401(k) · DOL Form 5500 · 2023

Great Falls Clinic 401(k) Plan

Data updated 2026-08-25

$37M
Total assets Below avg plan size
605
Participants Below avg headcount
82nd
Percentile by assets National rank
$60,718
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Great Falls Clinic Retirement Plan · Sponsored by Great Falls Clinic · Montana · Healthcare & Social Assistance

$37M in assets, 605 participants

Great Falls Clinic's Great Falls Clinic Retirement Plan reported $37M in total assets and 605 participants in its 2023 DOL Form 5500 filing, ranking in the 82nd 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.

  • #14,978 in Healthcare & Social Assistance (17,684 peers)

Coverage in Montana

Great Falls Clinic Retirement Plan covers 605 participants in Montana, 2.2x the typical Montana plan (state average ~271 per filing). Assets: $37M.

#14,978
in Healthcare & Social Assistance (17,684 peers)
+15.3%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Great Falls Clinic Retirement Plan's outsized position by total assets

Great Falls Clinic Retirement Plan vs every filed plan by assets

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

$36,734,295 Top 18% higher than 82% 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

Great Falls Clinic 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. Great Falls Clinic Retirement Plan sits mid-pack in the medium band (605 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Great Falls Clinic Retirement Plan reported net income rose from -$5M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Great Falls Clinic Retirement Plan reported participants fell from 731 in the plan year 2022 filing to 605 in the plan year 2023 filing.
  • Great Falls Clinic Retirement Plan end-of-year assets rose from $32M in the plan year 2022 filing to $37M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 810141660 · Great Falls Clinic PY 2023 · 401(k)

Great Falls Clinic Retirement Plan · $37M · 605 · 82nd

  • TYPE $37M
  • NET 605
  • BOOK 82nd
  • VS-ST 401(k)
  • BOY near Dentons Cohen & Grigsby P.C. 401(k) Plan
  • SCH ind #14978

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 →

Great Falls Clinic Retirement Plan in the asset neighbourhood

Vitality Management Company, LLC 401(k) PlanVitality Management Company,…$37MGreat Falls Clinic Retirement PlanGreat Falls Clinic Retiremen…$37MDentons Cohen & Grigsby P.C. 401(k) PlanDentons Cohen & Grigsby P.C.…$37MD4c Dental Brands, Inc. 401(k) PlanD4c Dental Brands, Inc. 401(…$37MBg Staff Services Inc. Retirement Savings PlanBg Staff Services Inc. Retir…$37M
End-of-year total assets ($M) among Great Falls Clinic Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Montana filing particulars

Total Assets (Beginning of Year)$32M
Net Assets (End of Year)$37M
Net Income$5M
Employer EIN810141660
Plan Effective Date1968-12-31
Filing StatusFILING RECEIVED

Sponsor Plan History (Great Falls Clinic)

Sponsor-wide plan assets over time

All Great Falls Clinic plans reported in each filing year

Latest sponsor-wide plan assets
$41M 28.56486233782936% vs 2022
2024 filing year
$30M$35M$40M$45M 202220232024 $31.9M $41M ▲ +28.6%
Year Plans Participants Total Assets
2022 1 731 $32M
2023 1 605 $37M
2024 2 1,433 $41M

Nearby 401(k) Plans in Montana

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

Great Falls Clinic Retirement Plan vs. nearby 401(k) plans in Montana, assets vs. participants Scatter plot of 6 data points. 010002000300040005000 0200400600 Total assets ($M) Participants Great Falls Clinic Retirement Plan, Total assets ($M): 36.734295 · Participants: 605Great Falls Clinic Retirement 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
Great Falls Clinic Retirement Plan vs. nearby 401(k) plans in Montana, assets vs. participants
Compare Great Falls Clinic Retirement Plan side-by-side with 3 peers →

Great Falls Clinic Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Montana, the nearest 401(k) by assets is Dentons Cohen & Grigsby P.C. 401(k) Plan in PA ($37M); by covered participants it is Pathways, Incorporated Employees' Retirement Plan in NY (605 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($37M here).

Similar participant headcount

Nearest other-state filings by covered participants (605 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 Great Falls Clinic Retirement Plan assets move in 2023? ▼
Great Falls Clinic Retirement Plan grew sharply - up 15.3% during 2023, from $32M to $37M. Reported net income was $5M.
How have Great Falls Clinic plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Great Falls Clinic's sponsor-wide assets grew 28.6%, from $32M to $41M.
Where does Great Falls Clinic Retirement Plan rank by assets among Form 5500 filers? ▼
Great Falls Clinic Retirement Plan ranks in the 82nd 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 Great Falls Clinic Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Dentons Cohen & Grigsby P.C. 401(k) Plan in PA ($37M, 219 participants).
Which 401(k) plans cover a similar participant headcount to Great Falls Clinic Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Pathways, Incorporated Employees' Retirement Plan in NY (605 participants, $17M 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 810141660.

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.