401(k) · DOL Form 5500 · 2024

Stockman Financial Corp. 401(k) Plan

Data updated 2026-08-25

$117M
Total assets Near avg plan size
819
Participants Near avg headcount
92nd
Percentile by assets National rank
$142,490
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Stockman Financial Corp 401 (K) Plan · Sponsored by Stockman Financial Corp. · Montana · Finance & Insurance

$117M in assets, 819 participants

Stockman Financial Corp.'s Stockman Financial Corp 401 (K) Plan reported $117M in total assets and 819 participants in its 2024 DOL Form 5500 filing, ranking in the 92nd 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.

  • #7,415 in Finance & Insurance (8,549 peers)

Coverage in Montana

Stockman Financial Corp 401 (K) Plan covers 819 participants in Montana, 3.0x the typical Montana plan (state average ~271 per filing). Assets: $117M.

#7,415
in Finance & Insurance (8,549 peers)
+11.8%
assets growth YoY
1.2×
vs typical plan assets (national mean)

Stockman Financial Corp 401 (K) Plan's outsized position by total assets

Stockman Financial Corp 401 (K) Plan vs every filed plan by assets

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

$116,699,270 Top 8% higher than 92% 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

Stockman Financial Corp 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. Stockman Financial Corp 401 (K) Plan sits mid-pack in the medium band (819 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Stockman Financial Corp 401 (K) Plan reported net income fell from $16M in the plan year 2023 filing to $12M in the plan year 2024 filing.
  • Stockman Financial Corp 401 (K) Plan end-of-year assets rose from $104M in the plan year 2023 filing to $117M in the plan year 2024 filing.
  • Stockman Financial Corp 401 (K) Plan reported participants rose from 758 in the plan year 2023 filing to 819 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 810399040 · Stockman Financial Corp. PY 2024 · 401(k)

Stockman Financial Corp 401 (K) Plan · $117M · 819 · 92nd

  • 5500 $117M
  • ASSETS 819
  • PCT 92nd
  • EIN 401(k)
  • RANK near Maxor National Pharmacy Services Company 401(k) Plan
  • PHOTO ind #7415

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 Finance & Insurance retirement plans → · Plans in Montana →

Stockman Financial Corp 401 (K) Plan in the asset neighbourhood

Summit Polymers, Inc. Employees' Profit Sharing PlanSummit Polymers, Inc. Employ…$117MStockman Financial Corp 401 (K) PlanStockman Financial Corp 401 …$117MMaxor National Pharmacy Services Company 401(k) PlanMaxor National Pharmacy Serv…$117MMidwest Teamsters Member 401(k) PlanMidwest Teamsters Member 401…$117MSunkist Match Plus Savings PlanSunkist Match Plus Savings P…$117M
End-of-year total assets ($M) among Stockman Financial Corp 401 (K) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Montana filing particulars

Total Assets (Beginning of Year)$104M
Net Assets (End of Year)$117M
Net Income$12M
Employer EIN810399040
Plan Effective Date1988-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Stockman Financial Corp.)

Sponsor-wide plan assets over time

All Stockman Financial Corp. plans reported in each filing year

Latest sponsor-wide plan assets
$117M 32.63863970052077% vs 2022
2024 filing year
$80M$90M$100M$110M$120M 202220232024 $88M $117M ▲ +32.6%
Year Plans Participants Total Assets
2022 1 745 $88M
2023 1 758 $104M
2024 1 819 $117M

Nearby 401(k) Plans in Montana

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

Stockman Financial Corp 401 (K) Plan vs. nearby 401(k) plans in Montana, assets vs. participants Scatter plot of 6 data points. 010002000300040005000 0200400600800 Total assets ($M) Participants Stockman Financial Corp 401 (K) Plan, Total assets ($M): 116.69927 · Participants: 819Stockman Financial Corp 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
Stockman Financial Corp 401 (K) Plan vs. nearby 401(k) plans in Montana, assets vs. participants
Compare Stockman Financial Corp 401 (K) Plan side-by-side with 3 peers →

Stockman Financial Corp 401 (K) Plan's out-of-state 401(k) peers by assets and headcount

Outside Montana, the nearest 401(k) by assets is Maxor National Pharmacy Services Company 401(k) Plan in TX ($117M); by covered participants it is Vontier Union Retirement Savings Plan in NC (819 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($117M here).

Similar participant headcount

Nearest other-state filings by covered participants (819 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 Stockman Financial Corp 401 (K) Plan assets move in 2024? ▼
Stockman Financial Corp 401 (K) Plan grew at a solid clip - up 11.8% during 2024, from $104M to $117M. Reported net income was $12M.
How have Stockman Financial Corp. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Stockman Financial Corp.'s sponsor-wide assets grew 32.6%, from $88M to $117M.
Where does Stockman Financial Corp 401 (K) Plan rank by assets among Form 5500 filers? ▼
Stockman Financial Corp 401 (K) Plan ranks in the 92nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Stockman Financial Corp 401 (K) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Maxor National Pharmacy Services Company 401(k) Plan in TX ($117M, 1,024 participants).
Which 401(k) plans cover a similar participant headcount to Stockman Financial Corp 401 (K) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Vontier Union Retirement Savings Plan in NC (819 participants, $56M 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 810399040.

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.