Helena, 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, Helena, MT has 58 loaded benefit plan(s) reported by 37 plan sponsor(s), with $600,899,350 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 58
- Plan sponsors
- 37
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $600,899,350
- Total reported liabilities (EOY)
- $13,365,292
- Total reported net assets (EOY)
- $587,534,058
Contributions & income
- Employer contributions
- $44,120,750
- Participant contributions
- $26,438,415
- Total income / additions
- $167,028,984
Expenses & distributions
- Benefits paid / distributions
- $64,471,001
- Total expenses
- $69,413,101
- Net increase / (decrease)
- $97,615,883
Coverage
- Total reported participants
- 15,852
- Plans with financial statements
- 40
- Plans with provider compensation
- 18
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Helena, 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 |
|---|---|---|---|
| St. Peter'S Hospital 403(B) Tax Deferred Savings Plan | St. Peters Health | $115,742,755 | 2023 |
| Morrison-Maierle, Inc. Employee Stock Ownership Plan | Morrison-Maierle, Inc. | $73,232,679 | 2023 |
| Morrison-Maierle, Inc. 401(K) Plan | Morrison-Maierle, Inc. | $61,610,464 | 2023 |
| St. Peter'S Health Cashplus Retirement Plan | St. Peters Health | $56,808,753 | 2023 |
| Carroll College 403(B) Plan | Carroll College | $52,010,896 | 2023 |
| Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust | Dick Anderson Construction, Inc. | $36,655,369 | 2023 |
| Opportunity Bank Of Montana Profit Sharing Plan & Trust | Opportunity Bank Of Montana | $35,051,226 | 2023 |
| Robert Peccia & Associates, Inc. Employee Stock Ownership Plan And Trust | Robert Peccia & Associates, Inc. | $34,208,110 | 2023 |
| Dick Anderson Construction, Inc. Profit Sharing Plan | Dick Anderson Construction, Inc. | $29,034,413 | 2023 |
| American Chemet Corporation 401(K) Profit Sharing Plan | American Chemet Corporation | $24,110,922 | 2023 |
| Shodair Hospital Employees Tax Deferred Annuity Plan | Montana Childrens Home & Hospital | $14,525,489 | 2023 |
| Stahly Engineering & Associates Employee Stock Ownership Plan & Trust | Stahly Engineering & Associates, Inc. | $10,102,869 | 2023 |
| Hydrometrics, Inc. 401(K) Plan | Hydrometrics, Inc. | $9,852,047 | 2023 |
| Opportunity Bank Of Montana Employee Stock Ownership Plan | Opportunity Bank Of Montana | $7,314,457 | 2023 |
| Associated Dermatology & Skin Cancer Clinic Of Helena, Pc Profit Sharing Plan And Trust | Associated Dermatology & Skin Cancer Clinic Of Helena, Pc | $7,007,631 | 2023 |
| Montana Credit Union League Group Benefits Trust | Montana Credit Union League | $4,478,446 | 2023 |
| Mcdantim Employee Stock Ownership Plan | Mcdantim, Inc. | $4,208,320 | 2023 |
| Rocky Mountain Development Council Retirement Plan And Trust | Rocky Mountain Development Council, Inc. | $4,190,488 | 2023 |
| Bison Engineering, Inc. Esop | Bison Engineering, Inc. | $3,359,792 | 2023 |
| Dick Anderson Construction, Inc. Health And Welfare Benefit Plan | Dick Anderson Construction | $2,829,195 | 2023 |
| Helena Dermatology & Laser Clinic, P.C. Profit Sharing Plan And Trust | Helena Dermatology & Laser Clinic, P.C. | $2,350,065 | 2023 |
| Morrison-Maierle Group Benefits Plan | Morrison-Maierle, Inc. | $2,230,705 | 2023 |
| The Montana Land Reliance 401(K) Plan | The Montana Land Reliance | $2,214,266 | 2023 |
| West Mont 401(K) Plan | West Mont | $1,785,686 | 2023 |
| Farcountry Incorporated 401(K) Plan | Farcountry Incorporated | $1,599,809 | 2023 |
Largest plans in Helena → · Helena plans by participants → · Helena plans with financial data → · Helena plans with provider compensation → · $1B+ plans in Helena →
Related Form 5500 pages
- All MT Form 5500 filings
- St. Peter'S Hospital 403(B) Tax Deferred Savings Plan (plan 002)
- St. Peters Health — all reported plans
- Morrison-Maierle, Inc. Employee Stock Ownership Plan (plan 003)
- Morrison-Maierle, Inc. — all reported plans
- Morrison-Maierle, Inc. 401(K) Plan (plan 002)
- St. Peter'S Health Cashplus Retirement Plan (plan 001)
- Carroll College 403(B) Plan (plan 001)
- Carroll College — all reported plans
- Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust (plan 003)
- Dick Anderson Construction, Inc. — all reported plans
- Opportunity Bank Of Montana Profit Sharing Plan & Trust (plan 002)
- Opportunity Bank Of Montana — all reported plans
- Robert Peccia & Associates, Inc. Employee Stock Ownership Plan And Trust (plan 002)
- Robert Peccia & Associates, Inc. — all reported plans
- Dick Anderson Construction, Inc. Profit Sharing Plan (plan 001)
- American Chemet Corporation 401(K) Profit Sharing Plan (plan 001)
- American Chemet Corporation — all reported plans
- Shodair Hospital Employees Tax Deferred Annuity Plan (plan 001)
- Montana Childrens Home & Hospital — all reported plans
- Stahly Engineering & Associates Employee Stock Ownership Plan & Trust (plan 002)
- Stahly Engineering & Associates, Inc. — all reported plans
- Hydrometrics, Inc. 401(K) Plan (plan 001)
- Hydrometrics, Inc. — all reported plans
- Opportunity Bank Of Montana Employee Stock Ownership Plan (plan 003)
- Associated Dermatology & Skin Cancer Clinic Of Helena, Pc Profit Sharing Plan And Trust (plan 001)
- Associated Dermatology & Skin Cancer Clinic Of Helena, Pc — all reported plans
- Methodology
- Data sources