Other · DOL Form 5500 · 2024
Bozeman Deaconess Health Services Dba Bozeman Health Retirement Plan
Data updated 2026-08-25
- $32M
- Total assets Below avg plan size
- 2,081
- Participants Near avg headcount
- 78th
- Percentile by assets National rank
- $15,143
- 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
$32M in assets, 2,081 participants
Bozeman Deaconess Health Services Dba Bozeman Health's Bozeman Health 403(b) Plan reported $32M in total assets and 2,081 participants in its 2024 DOL Form 5500 filing, ranking in the 78th 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.
- #13,767 in Healthcare & Social Assistance (16,916 peers)
Coverage in Montana
Bozeman Health 403(b) Plan covers 2,081 participants in Montana, 7.7x the typical Montana plan (state average ~271 per filing). Assets: $32M.
- #13,767
- in Healthcare & Social Assistance (16,916 peers)
- -10.2%
- assets change YoY
- 0.3×
- vs typical plan assets (national mean)
The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
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
$31,511,791 Top 22% higher than 78% 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 (2,081 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 -$4M 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 $32M in the plan year 2024 filing.
- Bozeman Health 403(b) Plan reported participants fell from 2,524 in the plan year 2023 filing to 2,081 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 · $32M · 2,081 · 78th
- 5500 $32M
- ASSETS 2,081
- PCT 78th
- EIN Other
- RANK near Lincoln School 403(b) Retirement Plan
- PHOTO ind #13767
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) | $35M |
|---|---|
| Net Assets (End of Year) | $32M |
| Net Income | -$4M |
| 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 Lincoln School 403(b) Retirement Plan in RI ($32M); by covered participants it is Assoc of Independent Colleges and Universities of Ohio Mep in OH (2,083 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($32M here).
Similar participant headcount
Nearest other-state filings by covered participants (2,081 participants); asset peers above are excluded.
- Assoc of Independent Colleges and Universities of Ohio Mep (OH) 2,083 · 2 off
- University of Wisconsin Medical Foundation Physicians Retirement Plan (WI) 2,091 · 10 off
- Yeshiva University Retirement Income Plan (Basic Plan) (NY) 2,092 · 11 off
- District 1199seiu - the Johns Hopkins Hospital 403(b) Plan (MD) 2,095 · 14 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.