Defined Benefit (Pension) · DOL Form 5500 · 2022

Northern Montana Hospital Pension Plan

Data updated 2026-08-11

$32M
Total assets
120
Participants
84th
Percentile by assets
$270,712
Avg per participant
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Official DOL plan name: Retirement Plan for Employees of Northern Montana Hospital · Sponsored by Northern Montana Hospital · Montana · Healthcare & Social Assistance

$32M in assets, 120 participants

Northern Montana Hospital's Retirement Plan for Employees of Northern Montana Hospital reported $32M in total assets and 120 participants in its 2022 DOL Form 5500 filing, ranking in the 84th 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.

  • 84th percentile by assets (of 139,126 plans)
  • #17,317 in Healthcare & Social Assistance (20,060 peers)

Coverage in Montana

Retirement Plan for Employees of Northern Montana Hospital covers 120 participants in Montana, about 44% of the average Montana filer (state average ~271 per filing). Assets: $32M.

$32M
total plan assets (2022 EOY)
120
covered participants
84th
percentile by assets (of 139,126 plans)
$270,712
avg assets per participant

The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Participants vs Montana filers

In Montana, the average filing covers about 271 participants across 404 plans. Retirement Plan for Employees of Northern Montana Hospital reports 120 participants - about 44% of that state average ($32M EOY assets).

Montana filing particulars

Total Assets (Beginning of Year)$39M
Net Assets (End of Year)$32M
Net Income-$6M
Employer EIN810231787
Plan Effective Date1979-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Northern Montana Hospital)

$44M$46M$48M$50M$52M 202220232024 $45.4M $50.3M ▲ +10.7%
Total plan assets by year, all Northern Montana Hospital plans on file
Year Plans Participants Total Assets
2022 2 629 $45M
2023 2 627 $50M
2024 2 625 $50M

Nearby Defined Benefit (Pension) Plans in Montana

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

Retirement Plan for Employees of Northern Montana Hospital vs. nearby Defined Benefit (Pension) plans in Montana, assets vs. participants

Retirement Plan for Employees of Northern Montana Hospital vs. nearby Defined Benefit (Pension) plans in Montana, assets vs. participants Scatter plot of 6 data points. 0100200300400500 -1000100200300400500 Total assets ($M) Participants Retirement Plan for …Northwestern Energy …Northwestern Corpora…St. Peter's Health C…Pension Plan for Emp…American Chemet Corp…
Retirement Plan for Employees of Northern Montana Hospital 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 Retirement Plan for Employees of Northern Montana Hospital by total assets, not by location.

Frequently Asked Questions

How did Retirement Plan for Employees of Northern Montana Hospital assets move in 2022?
Retirement Plan for Employees of Northern Montana Hospital declined sharply - down 16.2% during 2022, from $39M to $32M. Reported net income was -$6M.
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.
Where does Retirement Plan for Employees of Northern Montana Hospital rank by assets among Form 5500 filers?
Retirement Plan for Employees of Northern Montana Hospital ranks in the 84th 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 Retirement Plan for Employees of Northern Montana Hospital?
Among Defined Benefit (Pension) plans in other states, the closest by assets is Retirement Plan for Employees of Claxton-Hepburn Medical Center in NY ($32M, 166 participants).

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Filing takeaways

Ways to act on Retirement Plan for Employees of Northern Montana Hospital's numbers.