401(k) · DOL Form 5500 · 2023

Montana Health Network 401(k) Plan

Data updated 2026-08-25

$53M
Total assets Below avg plan size
1,245
Participants Near avg headcount
86th
Percentile by assets National rank
$42,540
Avg per participant Low balance/head
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Official DOL plan name: Montana Health Network 401(k) Plan · Sponsored by Montana Health Network · Montana · Other Services

$53M in assets, 1,245 participants

Montana Health Network's Montana Health Network 401(k) Plan reported $53M in total assets and 1,245 participants in its 2023 DOL Form 5500 filing, ranking in the 86th 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.

  • #7,370 in Other Services (7,857 peers)

Coverage in Montana

Montana Health Network 401(k) Plan covers 1,245 participants in Montana, 4.6x the typical Montana plan (state average ~271 per filing). Assets: $53M.

#7,370
in Other Services (7,857 peers)
+19.9%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Montana Health Network 401(k) Plan's outsized position by total assets

Montana Health Network 401(k) Plan vs every filed plan by assets

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

$52,961,679 Top 14% higher than 86% 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

Montana Health Network 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Montana Health Network 401(k) Plan lands in the large band (1,245 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Montana Health Network 401(k) Plan reported net income rose from -$6M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Montana Health Network 401(k) Plan end-of-year assets rose from $44M in the plan year 2022 filing to $53M in the plan year 2023 filing.
  • Montana Health Network 401(k) Plan reported participants fell from 1,274 in the plan year 2022 filing to 1,245 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 810440728 · Montana Health Network PY 2023 · 401(k)

Montana Health Network 401(k) Plan · $53M · 1,245 · 86th

  • BOY $53M
  • BOY 1,245
  • BOY 86th
  • BOY 401(k)
  • BOY near Cnl Financial Group Subsidiaries and Affiliates Employee Retirement Plan
  • BOY ind #7370

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 Other Services retirement plans → · Plans in Montana →

Montana Health Network 401(k) Plan in the asset neighbourhood

Arcturus Healthcare PLC 401(k) Profit Sharing PlanArcturus Healthcare PLC 401(…$53MRedington-Fairview General Hospital 403(b) PlanRedington-Fairview General H…$53MMontana Health Network 401(k) PlanMontana Health Network 401(k…$53MCnl Financial Group Subsidiaries and Affiliates Employee Retirement PlanCnl Financial Group Subsidia…$53MVantage West Credit Union 401(k) PlanVantage West Credit Union 40…$53M
End-of-year total assets ($M) among Montana Health Network 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Montana filing particulars

Total Assets (Beginning of Year)$44M
Net Assets (End of Year)$53M
Net Income$9M
Employer EIN810440728
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Montana Health Network)

Sponsor-wide plan assets over time

All Montana Health Network plans reported in each filing year

Latest sponsor-wide plan assets
$53M 20.43812012007648% vs 2022
2024 filing year
$40M$45M$50M$55M 202220232024 $44.2M $53.2M ▲ +20.4%
Year Plans Participants Total Assets
2022 1 1,274 $44M
2023 1 1,245 $53M
2024 1 1,167 $53M

Nearby 401(k) Plans in Montana

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Montana Health Network 401(k) Plan vs. nearby 401(k) plans in Montana, assets vs. participants Scatter plot of 6 data points. 10002000300040005000 0200400600 Total assets ($M) Participants Montana Health Network 401(k) Plan, Total assets ($M): 52.961679 · Participants: 1245Montana Health Network 401(k) PlanD.a. Davidson Companies Retirement Savings and Profit Sharing Plan, Total assets ($M): 543.142005 · Participants: 1580D.a. Davidson Companies Retirement Savings and Profit Sharing PlanGlacier Bancorp, Inc. Profit Sharing and 401(k) Plan, Total assets ($M): 484.798151 · Participants: 3264Glacier Bancorp, Inc. Profit Sharing and 401(k) PlanNorthwestern Energy 401(k) Retirement Savings Plan, Total assets ($M): 462.756735 · Participants: 1529Northwestern Energy 401(k) Retirement Savings PlanFirst Interstate Bancsystem, Inc. 401(k) Plan, Total assets ($M): 453.618257 · Participants: 3750First Interstate Bancsystem, Inc. 401(k) PlanLogan Health Retirement Savings Plan, Total assets ($M): 436.597451 · Participants: 4232Logan Health Retirement Savings Plan
Montana Health Network 401(k) Plan vs. nearby 401(k) plans in Montana, assets vs. participants
Compare Montana Health Network 401(k) Plan side-by-side with 3 peers →

Montana Health Network 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Montana, the nearest 401(k) by assets is Cnl Financial Group Subsidiaries and Affiliates Employee Retirement Plan in FL ($53M); by covered participants it is Kedrion Biopharma, Inc. 401(k) Plan in NJ (1,245 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,245 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 Montana Health Network 401(k) Plan assets move in 2023? ▼
Montana Health Network 401(k) Plan grew sharply - up 19.9% during 2023, from $44M to $53M. Reported net income was $9M.
How have Montana Health Network plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Montana Health Network's sponsor-wide assets grew 20.4%, from $44M to $53M.
Where does Montana Health Network 401(k) Plan rank by assets among Form 5500 filers? ▼
Montana Health Network 401(k) Plan ranks in the 86th 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 401(k) plans are similar in size to Montana Health Network 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cnl Financial Group Subsidiaries and Affiliates Employee Retirement Plan in FL ($53M, 139 participants).
Which 401(k) plans cover a similar participant headcount to Montana Health Network 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Kedrion Biopharma, Inc. 401(k) Plan in NJ (1,245 participants, $33M 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 810440728.

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.