Butte, 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, Butte, MT has 35 loaded benefit plan(s) reported by 23 plan sponsor(s), with $1,507,946,139 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 35
- Plan sponsors
- 23
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $1,507,946,139
- Total reported liabilities (EOY)
- $7,480,521
- Total reported net assets (EOY)
- $1,500,465,618
Contributions & income
- Employer contributions
- $56,687,134
- Participant contributions
- $30,137,109
- Total income / additions
- $259,605,475
Expenses & distributions
- Benefits paid / distributions
- $177,932,969
- Total expenses
- $182,617,383
- Net increase / (decrease)
- $76,988,092
Coverage
- Total reported participants
- 14,059
- Plans with financial statements
- 26
- Plans with provider compensation
- 9
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Butte, 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 |
|---|---|---|---|
| Northwestern Energy 401(K) Retirement Savings Plan | Northwestern Corporation | $462,756,735 | 2023 |
| Northwestern Energy Master Retirement Trust | Northwestern Corporation | $402,670,966 | 2023 |
| Northwestern Energy Mt Pension Plan | Northwestern Corporation | $350,194,280 | 2023 |
| Town Pump, Et Al 401(K) Plan | Town Pump, Et Al | $81,191,736 | 2023 |
| Northwestern Energy Sd/Ne Pension Plan | Northwestern Corporation | $55,711,110 | 2023 |
| Pioneer Technical Services, Inc. 401(K) Profit Sharing Plan | Pioneer Technical Services, Inc. | $25,118,765 | 2023 |
| Northwestern Energy Flexible Compensation Plan | Northwestern Corporation | $23,619,910 | 2023 |
| Community, Counseling, And Correctional Services, Inc. 401( | Community, Counseling, And Corre | $20,254,545 | 2023 |
| Pioneer Technical Services, Inc. Employee Stock Ownership Plan And Trust | Pioneer Technical | $19,636,037 | 2023 |
| Okeefe Drilling Company Profit-Sharing Trust | Okeefe Drilling Company Inc | $17,914,225 | 2023 |
| Newland And Company Pc Profit Sharing Plan | Newland And Company Profit Sharing Plan | $9,734,833 | 2023 |
| 403(B) Thrift Plan For Employees Of Butte-Silver Bow Primary Health Care Clinic, Inc. | Butte-Silver Bow Primary Health Care Clinic, Inc. | $9,330,801 | 2023 |
| W.E.T., Inc. Employee Stock Ownership Plan And Trust | Water & Environmental Technologies, Inc. | $7,456,010 | 2023 |
| Town Pump Inc. Employee Benefits Plan | Town Pump Inc. | $5,111,190 | 2023 |
| Markovich Construction, Inc. Profit Sharing Trust | Markovich Construction, Inc. | $4,591,236 | 2023 |
| First Citizens Bank Of Butte Profit Sharing Trust | First Citizens Bank Of Butte | $3,305,223 | 2023 |
| Bsw, Inc. Retirement Savings Plan | Bsw, Inc. | $2,963,220 | 2023 |
| Montana Abstract & Title Co., Inc. 401k Profit Sharing Plan And Trust | Montana Abstract & Title Company, Inc. | $2,279,059 | 2023 |
| Pioneer Concrete And Fuel, Inc. Profit Sharing Plan And Trust | Pioneer Concrete And Fuel, Inc. | $1,287,804 | 2023 |
| Hunter Brothers Construction Profit Sharing Trust | Hunter Brothers Construction Inc | $951,035 | 2023 |
| Paul F Thomas , Dds, Pc 401(K) Profit Sharing Plan | Paul F Thomas , Dds, Pc 401(K) Profit Sharing Plan | $678,195 | 2023 |
| Walsh Plumbing And Heating Inc Profit Sharing Trust | Walsh Plumbing & Heating Inc. | $583,019 | 2023 |
| Terminal Meats Inc 401(K) Plan | Terminal Meats Inc | $457,340 | 2023 |
| Southwest Septic & Sewer Inc. Profit Sharing Trust | Southwest Septic & Sewer Inc | $137,900 | 2023 |
| Black And Ritchey Inc 401(K) Plan | Black And Ritchey Inc | $10,965 | 2023 |
Largest plans in Butte → · Butte plans by participants → · Butte plans with financial data → · Butte plans with provider compensation → · $1B+ plans in Butte →
Related Form 5500 pages
- All MT Form 5500 filings
- Northwestern Energy 401(K) Retirement Savings Plan (plan 103)
- Northwestern Corporation — all reported plans
- Northwestern Energy Master Retirement Trust (plan 104)
- Northwestern Energy Mt Pension Plan (plan 101)
- Town Pump, Et Al 401(K) Plan (plan 001)
- Town Pump, Et Al — all reported plans
- Northwestern Energy Sd/Ne Pension Plan (plan 001)
- Pioneer Technical Services, Inc. 401(K) Profit Sharing Plan (plan 001)
- Pioneer Technical Services, Inc. — all reported plans
- Northwestern Energy Flexible Compensation Plan (plan 530)
- Community, Counseling, And Correctional Services, Inc. 401( (plan 001)
- Community, Counseling, And Corre — all reported plans
- Pioneer Technical Services, Inc. Employee Stock Ownership Plan And Trust (plan 002)
- Okeefe Drilling Company Profit-Sharing Trust (plan 001)
- Okeefe Drilling Company Inc — all reported plans
- Newland And Company Pc Profit Sharing Plan (plan 001)
- Newland And Company Profit Sharing Plan — all reported plans
- 403(B) Thrift Plan For Employees Of Butte-Silver Bow Primary Health Care Clinic, Inc. (plan 001)
- Butte-Silver Bow Primary Health Care Clinic, Inc. — all reported plans
- W.E.T., Inc. Employee Stock Ownership Plan And Trust (plan 002)
- Water & Environmental Technologies, Inc. — all reported plans
- Town Pump Inc. Employee Benefits Plan (plan 501)
- Markovich Construction, Inc. Profit Sharing Trust (plan 001)
- Markovich Construction, Inc. — all reported plans
- Methodology
- Data sources