401(k) · DOL Form 5500 · 2023
Bridger Orthopedics and Sports Medicine, P.C. 401(k) Plan
Data updated 2026-08-25
- $24M
- Total assets Small plan by assets
- 112
- Participants Small participant base
- 76th
- Percentile by assets National rank
- $218,461
- Avg per participant Above avg balance/head
Official DOL plan name: Bridger Orthopedics & Sports Medicine, P.C. Profit Sharing Plan · Sponsored by Bridger Orthopedics and Sports Medicine, P.C. · Montana · Healthcare & Social Assistance
$24M in assets, 112 participants
Bridger Orthopedics and Sports Medicine, P.C.'s Bridger Orthopedics & Sports Medicine, P.C. Profit Sharing Plan reported $24M in total assets and 112 participants in its 2023 DOL Form 5500 filing, ranking in the 76th 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.
- #14,126 in Healthcare & Social Assistance (17,684 peers)
Coverage in Montana
Bridger Orthopedics & Sports Medicine, P.C. Profit Sharing Plan covers 112 participants in Montana, about 41% of the average Montana filer (state average ~271 per filing). Assets: $24M.
- #14,126
- in Healthcare & Social Assistance (17,684 peers)
- -19.7%
- assets change YoY
- 0.2×
- vs typical plan assets (national mean)
The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Bridger Orthopedics & Sports Medicine, P.C. Profit Sharing Plan's outsized position by total assets
Bridger Orthopedics & Sports Medicine, P.C. Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$24,467,649 Top 24% higher than 76% 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
Bridger Orthopedics & Sports Medicine, P.C. Profit Sharing 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. Bridger Orthopedics & Sports Medicine, P.C. Profit Sharing Plan sits mid-pack in the medium band (112 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Bridger Orthopedics & Sports Medicine, P.C. Profit Sharing Plan reported net income fell from -$3M in the plan year 2022 filing to -$6M in the plan year 2023 filing.
- Bridger Orthopedics & Sports Medicine, P.C. Profit Sharing Plan end-of-year assets fell from $30M in the plan year 2022 filing to $24M in the plan year 2023 filing.
- Bridger Orthopedics & Sports Medicine, P.C. Profit Sharing Plan reported participants rose from 103 in the plan year 2022 filing to 112 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 810512911 · Bridger Orthopedics and Sports Medicine, P.C. PY 2023 · 401(k)
Bridger Orthopedics & Sports Medicine, P.C. Profit Sharing Plan · $24M · 112 · 76th
- 5500 $24M
- ASSETS 112
- PCT 76th
- EIN 401(k)
- RANK near Chervon North America, Inc. 401(k) Plan
- PHOTO ind #14126
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 →
Bridger Orthopedics & Sports Medicine, P.C. Profit Sharing Plan in the asset neighbourhood
Montana filing particulars
| Total Assets (Beginning of Year) | $30M |
|---|---|
| Net Assets (End of Year) | $24M |
| Net Income | -$6M |
| Employer EIN | 810512911 |
| Plan Effective Date | 1997-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Bridger Orthopedics and Sports Medicine, P.C.)
Sponsor-wide plan assets over time
All Bridger Orthopedics and Sports Medicine, P.C. plans reported in each filing year
- Latest sponsor-wide plan assets
- $31M 1.258329638091196% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 103 | $30M |
| 2023 | 1 | 112 | $24M |
| 2024 | 1 | 119 | $31M |
Nearby 401(k) Plans in Montana
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- D.a. Davidson Companies Retirement Savings and Profit Sharing Plan $543M · 1,580
- Glacier Bancorp, Inc. Profit Sharing and 401(k) Plan $485M · 3,264
- Northwestern Energy 401(k) Retirement Savings Plan $463M · 1,529
- First Interstate Bancsystem, Inc. 401(k) Plan $454M · 3,750
- Logan Health Retirement Savings Plan $437M · 4,232
Bridger Orthopedics & Sports Medicine, P.C. Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Montana, the nearest 401(k) by assets is Chervon North America, Inc. 401(k) Plan in IL ($24M); by covered participants it is A&a Transfer, LLC 401(k) Plan in VA (112 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($24M here).
Similar participant headcount
Nearest other-state filings by covered participants (112 participants); asset peers above are excluded.
- A&a Transfer, LLC 401(k) Plan (VA) 112 · 0 off
- Ohio Anesthesia Group, Inc. 401(k) Profit Sharing Plan and Trust (OH) 112 · 0 off
- Left Right LLC 401(k) Plan (NY) 112 · 0 off
- Tallan, Inc. Savings & Retirement 401(k) Plan (CT) 112 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.