401(k) · DOL Form 5500 · 2022

Western Montana Clinic, P.C. 401(k) Plan

Data updated 2026-08-25

$37M
Total assets Below avg plan size
205
Participants Below avg headcount
85th
Percentile by assets National rank
$182,504
Avg per participant Above avg balance/head
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Official DOL plan name: Tamarack Management Inc. 401(k) Profit Sharing Plan · Sponsored by Western Montana Clinic, P.C. · Montana · Healthcare & Social Assistance

$37M in assets, 205 participants

Western Montana Clinic, P.C.'s Tamarack Management Inc. 401(k) Profit Sharing Plan reported $37M in total assets and 205 participants in its 2022 DOL Form 5500 filing, ranking in the 85th 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.

  • #17,573 in Healthcare & Social Assistance (20,060 peers)

Where Tamarack Management Inc. 401(k) Profit Sharing Plan sits by assets

Tamarack Management Inc. 401(k) Profit Sharing Plan sits in the top quartile of all filed plans by assets, $37M for 205 participants (~$182,504/participant), down 14.0% in 2022.

#17,573
in Healthcare & Social Assistance (20,060 peers)
-14.0%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Tamarack Management Inc. 401(k) Profit Sharing Plan's outsized position by total assets

Tamarack Management Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$37,413,392 Top 15% higher than 85% 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

Tamarack Management Inc. 401(k) Profit Sharing 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. Tamarack Management Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (205 participants).

EBSA filing schedule strip

Filing strip 810226415 · Western Montana Clinic, P.C. PY 2022 · 401(k)

Tamarack Management Inc. 401(k) Profit Sharing Plan · $37M · 205 · 85th

  • PCT $37M
  • PCT 205
  • PCT 85th
  • PCT 401(k)
  • PCT near Leaf Group Ltd. 401(k) Plan
  • PCT ind #17573

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 →

Tamarack Management Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Leaf Group Ltd. 401(k) Plan$37MPima Heart Physicians, P.C. Employee Savings PlanPima Heart Physicians, P.C. …$37MTamarack Management Inc. 401(k) Profit Sharing PlanTamarack Management Inc. 401…$37MPetersen, Inc. 401(k) Plan$37MAscend Federal Credit Union Cash or Deferred Compensation PlanAscend Federal Credit Union …$37M
End-of-year total assets ($M) among Tamarack Management Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$43M
Net Assets (End of Year)$37M
Net Income-$6M
Employer EIN810226415
Plan Effective Date1984-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Western Montana Clinic, P.C.)

Sponsor-wide plan assets over time

All Western Montana Clinic, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$47M 25.177599507684306% vs 2022
2024 filing year
$35M$40M$45M$50M 202220232024 $37.4M $46.8M ▲ +25.2%
Year Plans Participants Total Assets
2022 1 205 $37M
2023 1 214 $43M
2024 1 218 $47M

Nearby 401(k) Plans in Montana

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

Tamarack Management Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Montana, assets vs. participants Scatter plot of 6 data points. 010002000300040005000 0100200300400500 Total assets ($M) Participants Tamarack Management Inc. 401(k) Profit Sharing Plan, Total assets ($M): 37.413392 · Participants: 205Tamarack Management Inc. 401(k) Profit Sharing PlanFirst 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
Tamarack Management Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Montana, assets vs. participants
Compare Tamarack Management Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Tamarack Management Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Montana, the nearest 401(k) by assets is Leaf Group Ltd. 401(k) Plan in CA ($37M); by covered participants it is Fresh Venture Foods 401(k) Plan in CA (205 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (205 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 Tamarack Management Inc. 401(k) Profit Sharing Plan assets move in 2022? ▼
Tamarack Management Inc. 401(k) Profit Sharing Plan pulled back noticeably - down 14.0% during 2022, from $43M to $37M. Reported net income was -$6M.
How have Western Montana Clinic, P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Western Montana Clinic, P.C.'s sponsor-wide assets grew 25.2%, from $37M to $47M.
Where does Tamarack Management Inc. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Tamarack Management Inc. 401(k) Profit Sharing Plan ranks in the 85th 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 Tamarack Management Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Leaf Group Ltd. 401(k) Plan in CA ($37M, 378 participants).
Which 401(k) plans cover a similar participant headcount to Tamarack Management Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Fresh Venture Foods 401(k) Plan in CA (205 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 810226415.

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.