401(k) · DOL Form 5500 · 2023

Livingston Healthcare 401(k) Plan

Data updated 2026-08-25

$26M
Total assets Below avg plan size
414
Participants Below avg headcount
77th
Percentile by assets National rank
$63,696
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

$26M in assets, 414 participants

Livingston Healthcare's Livingston Healthcare 401(k) Plan reported $26M in total assets and 414 participants in its 2023 DOL Form 5500 filing, ranking in the 77th 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.

  • #14,298 in Healthcare & Social Assistance (17,684 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, $26M for 414 participants (~$63,696/participant), up 22.4% in 2023.

#14,298
in Healthcare & Social Assistance (17,684 peers)
+22.4%
assets growth YoY
0.3×
vs typical plan assets (national mean)

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 2023 · DOL Form 5500

$26,369,993 Top 23% higher than 77% 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

Livingston Healthcare 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 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 (414 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Livingston Healthcare 401(k) Plan reported net income rose from -$1M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Livingston Healthcare 401(k) Plan end-of-year assets rose from $22M in the plan year 2022 filing to $26M in the plan year 2023 filing.
  • Livingston Healthcare 401(k) Plan reported participants rose from 405 in the plan year 2022 filing to 414 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 810378200 · Livingston Healthcare PY 2023 · 401(k)

Livingston Healthcare 401(k) Plan · $26M · 414 · 77th

  • RANK $26M
  • RANK 414
  • RANK 77th
  • RANK 401(k)
  • RANK near Harris Group Deferred Income Plan and Trust
  • RANK ind #14298

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)…$26MHarris Group Deferred Income Plan and TrustHarris Group Deferred Income…$26MLone Star Circle of Care 403(b) Employees' Retirement PlanLone Star Circle of Care 403…$26MEncompass Medical Group, P.a. 401(k) Retirement PlanEncompass Medical Group, P.a…$26MMalvern Preparatory School 403(b)(7) PlanMalvern Preparatory School 4…$26M
End-of-year total assets ($M) among Livingston Healthcare 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$26M
Net Income$5M
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 0200400600 Total assets ($M) Participants Livingston Healthcare 401(k) Plan, Total assets ($M): 26.369993 · Participants: 414Livingston Healthcare 401(k) PlanD.a. Davidson Companies Retirement Savings and Profit Sharing Plan, Total assets ($M): 543.142005 · Participants: 1580D.a. Davidson Companies Retirement Savings and Profit Sharing PlanGlacier Bancorp, Inc. Profit Sharing and 401(k) Plan, Total assets ($M): 484.798151 · Participants: 3264Glacier Bancorp, Inc. Profit Sharing and 401(k) PlanNorthwestern Energy 401(k) Retirement Savings Plan, Total assets ($M): 462.756735 · Participants: 1529Northwestern Energy 401(k) Retirement Savings PlanFirst Interstate Bancsystem, Inc. 401(k) Plan, Total assets ($M): 453.618257 · Participants: 3750First Interstate Bancsystem, Inc. 401(k) PlanLogan Health Retirement Savings Plan, Total assets ($M): 436.597451 · Participants: 4232Logan 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 Harris Group Deferred Income Plan and Trust in WA ($26M); by covered participants it is Bayer Built Woodworks, Inc. Retirement Plan in MN (414 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (414 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 Livingston Healthcare 401(k) Plan assets move in 2023? ▼
Livingston Healthcare 401(k) Plan grew sharply - up 22.4% during 2023, from $22M to $26M. Reported net income was $5M.
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 77th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (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 Harris Group Deferred Income Plan and Trust in WA ($26M, 90 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 Bayer Built Woodworks, Inc. Retirement Plan in MN (414 participants, $39M 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 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.