Other · DOL Form 5500 · 2024
Bozeman Deaconess Health Services Dba Bozeman Health Retirement Plan
Data updated 2026-08-25
- $35M
- Total assets Below avg plan size
- 2,015
- Participants Near avg headcount
- 80th
- Percentile by assets National rank
- $17,405
- Avg per participant Low balance/head
Official DOL plan name: Bozeman Health 403(b) Plan · Sponsored by Bozeman Deaconess Health Services Dba Bozeman Health · Montana · Healthcare & Social Assistance
$35M in assets, 2,015 participants
Bozeman Deaconess Health Services Dba Bozeman Health's Bozeman Health 403(b) Plan reported $35M in total assets and 2,015 participants in its 2024 DOL Form 5500 filing, ranking in the 80th 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.
- #13,983 in Healthcare & Social Assistance (16,916 peers)
Coverage in Montana
Bozeman Health 403(b) Plan covers 2,015 participants in Montana, 7.4x the typical Montana plan (state average ~271 per filing). Assets: $35M.
- #13,983
- in Healthcare & Social Assistance (16,916 peers)
- +21.8%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Bozeman Health 403(b) Plan's outsized position by total assets
Bozeman Health 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$35,071,850 Top 20% higher than 80% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Bozeman Health 403(b) Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bozeman Health 403(b) Plan lands in the large band (2,015 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Bozeman Health 403(b) Plan reported net income fell from $13M in the plan year 2023 filing to $6M in the plan year 2024 filing.
- Bozeman Health 403(b) Plan end-of-year assets fell from $63M in the plan year 2023 filing to $35M in the plan year 2024 filing.
- Bozeman Health 403(b) Plan reported participants fell from 2,524 in the plan year 2023 filing to 2,015 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 810232121 · Bozeman Deaconess Health Services Dba Bozeman Health PY 2024 · Other
Bozeman Health 403(b) Plan · $35M · 2,015 · 80th
- EOY $35M
- 5500 2,015
- ASSETS 80th
- PCT Other
- EIN near Msb 403(b) Retirement Program
- RANK ind #13983
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 →
Bozeman Health 403(b) Plan in the asset neighbourhood
Montana filing particulars
| Total Assets (Beginning of Year) | $29M |
|---|---|
| Net Assets (End of Year) | $35M |
| Net Income | $6M |
| Employer EIN | 810232121 |
| Plan Effective Date | 1983-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Bozeman Deaconess Health Services Dba Bozeman Health)
Sponsor-wide plan assets over time
All Bozeman Deaconess Health Services Dba Bozeman Health plans reported in each filing year
- Latest sponsor-wide plan assets
- $390M 219.32937379868324% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 4,386 | $122M |
| 2023 | 2 | 4,274 | $148M |
| 2024 | 7 | 15,291 | $390M |
Nearby Other Plans in Montana
Peer Other plans, same state, same plan type, ranked by total assets.
- Billings Clinic 403b Plan $595M · 4,184
- St. Peter's Hospital 403(b) Tax Deferred Savings Plan $130M · 1,777
- Bozeman Health 403(b) Plan $76M · 2,593
- Bozeman Health 403(b) Plan $58M · 2,373
- Carroll College 403(b) Plan $55M · 280
Bozeman Health 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Montana, the nearest Other by assets is Msb 403(b) Retirement Program in MD ($35M); by covered participants it is Harvard Medical Faculty Physicians at Beth Israel Deaconess Medical Center, Inc. Retirement Plan in MA (2,023 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($35M here).
- Msb 403(b) Retirement Program (MD) $35M · 385
- Planned Parenthood - Los Angeles 403(b) Plan (CA) $35M · 673
- Memphis University School DC Plan (TN) $35M · 160
- Care Synergy 403(b) Plan (CO) $35M · 639
Similar participant headcount
Nearest other-state filings by covered participants (2,015 participants); asset peers above are excluded.
- Harvard Medical Faculty Physicians at Beth Israel Deaconess Medical Center, Inc. Retirement Plan (MA) 2,023 · 8 off
- The Catholic University of America Retirement Plan (DC) 2,004 · 11 off
- St. Francis Health Services of Morris Tax Deferred Annuity Plan (MN) 2,027 · 12 off
- Saint Joseph's University Retirement Plan (PA) 2,028 · 13 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.