Defined Benefit (Pension) · DOL Form 5500 · 2023

Northern Montana Hospital Pension Plan

Data updated 2026-08-25

$34M
Total assets Below avg plan size
111
Participants Small participant base
81st
Percentile by assets National rank
$306,968
Avg per participant High balance/head
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Official DOL plan name: Retirement Plan for Employees of Northern Montana Hospital · Sponsored by Northern Montana Hospital · Montana · Healthcare & Social Assistance

$34M in assets, 111 participants

Northern Montana Hospital's Retirement Plan for Employees of Northern Montana Hospital reported $34M in total assets and 111 participants in its 2023 DOL Form 5500 filing, ranking in the 81st 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.

  • #14,825 in Healthcare & Social Assistance (17,684 peers)

Coverage in Montana

Retirement Plan for Employees of Northern Montana Hospital covers 111 participants in Montana, about 41% of the average Montana filer (state average ~271 per filing). Assets: $34M.

#14,825
in Healthcare & Social Assistance (17,684 peers)
+4.9%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Retirement Plan for Employees of Northern Montana Hospital's outsized position by total assets

Retirement Plan for Employees of Northern Montana Hospital vs every filed plan by assets

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

$34,073,428 Top 19% higher than 81% 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

Retirement Plan for Employees of Northern Montana Hospital 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. Retirement Plan for Employees of Northern Montana Hospital sits mid-pack in the medium band (111 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Retirement Plan for Employees of Northern Montana Hospital reported net income rose from -$6M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Retirement Plan for Employees of Northern Montana Hospital reported participants fell from 120 in the plan year 2022 filing to 111 in the plan year 2023 filing.
  • Retirement Plan for Employees of Northern Montana Hospital end-of-year assets rose from $32M in the plan year 2022 filing to $34M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 810231787 · Northern Montana Hospital PY 2023 · Defined Benefit (Pension)

Retirement Plan for Employees of Northern Montana Hospital · $34M · 111 · 81st

  • EIN $34M
  • EIN 111
  • EIN 81st
  • EIN Defined Benefit (Pension)
  • EIN near The Summit Federal Credit Union Pension Plan
  • EIN ind #14825

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 →

Retirement Plan for Employees of Northern Montana Hospital in the asset neighbourhood

The Timken Company Pension PlanThe Timken Company Pension P…$34MWec Energy Group Retirement Plan for Integrys HoldingWec Energy Group Retirement …$34MRetirement Plan for Employees of Northern Montana HospitalRetirement Plan for Employee…$34MThe Summit Federal Credit Union Pension PlanThe Summit Federal Credit Un…$34MGraphic Communications Union Local 2-C Retirement Benefit PlanGraphic Communications Union…$34M
End-of-year total assets ($M) among Retirement Plan for Employees of Northern Montana Hospital and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Montana filing particulars

Total Assets (Beginning of Year)$32M
Net Assets (End of Year)$34M
Net Income$2M
Employer EIN810231787
Plan Effective Date1979-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Northern Montana Hospital)

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

Nearby Defined Benefit (Pension) Plans in Montana

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Retirement Plan for Employees of Northern Montana Hospital vs. nearby Defined Benefit (Pension) plans in Montana, assets vs. participants Scatter plot of 6 data points. 0100200300400500 -1000100200300400 Total assets ($M) Participants Retirement Plan for Employees of Northern Montana Hospital, Total assets ($M): 34.073428 · Participants: 111Retirement Plan for Employees of Northern Montana HospitalNorthwestern Energy Mt Pension Plan, Total assets ($M): 350.19428 · Participants: 387Northwestern Energy Mt Pension PlanSt. Peter's Health Cashplus Retirement Plan, Total assets ($M): 56.808753 · Participants: 285St. Peter's Health Cashplus Retirement PlanNorthwestern Energy Sd/Ne Pension Plan, Total assets ($M): 55.71111 · Participants: 131Northwestern Energy Sd/Ne Pension PlanPension Plan for Employees of Advanced Silicon Materials, LLC, Total assets ($M): 28.641653 · Participants: 76Pension Plan for Employees of Advanced Silicon Materials, LLCAmerican Chemet Corporation Retirement Income Plan, Total assets ($M): 16.095512 · Participants: 51American Chemet Corporation Retirement Income Plan
Retirement Plan for Employees of Northern Montana Hospital vs. nearby Defined Benefit (Pension) plans in Montana, assets vs. participants
Compare Retirement Plan for Employees of Northern Montana Hospital side-by-side with 3 peers →

Retirement Plan for Employees of Northern Montana Hospital's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Montana, the nearest Defined Benefit (Pension) by assets is The Summit Federal Credit Union Pension Plan in NY ($34M); by covered participants it is Kohler Credit Union Defined Benefit Plan and Trust in WI (111 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (111 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 Retirement Plan for Employees of Northern Montana Hospital assets move in 2023? ▼
Retirement Plan for Employees of Northern Montana Hospital edged up modestly - up 4.9% during 2023, from $32M to $34M. Reported net income was $2M.
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.
Where does Retirement Plan for Employees of Northern Montana Hospital rank by assets among Form 5500 filers? ▼
Retirement Plan for Employees of Northern Montana Hospital ranks in the 81st 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 Defined Benefit (Pension) plans are similar in size to Retirement Plan for Employees of Northern Montana Hospital? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is The Summit Federal Credit Union Pension Plan in NY ($34M, 190 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Retirement Plan for Employees of Northern Montana Hospital? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Kohler Credit Union Defined Benefit Plan and Trust in WI (111 participants, $15M 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.