Other
2023 plan-year Other DOL Form 5500

RETIREMENT PLAN FOR EMPLOYEES OF NORTHERN MONTANA HOSPITAL

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

NORTHERN MONTANA HOSPITAL

This Other plan holds $34M in total assets and serves 111 participants as of 2023. It is sponsored by NORTHERN MONTANA HOSPITAL in Montana. The plan reported positive net income of $2M for the year.

Total Assets (2023)
$34M
Participants
111
State
Industry
Healthcare & Social Assistance

What the Filing Says About RETIREMENT PLAN FOR EMPLOYEES OF NORTHERN MONTANA HOSPITAL

RETIREMENT PLAN FOR EMPLOYEES OF NORTHERN MONTANA HOSPITAL is a Other retirement plan sponsored by NORTHERN MONTANA HOSPITAL, headquartered in Montana. As of the 2023 Form 5500 filing, the plan reports $34M in total end-of-year assets and covers 111 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 810231787, and the plan has been effective since 1979-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $32M at the beginning of 2023 to $34M at year-end — a gain of 4.9%. Net assets (after liabilities) closed the year at $34M, with reported net income of $2M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

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

Sponsor Plan History (NORTHERN MONTANA HOSPITAL)

Year Plans Participants Total Assets
2022 2 629 $45M
2023 2 627 $50M
2024 2 625 $50M

Nearby Other Plans in Montana

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

Frequently Asked Questions

How much money is in the RETIREMENT PLAN FOR EMPLOYEES OF NORTHERN MONTANA HOSPITAL?
As of the 2023 Form 5500 filing, RETIREMENT PLAN FOR EMPLOYEES OF NORTHERN MONTANA HOSPITAL holds $34M in total assets with 111 participants. It is sponsored by NORTHERN MONTANA HOSPITAL.
What type of plan is RETIREMENT PLAN FOR EMPLOYEES OF NORTHERN MONTANA HOSPITAL?
RETIREMENT PLAN FOR EMPLOYEES OF NORTHERN MONTANA HOSPITAL is a Other plan. It has been effective since 1979-01-01. The plan is filed with the U.S. Department of Labor under EIN 810231787.
Who sponsors the RETIREMENT PLAN FOR EMPLOYEES OF NORTHERN MONTANA HOSPITAL?
RETIREMENT PLAN FOR EMPLOYEES OF NORTHERN MONTANA HOSPITAL is sponsored by NORTHERN MONTANA HOSPITAL, located in Montana. The sponsor's EIN is 810231787 and the plan operates in the Healthcare & Social Assistance industry.
How did RETIREMENT PLAN FOR EMPLOYEES OF NORTHERN MONTANA HOSPITAL perform in 2023?
RETIREMENT PLAN FOR EMPLOYEES OF NORTHERN MONTANA HOSPITAL grew by 4.9% during 2023, moving from $32M to $34M in total assets. Net income was $2M.
Where can I find official filings for RETIREMENT PLAN FOR EMPLOYEES OF NORTHERN MONTANA HOSPITAL?
Official Form 5500 filings for RETIREMENT PLAN FOR EMPLOYEES OF NORTHERN MONTANA HOSPITAL are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 810231787 or plan name at efast.dol.gov.
How does RETIREMENT PLAN FOR EMPLOYEES OF NORTHERN MONTANA HOSPITAL compare to other plans?
You can compare RETIREMENT PLAN FOR EMPLOYEES OF NORTHERN MONTANA HOSPITAL against other Other plans on the plan type page, or view plans in Montana on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.