401(k) · DOL Form 5500 · 2022

Livingston Healthcare 401(k) Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
405
Participants Below avg headcount
78th
Percentile by assets National rank
$53,188
Avg per participant Low balance/head
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Official DOL plan name: Livingston Healthcare 401(k) Plan · Sponsored by Livingston Healthcare · Montana · Healthcare & Social Assistance

$22M in assets, 405 participants

Livingston Healthcare's Livingston Healthcare 401(k) Plan reported $22M in total assets and 405 participants in its 2022 DOL Form 5500 filing, ranking in the 78th 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.

  • #16,398 in Healthcare & Social Assistance (20,060 peers)

Where Livingston Healthcare 401(k) Plan sits by assets

Livingston Healthcare 401(k) Plan sits in the top quartile of all filed plans by assets, $22M for 405 participants (~$53,188/participant), down 5.1% in 2022.

#16,398
in Healthcare & Social Assistance (20,060 peers)
-5.1%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Livingston Healthcare 401(k) Plan's outsized position by total assets

Livingston Healthcare 401(k) Plan vs every filed plan by assets

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

$21,541,161 Top 22% higher than 78% 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

Livingston Healthcare 401(k) 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. Livingston Healthcare 401(k) Plan sits mid-pack in the medium band (405 participants).

Form 5500 schedule snapshot

Filing strip 810378200 · Livingston Healthcare PY 2022 · 401(k)

Livingston Healthcare 401(k) Plan · $22M · 405 · 78th

  • EIN $22M
  • RANK 405
  • PHOTO 78th
  • IND 401(k)
  • EOY near Wayne Perry, Inc. and Fueling & Service Technologies, Inc. 401(k) Plan
  • 5500 ind #16398

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 →

Livingston Healthcare 401(k) Plan in the asset neighbourhood

Livingston Healthcare 401(k) PlanLivingston Healthcare 401(k)…$22MWayne Perry, Inc. and Fueling & Service Technologies, Inc. 401(k) PlanWayne Perry, Inc. and Fuelin…$22MSeason's-4 401(k) Profit Sharing PlanSeason's-4 401(k) Profit Sha…$22MCorporex Family of Companies 401(k) PlanCorporex Family of Companies…$22MSavings Plan for Employees of Pennichuck CorporationSavings Plan for Employees o…$22M
End-of-year total assets ($M) among Livingston Healthcare 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$22M
Net Income-$1M
Employer EIN810378200
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Livingston Healthcare)

Sponsor-wide plan assets over time

All Livingston Healthcare plans reported in each filing year

Latest sponsor-wide plan assets
$33M 51.05054922527156% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $21.5M $32.5M ▲ +51.1%
Year Plans Participants Total Assets
2022 1 405 $22M
2023 1 414 $26M
2024 1 467 $33M

Nearby 401(k) Plans in Montana

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Livingston Healthcare 401(k) Plan vs. nearby 401(k) plans in Montana, assets vs. participants Scatter plot of 6 data points. 010002000300040005000 0100200300400500 Total assets ($M) Participants Livingston Healthcare 401(k) Plan, Total assets ($M): 21.541161 · Participants: 405Livingston Healthcare 401(k) PlanFirst Interstate Bancsystem, Inc. 401(k) Plan, Total assets ($M): 425.784366 · Participants: 2313First Interstate Bancsystem, Inc. 401(k) PlanD.a. Davidson Companies Retirement Savings and Profit Sharing Plan, Total assets ($M): 421.705773 · Participants: 1507D.a. Davidson Companies Retirement Savings and Profit Sharing PlanGlacier Bancorp, Inc. Profit Sharing and 401(k) Plan, Total assets ($M): 412.377455 · Participants: 3272Glacier Bancorp, Inc. Profit Sharing and 401(k) PlanNorthwestern Energy 401(k) Retirement Savings Plan, Total assets ($M): 405.510912 · Participants: 1494Northwestern Energy 401(k) Retirement Savings PlanLogan Health Retirement Savings Plan, Total assets ($M): 358.733064 · Participants: 4055Logan Health Retirement Savings Plan
Livingston Healthcare 401(k) Plan vs. nearby 401(k) plans in Montana, assets vs. participants
Compare Livingston Healthcare 401(k) Plan side-by-side with 3 peers →

Livingston Healthcare 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Montana, the nearest 401(k) by assets is Wayne Perry, Inc. and Fueling & Service Technologies, Inc. 401(k) Plan in CA ($22M); by covered participants it is Pennock Hospital 401(a) Retirement Plan in MI (405 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (405 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 Livingston Healthcare 401(k) Plan assets move in 2022? ▼
Livingston Healthcare 401(k) Plan pulled back noticeably - down 5.1% during 2022, from $23M to $22M. Reported net income was -$1M.
How have Livingston Healthcare plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Livingston Healthcare's sponsor-wide assets grew 51.1%, from $22M to $33M.
Where does Livingston Healthcare 401(k) Plan rank by assets among Form 5500 filers? ▼
Livingston Healthcare 401(k) Plan ranks in the 78th 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 401(k) plans are similar in size to Livingston Healthcare 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Wayne Perry, Inc. and Fueling & Service Technologies, Inc. 401(k) Plan in CA ($22M, 229 participants).
Which 401(k) plans cover a similar participant headcount to Livingston Healthcare 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Pennock Hospital 401(a) Retirement Plan in MI (405 participants, $317K 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 810378200.

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.