Other · DOL Form 5500 · 2023

Billings Clinic Retirement Plan

Data updated 2026-08-25

$522M
Total assets Above avg plan size
3,894
Participants Above avg headcount
97th
Percentile by assets National rank
$133,932
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Billings Clinic 403b Plan · Sponsored by Billings Clinic · Montana · Healthcare & Social Assistance

$522M in assets, 3,894 participants

Billings Clinic's Billings Clinic 403b Plan reported $522M in total assets and 3,894 participants in its 2023 DOL Form 5500 filing, ranking in the 97th 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.

  • #17,274 in Healthcare & Social Assistance (17,684 peers)

Coverage in Montana

Billings Clinic 403b Plan covers 3,894 participants in Montana, 14x the typical Montana plan (state average ~271 per filing). Assets: $522M.

#17,274
in Healthcare & Social Assistance (17,684 peers)
+17.5%
assets growth YoY
5.2×
vs typical plan assets (national mean)

Billings Clinic 403b Plan's outsized position by total assets

Billings Clinic 403b Plan vs every filed plan by assets

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

$521,531,364 Top 3% higher than 97% 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

Billings Clinic 403b 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. Billings Clinic 403b Plan lands in the large band (3,894 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Billings Clinic 403b Plan reported net income rose from -$119M in the plan year 2022 filing to $78M in the plan year 2023 filing.
  • Billings Clinic 403b Plan end-of-year assets rose from $444M in the plan year 2022 filing to $522M in the plan year 2023 filing.
  • Billings Clinic 403b Plan reported participants fell from 4,393 in the plan year 2022 filing to 3,894 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 810231784 · Billings Clinic PY 2023 · Other

Billings Clinic 403b Plan · $522M · 3,894 · 97th

  • 5500 $522M
  • 5500 3,894
  • 5500 97th
  • 5500 Other
  • 5500 near Colgate University Defined Contribution Retirement
  • 5500 ind #17274

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 →

Billings Clinic 403b Plan in the asset neighbourhood

Billings Clinic 403b Plan$522MColgate University Defined Contribution RetirementColgate University Defined C…$522MTeacher's College, Columbia University DC Retirement PlanTeacher's College, Columbia …$519MPinnacle Health System 403b Tax Sheltered Savings PlanPinnacle Health System 403b …$518MNicklaus Children's Health System Retirement PlanNicklaus Children's Health S…$518M
End-of-year total assets ($M) among Billings Clinic 403b Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Montana filing particulars

Total Assets (Beginning of Year)$444M
Net Assets (End of Year)$522M
Net Income$78M
Employer EIN810231784
Plan Effective Date1993-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Billings Clinic)

Sponsor-wide plan assets over time

All Billings Clinic plans reported in each filing year

Latest sponsor-wide plan assets
$858M 31.889977866422427% vs 2022
2024 filing year
$600M$700M$800M$900M 202220232024 $651M $858M ▲ +31.9%
Year Plans Participants Total Assets
2022 3 7,844 $651M
2023 3 7,275 $760M
2024 3 9,784 $858M

Nearby Other Plans in Montana

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

Billings Clinic 403b Plan vs. nearby Other plans in Montana, assets vs. participants Scatter plot of 6 data points. 010002000300040005000 0200400600 Total assets ($M) Participants Billings Clinic 403b Plan, Total assets ($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 PlanSidney Health Center Pension Plan, Total assets ($M): 29.169734 · Participants: 566Sidney Health Center Pension Plan
Billings Clinic 403b Plan vs. nearby Other plans in Montana, assets vs. participants
Compare Billings Clinic 403b Plan side-by-side with 3 peers →

Billings Clinic 403b Plan's out-of-state Other peers by assets and headcount

Outside Montana, the nearest Other by assets is Colgate University Defined Contribution Retirement in NY ($522M); by covered participants it is Community Hospital Corporation Employees' 403(b) Plan in TX (3,894 participants). Same-state nearby plans are listed separately above.

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 Billings Clinic 403b Plan assets move in 2023? ▼
Billings Clinic 403b Plan grew sharply - up 17.5% during 2023, from $444M to $522M. Reported net income was $78M.
How have Billings Clinic plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Billings Clinic's sponsor-wide assets grew 31.9%, from $651M to $858M.
Where does Billings Clinic 403b Plan rank by assets among Form 5500 filers? ▼
Billings Clinic 403b Plan ranks in the 97th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which Other plans are similar in size to Billings Clinic 403b Plan? ▼
Among Other plans in other states, the closest by assets is Colgate University Defined Contribution Retirement in NY ($522M, 997 participants).
Which Other plans cover a similar participant headcount to Billings Clinic 403b Plan? ▼
Among Other plans in other states, the closest by covered participants is Community Hospital Corporation Employees' 403(b) Plan in TX (3,894 participants, $149M 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 810231784.

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.