Other · DOL Form 5500 · 2022

Sidney Health Center Retirement Plan

Data updated 2026-08-25

$24M
Total assets Small plan by assets
578
Participants Below avg headcount
80th
Percentile by assets National rank
$41,863
Avg per participant Low balance/head
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Official DOL plan name: Sidney Health Center Pension Plan · Sponsored by Sidney Health Center · Montana · Healthcare & Social Assistance

$24M in assets, 578 participants

Sidney Health Center's Sidney Health Center Pension Plan reported $24M in total assets and 578 participants in its 2022 DOL Form 5500 filing, ranking in the 80th 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.

  • #16,661 in Healthcare & Social Assistance (20,060 peers)

Coverage in Montana

Sidney Health Center Pension Plan covers 578 participants in Montana, 2.1x the typical Montana plan (state average ~271 per filing). Assets: $24M.

#16,661
in Healthcare & Social Assistance (20,060 peers)
-13.7%
assets change YoY
0.2×
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.

Sidney Health Center Pension Plan's outsized position by total assets

Sidney Health Center Pension Plan vs every filed plan by assets

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

$24,196,682 Top 20% higher than 80% 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

Sidney Health Center Pension 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. Sidney Health Center Pension Plan sits mid-pack in the medium band (578 participants).

Plan-year Form 5500 strip

Filing strip 810233499 · Sidney Health Center PY 2022 · Other

Sidney Health Center Pension Plan · $24M · 578 · 80th

  • VS-ST $24M
  • VS-ST 578
  • VS-ST 80th
  • VS-ST Other
  • VS-ST near Ideastream Defined Contribution Retirement Plan
  • VS-ST ind #16661

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 →

Sidney Health Center Pension Plan in the asset neighbourhood

The Forman School, Inc. 403(b) Retirement PlanThe Forman School, Inc. 403(…$24MWorld Education Services, Inc. 403(b) Tax Deferred Annuity PlanWorld Education Services, In…$24MIdeastream Defined Contribution Retirement PlanIdeastream Defined Contribut…$24MSidney Health Center Pension PlanSidney Health Center Pension…$24MSecond Harvest of Silicon Valley 403(b) PlanSecond Harvest of Silicon Va…$24M
End-of-year total assets ($M) among Sidney Health Center Pension Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Montana filing particulars

Total Assets (Beginning of Year)$28M
Net Assets (End of Year)$24M
Net Income-$4M
Employer EIN810233499
Plan Effective Date1981-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sidney Health Center)

Sponsor-wide plan assets over time

All Sidney Health Center plans reported in each filing year

Latest sponsor-wide plan assets
$32M 32.54649129165726% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $24.2M $32.1M ▲ +32.5%
Year Plans Participants Total Assets
2022 1 578 $24M
2023 1 566 $29M
2024 1 591 $32M

Nearby Other Plans in Montana

Peer Other plans, same state, same plan type, ranked by total assets.

Sidney Health Center Pension Plan vs. nearby Other plans in Montana, assets vs. participants Scatter plot of 6 data points. 010002000300040005000 0100200300400500 Total assets ($M) Participants Sidney Health Center Pension Plan, Total assets ($M): 24.196682 · Participants: 578Sidney Health Center Pension PlanBillings Clinic 403b Plan, Total assets ($M): 443.796938 · Participants: 4393Billings Clinic 403b PlanSt. Peter's Hospital 403(b) Tax Deferred Savings Plan, Total assets ($M): 91.863195 · Participants: 1787St. Peter's Hospital 403(b) Tax Deferred Savings PlanBozeman Health 403(b) Plan, Total assets ($M): 50.61008 · Participants: 2620Bozeman Health 403(b) PlanCarroll College 403(b) Plan, Total assets ($M): 47.109914 · Participants: 310Carroll College 403(b) PlanRocky Mountain College Defined Contribution Retirement Plan, Total assets ($M): 26.15548 · Participants: 253Rocky Mountain College Defined Contribution Retirement Plan
Sidney Health Center Pension Plan vs. nearby Other plans in Montana, assets vs. participants
Compare Sidney Health Center Pension Plan side-by-side with 3 peers →

Sidney Health Center Pension Plan's out-of-state Other peers by assets and headcount

Outside Montana, the nearest Other by assets is Ideastream Defined Contribution Retirement Plan in OH ($24M); by covered participants it is Rhodes College Defined Contribution Retirement Plan in TN (578 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (578 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 Sidney Health Center Pension Plan assets move in 2022? ▼
Sidney Health Center Pension Plan pulled back noticeably - down 13.7% during 2022, from $28M to $24M. Reported net income was -$4M.
How have Sidney Health Center plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sidney Health Center's sponsor-wide assets grew 32.5%, from $24M to $32M.
Where does Sidney Health Center Pension Plan rank by assets among Form 5500 filers? ▼
Sidney Health Center Pension Plan ranks in the 80th 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 Other plans are similar in size to Sidney Health Center Pension Plan? ▼
Among Other plans in other states, the closest by assets is Ideastream Defined Contribution Retirement Plan in OH ($24M, 118 participants).
Which Other plans cover a similar participant headcount to Sidney Health Center Pension Plan? ▼
Among Other plans in other states, the closest by covered participants is Rhodes College Defined Contribution Retirement Plan in TN (578 participants, $147M 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 810233499.

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.