Other · DOL Form 5500 · 2023
Rocky Mountain Elk Foundation, Inc. Retirement Plan
Data updated 2026-08-25
- $27M
- Total assets Below avg plan size
- 141
- Participants Small participant base
- 77th
- Percentile by assets National rank
- $189,581
- Avg per participant Above avg balance/head
Official DOL plan name: Rocky Mountain Elk Foundation, Inc. Tax Sheltered Annuity Plan · Sponsored by Rocky Mountain Elk Foundation, Inc. · Montana · Other Services
$27M in assets, 141 participants
Rocky Mountain Elk Foundation, Inc.'s Rocky Mountain Elk Foundation, Inc. Tax Sheltered Annuity Plan reported $27M in total assets and 141 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.
- #6,955 in Other Services (7,857 peers)
Where Rocky Mountain Elk Foundation, Inc. Tax Sheltered Annuity Plan sits by assets
Rocky Mountain Elk Foundation, Inc. Tax Sheltered Annuity Plan sits in the top quartile of all filed plans by assets, $27M for 141 participants (~$189,581/participant), up 15.2% in 2023.
- #6,955
- in Other Services (7,857 peers)
- +15.2%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Rocky Mountain Elk Foundation, Inc. Tax Sheltered Annuity Plan's outsized position by total assets
Rocky Mountain Elk Foundation, Inc. Tax Sheltered Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$26,730,895 Top 23% higher than 77% 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
Rocky Mountain Elk Foundation, Inc. Tax Sheltered Annuity 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. Rocky Mountain Elk Foundation, Inc. Tax Sheltered Annuity Plan sits mid-pack in the medium band (141 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Rocky Mountain Elk Foundation, Inc. Tax Sheltered Annuity Plan reported net income rose from -$6M in the plan year 2022 filing to $4M in the plan year 2023 filing.
- Rocky Mountain Elk Foundation, Inc. Tax Sheltered Annuity Plan end-of-year assets rose from $23M in the plan year 2022 filing to $27M in the plan year 2023 filing.
- Rocky Mountain Elk Foundation, Inc. Tax Sheltered Annuity Plan reported participants rose from 138 in the plan year 2022 filing to 141 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 810421425 · Rocky Mountain Elk Foundation, Inc. PY 2023 · Other
Rocky Mountain Elk Foundation, Inc. Tax Sheltered Annuity Plan · $27M · 141 · 77th
- IND $27M
- IND 141
- IND 77th
- IND Other
- IND near Museum Associates D/B/a Los Angeles County Museum of Art 403(b) Plan
- IND ind #6955
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 →
Rocky Mountain Elk Foundation, Inc. Tax Sheltered Annuity Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $23M |
|---|---|
| Net Assets (End of Year) | $27M |
| Net Income | $4M |
| Employer EIN | 810421425 |
| Plan Effective Date | 1995-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Rocky Mountain Elk Foundation, Inc.)
Sponsor-wide plan assets over time
All Rocky Mountain Elk Foundation, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $30M 28.334135410746146% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 138 | $23M |
| 2023 | 1 | 141 | $27M |
| 2024 | 1 | 147 | $30M |
Nearby Other Plans in Montana
Peer Other plans, same state, same plan type, ranked by total assets.
- Billings Clinic 403b Plan $522M · 3,894
- St. Peter's Hospital 403(b) Tax Deferred Savings Plan $116M · 1,934
- Bozeman Health 403(b) Plan $63M · 2,524
- Carroll College 403(b) Plan $52M · 311
- Rocky Mountain College Defined Contribution Retirement Plan $30M · 252
Rocky Mountain Elk Foundation, Inc. Tax Sheltered Annuity Plan's out-of-state Other peers by assets and headcount
Outside Montana, the nearest Other by assets is Museum Associates D/B/a Los Angeles County Museum of Art 403(b) Plan in CA ($27M); by covered participants it is Financial Accounting Foundation Employees' Tax Sheltered Annuity Plan in CT (141 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($27M here).
Similar participant headcount
Nearest other-state filings by covered participants (141 participants); asset peers above are excluded.
- Financial Accounting Foundation Employees' Tax Sheltered Annuity Plan (CT) 141 · 0 off
- Community Action, Inc. Tax Sheltered Annuity Plan (MA) 141 · 0 off
- The Forsyth Institute Defined Contribution Plan (MA) 141 · 0 off
- Providence Country Day School Defined Contribution Retirement Plan (RI) 141 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.