Other · DOL Form 5500 · 2023

Bozeman Deaconess Health Services Dba Bozeman Health Retirement Plan

Data updated 2026-08-25

$63M
Total assets Below avg plan size
2,524
Participants Above avg headcount
88th
Percentile by assets National rank
$25,051
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

$63M in assets, 2,524 participants

Bozeman Deaconess Health Services Dba Bozeman Health's Bozeman Health 403(b) Plan reported $63M in total assets and 2,524 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.

  • #15,837 in Healthcare & Social Assistance (17,684 peers)

Coverage in Montana

Bozeman Health 403(b) Plan covers 2,524 participants in Montana, 9.3x the typical Montana plan (state average ~271 per filing). Assets: $63M.

#15,837
in Healthcare & Social Assistance (17,684 peers)
+24.9%
assets growth YoY
0.6×
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 2023 · DOL Form 5500

$63,229,266 Top 12% higher than 88% of 127,068 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 2023

Bozeman Health 403(b) Plan's large-plan peer group by participant headcount

Plan-year 2023 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 (2,524 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bozeman Health 403(b) Plan reported net income rose from -$8M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • Bozeman Health 403(b) Plan end-of-year assets rose from $51M in the plan year 2022 filing to $63M in the plan year 2023 filing.
  • Bozeman Health 403(b) Plan reported participants fell from 2,620 in the plan year 2022 filing to 2,524 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 810232121 · Bozeman Deaconess Health Services Dba Bozeman Health PY 2023 · Other

Bozeman Health 403(b) Plan · $63M · 2,524 · 88th

  • VS-ST $63M
  • BOY 2,524
  • SCH 88th
  • EBSA Other
  • PART near University of Mary Employee Retirement Plan
  • TYPE ind #15837

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

Bozeman Health 403(b) Plan$63MUniversity of Mary Employee Retirement PlanUniversity of Mary Employee …$63MBrenau University 403(b) Defined Contribution PlanBrenau University 403(b) Def…$63MInstitute for Advanced Study Tax Deferred Annuity PlanInstitute for Advanced Study…$63MLee University Defined Contribution Retirement PlaLee University Defined Contr…$63M
End-of-year total assets ($M) among Bozeman Health 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Montana filing particulars

Total Assets (Beginning of Year)$51M
Net Assets (End of Year)$63M
Net Income$13M
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 0200400600 Total assets ($M) Participants Bozeman Health 403(b) Plan, Total assets ($M): 63.229266 · Participants: 2524Bozeman Health 403(b) PlanBillings Clinic 403b Plan, Total assets ($M): 521.531364 · Participants: 3894Billings Clinic 403b PlanSt. Peter's Hospital 403(b) Tax Deferred Savings Plan, Total assets ($M): 115.742755 · Participants: 1934St. Peter's Hospital 403(b) Tax Deferred Savings PlanCarroll College 403(b) Plan, Total assets ($M): 52.010896 · Participants: 311Carroll College 403(b) PlanRocky Mountain College Defined Contribution Retirement Plan, Total assets ($M): 30.155541 · Participants: 252Rocky Mountain College Defined Contribution Retirement PlanSidney Health Center Pension Plan, Total assets ($M): 29.169734 · Participants: 566Sidney Health Center Pension 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 University of Mary Employee Retirement Plan in ND ($63M); by covered participants it is Ohio Living 403(b) Plan in OH (2,523 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,524 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. 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 2023? ▼
Bozeman Health 403(b) Plan grew sharply - up 24.9% during 2023, from $51M to $63M. Reported net income was $13M.
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 88th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (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 University of Mary Employee Retirement Plan in ND ($63M, 449 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 Ohio Living 403(b) Plan in OH (2,523 participants, $71M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

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.