Other · DOL Form 5500 · 2022
Bozeman Deaconess Health Services Dba Bozeman Health Retirement Plan
Data updated 2026-08-25
- $51M
- Total assets Below avg plan size
- 2,620
- Participants Above avg headcount
- 88th
- Percentile by assets National rank
- $19,317
- 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
$51M in assets, 2,620 participants
Bozeman Deaconess Health Services Dba Bozeman Health's Bozeman Health 403(b) Plan reported $51M in total assets and 2,620 participants in its 2022 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.
- #18,047 in Healthcare & Social Assistance (20,060 peers)
Coverage in Montana
Bozeman Health 403(b) Plan covers 2,620 participants in Montana, 9.7x the typical Montana plan (state average ~271 per filing). Assets: $51M.
- #18,047
- in Healthcare & Social Assistance (20,060 peers)
- -13.0%
- assets change YoY
- 0.5×
- vs typical plan assets (national mean)
The plan reported a net loss of $8M 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 2022 · DOL Form 5500
$50,610,080 Top 12% higher than 88% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Bozeman Health 403(b) Plan's large-plan peer group by participant headcount
Plan-year 2022 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 (2,620 participants).
Plan-year Form 5500 strip
Filing strip 810232121 · Bozeman Deaconess Health Services Dba Bozeman Health PY 2022 · Other
Bozeman Health 403(b) Plan · $51M · 2,620 · 88th
- EIN $51M
- EIN 2,620
- EIN 88th
- EIN Other
- EIN near The Museum of Fine Arts, Houston Retirement Savings Plan
- EIN ind #18047
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) | $58M |
|---|---|
| Net Assets (End of Year) | $51M |
| 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)
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 $444M · 4,393
- St. Peter's Hospital 403(b) Tax Deferred Savings Plan $92M · 1,787
- Carroll College 403(b) Plan $47M · 310
- Rocky Mountain College Defined Contribution Retirement Plan $26M · 253
- Sidney Health Center Pension Plan $24M · 578
Bozeman Health 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Montana, the nearest Other by assets is The Museum of Fine Arts, Houston Retirement Savings Plan in TX ($51M); by covered participants it is Faxton - St. Luke's Healthcare 403(b) Retirement Plan in NY (2,614 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($51M here).
- The Museum of Fine Arts, Houston Retirement Savings Plan (TX) $51M · 720
- The Kendal Corporation 403(b) Plan (DE) $51M · 2,213
- Bay Path University 403(b) Retirement Plan (MA) $51M · 957
- Georgetown College Defined Contribution Plan (KY) $51M · 200
Similar participant headcount
Nearest other-state filings by covered participants (2,620 participants); asset peers above are excluded.
- Faxton - St. Luke's Healthcare 403(b) Retirement Plan (NY) 2,614 · 6 off
- Ici Multiple Employer Plan (IN) 2,630 · 10 off
- Operating Engineers Local 520 Annuity Plan (IL) 2,609 · 11 off
- Wake Forest University Retirement Plan (NC) 2,632 · 12 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.