Profit Sharing · DOL Form 5500 · 2022

Barrett Hospital & Healthcare Profit Sharing Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
244
Participants Below avg headcount
74th
Percentile by assets National rank
$68,174
Avg per participant Below avg balance/head
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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.

  • #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.

#15,759
in Healthcare & Social Assistance (20,060 peers)
-15.1%
assets change YoY

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 Development Corporation 403(b) Plan's outsized position by total assets

Barrett Hospital Development Corporation 403(b) Plan vs every filed plan by assets

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

$16,634,382 Top 26% higher than 74% 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

Barrett Hospital Development Corporation 403(b) 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. Barrett Hospital Development Corporation 403(b) Plan sits mid-pack in the medium band (244 participants).

Published 5500 schedule card

Filing strip 264230898 · Barrett Hospital & Healthcare PY 2022 · Profit Sharing

Barrett Hospital Development Corporation 403(b) Plan · $17M · 244 · 74th

  • PHOTO $17M
  • PHOTO 244
  • PHOTO 74th
  • PHOTO Profit Sharing
  • PHOTO near Robinson Fans Holdings, Inc. Profit Sharing Plan
  • PHOTO ind #15759

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 →

Barrett Hospital Development Corporation 403(b) Plan in the asset neighbourhood

Robinson Fans Holdings, Inc. Profit Sharing PlanRobinson Fans Holdings, Inc.…$17MBarrett Hospital Development Corporation 403(b) PlanBarrett Hospital Development…$17MThe Village for Families & Children, Inc. 403(b)DC PlanThe Village for Families & C…$17MCozen Oconnor Profit Sharing Plan BCozen Oconnor Profit Sharing…$17MPlaza Provision Company Profit Sharing PlanPlaza Provision Company Prof…$17M
End-of-year total assets ($M) among Barrett Hospital Development Corporation 403(b) Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Barrett Hospital & Healthcare multi-year asset trail

Sponsor-wide plan assets over time

All Barrett Hospital & Healthcare plans reported in each filing year

Latest sponsor-wide plan assets
$19M 16.76890070217216% vs 2022
2024 filing year
$16M$17M$18M$19M$20M 202220232024 $16.6M $19.4M ▲ +16.8%
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 EIN264230898
Plan Effective Date2016-07-01
Filing StatusFILING 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 Scatter plot of 6 data points. 0100200300400500 020406080 Total assets ($M) Participants Barrett Hospital Development Corporation 403(b) Plan, Total assets ($M): 16.634382 · Participants: 244Barrett Hospital Development Corporation 403(b) PlanCushing Terrell 401(k) Retirement Plan, Total assets ($M): 60.760954 · Participants: 424Cushing Terrell 401(k) Retirement PlanOkeefe Drilling Company Profit-Sharing Trust, Total assets ($M): 16.757364 · Participants: 28Okeefe Drilling Company Profit-Sharing TrustLanglas & Associates, Inc. Profit Sharing Plan, Total assets ($M): 13.111631 · Participants: 155Langlas & Associates, Inc. Profit Sharing PlanBlue Rock Products Company Profit Sharing Plan, Total assets ($M): 10.034176 · Participants: 71Blue Rock Products Company Profit Sharing PlanFranz Construction, Inc. Retirement Plan, Total assets ($M): 7.785831 · Participants: 48Franz Construction, Inc. Retirement Plan
Barrett Hospital Development Corporation 403(b) Plan vs. nearby Profit Sharing plans in Montana, assets vs. participants
Compare Barrett Hospital Development Corporation 403(b) Plan side-by-side with 3 peers →

Barrett Hospital Development Corporation 403(b) Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Montana, the nearest Profit Sharing by assets is Robinson Fans Holdings, Inc. Profit Sharing Plan in PA ($17M); by covered participants it is Int Brotherhood of Electrical Workers Local 141 Profit Sharing Plan in WV (244 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (244 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 Barrett Hospital Development Corporation 403(b) Plan assets move in 2022? ▼
Barrett Hospital Development Corporation 403(b) Plan declined sharply - down 15.1% during 2022, from $20M to $17M. Reported net income was -$3M.
How have Barrett Hospital & Healthcare plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Barrett Hospital & Healthcare's sponsor-wide assets grew 16.8%, from $17M to $19M.
Which Profit Sharing plans are similar in size to Barrett Hospital Development Corporation 403(b) Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Robinson Fans Holdings, Inc. Profit Sharing Plan in PA ($17M, 227 participants).
Which Profit Sharing plans cover a similar participant headcount to Barrett Hospital Development Corporation 403(b) Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Int Brotherhood of Electrical Workers Local 141 Profit Sharing Plan in WV (244 participants, $93M 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 264230898.

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.