401(k) · DOL Form 5500 · 2024
Sun Mountain Lumber Company 401(k) Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 206
- Participants Below avg headcount
- 49th
- Percentile by assets National rank
- $34,613
- Avg per participant Low balance/head
Official DOL plan name: Sun Mountain Lumber Company 401(k) Plan and Trust · Sponsored by Sun Mountain Lumber Company · Montana · Manufacturing
$7M in assets, 206 participants
Sun Mountain Lumber Company's Sun Mountain Lumber Company 401(k) Plan and Trust reported $7M in total assets and 206 participants in its 2024 DOL Form 5500 filing, ranking in the 49th 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.
- #5,819 in Manufacturing (17,777 peers)
Sun Mountain Lumber Company multi-year trail
Sun Mountain Lumber Company's plans moved +42.7% in assets from 2022 to 2024; this filing shows Sun Mountain Lumber Company 401(k) Plan and Trust at $7M / 206 participants.
- #5,819
- in Manufacturing (17,777 peers)
- +21.7%
- assets growth YoY
Sun Mountain Lumber Company 401(k) Plan and Trust's mid-pack asset rank among Manufacturing and all filers
Sun Mountain Lumber Company 401(k) Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$7,130,299 49th percentile higher than 49% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Sun Mountain Lumber Company 401(k) Plan and 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. Sun Mountain Lumber Company 401(k) Plan and Trust sits mid-pack in the medium band (206 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Sun Mountain Lumber Company 401(k) Plan and Trust reported net income rose from $862K in the plan year 2023 filing to $1M in the plan year 2024 filing.
- Sun Mountain Lumber Company 401(k) Plan and Trust reported participants rose from 168 in the plan year 2023 filing to 206 in the plan year 2024 filing.
- Sun Mountain Lumber Company 401(k) Plan and Trust end-of-year assets rose from $6M in the plan year 2023 filing to $7M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 200080113 · Sun Mountain Lumber Company PY 2024 · 401(k)
Sun Mountain Lumber Company 401(k) Plan and Trust · $7M · 206 · 49th
- EOY $7M
- 5500 206
- ASSETS 49th
- PCT 401(k)
- EIN near Indian Industries, LLC 401(k) Plan
- RANK ind #5819
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 Manufacturing retirement plans → · Plans in Montana →
Sun Mountain Lumber Company 401(k) Plan and Trust in the asset neighbourhood
Sun Mountain Lumber Company multi-year asset trail
Sponsor-wide plan assets over time
All Sun Mountain Lumber Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $7M 42.69744906485057% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 154 | $5M |
| 2023 | 1 | 168 | $6M |
| 2024 | 1 | 206 | $7M |
Sun Mountain Lumber Company filing trail (2024)
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | $1M |
| Employer EIN | 200080113 |
| Plan Effective Date | 2004-03-05 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Montana
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- D.a. Davidson Companies Retirement Savings and Profit Sharing Plan $623M · 1,619
- Glacier Bancorp, Inc. Profit Sharing and 401(k) Plan $538M · 3,215
- Northwestern Energy 401(k) Retirement Savings Plan $513M · 1,571
- Logan Health Retirement Savings Plan $500M · 4,288
- First Interstate Bancsystem, Inc. 401(k) Plan $482M · 3,530
Sun Mountain Lumber Company 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside Montana, the nearest 401(k) by assets is Indian Industries, LLC 401(k) Plan in TX ($7M); by covered participants it is Fairwave Holdings 401(k) Savings Plan in MO (206 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
Similar participant headcount
Nearest other-state filings by covered participants (206 participants); asset peers above are excluded.
- Fairwave Holdings 401(k) Savings Plan (MO) 206 · 0 off
- Phoenix Motor Company 401(k) Plan (AZ) 206 · 0 off
- Cavicchio Greenhouses Retirement Savings Plan (MA) 206 · 0 off
- Nextpoint Group, LLC 401(k) Plan (VA) 206 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.