Defined Benefit (Pension) · DOL Form 5500 · 2023

St. Peters Health Pension Plan

Data updated 2026-08-25

$57M
Total assets Below avg plan size
285
Participants Below avg headcount
87th
Percentile by assets National rank
$199,329
Avg per participant Above avg balance/head
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Official DOL plan name: St. Peter's Health Cashplus Retirement Plan · Sponsored by St. Peters Health · Montana · Healthcare & Social Assistance

$57M in assets, 285 participants

St. Peters Health's St. Peter's Health Cashplus Retirement Plan reported $57M in total assets and 285 participants in its 2023 DOL Form 5500 filing, ranking in the 87th 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.

  • #15,708 in Healthcare & Social Assistance (17,684 peers)

Where St. Peter's Health Cashplus Retirement Plan sits by assets

St. Peter's Health Cashplus Retirement Plan sits in the top quartile of all filed plans by assets, $57M for 285 participants (~$199,329/participant), up 14.9% in 2023.

#15,708
in Healthcare & Social Assistance (17,684 peers)
+14.9%
assets growth YoY
0.6×
vs typical plan assets (national mean)

St. Peter's Health Cashplus Retirement Plan's outsized position by total assets

St. Peter's Health Cashplus Retirement Plan vs every filed plan by assets

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

$56,808,753 Top 13% higher than 87% 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

St. Peter's Health Cashplus Retirement 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. St. Peter's Health Cashplus Retirement Plan sits mid-pack in the medium band (285 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • St. Peter's Health Cashplus Retirement Plan reported net income rose from -$18M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • St. Peter's Health Cashplus Retirement Plan end-of-year assets rose from $49M in the plan year 2022 filing to $57M in the plan year 2023 filing.
  • St. Peter's Health Cashplus Retirement Plan reported participants fell from 310 in the plan year 2022 filing to 285 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 810233121 · St. Peters Health PY 2023 · Defined Benefit (Pension)

St. Peter's Health Cashplus Retirement Plan · $57M · 285 · 87th

  • RANK $57M
  • RANK 285
  • RANK 87th
  • RANK Defined Benefit (Pension)
  • RANK near Landmark Credit Union Defined Benefit Plan and Trust
  • RANK ind #15708

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 →

St. Peter's Health Cashplus Retirement Plan in the asset neighbourhood

Nurses Defined Benefit Retirement Plan of Nyp/Lower Manhattan HospitalNurses Defined Benefit Retir…$57MLandmark Credit Union Defined Benefit Plan and TrustLandmark Credit Union Define…$57MSt. Peter's Health Cashplus Retirement PlanSt. Peter's Health Cashplus …$57MBoston Childrens Heart Foundation, Inc. Defined Benefit Pension PlanBoston Childrens Heart Found…$57MFoodland Super Market, Ltd. Pension PlanFoodland Super Market, Ltd. …$57M
End-of-year total assets ($M) among St. Peter's Health Cashplus Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$49M
Net Assets (End of Year)$57M
Net Income$7M
Employer EIN810233121
Plan Effective Date1967-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (St. Peters Health)

Sponsor-wide plan assets over time

All St. Peters Health plans reported in each filing year

Latest sponsor-wide plan assets
$191M 35.05747556349157% vs 2022
2024 filing year
$120M$140M$160M$180M$200M 202220232024 $141M $191M ▲ +35.1%
Year Plans Participants Total Assets
2022 2 2,097 $141M
2023 2 2,219 $173M
2024 2 1,983 $191M

Nearby Defined Benefit (Pension) Plans in Montana

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

St. Peter's Health Cashplus Retirement Plan vs. nearby Defined Benefit (Pension) plans in Montana, assets vs. participants Scatter plot of 6 data points. 0100200300400500 -1000100200300400 Total assets ($M) Participants St. Peter's Health Cashplus Retirement Plan, Total assets ($M): 56.808753 · Participants: 285St. Peter's Health Cashplus Retirement PlanNorthwestern Energy Mt Pension Plan, Total assets ($M): 350.19428 · Participants: 387Northwestern Energy Mt Pension PlanNorthwestern Energy Sd/Ne Pension Plan, Total assets ($M): 55.71111 · Participants: 131Northwestern Energy Sd/Ne Pension PlanRetirement Plan for Employees of Northern Montana Hospital, Total assets ($M): 34.073428 · Participants: 111Retirement Plan for Employees of Northern Montana HospitalPension Plan for Employees of Advanced Silicon Materials, LLC, Total assets ($M): 28.641653 · Participants: 76Pension Plan for Employees of Advanced Silicon Materials, LLCAmerican Chemet Corporation Retirement Income Plan, Total assets ($M): 16.095512 · Participants: 51American Chemet Corporation Retirement Income Plan
St. Peter's Health Cashplus Retirement Plan vs. nearby Defined Benefit (Pension) plans in Montana, assets vs. participants
Compare St. Peter's Health Cashplus Retirement Plan side-by-side with 3 peers →

St. Peter's Health Cashplus Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Montana, the nearest Defined Benefit (Pension) by assets is Landmark Credit Union Defined Benefit Plan and Trust in WI ($57M); by covered participants it is Employees Pension Plan of Credit Suisse in NY (285 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (285 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 St. Peter's Health Cashplus Retirement Plan assets move in 2023? ▼
St. Peter's Health Cashplus Retirement Plan grew at a solid clip - up 14.9% during 2023, from $49M to $57M. Reported net income was $7M.
How have St. Peters Health plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), St. Peters Health's sponsor-wide assets grew 35.1%, from $141M to $191M.
Where does St. Peter's Health Cashplus Retirement Plan rank by assets among Form 5500 filers? ▼
St. Peter's Health Cashplus Retirement Plan ranks in the 87th 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 Defined Benefit (Pension) plans are similar in size to St. Peter's Health Cashplus Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Landmark Credit Union Defined Benefit Plan and Trust in WI ($57M, 555 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to St. Peter's Health Cashplus Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Employees Pension Plan of Credit Suisse in NY (285 participants, $709M 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 810233121.

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.