401(k) · DOL Form 5500 · 2024

Stockman Financial Corp. 401(k) Plan

Data updated 2026-08-11

$117M
Total assets
819
Participants
92nd
Percentile by assets
$142,490
Avg per participant
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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.

  • 92nd percentile by assets (of 123,622 plans)
  • #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.

$117M
total plan assets (2024 EOY)
819
covered participants
92nd
percentile by assets (of 123,622 plans)
$142,490
avg assets per participant

Where Stockman Financial Corp 401 (K) Plan sits 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 $2,010,000,000 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

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 →

State
Montana
Industry
Finance & Insurance

Participants vs Montana filers

In Montana, the average filing covers about 271 participants across 404 plans. Stockman Financial Corp 401 (K) Plan reports 819 participants - 3.0x that state average ($117M EOY assets).

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.)

$80M$90M$100M$110M$120M 202220232024 $88M $117M ▲ +32.6%
Total plan assets by year, all Stockman Financial Corp. plans on file
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 ($M) Participants Stockman Financial C…, Total assets ($M): 116.69927 · Participants: 819Stockman Financial C…D.a. Davidson Compan…, Total assets ($M): 622.672637 · Participants: 1619D.a. Davidson Compan…Glacier Bancorp, Inc…, Total assets ($M): 537.940129 · Participants: 3215Glacier Bancorp, Inc…Northwestern Energy …, Total assets ($M): 512.769387 · Participants: 1571Northwestern Energy …Logan Health Retirem…, Total assets ($M): 500.352847 · Participants: 4288Logan Health Retirem…First Interstate Ban…, Total assets ($M): 481.734557 · Participants: 3530First Interstate Ban…
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 →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Stockman Financial Corp 401 (K) Plan by total assets, not by location.

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).

Next read for Stockman Financial Corp 401 (K) Plan

Filing takeaways

Ways to act on Stockman Financial Corp 401 (K) Plan's numbers.

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.