401(k) · DOL Form 5500 · 2023
Logan Health 401(k) Plan
Data updated 2026-08-25
- $437M
- Total assets Above avg plan size
- 4,232
- Participants Above avg headcount
- 97th
- Percentile by assets National rank
- $103,166
- Avg per participant Below avg balance/head
Official DOL plan name: Logan Health Retirement Savings Plan · Sponsored by Logan Health · Montana · Healthcare & Social Assistance
$437M in assets, 4,232 participants
Logan Health's Logan Health Retirement Savings Plan reported $437M in total assets and 4,232 participants in its 2023 DOL Form 5500 filing, ranking in the 97th 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.
- #17,213 in Healthcare & Social Assistance (17,684 peers)
Coverage in Montana
Logan Health Retirement Savings Plan covers 4,232 participants in Montana, 16x the typical Montana plan (state average ~271 per filing). Assets: $437M.
- #17,213
- in Healthcare & Social Assistance (17,684 peers)
- +21.7%
- assets growth YoY
- 4.4×
- vs typical plan assets (national mean)
Logan Health Retirement Savings Plan's outsized position by total assets
Logan Health Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$436,597,451 Top 3% higher than 97% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Logan Health Retirement Savings Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Logan Health Retirement Savings Plan lands in the large band (4,232 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Logan Health Retirement Savings Plan reported net income rose from -$58M in the plan year 2022 filing to $75M in the plan year 2023 filing.
- Logan Health Retirement Savings Plan end-of-year assets rose from $359M in the plan year 2022 filing to $437M in the plan year 2023 filing.
- Logan Health Retirement Savings Plan reported participants rose from 4,055 in the plan year 2022 filing to 4,232 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 810406485 · Logan Health PY 2023 · 401(k)
Logan Health Retirement Savings Plan · $437M · 4,232 · 97th
- BOOK $437M
- VS-ST 4,232
- BOY 97th
- SCH 401(k)
- EBSA near Arthrex 401(k) Retirement Savings Plan
- PART ind #17213
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 →
Logan Health Retirement Savings Plan in the asset neighbourhood
Montana filing particulars
| Total Assets (Beginning of Year) | $359M |
|---|---|
| Net Assets (End of Year) | $437M |
| Net Income | $75M |
| Employer EIN | 810406485 |
| Plan Effective Date | 1991-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Logan Health)
Sponsor-wide plan assets over time
All Logan Health plans reported in each filing year
- Latest sponsor-wide plan assets
- $500M 39.47776138081323% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4,055 | $359M |
| 2023 | 1 | 4,232 | $437M |
| 2024 | 1 | 4,288 | $500M |
Nearby 401(k) Plans in Montana
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- D.a. Davidson Companies Retirement Savings and Profit Sharing Plan $543M · 1,580
- Glacier Bancorp, Inc. Profit Sharing and 401(k) Plan $485M · 3,264
- Northwestern Energy 401(k) Retirement Savings Plan $463M · 1,529
- First Interstate Bancsystem, Inc. 401(k) Plan $454M · 3,750
- Washington Companies 401(k) Retirement Savings Plan $418M · 2,114
Logan Health Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Montana, the nearest 401(k) by assets is Arthrex 401(k) Retirement Savings Plan in FL ($437M); by covered participants it is Adtalem Global Education Retirement Plan in IL (4,231 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($437M here).
- Arthrex 401(k) Retirement Savings Plan (FL) $437M · 4,339
- Siteone Savings and Investment Plan (GA) $437M · 6,494
- Lincare Employees' 401(k) Plan (FL) $437M · 9,875
- Credit Agricole Corporate and Investment Bank 401(k) Savings Plan (NY) $436M · 828
Similar participant headcount
Nearest other-state filings by covered participants (4,232 participants); asset peers above are excluded.
- Adtalem Global Education Retirement Plan (IL) 4,231 · 1 off
- The Pape' Group, Inc. Profit Sharing 401(k) Plan (OR) 4,233 · 1 off
- The Black Knight 401(k) Profit Sharing Plan (FL) 4,231 · 1 off
- Integer 401(k) Plan (TX) 4,231 · 1 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.