Other · DOL Form 5500 · 2022

St. Peters Health Retirement Plan

Data updated 2026-08-25

$92M
Total assets Below avg plan size
1,787
Participants Near avg headcount
92nd
Percentile by assets National rank
$51,406
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: St. Peter's Hospital 403(b) Tax Deferred Savings Plan · Sponsored by St. Peters Health · Montana · Healthcare & Social Assistance

$92M in assets, 1,787 participants

St. Peters Health's St. Peter's Hospital 403(b) Tax Deferred Savings Plan reported $92M in total assets and 1,787 participants in its 2022 DOL Form 5500 filing, ranking in the 92nd 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.

  • #18,732 in Healthcare & Social Assistance (20,060 peers)

Coverage in Montana

St. Peter's Hospital 403(b) Tax Deferred Savings Plan covers 1,787 participants in Montana, 6.6x the typical Montana plan (state average ~271 per filing). Assets: $92M.

#18,732
in Healthcare & Social Assistance (20,060 peers)
-8.5%
assets change YoY
0.9×
vs typical plan assets (national mean)

The plan reported a net loss of $9M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

St. Peter's Hospital 403(b) Tax Deferred Savings Plan's outsized position by total assets

St. Peter's Hospital 403(b) Tax Deferred Savings Plan vs every filed plan by assets

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

$91,863,195 Top 8% higher than 92% 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 Hospital 403(b) Tax Deferred Savings 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. St. Peter's Hospital 403(b) Tax Deferred Savings Plan lands in the large band (1,787 participants).

Published 5500 schedule card

Filing strip 810233121 · St. Peters Health PY 2022 · Other

St. Peter's Hospital 403(b) Tax Deferred Savings Plan · $92M · 1,787 · 92nd

  • ASSETS $92M
  • ASSETS 1,787
  • ASSETS 92nd
  • ASSETS Other
  • ASSETS near Katherine Shaw Bethea Hospital Retirement Savings Plan
  • ASSETS ind #18732

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 Hospital 403(b) Tax Deferred Savings Plan in the asset neighbourhood

Gurwin Tax Deferred Annuity PlanGurwin Tax Deferred Annuity …$92MBreck School Retirement Plan$92MDcds 403(b) Plan$92MSt. Peter's Hospital 403(b) Tax Deferred Savings PlanSt. Peter's Hospital 403(b) …$92MKatherine Shaw Bethea Hospital Retirement Savings PlanKatherine Shaw Bethea Hospit…$92M
End-of-year total assets ($M) among St. Peter's Hospital 403(b) Tax Deferred Savings Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Montana filing particulars

Total Assets (Beginning of Year)$100M
Net Assets (End of Year)$92M
Net Income-$9M
Employer EIN810233121
Plan Effective Date1989-01-01
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 Other Plans in Montana

Peer Other plans, same state, same plan type, ranked by total assets.

St. Peter's Hospital 403(b) Tax Deferred Savings Plan vs. nearby Other plans in Montana, assets vs. participants Scatter plot of 6 data points. 010002000300040005000 0100200300400500 Total assets ($M) Participants St. Peter's Hospital 403(b) Tax Deferred Savings Plan, Total assets ($M): 91.863195 · Participants: 1787St. Peter's Hospital 403(b) Tax Deferred Savings PlanBillings Clinic 403b Plan, Total assets ($M): 443.796938 · Participants: 4393Billings Clinic 403b PlanBozeman Health 403(b) Plan, Total assets ($M): 50.61008 · Participants: 2620Bozeman Health 403(b) PlanCarroll College 403(b) Plan, Total assets ($M): 47.109914 · Participants: 310Carroll College 403(b) PlanRocky Mountain College Defined Contribution Retirement Plan, Total assets ($M): 26.15548 · Participants: 253Rocky Mountain College Defined Contribution Retirement PlanSidney Health Center Pension Plan, Total assets ($M): 24.196682 · Participants: 578Sidney Health Center Pension Plan
St. Peter's Hospital 403(b) Tax Deferred Savings Plan vs. nearby Other plans in Montana, assets vs. participants
Compare St. Peter's Hospital 403(b) Tax Deferred Savings Plan side-by-side with 3 peers →

St. Peter's Hospital 403(b) Tax Deferred Savings Plan's out-of-state Other peers by assets and headcount

Outside Montana, the nearest Other by assets is Katherine Shaw Bethea Hospital Retirement Savings Plan in IL ($92M); by covered participants it is Yeshiva University Retirement Income Plan (Basic Plan) in NY (1,786 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($92M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,787 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 Hospital 403(b) Tax Deferred Savings Plan assets move in 2022? ▼
St. Peter's Hospital 403(b) Tax Deferred Savings Plan pulled back noticeably - down 8.5% during 2022, from $100M to $92M. Reported net income was -$9M.
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 Hospital 403(b) Tax Deferred Savings Plan rank by assets among Form 5500 filers? ▼
St. Peter's Hospital 403(b) Tax Deferred Savings Plan ranks in the 92nd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which Other plans are similar in size to St. Peter's Hospital 403(b) Tax Deferred Savings Plan? ▼
Among Other plans in other states, the closest by assets is Katherine Shaw Bethea Hospital Retirement Savings Plan in IL ($92M, 905 participants).
Which Other plans cover a similar participant headcount to St. Peter's Hospital 403(b) Tax Deferred Savings Plan? ▼
Among Other plans in other states, the closest by covered participants is Yeshiva University Retirement Income Plan (Basic Plan) in NY (1,786 participants, $624M 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.