Other · DOL Form 5500 · 2024
Sidney Health Center Retirement Plan
Data updated 2026-08-25
- $32M
- Total assets Below avg plan size
- 591
- Participants Below avg headcount
- 78th
- Percentile by assets National rank
- $54,267
- Avg per participant Low balance/head
Official DOL plan name: Sidney Health Center Pension Plan · Sponsored by Sidney Health Center · Montana · Healthcare & Social Assistance
$32M in assets, 591 participants
Sidney Health Center's Sidney Health Center Pension Plan reported $32M in total assets and 591 participants in its 2024 DOL Form 5500 filing, ranking in the 78th 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.
- #13,799 in Healthcare & Social Assistance (16,916 peers)
Coverage in Montana
Sidney Health Center Pension Plan covers 591 participants in Montana, 2.2x the typical Montana plan (state average ~271 per filing). Assets: $32M.
- #13,799
- in Healthcare & Social Assistance (16,916 peers)
- +9.9%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Sidney Health Center Pension Plan's outsized position by total assets
Sidney Health Center Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$32,071,853 Top 22% higher than 78% 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
Sidney Health Center Pension 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. Sidney Health Center Pension Plan sits mid-pack in the medium band (591 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Sidney Health Center Pension Plan reported net income fell from $5M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Sidney Health Center Pension Plan end-of-year assets rose from $29M in the plan year 2023 filing to $32M in the plan year 2024 filing.
- Sidney Health Center Pension Plan reported participants rose from 566 in the plan year 2023 filing to 591 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 810233499 · Sidney Health Center PY 2024 · Other
Sidney Health Center Pension Plan · $32M · 591 · 78th
- PCT $32M
- PCT 591
- PCT 78th
- PCT Other
- PCT near Kansas City Art Institute Defined Contribution Plan and Tax Deferred Annuity Plan
- PCT ind #13799
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 →
Sidney Health Center Pension Plan in the asset neighbourhood
Montana filing particulars
| Total Assets (Beginning of Year) | $29M |
|---|---|
| Net Assets (End of Year) | $32M |
| Net Income | $3M |
| Employer EIN | 810233499 |
| Plan Effective Date | 1981-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Sidney Health Center)
Sponsor-wide plan assets over time
All Sidney Health Center plans reported in each filing year
- Latest sponsor-wide plan assets
- $32M 32.54649129165726% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 578 | $24M |
| 2023 | 1 | 566 | $29M |
| 2024 | 1 | 591 | $32M |
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
Sidney Health Center Pension Plan's out-of-state Other peers by assets and headcount
Outside Montana, the nearest Other by assets is Kansas City Art Institute Defined Contribution Plan and Tax Deferred Annuity Plan in MO ($32M); by covered participants it is Scripps College Academic Retirement Plan in CA (591 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($32M here).
- Kansas City Art Institute Defined Contribution Plan and Tax Deferred Annuity Plan (MO) $32M · 123
- Milken Institute 403(b) Plan (CA) $32M · 240
- Brewster Academy Retirement Plan (NH) $32M · 165
- Brio Living Services 403(b) Plan (MI) $32M · 1,321
Similar participant headcount
Nearest other-state filings by covered participants (591 participants); asset peers above are excluded.
- Scripps College Academic Retirement Plan (CA) 591 · 0 off
- Memphis Goodwill Inc. 403b Retirement Plan (TN) 591 · 0 off
- San Francisco Symphony Tsa Thrift Plan (CA) 591 · 0 off
- Road Scholar Retirement Plan (MA) 591 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.