Other · DOL Form 5500 · 2023

The University of Montana Foundation Retirement Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
58
Participants Small participant base
50th
Percentile by assets National rank
$117,590
Avg per participant Below avg balance/head
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Official DOL plan name: The University of Montana Foundation Defined Contribution Retirement Plan · Sponsored by The University of Montana Foundation · Montana · Other Services

$7M in assets, 58 participants

The University of Montana Foundation's The University of Montana Foundation Defined Contribution Retirement Plan reported $7M in total assets and 58 participants in its 2023 DOL Form 5500 filing, ranking in the 50th 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.

  • #5,552 in Other Services (7,857 peers)

Other Services sector rank

Within Other Services, The University of Montana Foundation Defined Contribution Retirement Plan ranks #5,552 of 7,857 2023 filers by assets (294% of the sector average)-$7M for 58 participants.

#5,552
in Other Services (7,857 peers)
+24.7%
assets growth YoY

The University of Montana Foundation Defined Contribution Retirement Plan's mid-pack asset rank among Other Services and all filers

The University of Montana Foundation Defined Contribution Retirement Plan vs every filed plan by assets

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

$6,820,196 Top 50% higher than 50% 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

The University of Montana Foundation Defined Contribution Retirement Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The University of Montana Foundation Defined Contribution Retirement Plan is a small filing (58 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 810362989 · The University of Montana Foundation PY 2023 · Other

The University of Montana Foundation Defined Contribution Retirement Plan · $7M · 58 · 50th

  • NET $7M
  • BOOK 58
  • VS-ST 50th
  • BOY Other
  • SCH near Bamsi 403(b) Retirement Plan
  • EBSA ind #5552

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 →

The University of Montana Foundation Defined Contribution Retirement Plan in the asset neighbourhood

Area Storage & Transfer Inc. Prevailing Wage PlanArea Storage & Transfer Inc.…$7MEmployee Benefit Plan of Alliance for Aging, Inc.Employee Benefit Plan of All…$7MThe University of Montana Foundation Defined Contribution Retirement PlanThe University of Montana Fo…$7MBamsi 403(b) Retirement Plan$7MYeshiva of Central Queens 403(b) Defined Contribution PlanYeshiva of Central Queens 40…$7M
End-of-year total assets ($M) among The University of Montana Foundation Defined Contribution Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Other Services filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$7M
Net Income$1M
Employer EIN810362989
Plan Effective Date1988-02-22
Filing StatusFILING RECEIVED

Sponsor Plan History (The University of Montana Foundation)

Sponsor-wide plan assets over time

All The University of Montana Foundation plans reported in each filing year

Latest sponsor-wide plan assets
$8M 19.5032518127045% vs 2023
2024 filing year
$6.5M$7M$7.5M$8M$8.5M 20232024 $6.82M $8.15M ▲ +19.5%
Year Plans Participants Total Assets
2023 1 58 $7M
2024 1 62 $8M

Nearby Other Plans in Montana

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

The University of Montana Foundation Defined Contribution Retirement Plan vs. nearby Other plans in Montana, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -2000200400600 Total assets ($M) Participants The University of Montana Foundation Defined Contribution Retirement Plan, Total assets ($M): 6.820196 · Participants: 58The University of Montana Foundation Defined Contribution Retirement PlanBillings 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 Plan
The University of Montana Foundation Defined Contribution Retirement Plan vs. nearby Other plans in Montana, assets vs. participants
Compare The University of Montana Foundation Defined Contribution Retirement Plan side-by-side with 3 peers →

The University of Montana Foundation Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount

Outside Montana, the nearest Other by assets is Bamsi 403(b) Retirement Plan in MA ($7M); by covered participants it is Aao-Hnsf 403(b) Plan in VA (58 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (58 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 The University of Montana Foundation Defined Contribution Retirement Plan assets move in 2023? ▼
The University of Montana Foundation Defined Contribution Retirement Plan grew sharply - up 24.7% during 2023, from $5M to $7M. Reported net income was $1M.
How have The University of Montana Foundation plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), The University of Montana Foundation's sponsor-wide assets grew 19.5%, from $7M to $8M.
Which Other plans are similar in size to The University of Montana Foundation Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Bamsi 403(b) Retirement Plan in MA ($7M, 1,828 participants).
Which Other plans cover a similar participant headcount to The University of Montana Foundation Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Aao-Hnsf 403(b) Plan in VA (58 participants, $15M 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 810362989.

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.