Other · DOL Form 5500 · 2023
Rimrock Foundation Retirement Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 185
- Participants Below avg headcount
- 43rd
- Percentile by assets National rank
- $25,620
- Avg per participant Low balance/head
Official DOL plan name: Rimrock Foundation 403(b) Plan · Sponsored by Rimrock Foundation · Montana · Healthcare & Social Assistance
$5M in assets, 185 participants
Rimrock Foundation's Rimrock Foundation 403(b) Plan reported $5M in total assets and 185 participants in its 2023 DOL Form 5500 filing, ranking in the 43rd 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.
- #8,297 in Healthcare & Social Assistance (17,684 peers)
Rimrock Foundation multi-year trail
Rimrock Foundation's plans moved +12.5% in assets from 2022 to 2024; this filing shows Rimrock Foundation 403(b) Plan at $5M / 185 participants.
- #8,297
- in Healthcare & Social Assistance (17,684 peers)
- +24.6%
- assets growth YoY
Rimrock Foundation 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Rimrock Foundation 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$4,739,726 43rd percentile higher than 43% 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
Rimrock Foundation 403(b) 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. Rimrock Foundation 403(b) Plan sits mid-pack in the medium band (185 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Rimrock Foundation 403(b) Plan reported net income rose from -$517K in the plan year 2022 filing to $937K in the plan year 2023 filing.
- Rimrock Foundation 403(b) Plan end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
- Rimrock Foundation 403(b) Plan reported participants fell from 194 in the plan year 2022 filing to 185 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 810302870 · Rimrock Foundation PY 2023 · Other
Rimrock Foundation 403(b) Plan · $5M · 185 · 43rd
- 5500 $5M
- 5500 185
- 5500 43rd
- 5500 Other
- 5500 near Associates in Neurology, Inc. Profit Sharing Plan
- 5500 ind #8297
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 →
Rimrock Foundation 403(b) Plan in the asset neighbourhood
Rimrock Foundation multi-year asset trail
Sponsor-wide plan assets over time
All Rimrock Foundation plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 12.527296365954331% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 194 | $4M |
| 2023 | 1 | 185 | $5M |
| 2024 | 1 | 173 | $4M |
Rimrock Foundation filing trail (2023)
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | $937K |
| Employer EIN | 810302870 |
| Plan Effective Date | 1999-04-01 |
| 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
Rimrock Foundation 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Montana, the nearest Other by assets is Associates in Neurology, Inc. Profit Sharing Plan in OH ($5M); by covered participants it is Viterbo University, Inc. Tax Deferred Annuity Plan in WI (185 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
Similar participant headcount
Nearest other-state filings by covered participants (185 participants); asset peers above are excluded.
- Viterbo University, Inc. Tax Deferred Annuity Plan (WI) 185 · 0 off
- The Pennington School DC Retirement Plan (NJ) 185 · 0 off
- Henry C. Nevins Home Inc.403(b) Plan (MA) 185 · 0 off
- Southwestern Law School DC Retirement Plan (CA) 185 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.