Other · DOL Form 5500 · 2022
Montana Childrens Home & Hospital Retirement Plan
Data updated 2026-08-25
- $15M
- Total assets Small plan by assets
- 326
- Participants Below avg headcount
- 72nd
- Percentile by assets National rank
- $44,943
- Avg per participant Low balance/head
Official DOL plan name: Shodair Hospital Employees Tax Deferred Annuity Plan · Sponsored by Montana Childrens Home & Hospital · Montana · Healthcare & Social Assistance
$15M in assets, 326 participants
Montana Childrens Home & Hospital's Shodair Hospital Employees Tax Deferred Annuity Plan reported $15M in total assets and 326 participants in its 2022 DOL Form 5500 filing, ranking in the 72nd 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.
- #15,370 in Healthcare & Social Assistance (20,060 peers)
Montana Childrens Home & Hospital multi-year trail
Montana Childrens Home & Hospital's plans moved +12.4% in assets from 2022 to 2024; this filing shows Shodair Hospital Employees Tax Deferred Annuity Plan at $15M / 326 participants.
- #15,370
- in Healthcare & Social Assistance (20,060 peers)
- -23.1%
- 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.
Shodair Hospital Employees Tax Deferred Annuity Plan's outsized position by total assets
Shodair Hospital Employees Tax Deferred Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$14,651,271 Top 28% higher than 72% 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
Shodair Hospital Employees Tax Deferred Annuity 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. Shodair Hospital Employees Tax Deferred Annuity Plan sits mid-pack in the medium band (326 participants).
Published 5500 schedule card
Filing strip 810231789 · Montana Childrens Home & Hospital PY 2022 · Other
Shodair Hospital Employees Tax Deferred Annuity Plan · $15M · 326 · 72nd
- ASSETS $15M
- PCT 326
- EIN 72nd
- RANK Other
- PHOTO near Northwood Health Systems Inc. 403(b) Plan
- IND ind #15370
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 →
Shodair Hospital Employees Tax Deferred Annuity Plan in the asset neighbourhood
Montana Childrens Home & Hospital multi-year asset trail
Sponsor-wide plan assets over time
All Montana Childrens Home & Hospital plans reported in each filing year
- Latest sponsor-wide plan assets
- $16M 12.389164052729623% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 326 | $15M |
| 2023 | 1 | 353 | $15M |
| 2024 | 1 | 318 | $16M |
Montana Childrens Home & Hospital filing trail (2022)
| Total Assets (Beginning of Year) | $19M |
|---|---|
| Net Assets (End of Year) | $15M |
| Net Income | -$4M |
| Employer EIN | 810231789 |
| Plan Effective Date | 1990-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Montana
Peer Other plans, same state, same plan type, ranked by total assets.
- Billings Clinic 403b Plan $444M · 4,393
- St. Peter's Hospital 403(b) Tax Deferred Savings Plan $92M · 1,787
- Bozeman Health 403(b) Plan $51M · 2,620
- Carroll College 403(b) Plan $47M · 310
- Rocky Mountain College Defined Contribution Retirement Plan $26M · 253
Shodair Hospital Employees Tax Deferred Annuity Plan's out-of-state Other peers by assets and headcount
Outside Montana, the nearest Other by assets is Northwood Health Systems Inc. 403(b) Plan in WV ($15M); by covered participants it is Saluscare 403(b) Plan in FL (326 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($15M here).
Similar participant headcount
Nearest other-state filings by covered participants (326 participants); asset peers above are excluded.
- Saluscare 403(b) Plan (FL) 326 · 0 off
- Army Residence Community 403b Plan (TX) 326 · 0 off
- Animal Medical Center 403(b) Tax Sheltered Annuity Plan (NY) 326 · 0 off
- Shenandoah Medical Center 403b Plan (IA) 326 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.