Profit Sharing · DOL Form 5500 · 2023

Pipe Trades Pension of Montana Profit Sharing Plan

Data updated 2026-08-25

$76M
Total assets Below avg plan size
1,088
Participants Near avg headcount
89th
Percentile by assets National rank
$69,496
Avg per participant Below avg balance/head
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Official DOL plan name: Pipe Trades Pension of Montana · Sponsored by Pipe Trades Pension of Montana · Washington · Finance & Insurance

$76M in assets, 1,088 participants

Pipe Trades Pension of Montana's Pipe Trades Pension of Montana reported $76M in total assets and 1,088 participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.

  • #7,395 in Finance & Insurance (8,869 peers)

Where Pipe Trades Pension of Montana sits by assets

Pipe Trades Pension of Montana sits in the top quartile of all filed plans by assets, $76M for 1,088 participants (~$69,496/participant), up 3.0% in 2023.

#7,395
in Finance & Insurance (8,869 peers)
+3.0%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Pipe Trades Pension of Montana's outsized position by total assets

Pipe Trades Pension of Montana vs every filed plan by assets

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

$75,611,459 Top 11% higher than 89% 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

Pipe Trades Pension of Montana's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pipe Trades Pension of Montana lands in the large band (1,088 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Pipe Trades Pension of Montana reported net income fell from $7M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Pipe Trades Pension of Montana end-of-year assets rose from $73M in the plan year 2022 filing to $76M in the plan year 2023 filing.
  • Pipe Trades Pension of Montana reported participants rose from 1,058 in the plan year 2022 filing to 1,088 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 911530117 · Pipe Trades Pension of Montana PY 2023 · Profit Sharing

Pipe Trades Pension of Montana · $76M · 1,088 · 89th

  • EBSA $76M
  • EBSA 1,088
  • EBSA 89th
  • EBSA Profit Sharing
  • EBSA near Local 863 Ibt Retirement Savings Plan
  • EBSA ind #7395

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 Washington →

Pipe Trades Pension of Montana in the asset neighbourhood

I.U.P.a.T. of Western PA Annuity FundI.U.P.a.T. of Western PA Ann…$76MPipe Trades Pension of MontanaPipe Trades Pension of Monta…$76MLocal 863 Ibt Retirement Savings PlanLocal 863 Ibt Retirement Sav…$75MSt. Croix Regional Medical Center 403(b) Retirement PlanSt. Croix Regional Medical C…$75MSmart Local 137 Annuity Fund$75M
End-of-year total assets ($M) among Pipe Trades Pension of Montana and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$73M
Net Assets (End of Year)$76M
Net Income$2M
Employer EIN911530117
Plan Effective Date1991-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Pipe Trades Pension of Montana)

Sponsor-wide plan assets over time

All Pipe Trades Pension of Montana plans reported in each filing year

Latest sponsor-wide plan assets
$90M 22.555911791905917% vs 2022
2024 filing year
$50M$100M$150M$200M 202220232024 $73.4M $90M ▲ +22.6%
Year Plans Participants Total Assets
2022 1 1,058 $73M
2023 2 2,176 $161M
2024 1 1,194 $90M

Nearby Profit Sharing Plans in Washington

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Pipe Trades Pension of Montana vs. nearby Profit Sharing plans in Washington, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 0200400600800 Total assets ($M) Participants Pipe Trades Pension of Montana, Total assets ($M): 75.611459 · Participants: 1088Pipe Trades Pension of MontanaBill & Melinda Gates Foundation Sharing Retirement Plan, Total assets ($M): 579.391272 · Participants: 1735Bill & Melinda Gates Foundation Sharing Retirement PlanItron, Inc. Incentive Savings Plan, Total assets ($M): 575.69267 · Participants: 2440Itron, Inc. Incentive Savings PlanMulticare Health System Retirement Account Plan, Total assets ($M): 478.440322 · Participants: 11441Multicare Health System Retirement Account PlanSEIU 775 Secure Retirement Plan, Total assets ($M): 383.829878 · Participants: 70796SEIU 775 Secure Retirement PlanWestern Washington Painters Defined Contribution Pension Plan, Total assets ($M): 258.890378 · Participants: 1660Western Washington Painters Defined Contribution Pension Plan
Pipe Trades Pension of Montana vs. nearby Profit Sharing plans in Washington, assets vs. participants
Compare Pipe Trades Pension of Montana side-by-side with 3 peers →

Pipe Trades Pension of Montana's out-of-state Profit Sharing peers by assets and headcount

Outside Washington, the nearest Profit Sharing by assets is Local 863 Ibt Retirement Savings Plan in NJ ($75M); by covered participants it is Cement Masons and Plasterers Local 518 Defined Contribution Fund in MO (1,091 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($76M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,088 participants); 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 Pipe Trades Pension of Montana assets move in 2023? ▼
Pipe Trades Pension of Montana edged up modestly - up 3.0% during 2023, from $73M to $76M. Reported net income was $2M.
How have Pipe Trades Pension of Montana plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pipe Trades Pension of Montana's sponsor-wide assets grew 22.6%, from $73M to $90M.
Where does Pipe Trades Pension of Montana rank by assets among Form 5500 filers? ▼
Pipe Trades Pension of Montana ranks in the 89th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Profit Sharing plans are similar in size to Pipe Trades Pension of Montana? ▼
Among Profit Sharing plans in other states, the closest by assets is Local 863 Ibt Retirement Savings Plan in NJ ($75M, 2,158 participants).
Which Profit Sharing plans cover a similar participant headcount to Pipe Trades Pension of Montana? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Cement Masons and Plasterers Local 518 Defined Contribution Fund in MO (1,091 participants, $63M 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 911530117.

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.