Billings, MT Form 5500 retirement and benefit plan filings
City Form 5500 summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Billings, MT has 95 loaded benefit plan(s) reported by 60 plan sponsor(s), with $2,096,927,403 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 95
- Plan sponsors
- 60
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $2,096,927,403
- Total reported liabilities (EOY)
- $67,751,578
- Total reported net assets (EOY)
- $2,029,175,832
Contributions & income
- Employer contributions
- $199,609,194
- Participant contributions
- $90,408,490
- Total income / additions
- $618,525,659
Expenses & distributions
- Benefits paid / distributions
- $339,645,791
- Total expenses
- $357,758,022
- Net increase / (decrease)
- $260,767,637
Coverage
- Total reported participants
- 51,623
- Plans with financial statements
- 60
- Plans with provider compensation
- 43
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Billings, MT plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.
Largest loaded plans by reported assets
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Billings Clinic 403b Plan | Billings Clinic | $521,531,364 | 2023 |
| First Interstate Bancsystem, Inc. 401(K) Plan | First Interstate Bancsystem, Inc. | $453,618,257 | 2023 |
| Billings Clinic Pension Plan | Billings Clinic | $236,512,701 | 2023 |
| Electrical Consultants Inc Profit Sharing Plan | Electrical Consultants, Inc. | $114,171,361 | 2023 |
| Crowley Fleck Pllp Profit Sharing Plan And Trust | Crowley Fleck Pllp | $97,454,022 | 2023 |
| Electrical Consultants, Inc. Employee Stock Ownership Plan | Electrical Consultants, Inc. | $81,207,033 | 2023 |
| Cushing Terrell 401(K) Retirement Plan | Cushing Terrell | $73,742,499 | 2023 |
| Associated Employers Group Benefit Plan And Trust | Associated Employers Of Montana | $46,821,599 | 2023 |
| Montana Contractors Association Health Care Trust Benefit Plan | Board Of Trustees Of The Montana Contractors Assn Health Care Trust | $42,558,310 | 2023 |
| Imagine360 Administrators 401(K) Plan | Imagine360 Services LLC | $40,405,532 | 2023 |
| Computers Unlimited 401(K) Plan | Computers Unlimited, Inc. | $36,758,699 | 2023 |
| Rocky Mountain College Defined Contribution Retirement Plan | Rocky Mountain College | $30,155,541 | 2023 |
| Ortho Montana, Psc 401k Profit Sharing Plan | Ortho Montana, Psc | $28,686,784 | 2023 |
| Kampgrounds Of America, Inc. Salary Reduction Profit Sharing Plan & Trust | Kampgrounds Of America, Inc | $28,362,452 | 2023 |
| Billings Clinic Employee Benefit Plan And Trust | Billings Clinic | $23,057,136 | 2023 |
| Yellowstone Bank 401(K) Plan | The Yellowstone Bank | $20,978,988 | 2023 |
| Wyo-Ben, Inc. 401(K) Retirement Plan | Wyo-Ben, Inc. | $19,103,720 | 2023 |
| Menholt Automotive Group 401(K) Plan | Menholt Automotive Group | $17,407,336 | 2023 |
| Langlas & Associates, Inc. Profit Sharing Plan | Langlas & Associates, Inc. | $15,392,545 | 2023 |
| Pierce Companies 401(K) Plan | Pierce'S Flooring, Inc. | $14,673,081 | 2023 |
| Wireless Communications, Inc. Safe Harbor 401k Profit Sharing Plan | Wireless Communications, Inc. | $14,284,772 | 2023 |
| The Tire Guys 401(K) Plan | The Tire Guys, Inc. | $12,842,936 | 2023 |
| Northwest Pipe Fittings, Inc 401(K) Profit Sharing Plan | Northwest Pipe Fittings, Inc. | $11,995,784 | 2023 |
| The Waggoners Trucking 401(K) Profit Sharing Plan | The Waggoners Trucking | $10,776,885 | 2023 |
| Automotive & Industrial Distributors Of Billings Employee Stock Ownership Plan | A & I Distributors Of Billings Esop Plan | $8,380,578 | 2023 |
Largest plans in Billings → · Billings plans by participants → · Billings plans with financial data → · Billings plans with provider compensation → · $1B+ plans in Billings →
Related Form 5500 pages
- All MT Form 5500 filings
- Billings Clinic 403b Plan (plan 004)
- Billings Clinic — all reported plans
- First Interstate Bancsystem, Inc. 401(K) Plan (plan 003)
- First Interstate Bancsystem, Inc. — all reported plans
- Billings Clinic Pension Plan (plan 002)
- Electrical Consultants Inc Profit Sharing Plan (plan 001)
- Electrical Consultants, Inc. — all reported plans
- Crowley Fleck Pllp Profit Sharing Plan And Trust (plan 001)
- Crowley Fleck Pllp — all reported plans
- Electrical Consultants, Inc. Employee Stock Ownership Plan (plan 002)
- Cushing Terrell 401(K) Retirement Plan (plan 001)
- Cushing Terrell — all reported plans
- Associated Employers Group Benefit Plan And Trust (plan 501)
- Associated Employers Of Montana — all reported plans
- Montana Contractors Association Health Care Trust Benefit Plan (plan 501)
- Board Of Trustees Of The Montana Contractors Assn Health Care Trust — all reported plans
- Imagine360 Administrators 401(K) Plan (plan 002)
- Imagine360 Services LLC — all reported plans
- Computers Unlimited 401(K) Plan (plan 001)
- Computers Unlimited, Inc. — all reported plans
- Rocky Mountain College Defined Contribution Retirement Plan (plan 001)
- Rocky Mountain College — all reported plans
- Ortho Montana, Psc 401k Profit Sharing Plan (plan 001)
- Ortho Montana, Psc — all reported plans
- Kampgrounds Of America, Inc. Salary Reduction Profit Sharing Plan & Trust (plan 005)
- Kampgrounds Of America, Inc — all reported plans
- Billings Clinic Employee Benefit Plan And Trust (plan 501)
- Methodology
- Data sources