Other · DOL Form 5500 · 2022
Western Montana Mental Health Center Retirement Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 346
- Participants Below avg headcount
- 57th
- Percentile by assets National rank
- $19,630
- Avg per participant Low balance/head
Official DOL plan name: Western Montana Mental Health Center 403(b) Retirement Plan · Sponsored by Western Montana Mental Health Center · Montana · Healthcare & Social Assistance
$7M in assets, 346 participants
Western Montana Mental Health Center's Western Montana Mental Health Center 403(b) Retirement Plan reported $7M in total assets and 346 participants in its 2022 DOL Form 5500 filing, ranking in the 57th 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.
- #12,618 in Healthcare & Social Assistance (20,060 peers)
What the 2022 filing shows
Western Montana Mental Health Center 403(b) Retirement Plan holds $7M for 346 participants - about $19,630 per participant, above the median plan by assets.
- #12,618
- in Healthcare & Social Assistance (20,060 peers)
- -5.6%
- assets change YoY
The plan reported a net loss of $399K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Western Montana Mental Health Center 403(b) Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Western Montana Mental Health Center 403(b) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$6,791,978 Top 43% higher than 57% 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
Western Montana Mental Health Center 403(b) Retirement 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. Western Montana Mental Health Center 403(b) Retirement Plan sits mid-pack in the medium band (346 participants).
Published 5500 schedule card
Filing strip 810307814 · Western Montana Mental Health Center PY 2022 · Other
Western Montana Mental Health Center 403(b) Retirement Plan · $7M · 346 · 57th
- BOOK $7M
- BOOK 346
- BOOK 57th
- BOOK Other
- BOOK near 403(b) Thrift Plan for Family Service Rochester, Inc.
- BOOK ind #12618
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 →
Western Montana Mental Health Center 403(b) Retirement Plan in the asset neighbourhood
Filing particulars (2022)
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | -$399K |
| Employer EIN | 810307814 |
| Plan Effective Date | 1998-03-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Western Montana Mental Health Center)
Sponsor-wide plan assets over time
All Western Montana Mental Health Center plans reported in each filing year
- Latest sponsor-wide plan assets
- $7M 4.978505525194575% vs 2022
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 346 | $7M |
| 2023 | 1 | 326 | $7M |
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
Western Montana Mental Health Center 403(b) Retirement Plan's out-of-state Other peers by assets and headcount
Outside Montana, the nearest Other by assets is 403(b) Thrift Plan for Family Service Rochester, Inc. in MN ($7M); by covered participants it is Wrc Senior Services 403b Plan in PA (346 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
- 403(b) Thrift Plan for Family Service Rochester, Inc. (MN) $7M · 73
- New York Psychotherapy and Counseling Center 403(b) Retirement Plan (NY) $7M · 507
- Teachers Insurance & Annuity Assoc. of America Retirement Plan for Employees of Hillside School (MA) $7M · 39
- Vista Life Innovations, Inc. 403(b) Plan (CT) $7M · 184
Similar participant headcount
Nearest other-state filings by covered participants (346 participants); asset peers above are excluded.
- Wrc Senior Services 403b Plan (PA) 346 · 0 off
- 403(b) Thrift Plan of the Children's Institute of Pittsburgh (PA) 345 · 1 off
- New England College DC Retirement Plan (NH) 345 · 1 off
- Gordon College Defined Contribution Retirement Plan (MA) 345 · 1 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.