Great Falls, 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, Great Falls, MT has 50 loaded benefit plan(s) reported by 31 plan sponsor(s), with $1,474,981,746 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 50
- Plan sponsors
- 31
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $1,474,981,746
- Total reported liabilities (EOY)
- $126,736,188
- Total reported net assets (EOY)
- $1,348,245,558
Contributions & income
- Employer contributions
- $42,213,885
- Participant contributions
- $35,842,833
- Total income / additions
- $299,627,468
Expenses & distributions
- Benefits paid / distributions
- $110,074,537
- Total expenses
- $114,101,920
- Net increase / (decrease)
- $185,525,548
Coverage
- Total reported participants
- 22,770
- Plans with financial statements
- 30
- Plans with provider compensation
- 20
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Great Falls, 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 |
|---|---|---|---|
| D.A. Davidson Companies Retirement Savings And Profit Sharing Plan | D.A. Davidson Companies | $543,142,005 | 2023 |
| Pacific Hide & Fur Depot D/B/A Pacific Steel & Recycling Esop | Pacific Hide & Fur Depot D/B/A Pacific Steel And Recycling | $441,768,786 | 2023 |
| D.A. Davidson Companies Employee Stock Ownership Plan | D.A. Davidson Companies | $149,547,346 | 2023 |
| Sletten, Inc. Employee Stock Ownership Plan | Sletten, Inc. | $71,920,975 | 2023 |
| Great Falls Clinic Retirement Plan | Great Falls Clinic | $36,734,295 | 2023 |
| Pacific Hide & Fur Depot D/B/A Pacific Steel & Recycling 401(K) Plan | Pacific Hide & Fur Depot D/B/A Pacific Steel & Recycling | $33,875,407 | 2023 |
| Thomas, Dean & Hoskins, Inc. Employee Stock Ownership Plan And Trust | Thomas, Dean & Hoskins, Inc. | $27,220,477 | 2023 |
| Jccs, Pc 401k Profit Sharing Plan & Trust | Junkermier, Clark, Campanella, Stevens, P.C. | $26,127,461 | 2023 |
| Sletten, Inc. 401(K) Profit Sharing Plan & Trust | Sletten, Inc. | $19,979,712 | 2023 |
| Central Plumbing And Heating, Inc 401k Profit Sharing Plan | Central Plumbing And Heating Co Inc | $17,471,597 | 2023 |
| University Of Providence 403(B) Dc Plan | University Of Providence | $14,937,021 | 2023 |
| Csww, Inc. 401(K) Plan | Csww, Inc. | $13,853,995 | 2023 |
| Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust | United Materials Of Great Falls | $12,715,537 | 2023 |
| National Farmers Union Uniform Pension Plan | Farmers Union Mutual Insurance Co - Montana | $12,265,524 | 2023 |
| Esgw 401(K) Retirement Plan | Easter Seals Goodwill Northern Rocky Mountain, Inc. | $11,093,908 | 2023 |
| Torgerson'S LLC 401(K) Plan | Torgersons, LLC | $9,975,741 | 2023 |
| Montana Contractors Assoc, Inc. 401(K) Retirement Plan & Trust | United Materials Of Great Falls | $7,654,034 | 2023 |
| Transystems Retirement Plan | Transport Leasing Company Dba Transystems Services | $6,838,088 | 2023 |
| Community Health Care Center 401(K) Plan | Community Health Care Center Inc | $4,779,454 | 2023 |
| Adf International Montana 401(K) Plan | Adf International | $3,391,262 | 2023 |
| Center For Mental Health 401(K) Profit Sharing Plan & Trust | Center For Mental Health | $2,865,877 | 2023 |
| Front Range Law 401(K) Plan | Front Range Law Pllc | $2,853,772 | 2023 |
| Gv & F, Pc Profit Sharing Plan | Grabofsky Van Heel & Funderburk Pc | $2,496,574 | 2023 |
| Banik Communications, Inc. Employee Stock Ownership Plan | Banik Communications, Inc. | $350,404 | 2023 |
| Great Falls Americans Hc Inc. Retirement Plan | Great Falls Americans Hc Inc. | $336,843 | 2023 |
Largest plans in Great Falls → · Great Falls plans by participants → · Great Falls plans with financial data → · Great Falls plans with provider compensation → · $1B+ plans in Great Falls →
Related Form 5500 pages
- All MT Form 5500 filings
- D.A. Davidson Companies Retirement Savings And Profit Sharing Plan (plan 001)
- D.A. Davidson Companies — all reported plans
- Pacific Hide & Fur Depot D/B/A Pacific Steel & Recycling Esop (plan 001)
- Pacific Hide & Fur Depot D/B/A Pacific Steel And Recycling — all reported plans
- D.A. Davidson Companies Employee Stock Ownership Plan (plan 002)
- Sletten, Inc. Employee Stock Ownership Plan (plan 002)
- Sletten, Inc. — all reported plans
- Great Falls Clinic Retirement Plan (plan 001)
- Great Falls Clinic — all reported plans
- Pacific Hide & Fur Depot D/B/A Pacific Steel & Recycling 401(K) Plan (plan 002)
- Thomas, Dean & Hoskins, Inc. Employee Stock Ownership Plan And Trust (plan 002)
- Thomas, Dean & Hoskins, Inc. — all reported plans
- Jccs, Pc 401k Profit Sharing Plan & Trust (plan 001)
- Junkermier, Clark, Campanella, Stevens, P.C. — all reported plans
- Sletten, Inc. 401(K) Profit Sharing Plan & Trust (plan 005)
- Central Plumbing And Heating, Inc 401k Profit Sharing Plan (plan 003)
- Central Plumbing And Heating Co Inc — all reported plans
- University Of Providence 403(B) Dc Plan (plan 002)
- University Of Providence — all reported plans
- Csww, Inc. 401(K) Plan (plan 001)
- Csww, Inc. — all reported plans
- Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust (plan 002)
- United Materials Of Great Falls — all reported plans
- National Farmers Union Uniform Pension Plan (plan 001)
- Farmers Union Mutual Insurance Co - Montana — all reported plans
- Esgw 401(K) Retirement Plan (plan 001)
- Easter Seals Goodwill Northern Rocky Mountain, Inc. — all reported plans
- Methodology
- Data sources