401(k) · DOL Form 5500 · 2024

Mtb Management, Inc. 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
274
Participants Below avg headcount
25th
Percentile by assets National rank
$4,507
Avg per participant Low balance/head
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Official DOL plan name: Mtb Management, Inc. 401(k) Plan · Sponsored by Mtb Management, Inc. · Montana · Food Services & Accommodation

$1M in assets, 274 participants

Mtb Management, Inc.'s Mtb Management, Inc. 401(k) Plan reported $1M in total assets and 274 participants in its 2024 DOL Form 5500 filing, ranking in the 25th 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.

  • #2,193 in Food Services & Accommodation (3,672 peers)

Food Services & Accommodation sector rank

Within Food Services & Accommodation, Mtb Management, Inc. 401(k) Plan ranks #2,193 of 3,672 2024 filers by assets (1585% of the sector average)-$1M for 274 participants.

#2,193
in Food Services & Accommodation (3,672 peers)
-16.6%
assets change YoY

The plan reported a net loss of $245K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Mtb Management, Inc. 401(k) Plan among the smaller filed plans by assets

Mtb Management, Inc. 401(k) Plan vs every filed plan by assets

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

$1,234,788 25th percentile higher than 25% 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

Mtb Management, Inc. 401(k) Plan 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. Mtb Management, Inc. 401(k) Plan sits mid-pack in the medium band (274 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2024

  • Mtb Management, Inc. 401(k) Plan reported participants rose from 129 in the plan year 2022 filing to 274 in the plan year 2024 filing.
  • Mtb Management, Inc. 401(k) Plan reported net income rose from -$303K in the plan year 2022 filing to -$245K in the plan year 2024 filing.
  • Mtb Management, Inc. 401(k) Plan end-of-year assets fell from $1M in the plan year 2022 filing to $1M in the plan year 2024 filing.

See the national 2022→2024 release diff →

Plan-year Form 5500 strip

Filing strip 810480620 · Mtb Management, Inc. PY 2024 · 401(k)

Mtb Management, Inc. 401(k) Plan · $1M · 274 · 25th

  • TYPE $1M
  • NET 274
  • BOOK 25th
  • VS-ST 401(k)
  • BOY near Blackhawk Systems Inc 401(k) Profit Sharing Plan & Trust
  • SCH ind #2193

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 Food Services & Accommodation retirement plans → · Plans in Montana →

Mtb Management, Inc. 401(k) Plan in the asset neighbourhood

S B V Pharmacy Corp 401(k) Profit Sharing Plan & TrustS B V Pharmacy Corp 401(k) P…$1MMullen, Plummer and Castiglioni, a Professional Corporation 401(k) PlanMullen, Plummer and Castigli…$1MMtb Management, Inc. 401(k) PlanMtb Management, Inc. 401(k) …$1MBlackhawk Systems Inc 401(k) Profit Sharing Plan & TrustBlackhawk Systems Inc 401(k)…$1MRose Time, Inc. Retirement PlanRose Time, Inc. Retirement P…$1M
End-of-year total assets ($M) among Mtb Management, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Food Services & Accommodation filing particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income-$245K
Employer EIN810480620
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mtb Management, Inc.)

Sponsor-wide plan assets over time

All Mtb Management, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 2.117867150744547% vs 2022
2024 filing year
$1.22M$1.23M$1.24M$1.25M$1.26M$1.27M 20222024 $1.26M $1.23M ▼ -2.4%
Year Plans Participants Total Assets
2022 1 129 $1M
2024 1 274 $1M

Nearby 401(k) Plans in Montana

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

Mtb Management, Inc. 401(k) Plan vs. nearby 401(k) plans in Montana, assets vs. participants Scatter plot of 6 data points. 010002000300040005000 -2000200400600800 Total assets ($M) Participants Mtb Management, Inc. 401(k) Plan, Total assets ($M): 1.234788 · Participants: 274Mtb Management, Inc. 401(k) PlanD.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
Mtb Management, Inc. 401(k) Plan vs. nearby 401(k) plans in Montana, assets vs. participants
Compare Mtb Management, Inc. 401(k) Plan side-by-side with 3 peers →

Mtb Management, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Montana, the nearest 401(k) by assets is Blackhawk Systems Inc 401(k) Profit Sharing Plan & Trust in MI ($1M); by covered participants it is Phenomebio Inc. 401(k) Plan in CA (274 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (274 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 Mtb Management, Inc. 401(k) Plan assets move in 2024? ▼
Mtb Management, Inc. 401(k) Plan declined sharply - down 16.6% during 2024, from $1M to $1M. Reported net income was -$245K.
How have Mtb Management, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2024), Mtb Management, Inc.'s sponsor-wide assets declined 2.1%, from $1M to $1M.
Where does Mtb Management, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Mtb Management, Inc. 401(k) Plan ranks in the 25th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the lower half of filed plans by assets).
Which 401(k) plans are similar in size to Mtb Management, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Blackhawk Systems Inc 401(k) Profit Sharing Plan & Trust in MI ($1M, 5 participants).
Which 401(k) plans cover a similar participant headcount to Mtb Management, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Phenomebio Inc. 401(k) Plan in CA (274 participants, N/A 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 810480620.

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.