Profit Sharing · DOL Form 5500 · 2023
Barrett Hospital & Healthcare Profit Sharing Plan
Data updated 2026-08-11
- $18M
- Total assets
- 226
- Participants
- 71st
- Percentile by assets
- $80,316
- Avg per participant
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.
- 71st percentile by assets (of 127,072 plans)
- #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.
- $18M
- total plan assets (2023 EOY)
- 226
- covered participants
- 71st
- percentile by assets (of 127,072 plans)
- $80,316
- avg assets per participant
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.
Barrett Hospital & Healthcare across 3 plan years on file
Across the 3 plan years Barrett Hospital & Healthcare has on file (2022-2024), sponsor-wide plan assets have moved from $17M to $19M, a gain of 16.8%, while reported participants moved from 244 to 227 (-7.0%). Peak year by sponsor assets: 2024 ($19M); trough: 2022 ($17M).
Barrett Hospital & Healthcare multi-year asset trail
| 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 EIN | 264230898 |
| Plan Effective Date | 2016-07-01 |
| Filing Status | FILING 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
- Okeefe Drilling Company Profit-Sharing Trust $18M · 26
- Langlas & Associates, Inc. Profit Sharing Plan $15M · 165
- Cabinet Peaks Medical Center Personal Retirement Plan $14M · 279
- Blue Rock Products Company Profit Sharing Plan $12M · 77
- Foundant Technologies 401(k) Plan $9M · 195
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Barrett Hospital Development Corporation 403(b) Plan by total assets, not by location.
Frequently Asked Questions
How did Barrett Hospital Development Corporation 403(b) Plan assets move in 2023? ▼
How have Barrett Hospital & Healthcare plan assets changed over time? ▼
Which Profit Sharing plans are similar in size to Barrett Hospital Development Corporation 403(b) Plan? ▼
Next read for Barrett Hospital Development Corporation…
Multi-year trail
Ways to act on Barrett Hospital Development Corporation 403(b) Plan's numbers.
- By total assets, Barrett Hospital Development Corporation 403(b) Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in Montana. Compare plans
- Barrett Hospital & Healthcare's sponsor-wide assets have grown 16.8% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans