Defined Benefit (Pension) · DOL Form 5500 · 2023

Tamarack Management Inc. Pension Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
134
Participants Small participant base
61st
Percentile by assets National rank
$81,838
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Tamarack Management Inc. Pension Plan · Sponsored by Tamarack Management Inc. · Montana · Professional & Technical Services

$11M in assets, 134 participants

Tamarack Management Inc.'s Tamarack Management Inc. Pension Plan reported $11M in total assets and 134 participants in its 2023 DOL Form 5500 filing, ranking in the 61st 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.

  • #12,079 in Professional & Technical Services (20,321 peers)

Coverage in Montana

Tamarack Management Inc. Pension Plan covers 134 participants in Montana, about 49% of the average Montana filer (state average ~271 per filing). Assets: $11M.

#12,079
in Professional & Technical Services (20,321 peers)
+4.4%
assets growth YoY

Tamarack Management Inc. Pension Plan's mid-pack asset rank among Professional & Technical Services and all filers

Tamarack Management Inc. Pension Plan vs every filed plan by assets

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

$10,966,257 Top 39% higher than 61% 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. Pension 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. Pension Plan sits mid-pack in the medium band (134 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Tamarack Management Inc. Pension Plan reported net income rose from -$2M in the plan year 2022 filing to $407K in the plan year 2023 filing.
  • Tamarack Management Inc. Pension Plan reported participants rose from 128 in the plan year 2022 filing to 134 in the plan year 2023 filing.
  • Tamarack Management Inc. Pension Plan end-of-year assets rose from $10M in the plan year 2022 filing to $11M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 810513898 · Tamarack Management Inc. PY 2023 · Defined Benefit (Pension)

Tamarack Management Inc. Pension Plan · $11M · 134 · 61st

  • ASSETS $11M
  • PCT 134
  • EIN 61st
  • RANK Defined Benefit (Pension)
  • PHOTO near R'ment Plan for Hrly Ees of Viscofan USA, Inc by the Union of the Ny Joint Board of Unite
  • IND ind #12079

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 Professional & Technical Services retirement plans → · Plans in Montana →

Tamarack Management Inc. Pension Plan in the asset neighbourhood

High Grade Beverage Retirement FundHigh Grade Beverage Retireme…$11MDover Motorsports, Inc. Pension PlanDover Motorsports, Inc. Pens…$11MTamarack Management Inc. Pension PlanTamarack Management Inc. Pen…$11MR'ment Plan for Hrly Ees of Viscofan USA, Inc by the Union of the Ny Joint Board of UniteR'ment Plan for Hrly Ees of …$11MGeneral Refractories Company Pension Plan for Salaried EmployeesGeneral Refractories Company…$11M
End-of-year total assets ($M) among Tamarack Management Inc. Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Montana filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$10M
Net Income$407K
Employer EIN810513898
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Tamarack Management Inc.)

Sponsor-wide plan assets over time

All Tamarack Management Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$11M 2.6045368263550044% vs 2022
2024 filing year
$10.4M$10.6M$10.8M$11M$11.2M 202220232024 $10.5M $10.8M ▲ +2.6%
Year Plans Participants Total Assets
2022 1 128 $10M
2023 1 134 $11M
2024 1 147 $11M

Nearby Defined Benefit (Pension) Plans in Montana

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

Tamarack Management Inc. Pension Plan vs. nearby Defined Benefit (Pension) plans in Montana, assets vs. participants Scatter plot of 6 data points. 0100200300400500 -1000100200300400 Total assets ($M) Participants Tamarack Management Inc. Pension Plan, Total assets ($M): 10.966257 · Participants: 134Tamarack Management Inc. Pension PlanNorthwestern Energy Mt Pension Plan, Total assets ($M): 350.19428 · Participants: 387Northwestern Energy Mt Pension PlanSt. Peter's Health Cashplus Retirement Plan, Total assets ($M): 56.808753 · Participants: 285St. Peter's Health Cashplus Retirement 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, LLC
Tamarack Management Inc. Pension Plan vs. nearby Defined Benefit (Pension) plans in Montana, assets vs. participants
Compare Tamarack Management Inc. Pension Plan side-by-side with 3 peers →

Tamarack Management Inc. Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Montana, the nearest Defined Benefit (Pension) by assets is R'ment Plan for Hrly Ees of Viscofan USA, Inc by the Union of the Ny Joint Board of Unite in NJ ($11M); by covered participants it is Mackay Communications, Inc. Employees' Pension Plan and Trust in NC (134 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (134 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. Pension Plan assets move in 2023? ▼
Tamarack Management Inc. Pension Plan edged up modestly - up 4.4% during 2023, from $10M to $11M. Reported net income was $407K.
How have Tamarack Management Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Tamarack Management Inc.'s sponsor-wide assets grew 2.6%, from $10M to $11M.
Which Defined Benefit (Pension) plans are similar in size to Tamarack Management Inc. Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is R'ment Plan for Hrly Ees of Viscofan USA, Inc by the Union of the Ny Joint Board of Unite in NJ ($11M, 19 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Tamarack Management Inc. Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Mackay Communications, Inc. Employees' Pension Plan and Trust in NC (134 participants, $29M 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 810513898.

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.