Other · DOL Form 5500 · 2024
District 7 Human Resources Development Council, Inc. Retirement Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 102
- Participants Small participant base
- 38th
- Percentile by assets National rank
- $39,726
- Avg per participant Low balance/head
Official DOL plan name: District 7 Hrdc Retirement Plan · Sponsored by District 7 Human Resources Development Council, Inc. · Montana · Other Services
$4M in assets, 102 participants
District 7 Human Resources Development Council, Inc.'s District 7 Hrdc Retirement Plan reported $4M in total assets and 102 participants in its 2024 DOL Form 5500 filing, ranking in the 38th 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.
- #4,740 in Other Services (7,719 peers)
Coverage in Montana
District 7 Hrdc Retirement Plan covers 102 participants in Montana, about 38% of the average Montana filer (state average ~271 per filing). Assets: $4M.
- #4,740
- in Other Services (7,719 peers)
- +0.3%
- assets growth YoY
District 7 Hrdc Retirement Plan's mid-pack asset rank among Other Services and all filers
District 7 Hrdc Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$4,052,078 38th percentile higher than 38% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
District 7 Hrdc Retirement Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. District 7 Hrdc Retirement Plan sits mid-pack in the medium band (102 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- District 7 Hrdc Retirement Plan reported net income fell from $693K in the plan year 2023 filing to $13K in the plan year 2024 filing.
DOL schedule card
Filing strip 810300207 · District 7 Human Resources Development Council, Inc. PY 2024 · Other
District 7 Hrdc Retirement Plan · $4M · 102 · 38th
- 5500 $4M
- 5500 102
- 5500 38th
- 5500 Other
- 5500 near Life Management Center of Northwest Florida, Inc. 403(b) Plan
- 5500 ind #4740
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 Other Services retirement plans → · Plans in Montana →
District 7 Hrdc Retirement Plan in the asset neighbourhood
Montana filing particulars
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | $13K |
| Employer EIN | 810300207 |
| Plan Effective Date | 1989-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (District 7 Human Resources Development Council, Inc.)
Sponsor-wide plan assets over time
All District 7 Human Resources Development Council, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 21.09560122420156% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 59 | $3M |
| 2023 | 1 | 102 | $4M |
| 2024 | 1 | 102 | $4M |
Nearby Other Plans in Montana
Peer Other plans, same state, same plan type, ranked by total assets.
- 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
District 7 Hrdc Retirement Plan's out-of-state Other peers by assets and headcount
Outside Montana, the nearest Other by assets is Life Management Center of Northwest Florida, Inc. 403(b) Plan in FL ($4M); by covered participants it is Waimanalo Health Center 403(b) Tax Sheltered Annuity Plan in HI (102 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (102 participants); asset peers above are excluded.
- Waimanalo Health Center 403(b) Tax Sheltered Annuity Plan (HI) 102 · 0 off
- The Fenn School Tda and Retirement Plan (MA) 102 · 0 off
- Sourcepoint Matched Savings Plan (OH) 102 · 0 off
- Habitat for Humanity East Bay Retirement Plan (CA) 102 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.