Other · DOL Form 5500 · 2022

Northern Montana Hospital Retirement Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
509
Participants Below avg headcount
70th
Percentile by assets National rank
$25,428
Avg per participant Low balance/head
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Official DOL plan name: Northern Montana Hospital 403(b) Plan · Sponsored by Northern Montana Hospital · Montana · Healthcare & Social Assistance

$13M in assets, 509 participants

Northern Montana Hospital's Northern Montana Hospital 403(b) Plan reported $13M in total assets and 509 participants in its 2022 DOL Form 5500 filing, ranking in the 70th 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.

  • #15,003 in Healthcare & Social Assistance (20,060 peers)

Northern Montana Hospital multi-year trail

Northern Montana Hospital's plans moved +10.6% in assets from 2022 to 2024; this filing shows Northern Montana Hospital 403(b) Plan at $13M / 509 participants.

#15,003
in Healthcare & Social Assistance (20,060 peers)
-9.9%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Northern Montana Hospital 403(b) Plan's outsized position by total assets

Northern Montana Hospital 403(b) Plan vs every filed plan by assets

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

$12,942,688 Top 30% higher than 70% 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

Northern Montana Hospital 403(b) 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. Northern Montana Hospital 403(b) Plan sits mid-pack in the medium band (509 participants).

EBSA filing schedule strip

Filing strip 810231787 · Northern Montana Hospital PY 2022 · Other

Northern Montana Hospital 403(b) Plan · $13M · 509 · 70th

  • EOY $13M
  • 5500 509
  • ASSETS 70th
  • PCT Other
  • EIN near Bethel University 403(b) DC Plan
  • RANK ind #15003

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 →

Northern Montana Hospital 403(b) Plan in the asset neighbourhood

Northern Montana Hospital 403(b) PlanNorthern Montana Hospital 40…$13MBethel University 403(b) DC PlanBethel University 403(b) DC …$13MEmployees' Pension Plan of Glasstech, Inc.Employees' Pension Plan of G…$13MCharles E. Smith Life Communities 403(b) PlanCharles E. Smith Life Commun…$13MCommunity Partners 403(b) PlanCommunity Partners 403(b) Pl…$13M
End-of-year total assets ($M) among Northern Montana Hospital 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Northern Montana Hospital multi-year asset trail

Sponsor-wide plan assets over time

All Northern Montana Hospital plans reported in each filing year

Latest sponsor-wide plan assets
$50M 10.6484881434623% vs 2022
2024 filing year
$44M$46M$48M$50M$52M 202220232024 $45.4M $50.3M ▲ +10.7%
Year Plans Participants Total Assets
2022 2 629 $45M
2023 2 627 $50M
2024 2 625 $50M

Northern Montana Hospital filing trail (2022)

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$13M
Net Income-$1M
Employer EIN810231787
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Montana

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

Northern Montana Hospital 403(b) Plan vs. nearby Other plans in Montana, assets vs. participants Scatter plot of 6 data points. 010002000300040005000 -1000100200300400500 Total assets ($M) Participants Northern Montana Hospital 403(b) Plan, Total assets ($M): 12.942688 · Participants: 509Northern Montana Hospital 403(b) PlanBillings Clinic 403b Plan, Total assets ($M): 443.796938 · Participants: 4393Billings Clinic 403b PlanSt. Peter's Hospital 403(b) Tax Deferred Savings Plan, Total assets ($M): 91.863195 · Participants: 1787St. Peter's Hospital 403(b) Tax Deferred Savings 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 Plan
Northern Montana Hospital 403(b) Plan vs. nearby Other plans in Montana, assets vs. participants
Compare Northern Montana Hospital 403(b) Plan side-by-side with 3 peers →

Northern Montana Hospital 403(b) Plan's out-of-state Other peers by assets and headcount

Outside Montana, the nearest Other by assets is Bethel University 403(b) DC Plan in TN ($13M); by covered participants it is Versiti 403(b) Retirement Plan in WI (509 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($13M here).

Similar participant headcount

Nearest other-state filings by covered participants (509 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 Northern Montana Hospital 403(b) Plan assets move in 2022? ▼
Northern Montana Hospital 403(b) Plan pulled back noticeably - down 9.9% during 2022, from $14M to $13M. Reported net income was -$1M.
How have Northern Montana Hospital plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Northern Montana Hospital's sponsor-wide assets grew 10.6%, from $45M to $50M.
Which Other plans are similar in size to Northern Montana Hospital 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is Bethel University 403(b) DC Plan in TN ($13M, N/A participants).
Which Other plans cover a similar participant headcount to Northern Montana Hospital 403(b) Plan? ▼
Among Other plans in other states, the closest by covered participants is Versiti 403(b) Retirement Plan in WI (509 participants, $85M 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 810231787.

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.