Plan5500

Red 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, Red Lodge, MT has 2 loaded benefit plan(s) reported by 2 plan sponsor(s), with $589,782 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
2
Latest filing year
2023

What stands out in Red Lodge

  • 2 loaded plans hold $589.8K in reported assets across 2 sponsors.
  • The largest, Trip Rooms Inc. 401(K) Plan, holds 83% of reported Red Lodge plan assets.
  • Plans cover 2 participants — about 1 per plan.
  • 100% of loaded plans report full Schedule H/I financial statements.
  • report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$589.8KSummed across loaded plans$589,782
Total reported assets$589.8K$589,782
Total reported participants2
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$589.8K total assets
Net assets$589.8KLiabilities$0
Contributions & income
Employer contributions$0
Participant contributions$0
Total income / additions$507.7K
Expenses & distributions
Benefits paid / distributions$0
Total expenses$135
Net increase / (decrease)$507.6K

Data coverage

Plans with financial statements2 / 2 (100%)
Plans with provider compensation0 / 2 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Red 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

Red Lodge market comparison

Largest plan share of assets83%Trip Rooms Inc. 401(K) Plan
Participants per plan1Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Red Lodge

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

  1. 1
    Trip Rooms Inc. 401(K) Plan$491.4K
    Trip Rooms Inc. · 2023
  2. 2
    Camp Davidson, Inc. 401(K) Plan$98.4K
    Camp Davidson, Inc. · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages