Other · DOL Form 5500 · 2022
National Forest Foundation Retirement Plan
Data updated 2026-08-25
- $78K
- Total assets Small plan by assets
- N/A
- Participants Small participant base
- 5th
- Percentile by assets National rank
Official DOL plan name: National Forest Foundation Tax Deferred Annuity Plan · Sponsored by National Forest Foundation · Montana · Other Services
$78K in assets, N/A participants
National Forest Foundation's National Forest Foundation Tax Deferred Annuity Plan reported $78K in total assets and N/A participants in its 2022 DOL Form 5500 filing, ranking in the 5th 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.
- #916 in Other Services (8,398 peers)
National Forest Foundation multi-year trail
National Forest Foundation's plans moved +42.4% in assets from 2022 to 2023; this filing shows National Forest Foundation Tax Deferred Annuity Plan at $78K / N/A participants.
- #916
- in Other Services (8,398 peers)
- -8.4%
- assets change YoY
The plan reported a net loss of $7K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
National Forest Foundation Tax Deferred Annuity Plan among the smaller filed plans by assets
National Forest Foundation Tax Deferred Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$77,835 5th percentile higher than 5% 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
Filed plans by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.
Plan-year Form 5500 strip
Filing strip 521786332 · National Forest Foundation PY 2022 · Other
National Forest Foundation Tax Deferred Annuity Plan · $78K · N/A · 5th
- 5500 $78K
- 5500 N/A
- 5500 5th
- 5500 Other
- 5500 near The ERISA 403(b) Plan of Pig Iron Theatre Company,
- 5500 ind #916
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 Tax Deferred Annuity Plan in the asset neighbourhood
National Forest Foundation multi-year asset trail
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 |
National Forest Foundation filing trail (2022)
| Total Assets (Beginning of Year) | $85K |
|---|---|
| Net Assets (End of Year) | $78K |
| Net Income | -$7K |
| Employer EIN | 521786332 |
| Plan Effective Date | 1994-04-01 |
| 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
National Forest Foundation Tax Deferred Annuity Plan's closest out-of-state Other peers by assets
Outside Montana, the nearest Other by end-of-year assets is The ERISA 403(b) Plan of Pig Iron Theatre Company, in PA at $77K (this filing: $78K).
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($78K here).
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.