Defined Benefit (Pension) · DOL Form 5500 · 2022

Tamarack Management Inc. Pension Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
128
Participants Small participant base
66th
Percentile by assets National rank
$82,027
Avg per participant Below avg balance/head
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Official DOL plan name: Tamarack Management Inc. Pension Plan · Sponsored by Tamarack Management Inc. · Montana · Professional & Technical Services

$10M in assets, 128 participants

Tamarack Management Inc.'s Tamarack Management Inc. Pension Plan reported $10M in total assets and 128 participants in its 2022 DOL Form 5500 filing, ranking in the 66th 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.

  • #13,966 in Professional & Technical Services (21,562 peers)

Coverage in Montana

Tamarack Management Inc. Pension Plan covers 128 participants in Montana, about 47% of the average Montana filer (state average ~271 per filing). Assets: $10M.

#13,966
in Professional & Technical Services (21,562 peers)
-17.2%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Tamarack Management Inc. Pension Plan's mid-pack asset rank among Professional & Technical Services and all filers

Tamarack Management Inc. Pension Plan vs every filed plan by assets

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

$10,499,410 Top 34% higher than 66% 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

Tamarack Management Inc. Pension 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. Tamarack Management Inc. Pension Plan sits mid-pack in the medium band (128 participants).

Plan-year Form 5500 strip

Filing strip 810513898 · Tamarack Management Inc. PY 2022 · Defined Benefit (Pension)

Tamarack Management Inc. Pension Plan · $10M · 128 · 66th

  • ASSETS $10M
  • ASSETS 128
  • ASSETS 66th
  • ASSETS Defined Benefit (Pension)
  • ASSETS near Parker Mccay P.a. Employees' Retirement Plan
  • ASSETS ind #13966

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 Professional & Technical Services retirement plans → · Plans in Montana →

Tamarack Management Inc. Pension Plan in the asset neighbourhood

Pension Plan for Employees of Duquesne ClubPension Plan for Employees o…$11MNichimen America, Inc. Pension PlanNichimen America, Inc. Pensi…$11MTamarack Management Inc. Pension PlanTamarack Management Inc. Pen…$10MParker Mccay P.a. Employees' Retirement PlanParker Mccay P.a. Employees'…$10MLifepoint Bell Memorial Non-Union Pension PlanLifepoint Bell Memorial Non-…$10M
End-of-year total assets ($M) among Tamarack Management Inc. Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Montana filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$10M
Net Income-$2M
Employer EIN810513898
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Tamarack Management Inc.)

Sponsor-wide plan assets over time

All Tamarack Management Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$11M 2.6045368263550044% vs 2022
2024 filing year
$10.4M$10.6M$10.8M$11M$11.2M 202220232024 $10.5M $10.8M ▲ +2.6%
Year Plans Participants Total Assets
2022 1 128 $10M
2023 1 134 $11M
2024 1 147 $11M

Nearby Defined Benefit (Pension) Plans in Montana

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Tamarack Management Inc. Pension Plan vs. nearby Defined Benefit (Pension) plans in Montana, assets vs. participants Scatter plot of 6 data points. 0100200300400500 -1000100200300400500 Total assets ($M) Participants Tamarack Management Inc. Pension Plan, Total assets ($M): 10.49941 · Participants: 128Tamarack Management Inc. Pension PlanNorthwestern Energy Pension Plan, Total assets ($M): 395.349017 · Participants: 451Northwestern Energy Pension PlanNorthwestern Corporation Pension Plan, Total assets ($M): 53.989502 · Participants: 139Northwestern Corporation Pension PlanSt. Peter's Health Cashplus Retirement Plan, Total assets ($M): 49.437986 · Participants: 310St. Peter's Health Cashplus Retirement PlanRetirement Plan for Employees of Northern Montana Hospital, Total assets ($M): 32.485498 · Participants: 120Retirement Plan for Employees of Northern Montana HospitalPension Plan for Employees of Advanced Silicon Materials, LLC, Total assets ($M): 27.453705 · Participants: 87Pension Plan for Employees of Advanced Silicon Materials, LLC
Tamarack Management Inc. Pension Plan vs. nearby Defined Benefit (Pension) plans in Montana, assets vs. participants
Compare Tamarack Management Inc. Pension Plan side-by-side with 3 peers →

Tamarack Management Inc. Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Montana, the nearest Defined Benefit (Pension) by assets is Parker Mccay P.a. Employees' Retirement Plan in NJ ($10M); by covered participants it is Neuroscience Group of Northeast Wisconsin, S.C. Cash Balance Plan in WI (128 participants). Same-state nearby plans are listed separately above.

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 Tamarack Management Inc. Pension Plan assets move in 2022? ▼
Tamarack Management Inc. Pension Plan declined sharply - down 17.2% during 2022, from $13M to $10M. Reported net income was -$2M.
How have Tamarack Management Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Tamarack Management Inc.'s sponsor-wide assets grew 2.6%, from $10M to $11M.
Which Defined Benefit (Pension) plans are similar in size to Tamarack Management Inc. Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Parker Mccay P.a. Employees' Retirement Plan in NJ ($10M, 24 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Tamarack Management Inc. Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Neuroscience Group of Northeast Wisconsin, S.C. Cash Balance Plan in WI (128 participants, $13M 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 810513898.

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.