Defined Benefit (Pension) · DOL Form 5500 · 2022

Northern Montana Hospital Pension Plan

Data updated 2026-08-25

$32M
Total assets Below avg plan size
120
Participants Small participant base
84th
Percentile by assets National rank
$270,712
Avg per participant High balance/head
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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.

  • #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.

#17,317
in Healthcare & Social Assistance (20,060 peers)
-16.2%
assets change YoY
0.3×
vs typical plan assets (national mean)

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.

Retirement Plan for Employees of Northern Montana Hospital's outsized position by total assets

Retirement Plan for Employees of Northern Montana Hospital vs every filed plan by assets

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

$32,485,498 Top 16% higher than 84% 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

Retirement Plan for Employees of Northern Montana Hospital 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. Retirement Plan for Employees of Northern Montana Hospital sits mid-pack in the medium band (120 participants).

DOL schedule card

Filing strip 810231787 · Northern Montana Hospital PY 2022 · Defined Benefit (Pension)

Retirement Plan for Employees of Northern Montana Hospital · $32M · 120 · 84th

  • ASSETS $32M
  • PCT 120
  • EIN 84th
  • RANK Defined Benefit (Pension)
  • PHOTO near Retirement Plan for Employees of Claxton-Hepburn Medical Center
  • IND ind #17317

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 →

Retirement Plan for Employees of Northern Montana Hospital in the asset neighbourhood

Retirement Plan for Employees of Northern Montana HospitalRetirement Plan for Employee…$32MRetirement Plan for Employees of Claxton-Hepburn Medical CenterRetirement Plan for Employee…$32MNuclear Fuel Services, Inc. Retirement Plan for Hourly EmployeesNuclear Fuel Services, Inc. …$32MRoofers Local No. 241 Pension FundRoofers Local No. 241 Pensio…$32MKing Abdullah University of Science & Technology Retirement PlanKing Abdullah University of …$32M
End-of-year total assets ($M) among Retirement Plan for Employees of Northern Montana Hospital and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

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)

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

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 Scatter plot of 6 data points. 0100200300400500 -1000100200300400500 Total assets ($M) Participants Retirement Plan for Employees of Northern Montana Hospital, Total assets ($M): 32.485498 · Participants: 120Retirement Plan for Employees of Northern Montana HospitalNorthwestern 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 PlanSt. Peter's Health Cashplus Retirement Plan, Total assets ($M): 49.437986 · Participants: 310St. Peter's Health Cashplus Retirement PlanPension Plan for Employees of Advanced Silicon Materials, LLC, Total assets ($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
Retirement Plan for Employees of Northern Montana Hospital vs. nearby Defined Benefit (Pension) plans in Montana, assets vs. participants
Compare Retirement Plan for Employees of Northern Montana Hospital side-by-side with 3 peers →

Retirement Plan for Employees of Northern Montana Hospital's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Montana, the nearest Defined Benefit (Pension) by assets is Retirement Plan for Employees of Claxton-Hepburn Medical Center in NY ($32M); by covered participants it is Tuthill Corporation Hourly Employees Pension Plan in IL (120 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (120 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 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).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Retirement Plan for Employees of Northern Montana Hospital? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Tuthill Corporation Hourly Employees Pension Plan in IL (120 participants, $30M 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.