Plan5500

Sidney, 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, Sidney, MT has 4 loaded benefit plan(s) reported by 3 plan sponsor(s), with $50,008,587 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
4
Plan sponsors
3
Latest filing year
2023

What stands out in Sidney

  • 4 loaded plans hold $50M in reported assets across 3 sponsors.
  • The largest, Sidney Health Center Pension Plan, holds 58% of reported Sidney plan assets.
  • Plans cover 1,245 participants — about 311 per plan.
  • 75% of loaded plans report full Schedule H/I financial statements.
  • 75% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$50MSummed across loaded plans$50,008,587
Total reported assets$50M$50,008,587
Total reported participants1.2K1,245
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$50M total assets
Net assets$50MLiabilities$0
Contributions & income
Employer contributions$1.2M
Participant contributions$1.8M
Total income / additions$10.9M
Expenses & distributions
Benefits paid / distributions$2.7M
Total expenses$2.9M
Net increase / (decrease)$8M

Data coverage

Plans with financial statements3 / 4 (75%)
Plans with provider compensation3 / 4 (75%)

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

Sidney market comparison

Largest plan share of assets58%Sidney Health Center Pension Plan
Participants per plan311Average across loaded plans
Plan sponsors3
Ranked by reported assets

Largest loaded plans in Sidney

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

  1. 1
    Sidney Health Center Pension Plan$29.2M
    Sidney Health Center · 2023
  2. 2
    Blue Rock Products Company Profit Sharing Plan$11.9M
    Blue Rock Products Co. · 2023
  3. 3
    Franz Construction, Inc. Retirement Plan$8.9M
    Franz Construction, Inc. · 2023
  4. 4
    Sidney Health Center Group Benefits Plannot reported in the loaded dataset
    Sidney Health Center · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Sidney, MT?
4 plan(s) reported by 3 sponsor(s) are loaded for Sidney, MT.

Related Form 5500 pages