Other · DOL Form 5500 · 2024
Bozeman Deaconess Health Services Dba Bozeman Health Retirement Plan
Data updated 2026-08-11
- $49M
- Total assets
- 2,220
- Participants
- 84th
- Percentile by assets
- $22,176
- Avg per participant
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.
- 84th percentile by assets (of 123,622 plans)
- #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.
- $49M
- total plan assets (2024 EOY)
- 2,220
- covered participants
- 84th
- percentile by assets (of 123,622 plans)
- $22,176
- avg assets per participant
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.
Participants vs Montana filers
In Montana, the average filing covers about 271 participants across 404 plans. Bozeman Health 403(b) Plan reports 2,220 participants - 8.2x that state average ($49M EOY assets).
Montana filing particulars
| Total Assets (Beginning of Year) | $41M |
|---|---|
| Net Assets (End of Year) | $49M |
| Net Income | $8M |
| Employer EIN | 810232121 |
| Plan Effective Date | 1983-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Bozeman Deaconess Health Services Dba Bozeman Health)
| 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
- 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
Similar-Sized Other Plans Nationally
Other plans in other states closest to Bozeman Health 403(b) Plan by total assets, not by location.
Frequently Asked Questions
How did Bozeman Health 403(b) Plan assets move in 2024? ▼
How have Bozeman Deaconess Health Services Dba Bozeman Health plan assets changed over time? ▼
Where does Bozeman Health 403(b) Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Bozeman Health 403(b) Plan? ▼
Next read for Bozeman Health 403(b) Plan
Filing takeaways
Ways to act on Bozeman Health 403(b) Plan's numbers.
- By total assets, Bozeman Health 403(b) Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Montana. Compare plans
- Bozeman Deaconess Health Services Dba Bozeman Health's sponsor-wide assets have grown 219.3% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans