401(k) · DOL Form 5500 · 2022

Missoula Bone & Joint, LLC 401(k) Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
168
Participants Small participant base
79th
Percentile by assets National rank
$131,541
Avg per participant Near avg balance/head
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Official DOL plan name: Missoula Bone & Joint, LLC 401(k) Profit Sharing Plan & Trust · Sponsored by Missoula Bone & Joint, LLC · Montana · Healthcare & Social Assistance

$22M in assets, 168 participants

Missoula Bone & Joint, LLC's Missoula Bone & Joint, LLC 401(k) Profit Sharing Plan & Trust reported $22M in total assets and 168 participants in its 2022 DOL Form 5500 filing, ranking in the 79th 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.

  • #16,439 in Healthcare & Social Assistance (20,060 peers)

Where Missoula Bone & Joint, LLC 401(k) Profit Sharing Plan & Trust sits by assets

Missoula Bone & Joint, LLC 401(k) Profit Sharing Plan & Trust sits in the top quartile of all filed plans by assets, $22M for 168 participants (~$131,541/participant), down 8.6% in 2022.

#16,439
in Healthcare & Social Assistance (20,060 peers)
-8.6%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Missoula Bone & Joint, LLC 401(k) Profit Sharing Plan & Trust's outsized position by total assets

Missoula Bone & Joint, LLC 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$22,098,924 Top 21% higher than 79% 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

Missoula Bone & Joint, LLC 401(k) Profit Sharing Plan & Trust 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. Missoula Bone & Joint, LLC 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (168 participants).

EBSA filing schedule strip

Filing strip 841392819 · Missoula Bone & Joint, LLC PY 2022 · 401(k)

Missoula Bone & Joint, LLC 401(k) Profit Sharing Plan & Trust · $22M · 168 · 79th

  • SCH $22M
  • SCH 168
  • SCH 79th
  • SCH 401(k)
  • SCH near Arnold Companies, Inc. 401(k) Profit Sharing Plan
  • SCH ind #16439

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 →

Missoula Bone & Joint, LLC 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Missoula Bone & Joint, LLC 401(k) Profit Sharing Plan & TrustMissoula Bone & Joint, LLC 4…$22MArnold Companies, Inc. 401(k) Profit Sharing PlanArnold Companies, Inc. 401(k…$22MUsibelli Coal Mine, Inc. 401(k) Plan IIUsibelli Coal Mine, Inc. 401…$22MChelan Fresh Marketing/Bhpo LP 401(k) PlanChelan Fresh Marketing/Bhpo …$22MKarmak, Inc. 401(k) Profit Sharing Plan and TrustKarmak, Inc. 401(k) Profit S…$22M
End-of-year total assets ($M) among Missoula Bone & Joint, LLC 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)$22M
Net Income-$2M
Employer EIN841392819
Plan Effective Date1999-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Missoula Bone & Joint, LLC)

Sponsor-wide plan assets over time

All Missoula Bone & Joint, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$32M 44.82401948619761% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $22.1M $32M ▲ +44.8%
Year Plans Participants Total Assets
2022 1 168 $22M
2023 1 185 $28M
2024 1 198 $32M

Nearby 401(k) Plans in Montana

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Missoula Bone & Joint, LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Montana, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 0100200300400500 Total assets ($M) Participants Missoula Bone & Joint, LLC 401(k) Profit Sharing Plan & Trust, Total assets ($M): 22.098924 · Participants: 168Missoula Bone & Joint, LLC 401(k) Profit Sharing Plan & TrustFirst Interstate Bancsystem, Inc. 401(k) Plan, Total assets ($M): 425.784366 · Participants: 2313First Interstate Bancsystem, Inc. 401(k) PlanD.a. Davidson Companies Retirement Savings and Profit Sharing Plan, Total assets ($M): 421.705773 · Participants: 1507D.a. Davidson Companies Retirement Savings and Profit Sharing PlanGlacier Bancorp, Inc. Profit Sharing and 401(k) Plan, Total assets ($M): 412.377455 · Participants: 3272Glacier Bancorp, Inc. Profit Sharing and 401(k) PlanNorthwestern Energy 401(k) Retirement Savings Plan, Total assets ($M): 405.510912 · Participants: 1494Northwestern Energy 401(k) Retirement Savings PlanLogan Health Retirement Savings Plan, Total assets ($M): 358.733064 · Participants: 4055Logan Health Retirement Savings Plan
Missoula Bone & Joint, LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Montana, assets vs. participants
Compare Missoula Bone & Joint, LLC 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Missoula Bone & Joint, LLC 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Montana, the nearest 401(k) by assets is Arnold Companies, Inc. 401(k) Profit Sharing Plan in MN ($22M); by covered participants it is Mmi-Es 401(k) Retirement Plan in MI (168 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (168 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 Missoula Bone & Joint, LLC 401(k) Profit Sharing Plan & Trust assets move in 2022? ▼
Missoula Bone & Joint, LLC 401(k) Profit Sharing Plan & Trust pulled back noticeably - down 8.6% during 2022, from $24M to $22M. Reported net income was -$2M.
How have Missoula Bone & Joint, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Missoula Bone & Joint, LLC's sponsor-wide assets grew 44.8%, from $22M to $32M.
Where does Missoula Bone & Joint, LLC 401(k) Profit Sharing Plan & Trust rank by assets among Form 5500 filers? ▼
Missoula Bone & Joint, LLC 401(k) Profit Sharing Plan & Trust ranks in the 79th 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 401(k) plans are similar in size to Missoula Bone & Joint, LLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Arnold Companies, Inc. 401(k) Profit Sharing Plan in MN ($22M, 261 participants).
Which 401(k) plans cover a similar participant headcount to Missoula Bone & Joint, LLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Mmi-Es 401(k) Retirement Plan in MI (168 participants, N/A 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 841392819.

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.