Profit Sharing · DOL Form 5500 · 2023

Pipe Trades Pension of Montana Profit Sharing Plan

Data updated 2026-08-11

$85M
Total assets
1,088
Participants
90th
Percentile by assets
$78,109
Avg per participant
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Official DOL plan name: Pipe Trades Pension of Montana · Sponsored by Pipe Trades Pension of Montana · Washington · Finance & Insurance

$85M in assets, 1,088 participants

Pipe Trades Pension of Montana's Pipe Trades Pension of Montana reported $85M in total assets and 1,088 participants in its 2023 DOL Form 5500 filing, ranking in the 90th 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.

  • 90th percentile by assets (of 127,072 plans)
  • #7,529 in Finance & Insurance (8,869 peers)

Where Pipe Trades Pension of Montana sits by assets

Pipe Trades Pension of Montana sits in the top 10% of all filed plans by assets, $85M for 1,088 participants (~$78,109/participant), up 12.4% in 2023.

$85M
total plan assets (2023 EOY)
1,088
covered participants
90th
percentile by assets (of 127,072 plans)
$78,109
avg assets per participant

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Pipe Trades Pension of Montana reported net income rose from $7M in the plan year 2022 filing to $9M 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 $85M 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 →

State
Washington
Industry
Finance & Insurance

Pipe Trades Pension of Montana vs the 2023 asset distribution

By assets, Pipe Trades Pension of Montana outranks 90% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 0.9x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$76M
Net Assets (End of Year)$85M
Net Income$9M
Employer EIN911530117
Plan Effective Date1991-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Pipe Trades Pension of Montana)

$50M$100M$150M$200M 202220232024 $73.4M $90M ▲ +22.6%
Total plan assets by year, all Pipe Trades Pension of Montana plans on file
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

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 …Bill & Melinda Gates…Itron, Inc. Incentiv…Multicare Health Sys…SEIU 775 Secure Reti…Western Washington P…
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 →

Similar-Sized Profit Sharing Plans Nationally

Profit Sharing plans in other states closest to Pipe Trades Pension of Montana by total assets, not by location.

Frequently Asked Questions

How did Pipe Trades Pension of Montana assets move in 2023? ▼
Pipe Trades Pension of Montana grew at a solid clip - up 12.4% during 2023, from $76M to $85M. Reported net income was $9M.
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 90th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% 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 Yeshiva University After-Tax Annuity Plan in NY ($85M, 77 participants).

Next read for Pipe Trades Pension of Montana

Scale reading

Ways to act on Pipe Trades Pension of Montana's numbers.

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.