401(k) · DOL Form 5500 · 2023

Western Montana Clinic, P.C. 401(k) Plan

Data updated 2026-08-25

$43M
Total assets Below avg plan size
214
Participants Below avg headcount
84th
Percentile by assets National rank
$200,837
Avg per participant Above avg balance/head
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Official DOL plan name: Tamarack Management Inc. 401(k) Profit Sharing Plan · Sponsored by Western Montana Clinic, P.C. · Montana · Healthcare & Social Assistance

$43M in assets, 214 participants

Western Montana Clinic, P.C.'s Tamarack Management Inc. 401(k) Profit Sharing Plan reported $43M in total assets and 214 participants in its 2023 DOL Form 5500 filing, ranking in the 84th 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.

  • #15,260 in Healthcare & Social Assistance (17,684 peers)

Where Tamarack Management Inc. 401(k) Profit Sharing Plan sits by assets

Tamarack Management Inc. 401(k) Profit Sharing Plan sits in the top quartile of all filed plans by assets, $43M for 214 participants (~$200,837/participant), up 14.9% in 2023.

#15,260
in Healthcare & Social Assistance (17,684 peers)
+14.9%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Tamarack Management Inc. 401(k) Profit Sharing Plan's outsized position by total assets

Tamarack Management Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$42,979,068 Top 16% higher than 84% 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

Tamarack Management Inc. 401(k) Profit Sharing 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. Tamarack Management Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (214 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Tamarack Management Inc. 401(k) Profit Sharing Plan reported net income rose from -$6M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Tamarack Management Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $37M in the plan year 2022 filing to $43M in the plan year 2023 filing.
  • Tamarack Management Inc. 401(k) Profit Sharing Plan reported participants rose from 205 in the plan year 2022 filing to 214 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 810226415 · Western Montana Clinic, P.C. PY 2023 · 401(k)

Tamarack Management Inc. 401(k) Profit Sharing Plan · $43M · 214 · 84th

  • BOOK $43M
  • BOOK 214
  • BOOK 84th
  • BOOK 401(k)
  • BOOK near Whirley Industries, Inc. Teammates 401(k) Profit Sharing Plan
  • BOOK ind #15260

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 →

Tamarack Management Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Tamarack Management Inc. 401(k) Profit Sharing PlanTamarack Management Inc. 401…$43MWhirley Industries, Inc. Teammates 401(k) Profit Sharing PlanWhirley Industries, Inc. Tea…$43MPopulus Financial Group, Inc. 401(k) Profit Sharing PlanPopulus Financial Group, Inc…$43MPeri Formwork Systems, Inc 401(k) PlanPeri Formwork Systems, Inc 4…$43MJohnson & Johnson, Inc. Profit Sharing PlanJohnson & Johnson, Inc. Prof…$43M
End-of-year total assets ($M) among Tamarack Management Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$37M
Net Assets (End of Year)$43M
Net Income$6M
Employer EIN810226415
Plan Effective Date1984-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Western Montana Clinic, P.C.)

Sponsor-wide plan assets over time

All Western Montana Clinic, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$47M 25.177599507684306% vs 2022
2024 filing year
$35M$40M$45M$50M 202220232024 $37.4M $46.8M ▲ +25.2%
Year Plans Participants Total Assets
2022 1 205 $37M
2023 1 214 $43M
2024 1 218 $47M

Nearby 401(k) Plans in Montana

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Tamarack Management Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Montana, assets vs. participants Scatter plot of 6 data points. 010002000300040005000 0200400600 Total assets ($M) Participants Tamarack Management Inc. 401(k) Profit Sharing Plan, Total assets ($M): 42.979068 · Participants: 214Tamarack Management Inc. 401(k) Profit Sharing PlanD.a. Davidson Companies Retirement Savings and Profit Sharing Plan, Total assets ($M): 543.142005 · Participants: 1580D.a. Davidson Companies Retirement Savings and Profit Sharing PlanGlacier Bancorp, Inc. Profit Sharing and 401(k) Plan, Total assets ($M): 484.798151 · Participants: 3264Glacier Bancorp, Inc. Profit Sharing and 401(k) PlanNorthwestern Energy 401(k) Retirement Savings Plan, Total assets ($M): 462.756735 · Participants: 1529Northwestern Energy 401(k) Retirement Savings PlanFirst Interstate Bancsystem, Inc. 401(k) Plan, Total assets ($M): 453.618257 · Participants: 3750First Interstate Bancsystem, Inc. 401(k) PlanLogan Health Retirement Savings Plan, Total assets ($M): 436.597451 · Participants: 4232Logan Health Retirement Savings Plan
Tamarack Management Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Montana, assets vs. participants
Compare Tamarack Management Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Tamarack Management Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Montana, the nearest 401(k) by assets is Whirley Industries, Inc. Teammates 401(k) Profit Sharing Plan in PA ($43M); by covered participants it is Schoeneck Containers, Inc. 401(k) Plan in WI (214 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (214 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 Tamarack Management Inc. 401(k) Profit Sharing Plan assets move in 2023? ▼
Tamarack Management Inc. 401(k) Profit Sharing Plan grew at a solid clip - up 14.9% during 2023, from $37M to $43M. Reported net income was $6M.
How have Western Montana Clinic, P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Western Montana Clinic, P.C.'s sponsor-wide assets grew 25.2%, from $37M to $47M.
Where does Tamarack Management Inc. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Tamarack Management Inc. 401(k) Profit Sharing Plan ranks in the 84th 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 401(k) plans are similar in size to Tamarack Management Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Whirley Industries, Inc. Teammates 401(k) Profit Sharing Plan in PA ($43M, 346 participants).
Which 401(k) plans cover a similar participant headcount to Tamarack Management Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Schoeneck Containers, Inc. 401(k) Plan in WI (214 participants, $7M 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 810226415.

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.