Other · DOL Form 5500 · 2022
Bozeman Deaconess Health Services Dba Bozeman Health Retirement Plan
Data updated 2026-08-11
- $51M
- Total assets
- 2,620
- Participants
- 88th
- Percentile by assets
- $19,317
- 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
$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.
- 88th percentile by assets (of 139,126 plans)
- #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.
- $51M
- total plan assets (2022 EOY)
- 2,620
- covered participants
- 88th
- percentile by assets (of 139,126 plans)
- $19,317
- avg assets per participant
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.
Participants vs Montana filers
In Montana, the average filing covers about 271 participants across 404 plans. Bozeman Health 403(b) Plan reports 2,620 participants - 9.7x that state average ($51M EOY assets).
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)
| 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 $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
Similar-Sized Other Plans Nationally
Other plans in other states closest to Bozeman Health 403(b) Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Bozeman Health 403(b) Plan assets move in 2022? ▼
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