401(k) · DOL Form 5500 · 2023

Marcus Daly Memorial Hospital Corporation 401(k) Plan

Data updated 2026-08-25

$45M
Total assets Below avg plan size
706
Participants Below avg headcount
84th
Percentile by assets National rank
$64,044
Avg per participant Low balance/head
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Official DOL plan name: Bitterroot Health 401(k) Plan · Sponsored by Marcus Daly Memorial Hospital Corporation · Montana · Healthcare & Social Assistance

$45M in assets, 706 participants

Marcus Daly Memorial Hospital Corporation's Bitterroot Health 401(k) Plan reported $45M in total assets and 706 participants in its 2023 DOL Form 5500 filing, ranking in the 84th 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.

  • #15,349 in Healthcare & Social Assistance (17,684 peers)

Coverage in Montana

Bitterroot Health 401(k) Plan covers 706 participants in Montana, 2.6x the typical Montana plan (state average ~271 per filing). Assets: $45M.

#15,349
in Healthcare & Social Assistance (17,684 peers)
+29.2%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Bitterroot Health 401(k) Plan's outsized position by total assets

Bitterroot Health 401(k) Plan vs every filed plan by assets

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

$45,214,731 Top 16% higher than 84% 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

Bitterroot Health 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. Bitterroot Health 401(k) Plan sits mid-pack in the medium band (706 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bitterroot Health 401(k) Plan reported net income rose from -$846K in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Bitterroot Health 401(k) Plan end-of-year assets rose from $35M in the plan year 2022 filing to $45M in the plan year 2023 filing.
  • Bitterroot Health 401(k) Plan reported participants rose from 560 in the plan year 2022 filing to 706 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 810240726 · Marcus Daly Memorial Hospital Corporation PY 2023 · 401(k)

Bitterroot Health 401(k) Plan · $45M · 706 · 84th

  • PART $45M
  • TYPE 706
  • NET 84th
  • BOOK 401(k)
  • VS-ST near Deciphera 401(k) Plan
  • BOY ind #15349

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 →

Bitterroot Health 401(k) Plan in the asset neighbourhood

Allen & Overy Associates 401(k) PlanAllen & Overy Associates 401…$45MBitterroot Health 401(k) Plan$45MDeciphera 401(k) Plan$45MDickson-Diveley Midwest Orthopaedic Clinic, LLC 401(k) Profit Sharing PlanDickson-Diveley Midwest Orth…$45MFirst Fertility 401(k) Plan$45M
End-of-year total assets ($M) among Bitterroot Health 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Montana filing particulars

Total Assets (Beginning of Year)$35M
Net Assets (End of Year)$45M
Net Income$10M
Employer EIN810240726
Plan Effective Date2013-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Marcus Daly Memorial Hospital Corporation)

Sponsor-wide plan assets over time

All Marcus Daly Memorial Hospital Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$57M 62.18732343689225% vs 2022
2024 filing year
$30M$40M$50M$60M 202220232024 $35M $56.8M ▲ +62.2%
Year Plans Participants Total Assets
2022 1 560 $35M
2023 1 706 $45M
2024 1 811 $57M

Nearby 401(k) Plans in Montana

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Bitterroot Health 401(k) Plan vs. nearby 401(k) plans in Montana, assets vs. participants Scatter plot of 6 data points. 010002000300040005000 0200400600 Total assets ($M) Participants Bitterroot Health 401(k) Plan, Total assets ($M): 45.214731 · Participants: 706Bitterroot Health 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
Bitterroot Health 401(k) Plan vs. nearby 401(k) plans in Montana, assets vs. participants
Compare Bitterroot Health 401(k) Plan side-by-side with 3 peers →

Bitterroot Health 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Montana, the nearest 401(k) by assets is Deciphera 401(k) Plan in MA ($45M); by covered participants it is Anderson Center for Autism Retirement Plan in NY (706 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($45M here).

Similar participant headcount

Nearest other-state filings by covered participants (706 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 Bitterroot Health 401(k) Plan assets move in 2023? ▼
Bitterroot Health 401(k) Plan grew sharply - up 29.2% during 2023, from $35M to $45M. Reported net income was $10M.
How have Marcus Daly Memorial Hospital Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Marcus Daly Memorial Hospital Corporation's sponsor-wide assets grew 62.2%, from $35M to $57M.
Where does Bitterroot Health 401(k) Plan rank by assets among Form 5500 filers? ▼
Bitterroot Health 401(k) Plan ranks in the 84th 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 Bitterroot Health 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Deciphera 401(k) Plan in MA ($45M, 276 participants).
Which 401(k) plans cover a similar participant headcount to Bitterroot Health 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Anderson Center for Autism Retirement Plan in NY (706 participants, $51M 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 810240726.

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.