Money Purchase · DOL Form 5500 · 2022

Billings Clinic Money Purchase Plan

Data updated 2026-08-25

$205M
Total assets Near avg plan size
3,408
Participants Above avg headcount
96th
Percentile by assets National rank
$60,248
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

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.

  • #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.

#19,310
in Healthcare & Social Assistance (20,060 peers)
-20.0%
assets change YoY
2.1×
vs typical plan assets (national mean)

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.

Billings Clinic Pension Plan's outsized position by total assets

Billings Clinic Pension Plan vs every filed plan by assets

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

$205,325,332 Top 4% higher than 96% 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 Pension 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 Pension Plan lands in the large band (3,408 participants).

Plan-year Form 5500 strip

Filing strip 810231784 · Billings Clinic PY 2022 · Money Purchase

Billings Clinic Pension Plan · $205M · 3,408 · 96th

  • EIN $205M
  • EIN 3,408
  • EIN 96th
  • EIN Money Purchase
  • EIN near Carnegie Institution of Washington Retirement Plan
  • EIN ind #19310

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 Pension Plan in the asset neighbourhood

P & M Holding Group, LLP & Affiliated Entities Pension PlanP & M Holding Group, LLP & A…$210MBillings Clinic Pension Plan$205MCarnegie Institution of Washington Retirement PlanCarnegie Institution of Wash…$204MMo-Kan Iron Workers Annuity FundMo-Kan Iron Workers Annuity …$204MNoblis, Inc. Qualified Retirement PlanNoblis, Inc. Qualified Retir…$200M
End-of-year total assets ($M) among Billings Clinic Pension Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

Montana filing particulars

Total Assets (Beginning of Year)$257M
Net Assets (End of Year)$205M
Net Income-$51M
Employer EIN810231784
Plan Effective Date1968-07-01
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 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 Scatter plot of 6 data points. 01000200030004000 050100150200250 Total assets ($M) Participants Billings Clinic Pension Plan, Total assets ($M): 205.325332 · Participants: 3408Billings Clinic Pension PlanBozeman Health Retirement Plan, Total assets ($M): 71.449213 · Participants: 1766Bozeman Health Retirement PlanMontana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust, Total assets ($M): 30.67638 · Participants: 450Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & TrustMontana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust, Total assets ($M): 15.751677 · Participants: 226Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & TrustMontana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust, Total assets ($M): 13.531646 · Participants: 180Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & TrustMontana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust, Total assets ($M): 13.515364 · Participants: 465Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust
Billings Clinic Pension Plan vs. nearby Money Purchase plans in Montana, assets vs. participants
Compare Billings Clinic Pension Plan side-by-side with 3 peers →

Billings Clinic Pension Plan's out-of-state Money Purchase peers by assets and headcount

Outside Montana, the nearest Money Purchase by assets is Carnegie Institution of Washington Retirement Plan in DC ($204M); by covered participants it is Local 580 Annuity Fund in NY (3,396 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3,408 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 Pension Plan assets move in 2022? ▼
Billings Clinic Pension Plan declined sharply - down 20.0% during 2022, from $257M to $205M. Reported net income was -$51M.
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 Pension Plan rank by assets among Form 5500 filers? ▼
Billings Clinic Pension Plan ranks in the 96th 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 Money Purchase plans are similar in size to Billings Clinic Pension Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Carnegie Institution of Washington Retirement Plan in DC ($204M, 494 participants).
Which Money Purchase plans cover a similar participant headcount to Billings Clinic Pension Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Local 580 Annuity Fund in NY (3,396 participants, $710M 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.