Money Purchase · DOL Form 5500 · 2022
Billings Clinic Money Purchase Plan
Data updated 2026-08-11
- $205M
- Total assets
- 3,408
- Participants
- 96th
- Percentile by assets
- $60,248
- Avg per participant
Official DOL plan name: Billings Clinic Pension Plan · Sponsored by Billings Clinic · Montana · Healthcare & Social Assistance
$205M in assets, 3,408 participants
Billings Clinic's Billings Clinic Pension Plan reported $205M in total assets and 3,408 participants in its 2022 DOL Form 5500 filing, ranking in the 96th 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.
- 96th percentile by assets (of 139,126 plans)
- #19,310 in Healthcare & Social Assistance (20,060 peers)
Coverage in Montana
Billings Clinic Pension Plan covers 3,408 participants in Montana, 13x the typical Montana plan (state average ~271 per filing). Assets: $205M.
- $205M
- total plan assets (2022 EOY)
- 3,408
- covered participants
- 96th
- percentile by assets (of 139,126 plans)
- $60,248
- avg assets per participant
The plan reported a net loss of $51M 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 Pension Plan reports 3,408 participants - 13x that state average ($205M EOY assets).
Montana filing particulars
| Total Assets (Beginning of Year) | $257M |
|---|---|
| Net Assets (End of Year) | $205M |
| Net Income | -$51M |
| Employer EIN | 810231784 |
| Plan Effective Date | 1968-07-01 |
| 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 Money Purchase Plans in Montana
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
Billings Clinic Pension Plan vs. nearby Money Purchase plans in Montana, assets vs. participants
- Bozeman Health Retirement Plan $71M · 1,766
- Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust $31M · 450
- Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust $16M · 226
- Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust $14M · 180
- Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust $14M · 465
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Billings Clinic Pension Plan by total assets, not by location.
- Carnegie Institution of Washington Retirement Plan (DC) $204M · 494
- Mo-Kan Iron Workers Annuity Fund (MO) $204M · 829
- P & M Holding Group, LLP & Affiliated Entities Pension Plan (MI) $210M · 1,012
- Noblis, Inc. Qualified Retirement Plan (VA) $200M · 2,060
Frequently Asked Questions
How did Billings Clinic Pension Plan assets move in 2022? ▼
How have Billings Clinic plan assets changed over time? ▼
Where does Billings Clinic Pension Plan rank by assets among Form 5500 filers? ▼
Which Money Purchase plans are similar in size to Billings Clinic Pension Plan? ▼
Next read for Billings Clinic Pension Plan
Filing takeaways
Ways to act on Billings Clinic Pension Plan's numbers.
- By total assets, Billings Clinic Pension Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase 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