401(k) · DOL Form 5500 · 2022
Great Falls Clinic 401(k) Plan
Data updated 2026-08-25
- $32M
- Total assets Below avg plan size
- 731
- Participants Near avg headcount
- 84th
- Percentile by assets National rank
- $43,569
- Avg per participant Low balance/head
Official DOL plan name: Great Falls Clinic Retirement Plan · Sponsored by Great Falls Clinic · Montana · Healthcare & Social Assistance
$32M in assets, 731 participants
Great Falls Clinic's Great Falls Clinic Retirement Plan reported $32M in total assets and 731 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.
- #17,275 in Healthcare & Social Assistance (20,060 peers)
Coverage in Montana
Great Falls Clinic Retirement Plan covers 731 participants in Montana, 2.7x the typical Montana plan (state average ~271 per filing). Assets: $32M.
- #17,275
- in Healthcare & Social Assistance (20,060 peers)
- -13.4%
- assets change YoY
- 0.3×
- vs typical plan assets (national mean)
The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Great Falls Clinic Retirement Plan's outsized position by total assets
Great Falls Clinic Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$31,849,091 Top 16% higher than 84% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Great Falls Clinic 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. Great Falls Clinic Retirement Plan sits mid-pack in the medium band (731 participants).
DOL schedule card
Filing strip 810141660 · Great Falls Clinic PY 2022 · 401(k)
Great Falls Clinic Retirement Plan · $32M · 731 · 84th
- SCH $32M
- EBSA 731
- PART 84th
- TYPE 401(k)
- NET near Bader Rutter Retirement Plan
- BOOK ind #17275
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 →
Great Falls Clinic Retirement Plan in the asset neighbourhood
Montana filing particulars
| Total Assets (Beginning of Year) | $37M |
|---|---|
| Net Assets (End of Year) | $32M |
| Net Income | -$5M |
| Employer EIN | 810141660 |
| Plan Effective Date | 1968-12-31 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Great Falls Clinic)
Sponsor-wide plan assets over time
All Great Falls Clinic plans reported in each filing year
- Latest sponsor-wide plan assets
- $41M 28.56486233782936% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 731 | $32M |
| 2023 | 1 | 605 | $37M |
| 2024 | 2 | 1,433 | $41M |
Nearby 401(k) Plans in Montana
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- First Interstate Bancsystem, Inc. 401(k) Plan $426M · 2,313
- D.a. Davidson Companies Retirement Savings and Profit Sharing Plan $422M · 1,507
- Glacier Bancorp, Inc. Profit Sharing and 401(k) Plan $412M · 3,272
- Northwestern Energy 401(k) Retirement Savings Plan $406M · 1,494
- Logan Health Retirement Savings Plan $359M · 4,055
Great Falls Clinic Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Montana, the nearest 401(k) by assets is Bader Rutter Retirement Plan in WI ($32M); by covered participants it is Kazi Foods 401(k) Plan in VI (731 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($32M here).
- Bader Rutter Retirement Plan (WI) $32M · 234
- Chicago Bulls 401(k) Savings Plan Trust (IL) $32M · 161
- Friendfinder Networks Inc. Employees Retirement Plan and Trust (FL) $32M · 131
- Olgoonik Development, LLC 401(k) Plan (AK) $32M · 344
Similar participant headcount
Nearest other-state filings by covered participants (731 participants); asset peers above are excluded.
- Kazi Foods 401(k) Plan (VI) 731 · 0 off
- Planned Parenthood of the Pacific Southwest 401(k) Retirement Plan (CA) 731 · 0 off
- The Beck Group Retirement Savings Plan (TX) 731 · 0 off
- Apache Mills Inc. 401(k) Plan (GA) 731 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.