Other · DOL Form 5500 · 2023

Northern Montana Hospital Retirement Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
516
Participants Below avg headcount
68th
Percentile by assets National rank
$30,671
Avg per participant Low balance/head
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Official DOL plan name: Northern Montana Hospital 403(b) Plan · Sponsored by Northern Montana Hospital · Montana · Healthcare & Social Assistance

$16M in assets, 516 participants

Northern Montana Hospital's Northern Montana Hospital 403(b) Plan reported $16M in total assets and 516 participants in its 2023 DOL Form 5500 filing, ranking in the 68th 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.

  • #12,948 in Healthcare & Social Assistance (17,684 peers)

Northern Montana Hospital multi-year trail

Northern Montana Hospital's plans moved +10.6% in assets from 2022 to 2024; this filing shows Northern Montana Hospital 403(b) Plan at $16M / 516 participants.

#12,948
in Healthcare & Social Assistance (17,684 peers)
+22.3%
assets growth YoY

Northern Montana Hospital 403(b) Plan's outsized position by total assets

Northern Montana Hospital 403(b) Plan vs every filed plan by assets

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

$15,826,159 Top 32% higher than 68% 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

Northern Montana Hospital 403(b) 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. Northern Montana Hospital 403(b) Plan sits mid-pack in the medium band (516 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Northern Montana Hospital 403(b) Plan reported net income rose from -$1M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Northern Montana Hospital 403(b) Plan end-of-year assets rose from $13M in the plan year 2022 filing to $16M in the plan year 2023 filing.
  • Northern Montana Hospital 403(b) Plan reported participants rose from 509 in the plan year 2022 filing to 516 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 810231787 · Northern Montana Hospital PY 2023 · Other

Northern Montana Hospital 403(b) Plan · $16M · 516 · 68th

  • EIN $16M
  • EIN 516
  • EIN 68th
  • EIN Other
  • EIN near Legal Aid Chicago Employee Contribution Plan
  • EIN ind #12948

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 →

Northern Montana Hospital 403(b) Plan in the asset neighbourhood

Northern Montana Hospital 403(b) PlanNorthern Montana Hospital 40…$16MLegal Aid Chicago Employee Contribution PlanLegal Aid Chicago Employee C…$16MForum School Defined Contribution Retirement PlanForum School Defined Contrib…$16MLincoln Community Health Center, Inc. Internal Revenue Code Section 403(b)Lincoln Community Health Cen…$16MMayfield Senior School 403 (B) PlanMayfield Senior School 403 (…$16M
End-of-year total assets ($M) among Northern Montana Hospital 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Northern Montana Hospital multi-year asset trail

Sponsor-wide plan assets over time

All Northern Montana Hospital plans reported in each filing year

Latest sponsor-wide plan assets
$50M 10.6484881434623% vs 2022
2024 filing year
$44M$46M$48M$50M$52M 202220232024 $45.4M $50.3M ▲ +10.7%
Year Plans Participants Total Assets
2022 2 629 $45M
2023 2 627 $50M
2024 2 625 $50M

Northern Montana Hospital filing trail (2023)

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$16M
Net Income$3M
Employer EIN810231787
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Montana

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

Northern Montana Hospital 403(b) Plan vs. nearby Other plans in Montana, assets vs. participants Scatter plot of 6 data points. 010002000300040005000 -2000200400600 Total assets ($M) Participants Northern Montana Hospital 403(b) Plan, Total assets ($M): 15.826159 · Participants: 516Northern Montana Hospital 403(b) 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) PlanRocky Mountain College Defined Contribution Retirement Plan, Total assets ($M): 30.155541 · Participants: 252Rocky Mountain College Defined Contribution Retirement Plan
Northern Montana Hospital 403(b) Plan vs. nearby Other plans in Montana, assets vs. participants
Compare Northern Montana Hospital 403(b) Plan side-by-side with 3 peers →

Northern Montana Hospital 403(b) Plan's out-of-state Other peers by assets and headcount

Outside Montana, the nearest Other by assets is Legal Aid Chicago Employee Contribution Plan in IL ($16M); by covered participants it is Community Support Services, Inc. Defined Contribution Plan in MD (516 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (516 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 Northern Montana Hospital 403(b) Plan assets move in 2023? ▼
Northern Montana Hospital 403(b) Plan grew sharply - up 22.3% during 2023, from $13M to $16M. Reported net income was $3M.
How have Northern Montana Hospital plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Northern Montana Hospital's sponsor-wide assets grew 10.6%, from $45M to $50M.
Which Other plans are similar in size to Northern Montana Hospital 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is Legal Aid Chicago Employee Contribution Plan in IL ($16M, 238 participants).
Which Other plans cover a similar participant headcount to Northern Montana Hospital 403(b) Plan? ▼
Among Other plans in other states, the closest by covered participants is Community Support Services, Inc. Defined Contribution Plan in MD (516 participants, $19M 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 810231787.

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.