Plan
  • RANK ind #5574

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

Westside Transit Lines - a.T.U. Pension PlanWestside Transit Lines - a.T…$14MMontana Contractors Assoc, Inc. Money Purchase Retirement Plan & TrustMontana Contractors Assoc, I…$14MPainters and Allied Trades Local 1959 Retirement PlanPainters and Allied Trades L…$14MWayne Hospital Company Pension PlanWayne Hospital Company Pensi…$14MHeat & Frost Insulators and Allied Workers Local #50 Annuity PlanHeat & Frost Insulators and …$14M
End-of-year total assets ($M) among Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2024.

United Materials of Great Falls multi-year asset trail

Sponsor-wide plan assets over time

All United Materials of Great Falls plans reported in each filing year

Latest sponsor-wide plan assets
$23M 34.31503938347296% vs 2022
2024 filing year
$16M$18M$20M$22M$24M 202220232024 $17M $22.8M ▲ +34.4%
Year Plans Participants Total Assets
2022 2 274 $17M
2023 2 302 $20M
2024 2 298 $23M

United Materials of Great Falls filing trail (2024)

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$14M
Net Income$1M
Employer EIN810406935
Plan Effective Date1988-11-01
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): 14.213607 · Participants: 149Montana 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): 21.191017 · Participants: 327Montana 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 Westside Transit Lines - a.T.U. Pension Plan in IL ($14M); by covered participants it is Quality Insights Inc. Money Purchase Pension in WV (149 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (149 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 at a solid clip - up 11.8% during 2024, from $13M to $14M. Reported net income was $1M.
How have United Materials of Great Falls plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), United Materials of Great Falls's sponsor-wide assets grew 34.3%, from $17M to $23M.
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 Westside Transit Lines - a.T.U. Pension Plan in IL ($14M, 105 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 Quality Insights Inc. Money Purchase Pension in WV (149 participants, $30M 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 810406935.

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.