401(k) · DOL Form 5500 · 2024

The Bretz Companies Inc. 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
270
Participants Below avg headcount
61st
Percentile by assets National rank
$48,314
Avg per participant Low balance/head
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Official DOL plan name: The Bretz Companies Inc. 401(k) Profit Sharing Plan & Trust · Sponsored by The Bretz Companies Inc. · Montana · Retail Trade

$13M in assets, 270 participants

The Bretz Companies Inc.'s The Bretz Companies Inc. 401(k) Profit Sharing Plan & Trust reported $13M in total assets and 270 participants in its 2024 DOL Form 5500 filing, ranking in the 61st 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.

  • #5,840 in Retail Trade (8,048 peers)

The Bretz Companies Inc. multi-year trail

The Bretz Companies Inc.'s plans moved +10.5% in assets from 2023 to 2024; this filing shows The Bretz Companies Inc. 401(k) Profit Sharing Plan & Trust at $13M / 270 participants.

#5,840
in Retail Trade (8,048 peers)
+10.5%
assets growth YoY

The Bretz Companies Inc. 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Retail Trade and all filers

The Bretz Companies Inc. 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$13,044,794 Top 39% higher than 61% 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

The Bretz Companies Inc. 401(k) Profit Sharing 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. The Bretz Companies Inc. 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (270 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Bretz Companies Inc. 401(k) Profit Sharing Plan & Trust reported net income fell from $2M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • The Bretz Companies Inc. 401(k) Profit Sharing Plan & Trust reported participants rose from 223 in the plan year 2023 filing to 270 in the plan year 2024 filing.
  • The Bretz Companies Inc. 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $12M in the plan year 2023 filing to $13M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 874232408 · The Bretz Companies Inc. PY 2024 · 401(k)

The Bretz Companies Inc. 401(k) Profit Sharing Plan & Trust · $13M · 270 · 61st

  • PHOTO $13M
  • PHOTO 270
  • PHOTO 61st
  • PHOTO 401(k)
  • PHOTO near Cpr 401(k) Plan
  • PHOTO ind #5840

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 Retail Trade retirement plans → · Plans in Montana →

The Bretz Companies Inc. 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Spring-Green Lawn Care Corp. Savings and Investment Plan and TrustSpring-Green Lawn Care Corp.…$13MThe Bretz Companies Inc. 401(k) Profit Sharing Plan & TrustThe Bretz Companies Inc. 401…$13MCpr 401(k) Plan$13MProgressive Services, Inc. 401(k) Salary Reduction PlanProgressive Services, Inc. 4…$13MRevenue Well Systems 401(k) PlanRevenue Well Systems 401(k) …$13M
End-of-year total assets ($M) among The Bretz Companies Inc. 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

The Bretz Companies Inc. multi-year asset trail

Sponsor-wide plan assets over time

All The Bretz Companies Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$13M 10.512978935614012% vs 2023
2024 filing year
$11.5M$12M$12.5M$13M$13.5M 20232024 $11.8M $13M ▲ +10.5%
Year Plans Participants Total Assets
2023 1 223 $12M
2024 1 270 $13M

The Bretz Companies Inc. filing trail (2024)

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$13M
Net Income$1M
Employer EIN874232408
Plan Effective Date1985-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Montana

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

The Bretz Companies Inc. 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Montana, assets vs. participants Scatter plot of 6 data points. 010002000300040005000 -2000200400600800 Total assets ($M) Participants The Bretz Companies Inc. 401(k) Profit Sharing Plan & Trust, Total assets ($M): 13.044794 · Participants: 270The Bretz Companies Inc. 401(k) Profit Sharing 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
The Bretz Companies Inc. 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Montana, assets vs. participants
Compare The Bretz Companies Inc. 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

The Bretz Companies Inc. 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Montana, the nearest 401(k) by assets is Cpr 401(k) Plan in AZ ($13M); by covered participants it is Frac Shack America 401(k) Retirement Plan in CO (270 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (270 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 The Bretz Companies Inc. 401(k) Profit Sharing Plan & Trust assets move in 2024? ▼
The Bretz Companies Inc. 401(k) Profit Sharing Plan & Trust grew at a solid clip - up 10.5% during 2024, from $12M to $13M. Reported net income was $1M.
How have The Bretz Companies Inc. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), The Bretz Companies Inc.'s sponsor-wide assets grew 10.5%, from $12M to $13M.
Which 401(k) plans are similar in size to The Bretz Companies Inc. 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Cpr 401(k) Plan in AZ ($13M, 229 participants).
Which 401(k) plans cover a similar participant headcount to The Bretz Companies Inc. 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Frac Shack America 401(k) Retirement Plan in CO (270 participants, $648K 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 874232408.

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.