Plan5500

Deer Lodge, 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, Deer Lodge, MT has 2 loaded benefit plan(s) reported by 1 plan sponsor(s), with $5,858,615 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
2
Plan sponsors
1
Latest filing year
2023

What stands out in Deer Lodge

  • 2 loaded plans hold $5.9M in reported assets across 1 sponsors.
  • The largest, Sun Mountain Lumber Company 401(K) Plan And Trust, holds 100% of reported Deer Lodge plan assets.
  • Plans cover 316 participants — about 158 per plan.
  • 50% of loaded plans report full Schedule H/I financial statements.
  • 50% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$5.9MSummed across loaded plans$5,858,615
Total reported assets$5.9M$5,858,615
Total reported participants316
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$5.9M total assets
Net assets$5.9MLiabilities—
Contributions & income
Employer contributions$199.7K
Participant contributions$385.5K
Total income / additions$1.3M
Expenses & distributions
Benefits paid / distributions$412.8K
Total expenses$449.7K
Net increase / (decrease)$861.8K

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Deer Lodge, 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.

Computed from loaded plans

Deer Lodge market comparison

Largest plan share of assets100%Sun Mountain Lumber Company 401(K) Plan And Trust
Participants per plan158Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in Deer Lodge

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Sun Mountain Lumber Company 401(K) Plan And Trust$5.9M
    Sun Mountain Lumber Company · 2023
  2. 2
    Sun Mountain Lumber And Affiliated Companies Health And Welfare Plannot reported in the loaded dataset
    Sun Mountain Lumber, Inc. · 2023

Largest plans in Deer Lodge → · Deer Lodge plans by participants → · Deer Lodge plans with financial data → · Deer Lodge plans with provider compensation → · $1B+ plans in Deer Lodge →

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Deer Lodge, MT?
2 plan(s) reported by 1 sponsor(s) are loaded for Deer Lodge, MT.

Related Form 5500 pages