Other · DOL Form 5500 · 2024

Bozeman Deaconess Health Services Dba Bozeman Health Retirement Plan

Data updated 2026-08-25

$49M
Total assets Below avg plan size
2,220
Participants Above avg headcount
84th
Percentile by assets National rank
$22,176
Avg per participant Low balance/head
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Official DOL plan name: Bozeman Health 403(b) Plan · Sponsored by Bozeman Deaconess Health Services Dba Bozeman Health · Montana · Healthcare & Social Assistance

$49M in assets, 2,220 participants

Bozeman Deaconess Health Services Dba Bozeman Health's Bozeman Health 403(b) Plan reported $49M in total assets and 2,220 participants in its 2024 DOL Form 5500 filing, ranking in the 84th 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.

  • #14,590 in Healthcare & Social Assistance (16,916 peers)

Coverage in Montana

Bozeman Health 403(b) Plan covers 2,220 participants in Montana, 8.2x the typical Montana plan (state average ~271 per filing). Assets: $49M.

#14,590
in Healthcare & Social Assistance (16,916 peers)
+20.5%
assets growth YoY
0.5×
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

$49,231,823 Top 16% higher than 84% of 123,620 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 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 (2,220 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 $8M 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 $49M in the plan year 2024 filing.
  • Bozeman Health 403(b) Plan reported participants fell from 2,524 in the plan year 2023 filing to 2,220 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 810232121 · Bozeman Deaconess Health Services Dba Bozeman Health PY 2024 · Other

Bozeman Health 403(b) Plan · $49M · 2,220 · 84th

  • EBSA $49M
  • PART 2,220
  • TYPE 84th
  • NET Other
  • BOOK near Midpen Property Management Corp. 403(b) Plan
  • VS-ST ind #14590

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

The New England College of Optometry Defined Contribution Retirement PlanThe New England College of O…$49MWestern Michigan University Homer Stryker M.D. School of Medicine 403(b) PlanWestern Michigan University …$49MCrossing Rivers Health 403(b) PlanCrossing Rivers Health 403(b…$49MBozeman Health 403(b) Plan$49MMidpen Property Management Corp. 403(b) PlanMidpen Property Management C…$49M
End-of-year total assets ($M) among Bozeman Health 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Montana filing particulars

Total Assets (Beginning of Year)$41M
Net Assets (End of Year)$49M
Net Income$8M
Employer EIN810232121
Plan Effective Date1983-01-01
Filing StatusFILING 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
$0M$100M$200M$300M$400M$500M 202220232024 $122M $390M ▲ +219.3%
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.

Bozeman Health 403(b) Plan vs. nearby Other plans in Montana, assets vs. participants Scatter plot of 6 data points. 010002000300040005000 0200400600800 Total assets ($M) Participants Bozeman Health 403(b) Plan, Total assets ($M): 49.231823 · Participants: 2220Bozeman Health 403(b) PlanBillings Clinic 403b Plan, Total assets ($M): 594.804761 · Participants: 4184Billings Clinic 403b PlanSt. Peter's Hospital 403(b) Tax Deferred Savings Plan, Total assets ($M): 130.115869 · Participants: 1777St. Peter's Hospital 403(b) Tax Deferred Savings PlanBozeman Health 403(b) Plan, Total assets ($M): 75.788206 · Participants: 2593Bozeman Health 403(b) PlanBozeman Health 403(b) Plan, Total assets ($M): 58.186052 · Participants: 2373Bozeman Health 403(b) PlanCarroll College 403(b) Plan, Total assets ($M): 55.338547 · Participants: 280Carroll College 403(b) Plan
Bozeman Health 403(b) Plan vs. nearby Other plans in Montana, assets vs. participants
Compare Bozeman Health 403(b) Plan side-by-side with 3 peers →

Bozeman Health 403(b) Plan's out-of-state Other peers by assets and headcount

Outside Montana, the nearest Other by assets is Midpen Property Management Corp. 403(b) Plan in CA ($49M); by covered participants it is Mary Free Bed Rehabilitation Hospital 403(b) Plan in MI (2,225 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,220 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Bozeman Health 403(b) Plan assets move in 2024? ▼
Bozeman Health 403(b) Plan grew sharply - up 20.5% during 2024, from $41M to $49M. Reported net income was $8M.
How have Bozeman Deaconess Health Services Dba Bozeman Health plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bozeman Deaconess Health Services Dba Bozeman Health's sponsor-wide assets grew 219.3%, from $122M to $390M.
Where does Bozeman Health 403(b) Plan rank by assets among Form 5500 filers? ▼
Bozeman Health 403(b) Plan ranks in the 84th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Bozeman Health 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is Midpen Property Management Corp. 403(b) Plan in CA ($49M, 548 participants).
Which Other plans cover a similar participant headcount to Bozeman Health 403(b) Plan? ▼
Among Other plans in other states, the closest by covered participants is Mary Free Bed Rehabilitation Hospital 403(b) Plan in MI (2,225 participants, $158M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 810232121.

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.