Other · DOL Form 5500 · 2022
Billings Clinic Retirement Plan
Data updated 2026-08-11
- $444M
- Total assets
- 4,393
- Participants
- 98th
- Percentile by assets
- $101,024
- Avg per participant
Official DOL plan name: Billings Clinic 403b Plan · Sponsored by Billings Clinic · Montana · Healthcare & Social Assistance
$444M in assets, 4,393 participants
Billings Clinic's Billings Clinic 403b Plan reported $444M in total assets and 4,393 participants in its 2022 DOL Form 5500 filing, ranking in the 98th 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.
- 98th percentile by assets (of 139,126 plans)
- #19,639 in Healthcare & Social Assistance (20,060 peers)
Coverage in Montana
Billings Clinic 403b Plan covers 4,393 participants in Montana, 16x the typical Montana plan (state average ~271 per filing). Assets: $444M.
- $444M
- total plan assets (2022 EOY)
- 4,393
- covered participants
- 98th
- percentile by assets (of 139,126 plans)
- $101,024
- avg assets per participant
The plan reported a net loss of $119M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Participants vs Montana filers
In Montana, the average filing covers about 271 participants across 404 plans. Billings Clinic 403b Plan reports 4,393 participants - 16x that state average ($444M EOY assets).
Montana filing particulars
| Total Assets (Beginning of Year) | $562M |
|---|---|
| Net Assets (End of Year) | $444M |
| Net Income | -$119M |
| Employer EIN | 810231784 |
| Plan Effective Date | 1993-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Billings Clinic)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 7,844 | $651M |
| 2023 | 3 | 7,275 | $760M |
| 2024 | 3 | 9,784 | $858M |
Nearby Other Plans in Montana
Peer Other plans, same state, same plan type, ranked by total assets.
Billings Clinic 403b Plan vs. nearby Other plans in Montana, assets vs. participants
- 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
- Sidney Health Center Pension Plan $24M · 578
Similar-Sized Other Plans Nationally
Other plans in other states closest to Billings Clinic 403b Plan by total assets, not by location.
- Nyu Langone Hospital-Long Island 403(b) Plan (NY) $445M · 7,426
- Community Hospitals of Central California Tax Sheltered Annuity Plan (CA) $439M · 8,998
- Jax 403(b) Retirement Plan (ME) $438M · 2,458
- Henry M Jackson Foundation Defined Contribution Plan (MD) $450M · 2,259
Frequently Asked Questions
How did Billings Clinic 403b Plan assets move in 2022? ▼
How have Billings Clinic plan assets changed over time? ▼
Where does Billings Clinic 403b Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Billings Clinic 403b Plan? ▼
Next read for Billings Clinic 403b Plan
Filing takeaways
Ways to act on Billings Clinic 403b Plan's numbers.
- By total assets, Billings Clinic 403b Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Montana. Compare plans
- Billings Clinic's sponsor-wide assets have grown 31.9% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans