Other · DOL Form 5500 · 2022
Rimrock Foundation Retirement Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 194
- Participants Below avg headcount
- 45th
- Percentile by assets National rank
- $19,602
- Avg per participant Low balance/head
Official DOL plan name: Rimrock Foundation 403(b) Plan · Sponsored by Rimrock Foundation · Montana · Healthcare & Social Assistance
$4M in assets, 194 participants
Rimrock Foundation's Rimrock Foundation 403(b) Plan reported $4M in total assets and 194 participants in its 2022 DOL Form 5500 filing, ranking in the 45th 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.
- #9,981 in Healthcare & Social Assistance (20,060 peers)
Rimrock Foundation multi-year trail
Rimrock Foundation's plans moved +12.5% in assets from 2022 to 2024; this filing shows Rimrock Foundation 403(b) Plan at $4M / 194 participants.
- #9,981
- in Healthcare & Social Assistance (20,060 peers)
- -12.0%
- assets change YoY
The plan reported a net loss of $517K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Rimrock Foundation 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Rimrock Foundation 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$3,802,704 45th percentile higher than 45% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Rimrock Foundation 403(b) 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. Rimrock Foundation 403(b) Plan sits mid-pack in the medium band (194 participants).
EBSA filing schedule strip
Filing strip 810302870 · Rimrock Foundation PY 2022 · Other
Rimrock Foundation 403(b) Plan · $4M · 194 · 45th
- 5500 $4M
- 5500 194
- 5500 45th
- 5500 Other
- 5500 near Lifespan of Greater Rochester, Inc. 403(b) Retirement Plan
- 5500 ind #9981
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 →
Rimrock Foundation 403(b) Plan in the asset neighbourhood
Rimrock Foundation multi-year asset trail
Sponsor-wide plan assets over time
All Rimrock Foundation plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 12.527296365954331% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 194 | $4M |
| 2023 | 1 | 185 | $5M |
| 2024 | 1 | 173 | $4M |
Rimrock Foundation filing trail (2022)
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | -$517K |
| Employer EIN | 810302870 |
| Plan Effective Date | 1999-04-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Montana
Peer Other plans, same state, same plan type, ranked by total assets.
- Billings Clinic 403b Plan $444M · 4,393
- 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
Rimrock Foundation 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Montana, the nearest Other by assets is Lifespan of Greater Rochester, Inc. 403(b) Retirement Plan in NY ($4M); by covered participants it is Braille Institute of America Inc Tax Sheltered 403(b) Savings Plan in CA (194 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
- Lifespan of Greater Rochester, Inc. 403(b) Retirement Plan (NY) $4M · 151
- International Education and Community Initiatives 403(b) DC Plan (PA) $4M · 117
- 403(b) Thrift Plan for Girl Scouts of Greater Chicago and Northwest Indiana, Inc. (IL) $4M · 211
- Riddle Village Retirement Savings Plan (PA) $4M · 275
Similar participant headcount
Nearest other-state filings by covered participants (194 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.