401(k) · DOL Form 5500 · 2024
Missoula Bone & Joint, LLC 401(k) Plan
Data updated 2026-08-11
- $32M
- Total assets
- 198
- Participants
- 78th
- Percentile by assets
- $161,639
- Avg per participant
Official DOL plan name: Missoula Bone & Joint, LLC 401(k) Profit Sharing Plan & Trust · Sponsored by Missoula Bone & Joint, LLC · Montana · Healthcare & Social Assistance
$32M in assets, 198 participants
Missoula Bone & Joint, LLC's Missoula Bone & Joint, LLC 401(k) Profit Sharing Plan & Trust reported $32M in total assets and 198 participants in its 2024 DOL Form 5500 filing, ranking in the 78th 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.
- 78th percentile by assets (of 123,622 plans)
- #13,794 in Healthcare & Social Assistance (16,916 peers)
Where Missoula Bone & Joint, LLC 401(k) Profit Sharing Plan & Trust sits by assets
Missoula Bone & Joint, LLC 401(k) Profit Sharing Plan & Trust sits in the top quartile of all filed plans by assets, $32M for 198 participants (~$161,639/participant), up 15.5% in 2024.
- $32M
- total plan assets (2024 EOY)
- 198
- covered participants
- 78th
- percentile by assets (of 123,622 plans)
- $161,639
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Missoula Bone & Joint, LLC 401(k) Profit Sharing Plan & Trust reported net income fell from $5M in the plan year 2023 filing to $4M in the plan year 2024 filing.
- Missoula Bone & Joint, LLC 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $28M in the plan year 2023 filing to $32M in the plan year 2024 filing.
- Missoula Bone & Joint, LLC 401(k) Profit Sharing Plan & Trust reported participants rose from 185 in the plan year 2023 filing to 198 in the plan year 2024 filing.
Missoula Bone & Joint, LLC 401(k) Profit Sharing Plan & Trust vs the 2024 asset distribution
By assets, Missoula Bone & Joint, LLC 401(k) Profit Sharing Plan & Trust outranks 78% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.3x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $28M |
|---|---|
| Net Assets (End of Year) | $32M |
| Net Income | $4M |
| Employer EIN | 841392819 |
| Plan Effective Date | 1999-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Missoula Bone & Joint, LLC)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 168 | $22M |
| 2023 | 1 | 185 | $28M |
| 2024 | 1 | 198 | $32M |
Nearby 401(k) Plans in Montana
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Missoula Bone & Joint, LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Montana, assets vs. participants
- 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
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Missoula Bone & Joint, LLC 401(k) Profit Sharing Plan & Trust by total assets, not by location.
Frequently Asked Questions
How did Missoula Bone & Joint, LLC 401(k) Profit Sharing Plan & Trust assets move in 2024? ▼
How have Missoula Bone & Joint, LLC plan assets changed over time? ▼
Where does Missoula Bone & Joint, LLC 401(k) Profit Sharing Plan & Trust rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Missoula Bone & Joint, LLC 401(k) Profit Sharing Plan & Trust? ▼
Next read for Missoula Bone & Joint, LLC 401(k) Profit…
Scale reading
Ways to act on Missoula Bone & Joint, LLC 401(k) Profit Sharing Plan & Trust's numbers.
- By total assets, Missoula Bone & Joint, LLC 401(k) Profit Sharing Plan & Trust ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Montana. Compare plans
- Missoula Bone & Joint, LLC's sponsor-wide assets have grown 44.8% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans