Other · DOL Form 5500 · 2022
National Forest Foundation Retirement Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 45
- Participants Small participant base
- 42nd
- Percentile by assets National rank
- $71,132
- Avg per participant Below avg balance/head
Official DOL plan name: National Forest Foundation Defined Contribution Retirement Plan · Sponsored by National Forest Foundation · Montana · Other Services
$3M in assets, 45 participants
National Forest Foundation's National Forest Foundation Defined Contribution Retirement Plan reported $3M in total assets and 45 participants in its 2022 DOL Form 5500 filing, ranking in the 42nd 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.
- #5,292 in Other Services (8,398 peers)
Other Services sector rank
Within Other Services, National Forest Foundation Defined Contribution Retirement Plan ranks #5,292 of 8,398 2022 filers by assets (627% of the sector average)-$3M for 45 participants.
- #5,292
- in Other Services (8,398 peers)
- -18.9%
- assets change YoY
The plan reported a net loss of $748K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
National Forest Foundation Defined Contribution Retirement Plan's mid-pack asset rank among Other Services and all filers
National Forest Foundation Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$3,200,951 42nd percentile higher than 42% 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
National Forest Foundation Defined Contribution Retirement 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. National Forest Foundation Defined Contribution Retirement Plan is a small filing (45 participants) on this national headcount ladder.
Form 5500 schedule snapshot
Filing strip 521786332 · National Forest Foundation PY 2022 · Other
National Forest Foundation Defined Contribution Retirement Plan · $3M · 45 · 42nd
- PART $3M
- TYPE 45
- NET 42nd
- BOOK Other
- VS-ST near Lifestream Services Inc. Retirement Savings Plan
- BOY ind #5292
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 →
National Forest Foundation Defined Contribution Retirement Plan in the asset neighbourhood
Other Services filing particulars
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | -$748K |
| Employer EIN | 521786332 |
| Plan Effective Date | 1994-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (National Forest Foundation)
Sponsor-wide plan assets over time
All National Forest Foundation plans reported in each filing year
- Latest sponsor-wide plan assets
- $5M 42.42137181261601% vs 2022
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 45 | $3M |
| 2023 | 2 | 55 | $5M |
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
National Forest Foundation Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside Montana, the nearest Other by assets is Lifestream Services Inc. Retirement Savings Plan in IN ($3M); by covered participants it is Fos Feminista 403(b) Plan in NY (45 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (45 participants); asset peers above are excluded.
- Fos Feminista 403(b) Plan (NY) 45 · 0 off
- Union Mission , Inc. 403(b) Retirement Savings Plan (GA) 45 · 0 off
- Council for Professional Recognition 403(b) DC Plan (DC) 45 · 0 off
- Ncphs Tax Sheltered Annuity Plan (CA) 45 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.