Defined Benefit (Pension) · DOL Form 5500 · 2022

St. Peters Health Pension Plan

Data updated 2026-08-25

$49M
Total assets Below avg plan size
310
Participants Below avg headcount
88th
Percentile by assets National rank
$159,477
Avg per participant Above avg balance/head
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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.

  • #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.

#18,006
in Healthcare & Social Assistance (20,060 peers)
-26.9%
assets change YoY
0.5×
vs typical plan assets (national mean)

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's outsized position by total assets

St. Peter's Health Cashplus Retirement Plan vs every filed plan by assets

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

$49,437,986 Top 12% higher than 88% 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

St. Peter's Health Cashplus Retirement 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. St. Peter's Health Cashplus Retirement Plan sits mid-pack in the medium band (310 participants).

Plan-year Form 5500 strip

Filing strip 810233121 · St. Peters Health PY 2022 · Defined Benefit (Pension)

St. Peter's Health Cashplus Retirement Plan · $49M · 310 · 88th

  • BOY $49M
  • SCH 310
  • EBSA 88th
  • PART Defined Benefit (Pension)
  • TYPE near Bricklayers and Allied Craftworkers Local 1 of PA/De Pension Plan
  • NET ind #18006

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 →

St. Peter's Health Cashplus Retirement Plan in the asset neighbourhood

Adt Pension Plan for US EmployeesAdt Pension Plan for US Empl…$49MBricklayers and Allied Craftworkers Local 1 of PA/De Pension PlanBricklayers and Allied Craft…$49MSt. Peter's Health Cashplus Retirement PlanSt. Peter's Health Cashplus …$49MUnivest Financial Corporation Retirement PlanUnivest Financial Corporatio…$49MPension Plan for Salaried and Production Employees of Vallourec Star, LPPension Plan for Salaried an…$49M
End-of-year total assets ($M) among St. Peter's Health Cashplus Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

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)

Sponsor-wide plan assets over time

All St. Peters Health plans reported in each filing year

Latest sponsor-wide plan assets
$191M 35.05747556349157% vs 2022
2024 filing year
$120M$140M$160M$180M$200M 202220232024 $141M $191M ▲ +35.1%
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 Scatter plot of 6 data points. 0100200300400500 -1000100200300400500 Total assets ($M) Participants St. Peter's Health Cashplus Retirement Plan, Total assets ($M): 49.437986 · Participants: 310St. Peter's Health Cashplus Retirement PlanNorthwestern Energy Pension Plan, Total assets ($M): 395.349017 · Participants: 451Northwestern Energy Pension PlanNorthwestern Corporation Pension Plan, Total assets ($M): 53.989502 · Participants: 139Northwestern Corporation Pension PlanRetirement Plan for Employees of Northern Montana Hospital, Total assets ($M): 32.485498 · Participants: 120Retirement Plan for Employees of Northern Montana HospitalPension Plan for Employees of Advanced Silicon Materials, LLC, Total assets ($M): 27.453705 · Participants: 87Pension Plan for Employees of Advanced Silicon Materials, LLCAmerican Chemet Corporation Retirement Income Plan, Total assets ($M): 16.280566 · Participants: 58American Chemet Corporation Retirement Income Plan
St. Peter's Health Cashplus Retirement Plan vs. nearby Defined Benefit (Pension) plans in Montana, assets vs. participants
Compare St. Peter's Health Cashplus Retirement Plan side-by-side with 3 peers →

St. Peter's Health Cashplus Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Montana, the nearest Defined Benefit (Pension) by assets is Bricklayers and Allied Craftworkers Local 1 of PA/De Pension Plan in PA ($49M); by covered participants it is Ust LLC Retirement Income Plan for Hourly Employees in VA (310 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (310 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 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).
Which Defined Benefit (Pension) plans cover a similar participant headcount to St. Peter's Health Cashplus Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Ust LLC Retirement Income Plan for Hourly Employees in VA (310 participants, $130M 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 810233121.

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.