Money Purchase · DOL Form 5500 · 2022

Bozeman Deaconess Health Services Dba Bozeman Health Money Purchase Plan

Data updated 2026-08-25

$71M
Total assets Below avg plan size
1,766
Participants Near avg headcount
91st
Percentile by assets National rank
$40,458
Avg per participant Low balance/head
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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.

  • #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.

#18,467
in Healthcare & Social Assistance (20,060 peers)
-16.5%
assets change YoY
0.7×
vs typical plan assets (national mean)

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.

Bozeman Health Retirement Plan's outsized position by total assets

Bozeman Health Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$71,449,213 Top 9% higher than 91% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Bozeman Health Retirement Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bozeman Health Retirement Plan lands in the large band (1,766 participants).

DOL schedule card

Filing strip 810232121 · Bozeman Deaconess Health Services Dba Bozeman Health PY 2022 · Money Purchase

Bozeman Health Retirement Plan · $71M · 1,766 · 91st

  • RANK $71M
  • PHOTO 1,766
  • IND 91st
  • EOY Money Purchase
  • 5500 near National Association of Realtors Pension Plan
  • ASSETS ind #18467

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 Healthcare & Social Assistance retirement plans → · Plans in Montana →

Bozeman Health Retirement Plan in the asset neighbourhood

Bozeman Health Retirement PlanBozeman Health Retirement Pl…$71MNational Association of Realtors Pension PlanNational Association of Real…$71MMainegeneral Health Retirement Income PlanMainegeneral Health Retireme…$71MSouthern Ct IBEW Annuity Plan$71MOup USA Defined Contribution Retirement PlanOup USA Defined Contribution…$70M
End-of-year total assets ($M) among Bozeman Health Retirement Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

Montana filing particulars

Total Assets (Beginning of Year)$86M
Net Assets (End of Year)$69M
Net Income-$16M
Employer EIN810232121
Plan Effective Date1987-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bozeman Deaconess Health Services Dba Bozeman Health)

Sponsor-wide plan assets over time

All Bozeman Deaconess Health Services Dba Bozeman Health plans reported in each filing year

Latest sponsor-wide plan assets
$390M 219.32937379868324% vs 2022
2024 filing year
$0M$100M$200M$300M$400M$500M 202220232024 $122M $390M ▲ +219.3%
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 Scatter plot of 6 data points. 01000200030004000 050100150200250 Total assets ($M) Participants Bozeman Health Retirement Plan, Total assets ($M): 71.449213 · Participants: 1766Bozeman Health Retirement PlanBillings Clinic Pension Plan, Total assets ($M): 205.325332 · Participants: 3408Billings Clinic Pension PlanMontana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust, Total assets ($M): 30.67638 · Participants: 450Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & TrustMontana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust, Total assets ($M): 15.751677 · Participants: 226Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & TrustMontana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust, Total assets ($M): 13.531646 · Participants: 180Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & TrustMontana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust, Total assets ($M): 13.515364 · Participants: 465Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust
Bozeman Health Retirement Plan vs. nearby Money Purchase plans in Montana, assets vs. participants
Compare Bozeman Health Retirement Plan side-by-side with 3 peers →

Bozeman Health Retirement Plan's out-of-state Money Purchase peers by assets and headcount

Outside Montana, the nearest Money Purchase by assets is National Association of Realtors Pension Plan in IL ($71M); by covered participants it is Goodwill Industries of Southeastern Wisconsin, Inc. Employee Money Accumulation Plan in WI (1,779 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($71M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,766 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.

Frequently Asked Questions

How did Bozeman Health Retirement Plan assets move in 2022? ▼
Bozeman Health Retirement Plan declined sharply - down 16.5% during 2022, from $86M to $71M. Reported net income was -$16M.
How have Bozeman Deaconess Health Services Dba Bozeman Health plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bozeman Deaconess Health Services Dba Bozeman Health's sponsor-wide assets grew 219.3%, from $122M to $390M.
Where does Bozeman Health Retirement Plan rank by assets among Form 5500 filers? ▼
Bozeman Health Retirement Plan ranks in the 91st percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which Money Purchase plans are similar in size to Bozeman Health Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by assets is National Association of Realtors Pension Plan in IL ($71M, 436 participants).
Which Money Purchase plans cover a similar participant headcount to Bozeman Health Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Goodwill Industries of Southeastern Wisconsin, Inc. Employee Money Accumulation Plan in WI (1,779 participants, $43M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 810232121.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.