Profit Sharing · DOL Form 5500 · 2022
Barrett Hospital & Healthcare Profit Sharing Plan
Data updated 2026-08-11
- $17M
- Total assets
- 244
- Participants
- 74th
- Percentile by assets
- $68,174
- Avg per participant
Official DOL plan name: Barrett Hospital Development Corporation 403(b) Plan · Sponsored by Barrett Hospital & Healthcare · Montana · Healthcare & Social Assistance
$17M in assets, 244 participants
Barrett Hospital & Healthcare's Barrett Hospital Development Corporation 403(b) Plan reported $17M in total assets and 244 participants in its 2022 DOL Form 5500 filing, ranking in the 74th 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.
- 74th percentile by assets (of 139,126 plans)
- #15,759 in Healthcare & Social Assistance (20,060 peers)
Barrett Hospital & Healthcare multi-year trail
Barrett Hospital & Healthcare's plans moved +16.8% in assets from 2022 to 2024; this filing shows Barrett Hospital Development Corporation 403(b) Plan at $17M / 244 participants.
- $17M
- total plan assets (2022 EOY)
- 244
- covered participants
- 74th
- percentile by assets (of 139,126 plans)
- $68,174
- avg assets per participant
The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Barrett Hospital & Healthcare across 3 plan years on file
Across the 3 plan years Barrett Hospital & Healthcare has on file (2022-2024), sponsor-wide plan assets have moved from $17M to $19M, a gain of 16.8%, while reported participants moved from 244 to 227 (-7.0%). Peak year by sponsor assets: 2024 ($19M); trough: 2022 ($17M).
Barrett Hospital & Healthcare multi-year asset trail
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 244 | $17M |
| 2023 | 1 | 226 | $18M |
| 2024 | 1 | 227 | $19M |
Barrett Hospital & Healthcare filing trail (2022)
| Total Assets (Beginning of Year) | $20M |
|---|---|
| Net Assets (End of Year) | $17M |
| Net Income | -$3M |
| Employer EIN | 264230898 |
| Plan Effective Date | 2016-07-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Montana
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
Barrett Hospital Development Corporation 403(b) Plan vs. nearby Profit Sharing plans in Montana, assets vs. participants
- Cushing Terrell 401(k) Retirement Plan $61M · 424
- Okeefe Drilling Company Profit-Sharing Trust $17M · 28
- Langlas & Associates, Inc. Profit Sharing Plan $13M · 155
- Blue Rock Products Company Profit Sharing Plan $10M · 71
- Franz Construction, Inc. Retirement Plan $8M · 48
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Barrett Hospital Development Corporation 403(b) Plan by total assets, not by location.
- Robinson Fans Holdings, Inc. Profit Sharing Plan (PA) $17M · 227
- The Village for Families & Children, Inc. 403(b)DC Plan (CT) $17M · 401
- Cozen Oconnor Profit Sharing Plan B (PA) $17M · 712
- Plaza Provision Company Profit Sharing Plan (PR) $17M · 569
Frequently Asked Questions
How did Barrett Hospital Development Corporation 403(b) Plan assets move in 2022? ▼
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Next read for Barrett Hospital Development Corporation…
Multi-year trail
Ways to act on Barrett Hospital Development Corporation 403(b) Plan's numbers.
- By total assets, Barrett Hospital Development Corporation 403(b) Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in Montana. Compare plans
- Barrett Hospital & Healthcare's sponsor-wide assets have grown 16.8% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans