Other · DOL Form 5500 · 2022
Montana State University, Foundation, Inc, Retirement Plan
Data updated 2026-08-25
- $9M
- Total assets Small plan by assets
- 62
- Participants Small participant base
- 63rd
- Percentile by assets National rank
- $146,656
- Avg per participant Above avg balance/head
Official DOL plan name: Montana State University Foundation 403(b) DC Plan · Sponsored by Montana State University, Foundation, Inc, · Montana · Educational Services
$9M in assets, 62 participants
Montana State University, Foundation, Inc,'s Montana State University Foundation 403(b) DC Plan reported $9M in total assets and 62 participants in its 2022 DOL Form 5500 filing, ranking in the 63rd percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- #1,858 in Educational Services (4,024 peers)
Montana State University, Foundation, Inc, multi-year trail
Montana State University, Foundation, Inc,'s plans moved +101.4% in assets from 2022 to 2024; this filing shows Montana State University Foundation 403(b) DC Plan at $9M / 62 participants.
- #1,858
- in Educational Services (4,024 peers)
- -15.1%
- assets change YoY
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Montana State University Foundation 403(b) DC Plan's mid-pack asset rank among Educational Services and all filers
Montana State University Foundation 403(b) DC Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$9,092,646 Top 37% higher than 63% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Montana State University Foundation 403(b) DC Plan among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Montana State University Foundation 403(b) DC Plan is a small filing (62 participants) on this national headcount ladder.
Form 5500 schedule snapshot
Filing strip 816001649 · Montana State University, Foundation, Inc, PY 2022 · Other
Montana State University Foundation 403(b) DC Plan · $9M · 62 · 63rd
- EBSA $9M
- PART 62
- TYPE 63rd
- NET Other
- BOOK near Sinai Special Needs Institute 403(b) Plan
- VS-ST ind #1858
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Educational Services retirement plans → · Plans in Montana →
Montana State University Foundation 403(b) DC Plan in the asset neighbourhood
Montana State University, Foundation, Inc, multi-year asset trail
Sponsor-wide plan assets over time
All Montana State University, Foundation, Inc, plans reported in each filing year
- Latest sponsor-wide plan assets
- $18M 101.36946934918613% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 62 | $9M |
| 2023 | 1 | 66 | $11M |
| 2024 | 1 | 70 | $18M |
Montana State University, Foundation, Inc, filing trail (2022)
| Total Assets (Beginning of Year) | $11M |
|---|---|
| Net Assets (End of Year) | $9M |
| Net Income | -$2M |
| Employer EIN | 816001649 |
| Plan Effective Date | 1985-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Montana
Peer Other plans, same state, same plan type, ranked by total assets.
- Billings Clinic 403b Plan $444M · 4,393
- St. Peter's Hospital 403(b) Tax Deferred Savings Plan $92M · 1,787
- Bozeman Health 403(b) Plan $51M · 2,620
- Carroll College 403(b) Plan $47M · 310
- Rocky Mountain College Defined Contribution Retirement Plan $26M · 253
Montana State University Foundation 403(b) DC Plan's out-of-state Other peers by assets and headcount
Outside Montana, the nearest Other by assets is Sinai Special Needs Institute 403(b) Plan in NJ ($9M); by covered participants it is Casa Tax Deferred Annuity Plan in NY (62 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($9M here).
Similar participant headcount
Nearest other-state filings by covered participants (62 participants); asset peers above are excluded.
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.