Profit Sharing
2022 plan-year Profit Sharing DOL Form 5500

Sidney Health Center Pension Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Sidney Health Center · Montana · Healthcare & Social Assistance

What the 2023 filing shows

Sidney Health Center Pension Plan holds $24M for 578 participants — about $41,863 per participant, down 13.7% over the 2022 plan year.

$24M
total plan assets (2022 EOY)
578
covered participants
$41,863
avg assets per participant
-13.7%
assets change YoY

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.

Total Assets (2023)
$24M
Participants
578
State
Industry
Healthcare & Social Assistance

What the Filing Says About Sidney Health Center Pension Plan

Sidney Health Center Pension Plan is a Profit Sharing retirement plan sponsored by Sidney Health Center, headquartered in Montana. As of the 2022 Form 5500 filing, the plan reports $24M in total end-of-year assets and covers 578 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 810233499, and the plan has been effective since 1981-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $28M at the beginning of 2022 to $24M at year-end — a decline of 13.7%. Net assets (after liabilities) closed the year at $24M, with reported net income of $-3,837,641 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$28M
Total Assets (End of Year)$24M
Net Assets (End of Year)$24M
Net Income$-3,837,641
Plan TypeProfit Sharing
Employer EIN810233499
Plan Effective Date1981-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sidney Health Center)

Year Plans Participants Total Assets
2022 1 578 $24M
2023 1 566 $29M
2024 1 591 $32M

Nearby Profit Sharing Plans in Montana

Peer Profit Sharing plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the Sidney Health Center Pension Plan?
As of the 2022 Form 5500 filing, Sidney Health Center Pension Plan holds $24M in total assets with 578 participants. It is sponsored by Sidney Health Center.
What type of plan is Sidney Health Center Pension Plan?
Sidney Health Center Pension Plan is a Profit Sharing plan. It has been effective since 1981-01-01. The plan is filed with the U.S. Department of Labor under EIN 810233499.
Who sponsors the Sidney Health Center Pension Plan?
Sidney Health Center Pension Plan is sponsored by Sidney Health Center, located in Montana. The sponsor's EIN is 810233499 and the plan operates in the Healthcare & Social Assistance industry.
How did Sidney Health Center Pension Plan perform in 2022?
Sidney Health Center Pension Plan declined by 13.7% during 2022, moving from $28M to $24M in total assets. Net income was $-3,837,641.
Where can I find official filings for Sidney Health Center Pension Plan?
Official Form 5500 filings for Sidney Health Center Pension Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 810233499 or plan name at efast.dol.gov.
How does Sidney Health Center Pension Plan compare to other plans?
You can compare Sidney Health Center Pension Plan against other Profit Sharing plans on the plan type page, or view plans in Montana on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.