Money Purchase · DOL Form 5500 · 2023

Billings Clinic Money Purchase Plan

Data updated 2026-08-25

$237M
Total assets Near avg plan size
3,355
Participants Above avg headcount
95th
Percentile by assets National rank
$70,496
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

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

$237M in assets, 3,355 participants

Billings Clinic's Billings Clinic Pension Plan reported $237M in total assets and 3,355 participants in its 2023 DOL Form 5500 filing, ranking in the 95th 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.

  • #16,950 in Healthcare & Social Assistance (17,684 peers)

Coverage in Montana

Billings Clinic Pension Plan covers 3,355 participants in Montana, 12x the typical Montana plan (state average ~271 per filing). Assets: $237M.

#16,950
in Healthcare & Social Assistance (17,684 peers)
+15.2%
assets growth YoY
2.4×
vs typical plan assets (national mean)

Billings Clinic Pension Plan's outsized position by total assets

Billings Clinic Pension Plan vs every filed plan by assets

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

$236,512,701 Top 5% higher than 95% 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 Pension 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 Pension Plan lands in the large band (3,355 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Billings Clinic Pension Plan reported net income rose from -$51M in the plan year 2022 filing to $31M in the plan year 2023 filing.
  • Billings Clinic Pension Plan end-of-year assets rose from $205M in the plan year 2022 filing to $237M in the plan year 2023 filing.
  • Billings Clinic Pension Plan reported participants fell from 3,408 in the plan year 2022 filing to 3,355 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 810231784 · Billings Clinic PY 2023 · Money Purchase

Billings Clinic Pension Plan · $237M · 3,355 · 95th

  • PART $237M
  • TYPE 3,355
  • NET 95th
  • BOOK Money Purchase
  • VS-ST near Operating Engineers' Local 324, Defined Contribution Pension Plan
  • BOY ind #16950

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 Pension Plan in the asset neighbourhood

Apache Corporation Money Purchase Retirement PlanApache Corporation Money Pur…$245MOperating Engineers' Local 324, Defined Contribution Pension PlanOperating Engineers' Local 3…$237MBillings Clinic Pension Plan$237MFhi 360 Employees' Pension PlanFhi 360 Employees' Pension P…$231MPamcah-Ua Local 675 Annuity PlanPamcah-Ua Local 675 Annuity …$227M
End-of-year total assets ($M) among Billings Clinic Pension Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Montana filing particulars

Total Assets (Beginning of Year)$205M
Net Assets (End of Year)$237M
Net Income$31M
Employer EIN810231784
Plan Effective Date1968-07-01
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 Money Purchase Plans in Montana

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

Billings Clinic Pension Plan vs. nearby Money Purchase plans in Montana, assets vs. participants Scatter plot of 6 data points. 01000200030004000 050100150200250 Total assets ($M) Participants Billings Clinic Pension Plan, Total assets ($M): 236.512701 · Participants: 3355Billings Clinic Pension PlanBozeman Health Retirement Plan, Total assets ($M): 84.728635 · Participants: 1750Bozeman Health Retirement PlanMontana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust, Total assets ($M): 36.655369 · Participants: 517Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & TrustMontana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust, Total assets ($M): 19.007306 · Participants: 227Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & TrustMontana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust, Total assets ($M): 17.49545 · Participants: 418Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & TrustMontana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust, Total assets ($M): 16.09072 · Participants: 160Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust
Billings Clinic Pension Plan vs. nearby Money Purchase plans in Montana, assets vs. participants
Compare Billings Clinic Pension Plan side-by-side with 3 peers →

Billings Clinic Pension Plan's out-of-state Money Purchase peers by assets and headcount

Outside Montana, the nearest Money Purchase by assets is Operating Engineers' Local 324, Defined Contribution Pension Plan in MI ($237M); by covered participants it is Educational Testing Service 401(a) Retirement Plan in NJ (3,310 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($237M here).

Similar participant headcount

Nearest other-state filings by covered participants (3,355 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 Billings Clinic Pension Plan assets move in 2023? ▼
Billings Clinic Pension Plan grew sharply - up 15.2% during 2023, from $205M to $237M. Reported net income was $31M.
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 Pension Plan rank by assets among Form 5500 filers? ▼
Billings Clinic Pension Plan ranks in the 95th 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 Money Purchase plans are similar in size to Billings Clinic Pension Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Operating Engineers' Local 324, Defined Contribution Pension Plan in MI ($237M, 7,464 participants).
Which Money Purchase plans cover a similar participant headcount to Billings Clinic Pension Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Educational Testing Service 401(a) Retirement Plan in NJ (3,310 participants, $577M 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.