401(k) · DOL Form 5500 · 2023

Montrose Memorial Hospital, Inc. 401(k) Plan

Data updated 2026-08-25

$35M
Total assets Below avg plan size
707
Participants Below avg headcount
81st
Percentile by assets National rank
$49,310
Avg per participant Low balance/head
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Official DOL plan name: Montrose Regional Health Retirement Savings Plan · Sponsored by Montrose Memorial Hospital, Inc. · Colorado · Healthcare & Social Assistance

$35M in assets, 707 participants

Montrose Memorial Hospital, Inc.'s Montrose Regional Health Retirement Savings Plan reported $35M in total assets and 707 participants in its 2023 DOL Form 5500 filing, ranking in the 81st 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.

  • #14,870 in Healthcare & Social Assistance (17,684 peers)

Where Montrose Regional Health Retirement Savings Plan sits by assets

Montrose Regional Health Retirement Savings Plan sits in the top quartile of all filed plans by assets, $35M for 707 participants (~$49,310/participant), up 18.6% in 2023.

#14,870
in Healthcare & Social Assistance (17,684 peers)
+18.6%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Montrose Regional Health Retirement Savings Plan's outsized position by total assets

Montrose Regional Health Retirement Savings Plan vs every filed plan by assets

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

$34,862,254 Top 19% higher than 81% 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

Montrose Regional Health Retirement Savings 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. Montrose Regional Health Retirement Savings Plan sits mid-pack in the medium band (707 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Montrose Regional Health Retirement Savings Plan reported net income rose from -$4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Montrose Regional Health Retirement Savings Plan end-of-year assets rose from $29M in the plan year 2022 filing to $35M in the plan year 2023 filing.
  • Montrose Regional Health Retirement Savings Plan reported participants rose from 656 in the plan year 2022 filing to 707 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 846002707 · Montrose Memorial Hospital, Inc. PY 2023 · 401(k)

Montrose Regional Health Retirement Savings Plan · $35M · 707 · 81st

  • SCH $35M
  • SCH 707
  • SCH 81st
  • SCH 401(k)
  • SCH near Brightland Homes, Ltd 401(k) Plan
  • SCH ind #14870

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 Colorado →

Montrose Regional Health Retirement Savings Plan in the asset neighbourhood

Markwins Beauty Brands, Inc. 401(k) Retirement PlanMarkwins Beauty Brands, Inc.…$35MAcnb Bank Salary Savings Plan$35MMontrose Regional Health Retirement Savings PlanMontrose Regional Health Ret…$35MBrightland Homes, Ltd 401(k) PlanBrightland Homes, Ltd 401(k)…$35MDynamic Resource Group Employees Retirement PlanDynamic Resource Group Emplo…$35M
End-of-year total assets ($M) among Montrose Regional Health Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$29M
Net Assets (End of Year)$35M
Net Income$5M
Employer EIN846002707
Plan Effective Date2011-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Montrose Memorial Hospital, Inc.)

Sponsor-wide plan assets over time

All Montrose Memorial Hospital, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$40M 36.27372437421039% vs 2022
2024 filing year
$25M$30M$35M$40M$45M 202220232024 $29.4M $40.1M ▲ +36.3%
Year Plans Participants Total Assets
2022 1 656 $29M
2023 1 707 $35M
2024 1 775 $40M

Nearby 401(k) Plans in Colorado

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

Montrose Regional Health Retirement Savings Plan vs. nearby 401(k) plans in Colorado, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -101234 Total assets ($B) Participants Montrose Regional Health Retirement Savings Plan, Total assets ($B): 0.034862254 · Participants: 707Montrose Regional Health Retirement Savings PlanDavita Retirement Savings Plan, Total assets ($B): 3.326219779 · Participants: 57711Davita Retirement Savings PlanBall Corporation 401(k) and Employee Stock Ownership Plan, Total assets ($B): 2.806549522 · Participants: 10349Ball Corporation 401(k) and Employee Stock Ownership PlanEmpower Retirement, LLC 401(k) Savings Plan, Total assets ($B): 1.852270164 · Participants: 10036Empower Retirement, LLC 401(k) Savings PlanWoodward Retirement Savings Plan, Total assets ($B): 1.765770435 · Participants: 5847Woodward Retirement Savings PlanArcadis U.S., Inc. Retirement Savings Plan, Total assets ($B): 1.686655183 · Participants: 5491Arcadis U.S., Inc. Retirement Savings Plan
Montrose Regional Health Retirement Savings Plan vs. nearby 401(k) plans in Colorado, assets vs. participants
Compare Montrose Regional Health Retirement Savings Plan side-by-side with 3 peers →

Montrose Regional Health Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Colorado, the nearest 401(k) by assets is Brightland Homes, Ltd 401(k) Plan in TX ($35M); by covered participants it is Vanguard Furniture Co., Inc. Employees' Retirement Savings Plan in NC (707 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($35M here).

Similar participant headcount

Nearest other-state filings by covered participants (707 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 Montrose Regional Health Retirement Savings Plan assets move in 2023? ▼
Montrose Regional Health Retirement Savings Plan grew sharply - up 18.6% during 2023, from $29M to $35M. Reported net income was $5M.
How have Montrose Memorial Hospital, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Montrose Memorial Hospital, Inc.'s sponsor-wide assets grew 36.3%, from $29M to $40M.
Where does Montrose Regional Health Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Montrose Regional Health Retirement Savings Plan ranks in the 81st 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 Montrose Regional Health Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Brightland Homes, Ltd 401(k) Plan in TX ($35M, 479 participants).
Which 401(k) plans cover a similar participant headcount to Montrose Regional Health Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Vanguard Furniture Co., Inc. Employees' Retirement Savings Plan in NC (707 participants, $18M 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 846002707.

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.