Other · DOL Form 5500 · 2022

Cabinet Peaks Medical Center Retirement Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
272
Participants Below avg headcount
67th
Percentile by assets National rank
$41,620
Avg per participant Low balance/head
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Official DOL plan name: Cabinet Peaks Medical Center Personal Retirement Plan · Sponsored by Cabinet Peaks Medical Center · Montana · Healthcare & Social Assistance

$11M in assets, 272 participants

Cabinet Peaks Medical Center's Cabinet Peaks Medical Center Personal Retirement Plan reported $11M in total assets and 272 participants in its 2022 DOL Form 5500 filing, ranking in the 67th 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.

  • #14,557 in Healthcare & Social Assistance (20,060 peers)

Cabinet Peaks Medical Center multi-year trail

Cabinet Peaks Medical Center's plans moved +31.9% in assets from 2022 to 2024; this filing shows Cabinet Peaks Medical Center Personal Retirement Plan at $11M / 272 participants.

#14,557
in Healthcare & Social Assistance (20,060 peers)
-17.7%
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.

Cabinet Peaks Medical Center Personal Retirement Plan's outsized position by total assets

Cabinet Peaks Medical Center Personal Retirement Plan vs every filed plan by assets

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

$11,320,643 Top 33% higher than 67% 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

Cabinet Peaks Medical Center Personal Retirement 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. Cabinet Peaks Medical Center Personal Retirement Plan sits mid-pack in the medium band (272 participants).

DOL schedule card

Filing strip 810241755 · Cabinet Peaks Medical Center PY 2022 · Other

Cabinet Peaks Medical Center Personal Retirement Plan · $11M · 272 · 67th

  • NET $11M
  • BOOK 272
  • VS-ST 67th
  • BOY Other
  • SCH near Hacienda, Inc. Retirement Plan
  • EBSA ind #14557

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 →

Cabinet Peaks Medical Center Personal Retirement Plan in the asset neighbourhood

Cabinet Peaks Medical Center Personal Retirement PlanCabinet Peaks Medical Center…$11MHacienda, Inc. Retirement PlanHacienda, Inc. Retirement Pl…$11M403(b) Plan for Employees of Jri403(b) Plan for Employees of…$11MTexas Medical Center 401(k) Retirement PlanTexas Medical Center 401(k) …$11MEmerald Heights 403(b) Plan$11M
End-of-year total assets ($M) among Cabinet Peaks Medical Center Personal Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Cabinet Peaks Medical Center multi-year asset trail

Sponsor-wide plan assets over time

All Cabinet Peaks Medical Center plans reported in each filing year

Latest sponsor-wide plan assets
$15M 31.918734651379783% vs 2022
2024 filing year
$10M$12M$14M$16M 202220232024 $11.3M $14.9M ▲ +31.9%
Year Plans Participants Total Assets
2022 1 272 $11M
2023 1 279 $14M
2024 1 296 $15M

Cabinet Peaks Medical Center filing trail (2022)

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$11M
Net Income-$2M
Employer EIN810241755
Plan Effective Date1988-06-05
Filing StatusFILING RECEIVED

Nearby Other Plans in Montana

Peer Other plans, same state, same plan type, ranked by total assets.

Cabinet Peaks Medical Center Personal Retirement Plan vs. nearby Other plans in Montana, assets vs. participants Scatter plot of 6 data points. 010002000300040005000 -1000100200300400500 Total assets ($M) Participants Cabinet Peaks Medical Center Personal Retirement Plan, Total assets ($M): 11.320643 · Participants: 272Cabinet Peaks Medical Center Personal Retirement PlanBillings Clinic 403b Plan, Total assets ($M): 443.796938 · Participants: 4393Billings Clinic 403b PlanSt. Peter's Hospital 403(b) Tax Deferred Savings Plan, Total assets ($M): 91.863195 · Participants: 1787St. Peter's Hospital 403(b) Tax Deferred Savings PlanBozeman Health 403(b) Plan, Total assets ($M): 50.61008 · Participants: 2620Bozeman Health 403(b) PlanCarroll College 403(b) Plan, Total assets ($M): 47.109914 · Participants: 310Carroll College 403(b) PlanRocky Mountain College Defined Contribution Retirement Plan, Total assets ($M): 26.15548 · Participants: 253Rocky Mountain College Defined Contribution Retirement Plan
Cabinet Peaks Medical Center Personal Retirement Plan vs. nearby Other plans in Montana, assets vs. participants

Cabinet Peaks Medical Center Personal Retirement Plan's out-of-state Other peers by assets and headcount

Outside Montana, the nearest Other by assets is Hacienda, Inc. Retirement Plan in AZ ($11M); by covered participants it is Riverview School, Inc. 403(b) Retirement Plan in MA (272 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($11M here).

Similar participant headcount

Nearest other-state filings by covered participants (272 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 Cabinet Peaks Medical Center Personal Retirement Plan assets move in 2022?
Cabinet Peaks Medical Center Personal Retirement Plan declined sharply - down 17.7% during 2022, from $14M to $11M. Reported net income was -$2M.
How have Cabinet Peaks Medical Center plan assets changed over time?
Across 3 plan years on file (2022-2024), Cabinet Peaks Medical Center's sponsor-wide assets grew 31.9%, from $11M to $15M.
Which Other plans are similar in size to Cabinet Peaks Medical Center Personal Retirement Plan?
Among Other plans in other states, the closest by assets is Hacienda, Inc. Retirement Plan in AZ ($11M, 353 participants).
Which Other plans cover a similar participant headcount to Cabinet Peaks Medical Center Personal Retirement Plan?
Among Other plans in other states, the closest by covered participants is Riverview School, Inc. 403(b) Retirement Plan in MA (272 participants, $19M in assets).