Lewistown, 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, Lewistown, MT has 7 loaded benefit plan(s) reported by 5 plan sponsor(s), with $48,528,606 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 7
- Plan sponsors
- 5
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $48,528,606
- Total reported liabilities (EOY)
- $3,313,226
- Total reported net assets (EOY)
- $45,215,380
Contributions & income
- Employer contributions
- $2,118,536
- Participant contributions
- $2,676,050
- Total income / additions
- $9,689,086
Expenses & distributions
- Benefits paid / distributions
- $4,833,635
- Total expenses
- $5,142,738
- Net increase / (decrease)
- $4,546,348
Coverage
- Total reported participants
- 1,574
- Plans with financial statements
- 6
- Plans with provider compensation
- 4
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Lewistown, 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 |
|---|---|---|---|
| Central Montana Medical Center 401(K) Plan | Central Montana Medical Center | $19,944,764 | 2023 |
| Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust | Century Companies, Inc. | $16,090,720 | 2023 |
| Montana Contractors Assoc, Inc. 401(K) Retirement Plan & Trust | Century Companies, Inc. | $7,132,248 | 2023 |
| One Health 403(B) Plan | Bighorn Valley Health Center, Inc. | $5,140,874 | 2023 |
| Hi-Heat Industries, Inc. Employee Stock Ownership Plan | Hi-Heat Industries, Inc. | $220,000 | 2023 |
| Firstcrop, Inc. Retirement Plan | Firstcrop, Inc. | $0 | 2023 |
| Central Montana Medical Center Employee Assistance Plan | Central Montana Medical Facilities Inc | not reported in the loaded dataset | 2023 |
Largest plans in Lewistown → · Lewistown plans by participants → · Lewistown plans with financial data → · Lewistown plans with provider compensation → · $1B+ plans in Lewistown →
Related Form 5500 pages
- All MT Form 5500 filings
- Central Montana Medical Center 401(K) Plan (plan 001)
- Central Montana Medical Center — all reported plans
- Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust (plan 001)
- Century Companies, Inc. — all reported plans
- Montana Contractors Assoc, Inc. 401(K) Retirement Plan & Trust (plan 002)
- One Health 403(B) Plan (plan 001)
- Bighorn Valley Health Center, Inc. — all reported plans
- Hi-Heat Industries, Inc. Employee Stock Ownership Plan (plan 002)
- Hi-Heat Industries, Inc. — all reported plans
- Firstcrop, Inc. Retirement Plan (plan 001)
- Firstcrop, Inc. — all reported plans
- Central Montana Medical Center Employee Assistance Plan (plan 508)
- Methodology
- Data sources