Other · DOL Form 5500 · 2023

District 7 Human Resources Development Council, Inc. Retirement Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
102
Participants Small participant base
40th
Percentile by assets National rank
$39,602
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: District 7 Hrdc Retirement Plan · Sponsored by District 7 Human Resources Development Council, Inc. · Montana · Other Services

$4M in assets, 102 participants

District 7 Human Resources Development Council, Inc.'s District 7 Hrdc Retirement Plan reported $4M in total assets and 102 participants in its 2023 DOL Form 5500 filing, ranking in the 40th 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.

  • #4,962 in Other Services (7,857 peers)

Coverage in Montana

District 7 Hrdc Retirement Plan covers 102 participants in Montana, about 38% of the average Montana filer (state average ~271 per filing). Assets: $4M.

#4,962
in Other Services (7,857 peers)
+20.7%
assets growth YoY

District 7 Hrdc Retirement Plan's mid-pack asset rank among Other Services and all filers

District 7 Hrdc Retirement Plan vs every filed plan by assets

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

$4,039,446 40th percentile higher than 40% 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

District 7 Hrdc Retirement 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. District 7 Hrdc Retirement Plan sits mid-pack in the medium band (102 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • District 7 Hrdc Retirement Plan reported net income rose from -$587K in the plan year 2022 filing to $693K in the plan year 2023 filing.
  • District 7 Hrdc Retirement Plan reported participants rose from 59 in the plan year 2022 filing to 102 in the plan year 2023 filing.
  • District 7 Hrdc Retirement Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 810300207 · District 7 Human Resources Development Council, Inc. PY 2023 · Other

District 7 Hrdc Retirement Plan · $4M · 102 · 40th

  • PHOTO $4M
  • PHOTO 102
  • PHOTO 40th
  • PHOTO Other
  • PHOTO near 403(b) Thrift Plan of Ashtabula County Community Action Agency
  • PHOTO ind #4962

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 Other Services retirement plans → · Plans in Montana →

District 7 Hrdc Retirement Plan in the asset neighbourhood

District 7 Hrdc Retirement PlanDistrict 7 Hrdc Retirement P…$4M403(b) Thrift Plan of Ashtabula County Community Action Agency403(b) Thrift Plan of Ashtab…$4MSchenectady Community Action Program, Inc. 403(b) DC PlanSchenectady Community Action…$4MEscuela Bilingue Internacional 403(b) Retirement PlanEscuela Bilingue Internacion…$4M403(b) Thrift Plan of Nashville Rescue Mission Ministries, LLC403(b) Thrift Plan of Nashvi…$4M
End-of-year total assets ($M) among District 7 Hrdc Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Montana filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$693K
Employer EIN810300207
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (District 7 Human Resources Development Council, Inc.)

Sponsor-wide plan assets over time

All District 7 Human Resources Development Council, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 21.09560122420156% vs 2022
2024 filing year
$3M$3.5M$4M$4.5M 202220232024 $3.35M $4.05M ▲ +20.9%
Year Plans Participants Total Assets
2022 1 59 $3M
2023 1 102 $4M
2024 1 102 $4M

Nearby Other Plans in Montana

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

District 7 Hrdc Retirement Plan vs. nearby Other plans in Montana, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -2000200400600 Total assets ($M) Participants District 7 Hrdc Retirement Plan, Total assets ($M): 4.039446 · Participants: 102District 7 Hrdc Retirement 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
District 7 Hrdc Retirement Plan vs. nearby Other plans in Montana, assets vs. participants
Compare District 7 Hrdc Retirement Plan side-by-side with 3 peers →

District 7 Hrdc Retirement Plan's out-of-state Other peers by assets and headcount

Outside Montana, the nearest Other by assets is 403(b) Thrift Plan of Ashtabula County Community Action Agency in OH ($4M); by covered participants it is Radiological Society of North America Tax-Deferred Annuity (Tda) Plan in IL (102 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (102 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 District 7 Hrdc Retirement Plan assets move in 2023? ▼
District 7 Hrdc Retirement Plan grew sharply - up 20.7% during 2023, from $3M to $4M. Reported net income was $693K.
How have District 7 Human Resources Development Council, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), District 7 Human Resources Development Council, Inc.'s sponsor-wide assets grew 21.1%, from $3M to $4M.
Which Other plans are similar in size to District 7 Hrdc Retirement Plan? ▼
Among Other plans in other states, the closest by assets is 403(b) Thrift Plan of Ashtabula County Community Action Agency in OH ($4M, 146 participants).
Which Other plans cover a similar participant headcount to District 7 Hrdc Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Radiological Society of North America Tax-Deferred Annuity (Tda) Plan in IL (102 participants, $12M 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 810300207.

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.