401(k) · DOL Form 5500 · 2023

Montana Spirits Craft Distillery, Incorporated 401(k) Plan

Data updated 2026-08-25

$257K
Total assets Small plan by assets
1
Participants Small participant base
12th
Percentile by assets National rank
$256,925
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Montana Scd 401(k) · Sponsored by Montana Spirits Craft Distillery, Incorporated · Montana · Transportation & Warehousing

$257K in assets, 1 participants

Montana Spirits Craft Distillery, Incorporated's Montana Scd 401(k) reported $257K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 12th 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.

  • #449 in Transportation & Warehousing (3,362 peers)

2023 asset change

Montana Scd 401(k) grew at a solid clip 9.9% in 2023 ($234K → $257K) for 1 participant.

#449
in Transportation & Warehousing (3,362 peers)
+9.9%
assets growth YoY

Montana Scd 401(k) among the smaller filed plans by assets

Montana Scd 401(k) vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$256,925 12th percentile higher than 12% of 127,068 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 2023

Montana Scd 401(k) among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Montana Scd 401(k) is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Montana Scd 401(k) reported net income rose from -$42K in the plan year 2022 filing to $23K in the plan year 2023 filing.
  • Montana Scd 401(k) end-of-year assets rose from $234K in the plan year 2022 filing to $257K in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 872599522 · Montana Spirits Craft Distillery, Incorporated PY 2023 · 401(k)

Montana Scd 401(k) · $257K · 1 · 12th

  • IND $257K
  • IND 1
  • IND 12th
  • IND 401(k)
  • IND near Narrow Gate Enterprises, Inc. 401(k) Profit Sharing Plan
  • IND ind #449

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 Transportation & Warehousing retirement plans → · Plans in Montana →

Montana Scd 401(k) in the asset neighbourhood

Montana Scd 401(k)$257KNarrow Gate Enterprises, Inc. 401(k) Profit Sharing PlanNarrow Gate Enterprises, Inc…$257KSouth Dakota Venture, Inc.$257KBusiness Information Technolog 401(k) Profit Sharing Plan & TrustBusiness Information Technol…$257KAndes Financial Group, Inc. 401(k) PlanAndes Financial Group, Inc. …$257K
End-of-year total assets ($M) among Montana Scd 401(k) and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Montana Spirits Craft Distillery, Incorporated years around the 2023 move

Sponsor-wide plan assets over time

All Montana Spirits Craft Distillery, Incorporated plans reported in each filing year

Latest sponsor-wide plan assets
$257K 9.929487673178789% vs 2022
2023 filing year
$0.22M$0.23M$0.24M$0.25M$0.26M$0.27M 20222023 $0.23M $0.26M ▲ +13.0%
Year Plans Participants Total Assets
2022 1 1 $234K
2023 1 1 $257K

2023 asset-move particulars

Total Assets (Beginning of Year)$234K
Net Assets (End of Year)$257K
Net Income$23K
Employer EIN872599522
Plan Effective Date2021-09-14
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Montana

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

Montana Scd 401(k) vs. nearby 401(k) plans in Montana, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -2000200400600 Total assets ($M) Participants Montana Scd 401(k), Total assets ($M): 0.256925 · Participants: 1Montana Scd 401(k)D.a. Davidson Companies Retirement Savings and Profit Sharing Plan, Total assets ($M): 543.142005 · Participants: 1580D.a. Davidson Companies Retirement Savings and Profit Sharing PlanGlacier Bancorp, Inc. Profit Sharing and 401(k) Plan, Total assets ($M): 484.798151 · Participants: 3264Glacier Bancorp, Inc. Profit Sharing and 401(k) PlanNorthwestern Energy 401(k) Retirement Savings Plan, Total assets ($M): 462.756735 · Participants: 1529Northwestern Energy 401(k) Retirement Savings PlanFirst Interstate Bancsystem, Inc. 401(k) Plan, Total assets ($M): 453.618257 · Participants: 3750First Interstate Bancsystem, Inc. 401(k) PlanLogan Health Retirement Savings Plan, Total assets ($M): 436.597451 · Participants: 4232Logan Health Retirement Savings Plan
Montana Scd 401(k) vs. nearby 401(k) plans in Montana, assets vs. participants
Compare Montana Scd 401(k) side-by-side with 3 peers →

Montana Scd 401(k)'s out-of-state 401(k) peers by assets and headcount

Outside Montana, the nearest 401(k) by assets is Narrow Gate Enterprises, Inc. 401(k) Profit Sharing Plan in TX ($257K); by covered participants it is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Montana Scd 401(k) assets move in 2023? ▼
Montana Scd 401(k) grew at a solid clip - up 9.9% during 2023, from $234K to $257K. Reported net income was $23K.
How have Montana Spirits Craft Distillery, Incorporated plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Montana Spirits Craft Distillery, Incorporated's sponsor-wide assets grew 9.9%, from $234K to $257K.
Where does Montana Scd 401(k) rank by assets among Form 5500 filers? ▼
Montana Scd 401(k) ranks in the 12th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Montana Scd 401(k)? ▼
Among 401(k) plans in other states, the closest by assets is Narrow Gate Enterprises, Inc. 401(k) Profit Sharing Plan in TX ($257K, 2 participants).
Which 401(k) plans cover a similar participant headcount to Montana Scd 401(k)? ▼
Among 401(k) plans in other states, the closest by covered participants is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant, $458 in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 872599522.

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.