Money Purchase · DOL Form 5500 · 2023

Bozeman Deaconess Health Services Dba Bozeman Health Money Purchase Plan

Data updated 2026-08-25

$85M
Total assets Below avg plan size
1,750
Participants Near avg headcount
90th
Percentile by assets National rank
$48,416
Avg per participant Low balance/head
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Official DOL plan name: Bozeman Health Retirement Plan · Sponsored by Bozeman Deaconess Health Services Dba Bozeman Health · Montana · Healthcare & Social Assistance

$85M in assets, 1,750 participants

Bozeman Deaconess Health Services Dba Bozeman Health's Bozeman Health Retirement Plan reported $85M in total assets and 1,750 participants in its 2023 DOL Form 5500 filing, ranking in the 90th 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.

  • #16,171 in Healthcare & Social Assistance (17,684 peers)

Coverage in Montana

Bozeman Health Retirement Plan covers 1,750 participants in Montana, 6.5x the typical Montana plan (state average ~271 per filing). Assets: $85M.

#16,171
in Healthcare & Social Assistance (17,684 peers)
+18.6%
assets growth YoY
0.9×
vs typical plan assets (national mean)

Bozeman Health Retirement Plan's outsized position by total assets

Bozeman Health Retirement Plan vs every filed plan by assets

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

$84,728,635 Top 10% higher than 90% 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

Bozeman Health Retirement 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. Bozeman Health Retirement Plan lands in the large band (1,750 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bozeman Health Retirement Plan reported net income rose from -$16M in the plan year 2022 filing to $15M in the plan year 2023 filing.
  • Bozeman Health Retirement Plan end-of-year assets rose from $71M in the plan year 2022 filing to $85M in the plan year 2023 filing.
  • Bozeman Health Retirement Plan reported participants fell from 1,766 in the plan year 2022 filing to 1,750 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 810232121 · Bozeman Deaconess Health Services Dba Bozeman Health PY 2023 · Money Purchase

Bozeman Health Retirement Plan · $85M · 1,750 · 90th

  • EBSA $85M
  • PART 1,750
  • TYPE 90th
  • NET Money Purchase
  • BOOK near Plumbers & Steamfitters Local 81 Annuity Fund
  • VS-ST ind #16171

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 →

Bozeman Health Retirement Plan in the asset neighbourhood

IBEW Local Union 668 Employees Pension PlanIBEW Local Union 668 Employe…$85MPlumbers & Steamfitters Local 81 Annuity FundPlumbers & Steamfitters Loca…$85MBozeman Health Retirement PlanBozeman Health Retirement Pl…$85MRoosevelt University 401(a) University Retirement Plan for Faculty and AdministratorsRoosevelt University 401(a) …$84MBaker College Employees' Pension TrustBaker College Employees' Pen…$84M
End-of-year total assets ($M) among Bozeman Health Retirement Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Montana filing particulars

Total Assets (Beginning of Year)$71M
Net Assets (End of Year)$85M
Net Income$15M
Employer EIN810232121
Plan Effective Date1987-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bozeman Deaconess Health Services Dba Bozeman Health)

Sponsor-wide plan assets over time

All Bozeman Deaconess Health Services Dba Bozeman Health plans reported in each filing year

Latest sponsor-wide plan assets
$390M 219.32937379868324% vs 2022
2024 filing year
$0M$100M$200M$300M$400M$500M 202220232024 $122M $390M ▲ +219.3%
Year Plans Participants Total Assets
2022 2 4,386 $122M
2023 2 4,274 $148M
2024 7 15,291 $390M

Nearby Money Purchase Plans in Montana

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

Bozeman Health Retirement Plan vs. nearby Money Purchase plans in Montana, assets vs. participants Scatter plot of 6 data points. 01000200030004000 050100150200250 Total assets ($M) Participants Bozeman Health Retirement Plan, Total assets ($M): 84.728635 · Participants: 1750Bozeman Health Retirement PlanBillings Clinic Pension Plan, Total assets ($M): 236.512701 · Participants: 3355Billings Clinic Pension PlanMontana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust, Total assets ($M): 36.655369 · Participants: 517Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & TrustMontana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust, Total assets ($M): 19.007306 · Participants: 227Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & TrustMontana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust, Total assets ($M): 17.49545 · Participants: 418Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & TrustMontana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust, Total assets ($M): 16.09072 · Participants: 160Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust
Bozeman Health Retirement Plan vs. nearby Money Purchase plans in Montana, assets vs. participants
Compare Bozeman Health Retirement Plan side-by-side with 3 peers →

Bozeman Health Retirement Plan's out-of-state Money Purchase peers by assets and headcount

Outside Montana, the nearest Money Purchase by assets is Plumbers & Steamfitters Local 81 Annuity Fund in NY ($85M); by covered participants it is University of San Francisco Defined Contribution Retirement Plan in CA (1,757 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,750 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 Bozeman Health Retirement Plan assets move in 2023? ▼
Bozeman Health Retirement Plan grew sharply - up 18.6% during 2023, from $71M to $85M. Reported net income was $15M.
How have Bozeman Deaconess Health Services Dba Bozeman Health plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bozeman Deaconess Health Services Dba Bozeman Health's sponsor-wide assets grew 219.3%, from $122M to $390M.
Where does Bozeman Health Retirement Plan rank by assets among Form 5500 filers? ▼
Bozeman Health Retirement Plan ranks in the 90th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which Money Purchase plans are similar in size to Bozeman Health Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Plumbers & Steamfitters Local 81 Annuity Fund in NY ($85M, 1,082 participants).
Which Money Purchase plans cover a similar participant headcount to Bozeman Health Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is University of San Francisco Defined Contribution Retirement Plan in CA (1,757 participants, $419M 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 810232121.

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.