401(k) · DOL Form 5500 · 2023
Frances Mahon Deaconess Hospital 401(k) Plan
Data updated 2026-08-25
- $29M
- Total assets Below avg plan size
- 251
- Participants Below avg headcount
- 79th
- Percentile by assets National rank
- $116,344
- Avg per participant Below avg balance/head
Official DOL plan name: Fmdh 401(k) Retirement Plan & Trust · Sponsored by Frances Mahon Deaconess Hospital · Montana · Healthcare & Social Assistance
$29M in assets, 251 participants
Frances Mahon Deaconess Hospital's Fmdh 401(k) Retirement Plan & Trust reported $29M in total assets and 251 participants in its 2023 DOL Form 5500 filing, ranking in the 79th 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.
- #14,511 in Healthcare & Social Assistance (17,684 peers)
Where Fmdh 401(k) Retirement Plan & Trust sits by assets
Fmdh 401(k) Retirement Plan & Trust sits in the top quartile of all filed plans by assets, $29M for 251 participants (~$116,344/participant), up 24.0% in 2023.
- #14,511
- in Healthcare & Social Assistance (17,684 peers)
- +24.0%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Fmdh 401(k) Retirement Plan & Trust's outsized position by total assets
Fmdh 401(k) Retirement Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$29,202,338 Top 21% higher than 79% 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
Fmdh 401(k) Retirement Plan & Trust 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. Fmdh 401(k) Retirement Plan & Trust sits mid-pack in the medium band (251 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Fmdh 401(k) Retirement Plan & Trust reported net income rose from -$7M in the plan year 2022 filing to $6M in the plan year 2023 filing.
- Fmdh 401(k) Retirement Plan & Trust end-of-year assets rose from $24M in the plan year 2022 filing to $29M in the plan year 2023 filing.
- Fmdh 401(k) Retirement Plan & Trust reported participants fell from 257 in the plan year 2022 filing to 251 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 810231786 · Frances Mahon Deaconess Hospital PY 2023 · 401(k)
Fmdh 401(k) Retirement Plan & Trust · $29M · 251 · 79th
- 5500 $29M
- ASSETS 251
- PCT 79th
- EIN 401(k)
- RANK near Iconex 401(k) Plan
- PHOTO ind #14511
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 →
Fmdh 401(k) Retirement Plan & Trust in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $24M |
|---|---|
| Net Assets (End of Year) | $29M |
| Net Income | $6M |
| Employer EIN | 810231786 |
| Plan Effective Date | 1980-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Frances Mahon Deaconess Hospital)
Sponsor-wide plan assets over time
All Frances Mahon Deaconess Hospital plans reported in each filing year
- Latest sponsor-wide plan assets
- $33M 38.27430060612557% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 257 | $24M |
| 2023 | 1 | 251 | $29M |
| 2024 | 1 | 275 | $33M |
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
Fmdh 401(k) Retirement Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside Montana, the nearest 401(k) by assets is Iconex 401(k) Plan in GA ($29M); by covered participants it is Drata Inc. 401(k) Plan in CA (251 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($29M here).
- Iconex 401(k) Plan (GA) $29M · 668
- Playfly, LLC 401(k) Plan (PA) $29M · 461
- Bernstein Litowitz Berger & Grossmann LLP 401(k) Plan (NY) $29M · 213
- Ffkr Architects/Planners II 401(k) Profit Sharing Plan (UT) $29M · 183
Similar participant headcount
Nearest other-state filings by covered participants (251 participants); asset peers above are excluded.
- Drata Inc. 401(k) Plan (CA) 251 · 0 off
- Breville USA, Inc. 401(k) Retirement Plan (CA) 251 · 0 off
- Gravie, Inc. 401(k) Plan (MN) 251 · 0 off
- The Bazooka 401(k) Savings and Investment Plan (NY) 251 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.