401(k) · DOL Form 5500 · 2022

Marcus Daly Memorial Hospital Corporation 401(k) Plan

Data updated 2026-08-25

$35M
Total assets Below avg plan size
560
Participants Below avg headcount
85th
Percentile by assets National rank
$62,484
Avg per participant Low balance/head
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Official DOL plan name: Bitterroot Health 401(k) Plan · Sponsored by Marcus Daly Memorial Hospital Corporation · Montana · Healthcare & Social Assistance

$35M in assets, 560 participants

Marcus Daly Memorial Hospital Corporation's Bitterroot Health 401(k) Plan reported $35M in total assets and 560 participants in its 2022 DOL Form 5500 filing, ranking in the 85th 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.

  • #17,446 in Healthcare & Social Assistance (20,060 peers)

Coverage in Montana

Bitterroot Health 401(k) Plan covers 560 participants in Montana, 2.1x the typical Montana plan (state average ~271 per filing). Assets: $35M.

#17,446
in Healthcare & Social Assistance (20,060 peers)
-2.4%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $846K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Bitterroot Health 401(k) Plan's outsized position by total assets

Bitterroot Health 401(k) Plan vs every filed plan by assets

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

$34,991,030 Top 15% higher than 85% 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

Bitterroot Health 401(k) 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. Bitterroot Health 401(k) Plan sits mid-pack in the medium band (560 participants).

EBSA filing schedule strip

Filing strip 810240726 · Marcus Daly Memorial Hospital Corporation PY 2022 · 401(k)

Bitterroot Health 401(k) Plan · $35M · 560 · 85th

  • VS-ST $35M
  • BOY 560
  • SCH 85th
  • EBSA 401(k)
  • PART near John H. Carter Co., Inc. 401(k) Profit Sharing Plan
  • TYPE ind #17446

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 →

Bitterroot Health 401(k) Plan in the asset neighbourhood

Bitterroot Health 401(k) Plan$35MJohn H. Carter Co., Inc. 401(k) Profit Sharing PlanJohn H. Carter Co., Inc. 401…$35MStar Lumber & Supply Company, Inc. 401(k) PlanStar Lumber & Supply Company…$35MMindpath Health Retirement PlanMindpath Health Retirement P…$35MSmithers-Oasis Company Retirement Savings PlanSmithers-Oasis Company Retir…$35M
End-of-year total assets ($M) among Bitterroot Health 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Montana filing particulars

Total Assets (Beginning of Year)$36M
Net Assets (End of Year)$35M
Net Income-$846K
Employer EIN810240726
Plan Effective Date2013-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Marcus Daly Memorial Hospital Corporation)

Sponsor-wide plan assets over time

All Marcus Daly Memorial Hospital Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$57M 62.18732343689225% vs 2022
2024 filing year
$30M$40M$50M$60M 202220232024 $35M $56.8M ▲ +62.2%
Year Plans Participants Total Assets
2022 1 560 $35M
2023 1 706 $45M
2024 1 811 $57M

Nearby 401(k) Plans in Montana

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Bitterroot Health 401(k) Plan vs. nearby 401(k) plans in Montana, assets vs. participants Scatter plot of 6 data points. 010002000300040005000 0100200300400500 Total assets ($M) Participants Bitterroot Health 401(k) Plan, Total assets ($M): 34.99103 · Participants: 560Bitterroot Health 401(k) PlanFirst Interstate Bancsystem, Inc. 401(k) Plan, Total assets ($M): 425.784366 · Participants: 2313First Interstate Bancsystem, Inc. 401(k) PlanD.a. Davidson Companies Retirement Savings and Profit Sharing Plan, Total assets ($M): 421.705773 · Participants: 1507D.a. Davidson Companies Retirement Savings and Profit Sharing PlanGlacier Bancorp, Inc. Profit Sharing and 401(k) Plan, Total assets ($M): 412.377455 · Participants: 3272Glacier Bancorp, Inc. Profit Sharing and 401(k) PlanNorthwestern Energy 401(k) Retirement Savings Plan, Total assets ($M): 405.510912 · Participants: 1494Northwestern Energy 401(k) Retirement Savings PlanLogan Health Retirement Savings Plan, Total assets ($M): 358.733064 · Participants: 4055Logan Health Retirement Savings Plan
Bitterroot Health 401(k) Plan vs. nearby 401(k) plans in Montana, assets vs. participants
Compare Bitterroot Health 401(k) Plan side-by-side with 3 peers →

Bitterroot Health 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Montana, the nearest 401(k) by assets is John H. Carter Co., Inc. 401(k) Profit Sharing Plan in LA ($35M); by covered participants it is Coldwater Veneer, Inc. 401(k) Plan Profit Sharing Plan in MI (560 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (560 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 Bitterroot Health 401(k) Plan assets move in 2022? ▼
Bitterroot Health 401(k) Plan edged down modestly - down 2.4% during 2022, from $36M to $35M. Reported net income was -$846K.
How have Marcus Daly Memorial Hospital Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Marcus Daly Memorial Hospital Corporation's sponsor-wide assets grew 62.2%, from $35M to $57M.
Where does Bitterroot Health 401(k) Plan rank by assets among Form 5500 filers? ▼
Bitterroot Health 401(k) Plan ranks in the 85th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Bitterroot Health 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is John H. Carter Co., Inc. 401(k) Profit Sharing Plan in LA ($35M, 625 participants).
Which 401(k) plans cover a similar participant headcount to Bitterroot Health 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Coldwater Veneer, Inc. 401(k) Plan Profit Sharing Plan in MI (560 participants, $7M 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 810240726.

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.