401(k) · DOL Form 5500 · 2022
Montrose Memorial Hospital, Inc. 401(k) Plan
Data updated 2026-08-25
- $29M
- Total assets Below avg plan size
- 656
- Participants Below avg headcount
- 83rd
- Percentile by assets National rank
- $44,824
- Avg per participant Low balance/head
Official DOL plan name: Montrose Regional Health Retirement Savings Plan · Sponsored by Montrose Memorial Hospital, Inc. · Colorado · Healthcare & Social Assistance
$29M in assets, 656 participants
Montrose Memorial Hospital, Inc.'s Montrose Regional Health Retirement Savings Plan reported $29M in total assets and 656 participants in its 2022 DOL Form 5500 filing, ranking in the 83rd 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.
- #17,113 in Healthcare & Social Assistance (20,060 peers)
Where Montrose Regional Health Retirement Savings Plan sits by assets
Montrose Regional Health Retirement Savings Plan sits in the top quartile of all filed plans by assets, $29M for 656 participants (~$44,824/participant), down 11.7% in 2022.
- #17,113
- in Healthcare & Social Assistance (20,060 peers)
- -11.7%
- assets change YoY
- 0.3×
- vs typical plan assets (national mean)
The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Montrose Regional Health Retirement Savings Plan's outsized position by total assets
Montrose Regional Health Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$29,404,411 Top 17% higher than 83% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Montrose Regional Health Retirement Savings 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. Montrose Regional Health Retirement Savings Plan sits mid-pack in the medium band (656 participants).
EBSA filing schedule strip
Filing strip 846002707 · Montrose Memorial Hospital, Inc. PY 2022 · 401(k)
Montrose Regional Health Retirement Savings Plan · $29M · 656 · 83rd
- IND $29M
- IND 656
- IND 83rd
- IND 401(k)
- IND near Huntington Foundation Medical Group 401(k) Plan
- IND ind #17113
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 Colorado →
Montrose Regional Health Retirement Savings Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $33M |
|---|---|
| Net Assets (End of Year) | $29M |
| Net Income | -$4M |
| Employer EIN | 846002707 |
| Plan Effective Date | 2011-11-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Montrose Memorial Hospital, Inc.)
Sponsor-wide plan assets over time
All Montrose Memorial Hospital, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $40M 36.27372437421039% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 656 | $29M |
| 2023 | 1 | 707 | $35M |
| 2024 | 1 | 775 | $40M |
Nearby 401(k) Plans in Colorado
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Davita Retirement Savings Plan $2.8B · 57,172
- Ball Corporation 401(k) and Employee Stock Ownership Plan $2.5B · 10,671
- Scl Health 401(k) Retirement Savings Plan $1.5B · 12,642
- Woodward Retirement Savings Plan $1.5B · 5,046
- Empower Retirement, LLC 401(k) Savings Plan $1.5B · 7,741
Montrose Regional Health Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Colorado, the nearest 401(k) by assets is Huntington Foundation Medical Group 401(k) Plan in CA ($29M); by covered participants it is The Murphy Oil Corporation 401(k) Plan in TX (656 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($29M here).
Similar participant headcount
Nearest other-state filings by covered participants (656 participants); asset peers above are excluded.
- The Murphy Oil Corporation 401(k) Plan (TX) 656 · 0 off
- Langley Federal Credit Union 401(k) Plan (VA) 656 · 0 off
- Salem Five 401(k) Retirement Plan (MA) 656 · 0 off
- San Francisco Opera 403(b) Plan (CA) 656 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.