Other · DOL Form 5500 · 2023

Montana State University Foundation, Inc. Retirement Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
66
Participants Small participant base
60th
Percentile by assets National rank
$165,120
Avg per participant Above avg balance/head
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Official DOL plan name: Montana State University Foundation 403(b) DC Plan · Sponsored by Montana State University Foundation, Inc. · Montana · Educational Services

$11M in assets, 66 participants

Montana State University Foundation, Inc.'s Montana State University Foundation 403(b) DC Plan reported $11M in total assets and 66 participants in its 2023 DOL Form 5500 filing, ranking in the 60th 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.

  • #1,631 in Educational Services (3,735 peers)

Montana State University Foundation, Inc. multi-year trail

Montana State University Foundation, Inc.'s plans moved +101.4% in assets from 2022 to 2024; this filing shows Montana State University Foundation 403(b) DC Plan at $11M / 66 participants.

#1,631
in Educational Services (3,735 peers)
+19.9%
assets growth YoY

Montana State University Foundation 403(b) DC Plan's mid-pack asset rank among Educational Services and all filers

Montana State University Foundation 403(b) DC Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$10,897,888 Top 40% higher than 60% of 127,068 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 2023

Montana State University Foundation 403(b) DC Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Montana State University Foundation 403(b) DC Plan is a small filing (66 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Montana State University Foundation 403(b) DC Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Montana State University Foundation 403(b) DC Plan end-of-year assets rose from $9M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Montana State University Foundation 403(b) DC Plan reported participants rose from 62 in the plan year 2022 filing to 66 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 816001649 · Montana State University Foundation, Inc. PY 2023 · Other

Montana State University Foundation 403(b) DC Plan · $11M · 66 · 60th

  • IND $11M
  • IND 66
  • IND 60th
  • IND Other
  • IND near Evergreen Treatment Services 403(b) Plan
  • IND ind #1631

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 Educational Services retirement plans → · Plans in Montana →

Montana State University Foundation 403(b) DC Plan in the asset neighbourhood

Montana State University Foundation 403(b) DC PlanMontana State University Fou…$11MEvergreen Treatment Services 403(b) PlanEvergreen Treatment Services…$11M403(b) Thrift Plan for Employees of Health Choice Network, Inc.403(b) Thrift Plan for Emplo…$11MEdgewood 403(b) Plan$11M403(b) Thrift Plan of Arizona's Children Association403(b) Thrift Plan of Arizon…$11M
End-of-year total assets ($M) among Montana State University Foundation 403(b) DC Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Montana State University Foundation, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Montana State University Foundation, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$18M 101.36946934918613% vs 2022
2024 filing year
$5M$10M$15M$20M 202220232024 $9.09M $18.3M ▲ +101.4%
Year Plans Participants Total Assets
2022 1 62 $9M
2023 1 66 $11M
2024 1 70 $18M

Montana State University Foundation, Inc. filing trail (2023)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$11M
Net Income$2M
Employer EIN816001649
Plan Effective Date1985-01-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Montana

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

Montana State University Foundation 403(b) DC Plan vs. nearby Other plans in Montana, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -2000200400600 Total assets ($M) Participants Montana State University Foundation 403(b) DC Plan, Total assets ($M): 10.897888 · Participants: 66Montana State University Foundation 403(b) DC PlanBillings Clinic 403b Plan, Total assets ($M): 521.531364 · Participants: 3894Billings Clinic 403b PlanSt. Peter's Hospital 403(b) Tax Deferred Savings Plan, Total assets ($M): 115.742755 · Participants: 1934St. Peter's Hospital 403(b) Tax Deferred Savings PlanBozeman Health 403(b) Plan, Total assets ($M): 63.229266 · Participants: 2524Bozeman Health 403(b) PlanCarroll College 403(b) Plan, Total assets ($M): 52.010896 · Participants: 311Carroll College 403(b) PlanRocky Mountain College Defined Contribution Retirement Plan, Total assets ($M): 30.155541 · Participants: 252Rocky Mountain College Defined Contribution Retirement Plan
Montana State University Foundation 403(b) DC Plan vs. nearby Other plans in Montana, assets vs. participants
Compare Montana State University Foundation 403(b) DC Plan side-by-side with 3 peers →

Montana State University Foundation 403(b) DC Plan's out-of-state Other peers by assets and headcount

Outside Montana, the nearest Other by assets is Evergreen Treatment Services 403(b) Plan in WA ($11M); by covered participants it is Pace Solano Voluntary Retirement Annuity Plan a 403(b) Plan in CA (66 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (66 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Montana State University Foundation 403(b) DC Plan assets move in 2023? ▼
Montana State University Foundation 403(b) DC Plan grew sharply - up 19.9% during 2023, from $9M to $11M. Reported net income was $2M.
How have Montana State University Foundation, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Montana State University Foundation, Inc.'s sponsor-wide assets grew 101.4%, from $9M to $18M.
Which Other plans are similar in size to Montana State University Foundation 403(b) DC Plan? ▼
Among Other plans in other states, the closest by assets is Evergreen Treatment Services 403(b) Plan in WA ($11M, 308 participants).
Which Other plans cover a similar participant headcount to Montana State University Foundation 403(b) DC Plan? ▼
Among Other plans in other states, the closest by covered participants is Pace Solano Voluntary Retirement Annuity Plan a 403(b) Plan in CA (66 participants, $1M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 816001649.

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.