MT Form 5500 retirement and benefit plan filings
State 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, MT has 655 loaded benefit plan(s) reported by 443 plan sponsor(s), with $9,841,644,725 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 655
- Plan sponsors
- 443
- Total reported assets (EOY)
- $9,841,644,725
- Latest filing year
- 2023
Cities by loaded plan count
- Missoula, MT — 102 plan(s)
- Billings, MT — 95 plan(s)
- Bozeman, MT — 73 plan(s)
- Helena, MT — 58 plan(s)
- Great Falls, MT — 50 plan(s)
- Kalispell, MT — 37 plan(s)
- Butte, MT — 35 plan(s)
- Livingston, MT — 12 plan(s)
- Whitefish, MT — 10 plan(s)
- Belgrade, MT — 9 plan(s)
- Miles City, MT — 8 plan(s)
- Columbus, MT — 8 plan(s)
- Ronan, MT — 8 plan(s)
- Lewistown, MT — 7 plan(s)
- Glendive, MT — 7 plan(s)
Largest loaded plans by reported assets
| Plan | Sponsor | City | Reported assets (EOY) | Year |
|---|---|---|---|---|
| D.A. Davidson Companies Retirement Savings And Profit Sharing Plan | D.A. Davidson Companies | Great Falls | $543,142,005 | 2023 |
| Billings Clinic 403b Plan | Billings Clinic | Billings | $521,531,364 | 2023 |
| Glacier Bancorp, Inc. Profit Sharing And 401(K) Plan | Glacier Bancorp, Inc. | Kalispell | $484,798,151 | 2023 |
| Northwestern Energy 401(K) Retirement Savings Plan | Northwestern Corporation | Butte | $462,756,735 | 2023 |
| First Interstate Bancsystem, Inc. 401(K) Plan | First Interstate Bancsystem, Inc. | Billings | $453,618,257 | 2023 |
| Pacific Hide & Fur Depot D/B/A Pacific Steel & Recycling Esop | Pacific Hide & Fur Depot D/B/A Pacific Steel And Recycling | Great Falls | $441,768,786 | 2023 |
| Logan Health Retirement Savings Plan | Logan Health | Kalispell | $436,597,451 | 2023 |
| Washington Companies 401(K) Retirement Savings Plan | Washington Companies | Missoula | $417,849,493 | 2023 |
| Northwestern Energy Master Retirement Trust | Northwestern Corporation | Butte | $402,670,966 | 2023 |
| Northwestern Energy Mt Pension Plan | Northwestern Corporation | Butte | $350,194,280 | 2023 |
| Stillwater Mining Company Bargaining Unit 401(K) Plan | Stillwater Mining Company | Columbus | $279,914,083 | 2023 |
| Billings Clinic Pension Plan | Billings Clinic | Billings | $236,512,701 | 2023 |
| Stillwater Mining Company 401(K) Plan | Stillwater Mining Company | Columbus | $155,956,138 | 2023 |
| D.A. Davidson Companies Employee Stock Ownership Plan | D.A. Davidson Companies | Great Falls | $149,547,346 | 2023 |
| St. Peter'S Hospital 403(B) Tax Deferred Savings Plan | St. Peters Health | Helena | $115,742,755 | 2023 |
Largest MT plans → · MT plans with financial data → · $1B+ MT plans →
Related Form 5500 pages
- Missoula, MT Form 5500 filings
- Billings, MT Form 5500 filings
- Bozeman, MT Form 5500 filings
- Helena, MT Form 5500 filings
- Great Falls, MT Form 5500 filings
- Kalispell, MT Form 5500 filings
- Butte, MT Form 5500 filings
- Livingston, MT Form 5500 filings
- Whitefish, MT Form 5500 filings
- Belgrade, MT Form 5500 filings
- Miles City, MT Form 5500 filings
- Columbus, MT Form 5500 filings
- Ronan, MT Form 5500 filings
- Lewistown, MT Form 5500 filings
- Glendive, MT Form 5500 filings
- D.A. Davidson Companies Retirement Savings And Profit Sharing Plan (plan 001)
- Billings Clinic 403b Plan (plan 004)
- Glacier Bancorp, Inc. Profit Sharing And 401(K) Plan (plan 002)
- Northwestern Energy 401(K) Retirement Savings Plan (plan 103)
- First Interstate Bancsystem, Inc. 401(K) Plan (plan 003)
- Pacific Hide & Fur Depot D/B/A Pacific Steel & Recycling Esop (plan 001)
- Logan Health Retirement Savings Plan (plan 001)
- Washington Companies 401(K) Retirement Savings Plan (plan 002)
- Northwestern Energy Master Retirement Trust (plan 104)
- Northwestern Energy Mt Pension Plan (plan 101)
- Methodology
- Data sources