Other · DOL Form 5500 · 2022

Billings Clinic Retirement Plan

Data updated 2026-08-25

$444M
Total assets Above avg plan size
4,393
Participants Above avg headcount
98th
Percentile by assets National rank
$101,024
Avg per participant Below avg balance/head
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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.

  • #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.

#19,639
in Healthcare & Social Assistance (20,060 peers)
-21.1%
assets change YoY
4.5×
vs typical plan assets (national mean)

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.

Billings Clinic 403b Plan's outsized position by total assets

Billings Clinic 403b Plan vs every filed plan by assets

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

$443,796,938 Top 2% higher than 98% 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

Billings Clinic 403b Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Billings Clinic 403b Plan lands in the large band (4,393 participants).

EBSA filing schedule strip

Filing strip 810231784 · Billings Clinic PY 2022 · Other

Billings Clinic 403b Plan · $444M · 4,393 · 98th

  • EIN $444M
  • RANK 4,393
  • PHOTO 98th
  • IND Other
  • EOY near Nyu Langone Hospital-Long Island 403(b) Plan
  • 5500 ind #19639

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 →

Billings Clinic 403b Plan in the asset neighbourhood

Henry M Jackson Foundation Defined Contribution PlanHenry M Jackson Foundation D…$450MNyu Langone Hospital-Long Island 403(b) PlanNyu Langone Hospital-Long Is…$445MBillings Clinic 403b Plan$444MCommunity Hospitals of Central California Tax Sheltered Annuity PlanCommunity Hospitals of Centr…$439MJax 403(b) Retirement Plan$438M
End-of-year total assets ($M) among Billings Clinic 403b Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Montana filing particulars

Total Assets (Beginning of Year)$562M
Net Assets (End of Year)$444M
Net Income-$119M
Employer EIN810231784
Plan Effective Date1993-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Billings Clinic)

Sponsor-wide plan assets over time

All Billings Clinic plans reported in each filing year

Latest sponsor-wide plan assets
$858M 31.889977866422427% vs 2022
2024 filing year
$600M$700M$800M$900M 202220232024 $651M $858M ▲ +31.9%
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 Scatter plot of 6 data points. 010002000300040005000 0100200300400500 Total assets ($M) Participants Billings Clinic 403b Plan, Total assets ($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 PlanSidney Health Center Pension Plan, Total assets ($M): 24.196682 · Participants: 578Sidney Health Center Pension Plan
Billings Clinic 403b Plan vs. nearby Other plans in Montana, assets vs. participants
Compare Billings Clinic 403b Plan side-by-side with 3 peers →

Billings Clinic 403b Plan's out-of-state Other peers by assets and headcount

Outside Montana, the nearest Other by assets is Nyu Langone Hospital-Long Island 403(b) Plan in NY ($445M); by covered participants it is Akron Children's Hospital Retirement Security Plan in OH (4,393 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4,393 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 Billings Clinic 403b Plan assets move in 2022? ▼
Billings Clinic 403b Plan declined sharply - down 21.1% during 2022, from $562M to $444M. Reported net income was -$119M.
How have Billings Clinic plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Billings Clinic's sponsor-wide assets grew 31.9%, from $651M to $858M.
Where does Billings Clinic 403b Plan rank by assets among Form 5500 filers? ▼
Billings Clinic 403b Plan ranks in the 98th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which Other plans are similar in size to Billings Clinic 403b Plan? ▼
Among Other plans in other states, the closest by assets is Nyu Langone Hospital-Long Island 403(b) Plan in NY ($445M, 7,426 participants).
Which Other plans cover a similar participant headcount to Billings Clinic 403b Plan? ▼
Among Other plans in other states, the closest by covered participants is Akron Children's Hospital Retirement Security Plan in OH (4,393 participants, $97M 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 810231784.

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.