401(k) · DOL Form 5500 · 2022
Logan Health Retirement Savings Plan
Data updated 2026-07-24
- $359M
- Total assets
- 4,055
- Participants
- 97th
- Percentile by assets
- $88,467
- Avg per participant
Sponsored by Logan Health · Montana · Healthcare & Social Assistance
Logan Health's Logan Health Retirement Savings Plan reported $359M in total assets and 4,055 participants in its 2022 DOL Form 5500 filing, ranking in the 97th 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.
What the 2022 filing shows
Logan Health Retirement Savings Plan holds $359M for 4,055 participants - about $88,467 per participant, in the top 5% of all filed plans by assets, down 13.5% over the 2022 plan year.
- $359M
- total plan assets (2022 EOY)
- 4,055
- covered participants
- 97th
- percentile by assets (of 139,258 plans)
- $88,467
- avg assets per participant
The plan reported a net loss of $58M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
401(k) · DOL Form 5500 · 2022
What the Filing Says About Logan Health Retirement Savings Plan
Logan Health Retirement Savings Plan is a 401(k) retirement plan sponsored by Logan Health, headquartered in Montana. According to the U.S. Department of Labor's 2022 Form 5500 filing, the plan reports $359M in total end-of-year assets and covers 4,055 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 810406485, and the plan has been effective since 1991-06-01. Its filing status is currently FILING RECEIVED.
Year over year, total assets pulled back noticeably from $415M at the beginning of 2022 to $359M at year-end - down 13.5%. Net assets (after liabilities) closed the year at $359M, with reported net income of -$58M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.
Across the 3 plan years Logan Health has on file with PlainRetire (2022-2024), sponsor-wide plan assets have moved from $359M to $500M, a gain of 39.5%, while reported participants moved from 4,055 to 4,288 (+5.7%). The strongest year on file by total sponsor assets was 2024 at $500M; the softest was 2022 at $359M. Year-by-year, sponsor-wide filings show: 2022 - $359M in assets across 1 plan covering 4,055 participants; 2023 - $437M in assets across 1 plan covering 4,232 participants; 2024 - $500M in assets across 1 plan covering 4,288 participants.
By assets, Logan Health Retirement Savings Plan outranks 97% of the 139,258 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 3.6x the national average plan size of $100M and 730 average participants.
Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows, a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.
How the percentile is calculated: we count every plan that filed a 2022 Form 5500 with a reported end-of-year asset figure (139,258 plans), rank Logan Health Retirement Savings Plan against all of them by total assets, and report the share of those plans it outranks. A plan reporting no asset figure for the year is excluded from the ranking rather than assumed to be zero.
Financial Summary (2022)
| Total Assets (Beginning of Year) | $415M |
|---|---|
| Total Assets (End of Year) | $359M |
| Net Assets (End of Year) | $359M |
| Net Income | -$58M |
| Plan Type | 401(k) |
| Employer EIN | 810406485 |
| Plan Effective Date | 1991-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Logan Health)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4,055 | $359M |
| 2023 | 1 | 4,232 | $437M |
| 2024 | 1 | 4,288 | $500M |
Nearby 401(k) Plans in Montana
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Logan Health Retirement Savings Plan vs. nearby 401(k) plans in Montana, assets vs. participants
- 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
- Washington Companies 401(k) Retirement Savings Plan $352M · 2,223
Frequently Asked Questions
How much money is in the Logan Health Retirement Savings Plan? ▼
What type of plan is Logan Health Retirement Savings Plan? ▼
Who sponsors the Logan Health Retirement Savings Plan? ▼
How did Logan Health Retirement Savings Plan perform in 2022? ▼
What this filing means
Ways to act on Logan Health Retirement Savings Plan's numbers.
- By total assets, Logan Health Retirement Savings Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Montana. Compare plans
- Logan Health's sponsor-wide assets have grown 39.5% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans
- A 401(k) plan works differently from other retirement plan types, understand the structural differences before comparing. Compare plan types
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 810406485.
Reference: IRS Publication 560, Retirement Plans for Small Business, contribution-limit rules.
Reference: IRS Publication 590-B, Distributions from IRAs, RMD rules under SECURE Act 2.0.
Read our methodology - how this data is sourced, computed, and verified.
Every figure on PlainRetire is rendered directly from the Department of Labor's Form 5500 annual return filings, no number is typed in by an editor. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-07-24.