Profit Sharing · DOL Form 5500 · 2023

Barrett Hospital & Healthcare Profit Sharing Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
226
Participants Below avg headcount
71st
Percentile by assets National rank
$80,316
Avg per participant Below avg balance/head
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Official DOL plan name: Barrett Hospital Development Corporation 403(b) Plan · Sponsored by Barrett Hospital & Healthcare · Montana · Healthcare & Social Assistance

$18M in assets, 226 participants

Barrett Hospital & Healthcare's Barrett Hospital Development Corporation 403(b) Plan reported $18M in total assets and 226 participants in its 2023 DOL Form 5500 filing, ranking in the 71st 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.

  • #13,344 in Healthcare & Social Assistance (17,684 peers)

Barrett Hospital & Healthcare multi-year trail

Barrett Hospital & Healthcare's plans moved +16.8% in assets from 2022 to 2024; this filing shows Barrett Hospital Development Corporation 403(b) Plan at $18M / 226 participants.

#13,344
in Healthcare & Social Assistance (17,684 peers)
+9.1%
assets growth YoY

Barrett Hospital Development Corporation 403(b) Plan's outsized position by total assets

Barrett Hospital Development Corporation 403(b) Plan vs every filed plan by assets

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

$18,151,451 Top 29% higher than 71% 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

Barrett Hospital Development Corporation 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. Barrett Hospital Development Corporation 403(b) Plan sits mid-pack in the medium band (226 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Barrett Hospital Development Corporation 403(b) Plan reported net income rose from -$3M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Barrett Hospital Development Corporation 403(b) Plan end-of-year assets rose from $17M in the plan year 2022 filing to $18M in the plan year 2023 filing.
  • Barrett Hospital Development Corporation 403(b) Plan reported participants fell from 244 in the plan year 2022 filing to 226 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 264230898 · Barrett Hospital & Healthcare PY 2023 · Profit Sharing

Barrett Hospital Development Corporation 403(b) Plan · $18M · 226 · 71st

  • PCT $18M
  • PCT 226
  • PCT 71st
  • PCT Profit Sharing
  • PCT near New-Com, Inc. Employees Profit Sharing Plan
  • PCT ind #13344

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 →

Barrett Hospital Development Corporation 403(b) Plan in the asset neighbourhood

New-Com, Inc. Employees Profit Sharing PlanNew-Com, Inc. Employees Prof…$18MBarrett Hospital Development Corporation 403(b) PlanBarrett Hospital Development…$18MMatrix Partners Management Services, L. P. Profit Sharing PlanMatrix Partners Management S…$18MTac Partners Inc Profit Sharing Plan and TrustTac Partners Inc Profit Shar…$18MCompunetics, Inc. Profit Sharing PlanCompunetics, Inc. Profit Sha…$18M
End-of-year total assets ($M) among Barrett Hospital Development Corporation 403(b) Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Barrett Hospital & Healthcare multi-year asset trail

Sponsor-wide plan assets over time

All Barrett Hospital & Healthcare plans reported in each filing year

Latest sponsor-wide plan assets
$19M 16.76890070217216% vs 2022
2024 filing year
$16M$17M$18M$19M$20M 202220232024 $16.6M $19.4M ▲ +16.8%
Year Plans Participants Total Assets
2022 1 244 $17M
2023 1 226 $18M
2024 1 227 $19M

Barrett Hospital & Healthcare filing trail (2023)

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$18M
Net Income$2M
Employer EIN264230898
Plan Effective Date2016-07-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Montana

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Barrett Hospital Development Corporation 403(b) Plan vs. nearby Profit Sharing plans in Montana, assets vs. participants Scatter plot of 6 data points. 0100200300 8101214161820 Total assets ($M) Participants Barrett Hospital Development Corporation 403(b) Plan, Total assets ($M): 18.151451 · Participants: 226Barrett Hospital Development Corporation 403(b) PlanOkeefe Drilling Company Profit-Sharing Trust, Total assets ($M): 17.914225 · Participants: 26Okeefe Drilling Company Profit-Sharing TrustLanglas & Associates, Inc. Profit Sharing Plan, Total assets ($M): 15.392545 · Participants: 165Langlas & Associates, Inc. Profit Sharing PlanCabinet Peaks Medical Center Personal Retirement Plan, Total assets ($M): 13.548868 · Participants: 279Cabinet Peaks Medical Center Personal Retirement PlanBlue Rock Products Company Profit Sharing Plan, Total assets ($M): 11.923551 · Participants: 77Blue Rock Products Company Profit Sharing PlanFoundant Technologies 401(k) Plan, Total assets ($M): 9.22168 · Participants: 195Foundant Technologies 401(k) Plan
Barrett Hospital Development Corporation 403(b) Plan vs. nearby Profit Sharing plans in Montana, assets vs. participants
Compare Barrett Hospital Development Corporation 403(b) Plan side-by-side with 3 peers →

Barrett Hospital Development Corporation 403(b) Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Montana, the nearest Profit Sharing by assets is New-Com, Inc. Employees Profit Sharing Plan in NV ($18M); by covered participants it is Siskin Memorial Foundation 403(b) Plan in TN (226 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (226 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 Barrett Hospital Development Corporation 403(b) Plan assets move in 2023? ▼
Barrett Hospital Development Corporation 403(b) Plan grew at a solid clip - up 9.1% during 2023, from $17M to $18M. Reported net income was $2M.
How have Barrett Hospital & Healthcare plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Barrett Hospital & Healthcare's sponsor-wide assets grew 16.8%, from $17M to $19M.
Which Profit Sharing plans are similar in size to Barrett Hospital Development Corporation 403(b) Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is New-Com, Inc. Employees Profit Sharing Plan in NV ($18M, 91 participants).
Which Profit Sharing plans cover a similar participant headcount to Barrett Hospital Development Corporation 403(b) Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Siskin Memorial Foundation 403(b) Plan in TN (226 participants, $4M 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 264230898.

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.