Other · DOL Form 5500 · 2022
University of Providence Retirement Plan
Data updated 2026-08-25
- $14M
- Total assets Small plan by assets
- 240
- Participants Below avg headcount
- 71st
- Percentile by assets National rank
- $57,305
- Avg per participant Low balance/head
Official DOL plan name: University of Providence 403(b) DC Plan · Sponsored by University of Providence · Montana · Educational Services
$14M in assets, 240 participants
University of Providence's University of Providence 403(b) DC Plan reported $14M in total assets and 240 participants in its 2022 DOL Form 5500 filing, ranking in the 71st 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.
- #2,145 in Educational Services (4,024 peers)
University of Providence multi-year trail
University of Providence's plans moved -39.7% in assets from 2022 to 2024; this filing shows University of Providence 403(b) DC Plan at $14M / 240 participants.
- #2,145
- in Educational Services (4,024 peers)
- -13.2%
- assets change YoY
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
University of Providence 403(b) DC Plan's outsized position by total assets
University of Providence 403(b) DC Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$13,753,151 Top 29% higher than 71% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
University of Providence 403(b) DC Plan among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. University of Providence 403(b) DC Plan sits mid-pack in the medium band (240 participants).
Published 5500 schedule card
Filing strip 810231777 · University of Providence PY 2022 · Other
University of Providence 403(b) DC Plan · $14M · 240 · 71st
- 5500 $14M
- 5500 240
- 5500 71st
- 5500 Other
- 5500 near Louisburg College 403(b) Plan
- 5500 ind #2145
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 →
University of Providence 403(b) DC Plan in the asset neighbourhood
University of Providence multi-year asset trail
Sponsor-wide plan assets over time
All University of Providence plans reported in each filing year
- Latest sponsor-wide plan assets
- $16M 39.67012130365445% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 444 | $27M |
| 2023 | 1 | 252 | $15M |
| 2024 | 1 | 262 | $16M |
University of Providence filing trail (2022)
| Total Assets (Beginning of Year) | $16M |
|---|---|
| Net Assets (End of Year) | $14M |
| Net Income | -$2M |
| Employer EIN | 810231777 |
| Plan Effective Date | 1985-07-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Montana
Peer Other plans, same state, same plan type, ranked by total assets.
- Billings Clinic 403b Plan $444M · 4,393
- St. Peter's Hospital 403(b) Tax Deferred Savings Plan $92M · 1,787
- Bozeman Health 403(b) Plan $51M · 2,620
- Carroll College 403(b) Plan $47M · 310
- Rocky Mountain College Defined Contribution Retirement Plan $26M · 253
University of Providence 403(b) DC Plan's out-of-state Other peers by assets and headcount
Outside Montana, the nearest Other by assets is Louisburg College 403(b) Plan in NC ($14M); by covered participants it is Cincinnati Country Day School Tiaa Cref Retirement Plan in OH (240 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($14M here).
- Louisburg College 403(b) Plan (NC) $14M · 104
- Cerenity Senior Care 403(b) Plan (MN) $14M · 561
- Corban University Defined Contribution Retirement Plan (OR) $14M · 181
- Amberwell Health 403(b) Plan (KS) $14M · 249
Similar participant headcount
Nearest other-state filings by covered participants (240 participants); asset peers above are excluded.
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.