Money Purchase · DOL Form 5500 · 2022
Bozeman Deaconess Health Services Dba Bozeman Health Money Purchase Plan
Data updated 2026-08-11
- $71M
- Total assets
- 1,766
- Participants
- 91st
- Percentile by assets
- $40,458
- Avg per participant
Official DOL plan name: Bozeman Health Retirement Plan · Sponsored by Bozeman Deaconess Health Services Dba Bozeman Health · Montana · Healthcare & Social Assistance
$71M in assets, 1,766 participants
Bozeman Deaconess Health Services Dba Bozeman Health's Bozeman Health Retirement Plan reported $71M in total assets and 1,766 participants in its 2022 DOL Form 5500 filing, ranking in the 91st 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.
- 91st percentile by assets (of 139,126 plans)
- #18,467 in Healthcare & Social Assistance (20,060 peers)
Coverage in Montana
Bozeman Health Retirement Plan covers 1,766 participants in Montana, 6.5x the typical Montana plan (state average ~271 per filing). Assets: $71M.
- $71M
- total plan assets (2022 EOY)
- 1,766
- covered participants
- 91st
- percentile by assets (of 139,126 plans)
- $40,458
- avg assets per participant
The plan reported a net loss of $16M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Participants vs Montana filers
In Montana, the average filing covers about 271 participants across 404 plans. Bozeman Health Retirement Plan reports 1,766 participants - 6.5x that state average ($71M EOY assets).
Montana filing particulars
| Total Assets (Beginning of Year) | $86M |
|---|---|
| Net Assets (End of Year) | $69M |
| Net Income | -$16M |
| Employer EIN | 810232121 |
| Plan Effective Date | 1987-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Bozeman Deaconess Health Services Dba Bozeman Health)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 4,386 | $122M |
| 2023 | 2 | 4,274 | $148M |
| 2024 | 7 | 15,291 | $390M |
Nearby Money Purchase Plans in Montana
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
Bozeman Health Retirement Plan vs. nearby Money Purchase plans in Montana, assets vs. participants
- Billings Clinic Pension Plan $205M · 3,408
- Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust $31M · 450
- Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust $16M · 226
- Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust $14M · 180
- Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust $14M · 465
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Bozeman Health Retirement Plan by total assets, not by location.
- National Association of Realtors Pension Plan (IL) $71M · 436
- Mainegeneral Health Retirement Income Plan (ME) $71M · 4,330
- Southern Ct IBEW Annuity Plan (CT) $71M · 479
- Oup USA Defined Contribution Retirement Plan (NY) $70M · 412
Frequently Asked Questions
How did Bozeman Health Retirement Plan assets move in 2022? ▼
How have Bozeman Deaconess Health Services Dba Bozeman Health plan assets changed over time? ▼
Where does Bozeman Health Retirement Plan rank by assets among Form 5500 filers? ▼
Which Money Purchase plans are similar in size to Bozeman Health Retirement Plan? ▼
Next read for Bozeman Health Retirement Plan
Filing takeaways
Ways to act on Bozeman Health Retirement Plan's numbers.
- By total assets, Bozeman Health Retirement Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in Montana. Compare plans
- Bozeman Deaconess Health Services Dba Bozeman Health's sponsor-wide assets have grown 219.3% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans