Defined Benefit (Pension) · DOL Form 5500 · 2022

St. Peters Health Pension Plan

Data updated 2026-08-11

$49M
Total assets
310
Participants
88th
Percentile by assets
$159,477
Avg per participant
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Official DOL plan name: St. Peter's Health Cashplus Retirement Plan · Sponsored by St. Peters Health · Montana · Healthcare & Social Assistance

$49M in assets, 310 participants

St. Peters Health's St. Peter's Health Cashplus Retirement Plan reported $49M in total assets and 310 participants in its 2022 DOL Form 5500 filing, ranking in the 88th 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.

  • 88th percentile by assets (of 139,126 plans)
  • #18,006 in Healthcare & Social Assistance (20,060 peers)

Where St. Peter's Health Cashplus Retirement Plan sits by assets

St. Peter's Health Cashplus Retirement Plan sits in the top quartile of all filed plans by assets, $49M for 310 participants (~$159,477/participant), down 26.9% in 2022.

$49M
total plan assets (2022 EOY)
310
covered participants
88th
percentile by assets (of 139,126 plans)
$159,477
avg assets per participant

The plan reported a net loss of $18M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

St. Peter's Health Cashplus Retirement Plan vs the 2022 asset distribution

By assets, St. Peter's Health Cashplus Retirement Plan outranks 88% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.5x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$68M
Net Assets (End of Year)$49M
Net Income-$18M
Employer EIN810233121
Plan Effective Date1967-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (St. Peters Health)

$120M$140M$160M$180M$200M 202220232024 $141M $191M ▲ +35.1%
Total plan assets by year, all St. Peters Health plans on file
Year Plans Participants Total Assets
2022 2 2,097 $141M
2023 2 2,219 $173M
2024 2 1,983 $191M

Nearby Defined Benefit (Pension) Plans in Montana

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

St. Peter's Health Cashplus Retirement Plan vs. nearby Defined Benefit (Pension) plans in Montana, assets vs. participants

St. Peter's Health Cashplus Retirement Plan vs. nearby Defined Benefit (Pension) plans in Montana, assets vs. participants Scatter plot of 6 data points. 0100200300400500 -1000100200300400500 Total assets ($M) Participants St. Peter's Health C…Northwestern Energy …Northwestern Corpora…Retirement Plan for …Pension Plan for Emp…American Chemet Corp…
St. Peter's Health Cashplus Retirement Plan vs. nearby Defined Benefit (Pension) plans in Montana, assets vs. participants

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to St. Peter's Health Cashplus Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did St. Peter's Health Cashplus Retirement Plan assets move in 2022?
St. Peter's Health Cashplus Retirement Plan declined sharply - down 26.9% during 2022, from $68M to $49M. Reported net income was -$18M.
How have St. Peters Health plan assets changed over time?
Across 3 plan years on file (2022-2024), St. Peters Health's sponsor-wide assets grew 35.1%, from $141M to $191M.
Where does St. Peter's Health Cashplus Retirement Plan rank by assets among Form 5500 filers?
St. Peter's Health Cashplus Retirement Plan ranks in the 88th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to St. Peter's Health Cashplus Retirement Plan?
Among Defined Benefit (Pension) plans in other states, the closest by assets is Bricklayers and Allied Craftworkers Local 1 of PA/De Pension Plan in PA ($49M, 233 participants).

Next read for St. Peter's Health Cashplus Retirement P…

Scale reading

Ways to act on St. Peter's Health Cashplus Retirement Plan's numbers.