Other · DOL Form 5500 · 2022
Rocky Mountain Elk Foundation, Inc. Retirement Plan
Data updated 2026-08-25
- $23M
- Total assets Small plan by assets
- 138
- Participants Small participant base
- 79th
- Percentile by assets National rank
- $168,177
- Avg per participant Above avg balance/head
Official DOL plan name: Rocky Mountain Elk Foundation, Inc. Tax Sheltered Annuity Plan · Sponsored by Rocky Mountain Elk Foundation, Inc. · Montana · Other Services
$23M in assets, 138 participants
Rocky Mountain Elk Foundation, Inc.'s Rocky Mountain Elk Foundation, Inc. Tax Sheltered Annuity Plan reported $23M in total assets and 138 participants in its 2022 DOL Form 5500 filing, ranking in the 79th 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.
- #7,500 in Other Services (8,398 peers)
Where Rocky Mountain Elk Foundation, Inc. Tax Sheltered Annuity Plan sits by assets
Rocky Mountain Elk Foundation, Inc. Tax Sheltered Annuity Plan sits in the top quartile of all filed plans by assets, $23M for 138 participants (~$168,177/participant), down 19.2% in 2022.
- #7,500
- in Other Services (8,398 peers)
- -19.2%
- assets change YoY
- 0.2×
- vs typical plan assets (national mean)
The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Rocky Mountain Elk Foundation, Inc. Tax Sheltered Annuity Plan's outsized position by total assets
Rocky Mountain Elk Foundation, Inc. Tax Sheltered Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$23,208,483 Top 21% higher than 79% 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
Rocky Mountain Elk Foundation, Inc. Tax Sheltered Annuity Plan among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Rocky Mountain Elk Foundation, Inc. Tax Sheltered Annuity Plan sits mid-pack in the medium band (138 participants).
EBSA filing schedule strip
Filing strip 810421425 · Rocky Mountain Elk Foundation, Inc. PY 2022 · Other
Rocky Mountain Elk Foundation, Inc. Tax Sheltered Annuity Plan · $23M · 138 · 79th
- PART $23M
- PART 138
- PART 79th
- PART Other
- PART near Conway Medical Center 403(b) Plan
- PART ind #7500
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 Other Services retirement plans → · Plans in Montana →
Rocky Mountain Elk Foundation, Inc. Tax Sheltered Annuity Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $29M |
|---|---|
| Net Assets (End of Year) | $23M |
| Net Income | -$6M |
| Employer EIN | 810421425 |
| Plan Effective Date | 1995-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Rocky Mountain Elk Foundation, Inc.)
Sponsor-wide plan assets over time
All Rocky Mountain Elk Foundation, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $30M 28.334135410746146% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 138 | $23M |
| 2023 | 1 | 141 | $27M |
| 2024 | 1 | 147 | $30M |
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
Rocky Mountain Elk Foundation, Inc. Tax Sheltered Annuity Plan's out-of-state Other peers by assets and headcount
Outside Montana, the nearest Other by assets is Conway Medical Center 403(b) Plan in SC ($23M); by covered participants it is Harvesters 403b Plan in MO (138 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($23M here).
- Conway Medical Center 403(b) Plan (SC) $23M · 1,665
- Tennessee Aquarium Retirement Plan (TN) $23M · 181
- Greater Boston Legal Services Pension Plan (MA) $23M · 156
- Wilbraham and Monson Academy Defined Contribution Retirement Plan (MA) $23M · 150
Similar participant headcount
Nearest other-state filings by covered participants (138 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.