Other · DOL Form 5500 · 2023
University of Providence Retirement Plan
Data updated 2026-08-25
- $15M
- Total assets Small plan by assets
- 252
- Participants Below avg headcount
- 67th
- Percentile by assets National rank
- $59,274
- Avg per participant Low balance/head
Official DOL plan name: University of Providence 403(b) DC Plan · Sponsored by University of Providence · Montana · Educational Services
$15M in assets, 252 participants
University of Providence's University of Providence 403(b) DC Plan reported $15M in total assets and 252 participants in its 2023 DOL Form 5500 filing, ranking in the 67th 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.
- #1,849 in Educational Services (3,735 peers)
University of Providence multi-year trail
University of Providence's plans moved -39.7% in assets from 2022 to 2024; this filing shows University of Providence 403(b) DC Plan at $15M / 252 participants.
- #1,849
- in Educational Services (3,735 peers)
- +8.6%
- assets growth YoY
University of Providence 403(b) DC Plan's outsized position by total assets
University of Providence 403(b) DC Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$14,937,021 Top 33% higher than 67% 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
University of Providence 403(b) DC Plan 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. University of Providence 403(b) DC Plan sits mid-pack in the medium band (252 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- University of Providence 403(b) DC Plan reported net income rose from -$2M in the plan year 2022 filing to $1M in the plan year 2023 filing.
- University of Providence 403(b) DC Plan end-of-year assets rose from $14M in the plan year 2022 filing to $15M in the plan year 2023 filing.
- University of Providence 403(b) DC Plan reported participants rose from 240 in the plan year 2022 filing to 252 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 810231777 · University of Providence PY 2023 · Other
University of Providence 403(b) DC Plan · $15M · 252 · 67th
- EOY $15M
- EOY 252
- EOY 67th
- EOY Other
- EOY near Tax Deferred Annuity Plan for Employees of Carolina Health Centers, Inc.
- EOY ind #1849
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 Educational Services retirement plans → · Plans in Montana →
University of Providence 403(b) DC Plan in the asset neighbourhood
University of Providence multi-year asset trail
Sponsor-wide plan assets over time
All University of Providence plans reported in each filing year
- Latest sponsor-wide plan assets
- $16M 39.67012130365445% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 444 | $27M |
| 2023 | 1 | 252 | $15M |
| 2024 | 1 | 262 | $16M |
University of Providence filing trail (2023)
| Total Assets (Beginning of Year) | $14M |
|---|---|
| Net Assets (End of Year) | $15M |
| Net Income | $1M |
| Employer EIN | 810231777 |
| Plan Effective Date | 1985-07-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Montana
Peer Other plans, same state, same plan type, ranked by total assets.
- Billings Clinic 403b Plan $522M · 3,894
- St. Peter's Hospital 403(b) Tax Deferred Savings Plan $116M · 1,934
- Bozeman Health 403(b) Plan $63M · 2,524
- Carroll College 403(b) Plan $52M · 311
- Rocky Mountain College Defined Contribution Retirement Plan $30M · 252
University of Providence 403(b) DC Plan's out-of-state Other peers by assets and headcount
Outside Montana, the nearest Other by assets is Tax Deferred Annuity Plan for Employees of Carolina Health Centers, Inc. in SC ($15M); by covered participants it is 403(b) Thrift Plan of Presbyterian Children's Homes and Services in TX (252 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($15M here).
Similar participant headcount
Nearest other-state filings by covered participants (252 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.