Other · DOL Form 5500 · 2023

Rocky Mountain College Retirement Plan

Data updated 2026-08-25

$30M
Total assets Below avg plan size
252
Participants Below avg headcount
79th
Percentile by assets National rank
$119,665
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Rocky Mountain College Defined Contribution Retirement Plan · Sponsored by Rocky Mountain College · Montana · Educational Services

$30M in assets, 252 participants

Rocky Mountain College's Rocky Mountain College Defined Contribution Retirement Plan reported $30M in total assets and 252 participants in its 2023 DOL Form 5500 filing, ranking in the 79th 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.

  • #2,405 in Educational Services (3,735 peers)

Where Rocky Mountain College Defined Contribution Retirement Plan sits by assets

Rocky Mountain College Defined Contribution Retirement Plan sits in the top quartile of all filed plans by assets, $30M for 252 participants (~$119,665/participant), up 15.3% in 2023.

#2,405
in Educational Services (3,735 peers)
+15.3%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Rocky Mountain College Defined Contribution Retirement Plan's outsized position by total assets

Rocky Mountain College Defined Contribution Retirement Plan vs every filed plan by assets

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

$30,155,541 Top 21% higher than 79% 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

Rocky Mountain College Defined Contribution 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. Rocky Mountain College Defined Contribution Retirement Plan sits mid-pack in the medium band (252 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Rocky Mountain College Defined Contribution Retirement Plan reported net income rose from -$4M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Rocky Mountain College Defined Contribution Retirement Plan end-of-year assets rose from $26M in the plan year 2022 filing to $30M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 810235407 · Rocky Mountain College PY 2023 · Other

Rocky Mountain College Defined Contribution Retirement Plan · $30M · 252 · 79th

  • RANK $30M
  • RANK 252
  • RANK 79th
  • RANK Other
  • RANK near Palo Alto University, Inc. Combined 403(b) Plan
  • RANK ind #2405

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 Educational Services retirement plans → · Plans in Montana →

Rocky Mountain College Defined Contribution Retirement Plan in the asset neighbourhood

Waterford Institute, Inc. Defined Contribution RetWaterford Institute, Inc. De…$30MRocky Mountain College Defined Contribution Retirement PlanRocky Mountain College Defin…$30MBrewster Academy Retirement PlanBrewster Academy Retirement …$30MPalo Alto University, Inc. Combined 403(b) PlanPalo Alto University, Inc. C…$30MThe Hurley Clinic 403(b) Retirement PlanThe Hurley Clinic 403(b) Ret…$30M
End-of-year total assets ($M) among Rocky Mountain College Defined Contribution Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$26M
Net Assets (End of Year)$30M
Net Income$4M
Employer EIN810235407
Plan Effective Date1958-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Rocky Mountain College)

Sponsor-wide plan assets over time

All Rocky Mountain College plans reported in each filing year

Latest sponsor-wide plan assets
$33M 24.453307681602478% vs 2022
2024 filing year
$24M$26M$28M$30M$32M$34M 202220232024 $26.2M $32.6M ▲ +24.4%
Year Plans Participants Total Assets
2022 1 253 $26M
2023 1 252 $30M
2024 1 255 $33M

Nearby Other Plans in Montana

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

Rocky Mountain College Defined Contribution Retirement Plan vs. nearby Other plans in Montana, assets vs. participants Scatter plot of 6 data points. 010002000300040005000 0200400600 Total assets ($M) Participants Rocky Mountain College Defined Contribution Retirement Plan, Total assets ($M): 30.155541 · Participants: 252Rocky Mountain College Defined Contribution 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) PlanSidney Health Center Pension Plan, Total assets ($M): 29.169734 · Participants: 566Sidney Health Center Pension Plan
Rocky Mountain College Defined Contribution Retirement Plan vs. nearby Other plans in Montana, assets vs. participants
Compare Rocky Mountain College Defined Contribution Retirement Plan side-by-side with 3 peers →

Rocky Mountain College Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount

Outside Montana, the nearest Other by assets is Palo Alto University, Inc. Combined 403(b) Plan in CA ($30M); by covered participants it is 403(b) Thrift Plan of Presbyterian Children's Homes and Services in TX (252 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (252 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 Rocky Mountain College Defined Contribution Retirement Plan assets move in 2023? ▼
Rocky Mountain College Defined Contribution Retirement Plan grew sharply - up 15.3% during 2023, from $26M to $30M. Reported net income was $4M.
How have Rocky Mountain College plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Rocky Mountain College's sponsor-wide assets grew 24.5%, from $26M to $33M.
Where does Rocky Mountain College Defined Contribution Retirement Plan rank by assets among Form 5500 filers? ▼
Rocky Mountain College Defined Contribution Retirement Plan ranks in the 79th 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 Other plans are similar in size to Rocky Mountain College Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Palo Alto University, Inc. Combined 403(b) Plan in CA ($30M, 231 participants).
Which Other plans cover a similar participant headcount to Rocky Mountain College Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is 403(b) Thrift Plan of Presbyterian Children's Homes and Services in TX (252 participants, $21M 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 810235407.

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.