Other · DOL Form 5500 · 2023
Montana Childrens Home & Hospital Retirement Plan
Data updated 2026-08-25
- $15M
- Total assets Small plan by assets
- 353
- Participants Below avg headcount
- 67th
- Percentile by assets National rank
- $41,149
- Avg per participant Low balance/head
Official DOL plan name: Shodair Hospital Employees Tax Deferred Annuity Plan · Sponsored by Montana Childrens Home & Hospital · Montana · Healthcare & Social Assistance
$15M in assets, 353 participants
Montana Childrens Home & Hospital's Shodair Hospital Employees Tax Deferred Annuity Plan reported $15M in total assets and 353 participants in its 2023 DOL Form 5500 filing, ranking in the 67th 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.
- #12,665 in Healthcare & Social Assistance (17,684 peers)
Montana Childrens Home & Hospital multi-year trail
Montana Childrens Home & Hospital's plans moved +12.4% in assets from 2022 to 2024; this filing shows Shodair Hospital Employees Tax Deferred Annuity Plan at $15M / 353 participants.
- #12,665
- in Healthcare & Social Assistance (17,684 peers)
- -0.9%
- assets change YoY
The plan reported a net loss of $126K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Shodair Hospital Employees Tax Deferred Annuity Plan's outsized position by total assets
Shodair Hospital Employees Tax Deferred Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$14,525,489 Top 33% higher than 67% 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
Shodair Hospital Employees Tax Deferred 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. Shodair Hospital Employees Tax Deferred Annuity Plan sits mid-pack in the medium band (353 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Shodair Hospital Employees Tax Deferred Annuity Plan reported net income rose from -$4M in the plan year 2022 filing to -$126K in the plan year 2023 filing.
- Shodair Hospital Employees Tax Deferred Annuity Plan reported participants rose from 326 in the plan year 2022 filing to 353 in the plan year 2023 filing.
- Shodair Hospital Employees Tax Deferred Annuity Plan end-of-year assets fell from $15M in the plan year 2022 filing to $15M in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 810231789 · Montana Childrens Home & Hospital PY 2023 · Other
Shodair Hospital Employees Tax Deferred Annuity Plan · $15M · 353 · 67th
- PHOTO $15M
- IND 353
- EOY 67th
- 5500 Other
- ASSETS near National Council on Aging, Inc. 403(b) Plan
- PCT ind #12665
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 →
Shodair Hospital Employees Tax Deferred Annuity Plan in the asset neighbourhood
Montana Childrens Home & Hospital multi-year asset trail
Sponsor-wide plan assets over time
All Montana Childrens Home & Hospital plans reported in each filing year
- Latest sponsor-wide plan assets
- $16M 12.389164052729623% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 326 | $15M |
| 2023 | 1 | 353 | $15M |
| 2024 | 1 | 318 | $16M |
Montana Childrens Home & Hospital filing trail (2023)
| Total Assets (Beginning of Year) | $15M |
|---|---|
| Net Assets (End of Year) | $15M |
| Net Income | -$126K |
| Employer EIN | 810231789 |
| Plan Effective Date | 1990-01-01 |
| 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 $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
Shodair Hospital Employees Tax Deferred Annuity Plan's out-of-state Other peers by assets and headcount
Outside Montana, the nearest Other by assets is National Council on Aging, Inc. 403(b) Plan in VA ($15M); by covered participants it is Lifeserve Retirement Plan in IA (353 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($15M here).
Similar participant headcount
Nearest other-state filings by covered participants (353 participants); asset peers above are excluded.
- Lifeserve Retirement Plan (IA) 353 · 0 off
- Center for Elders' Independence 403(b) Plan (CA) 353 · 0 off
- Animal Medical Center 403(b) Tax Sheltered Annuity Plan (NY) 353 · 0 off
- Nuestra Clinica Del Valle Employees Retirement Plan (TX) 353 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.