401(k) · DOL Form 5500 · 2024

Marcus Daly Memorial Hospital Corporation 401(k) Plan

Data updated 2026-08-25

$57M
Total assets Below avg plan size
811
Participants Near avg headcount
86th
Percentile by assets National rank
$69,977
Avg per participant Below avg balance/head
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Official DOL plan name: Bitterroot Health 401(k) Plan · Sponsored by Marcus Daly Memorial Hospital Corporation · Montana · Healthcare & Social Assistance

$57M in assets, 811 participants

Marcus Daly Memorial Hospital Corporation's Bitterroot Health 401(k) Plan reported $57M in total assets and 811 participants in its 2024 DOL Form 5500 filing, ranking in the 86th 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.

  • #14,818 in Healthcare & Social Assistance (16,916 peers)

Coverage in Montana

Bitterroot Health 401(k) Plan covers 811 participants in Montana, 3.0x the typical Montana plan (state average ~271 per filing). Assets: $57M.

#14,818
in Healthcare & Social Assistance (16,916 peers)
+25.5%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Bitterroot Health 401(k) Plan's outsized position by total assets

Bitterroot Health 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$56,751,015 Top 14% higher than 86% of 123,620 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 2024

Bitterroot Health 401(k) 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. Bitterroot Health 401(k) Plan sits mid-pack in the medium band (811 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Bitterroot Health 401(k) Plan end-of-year assets rose from $45M in the plan year 2023 filing to $57M in the plan year 2024 filing.
  • Bitterroot Health 401(k) Plan reported participants rose from 706 in the plan year 2023 filing to 811 in the plan year 2024 filing.
  • Bitterroot Health 401(k) Plan reported net income rose from $10M in the plan year 2023 filing to $12M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 810240726 · Marcus Daly Memorial Hospital Corporation PY 2024 · 401(k)

Bitterroot Health 401(k) Plan · $57M · 811 · 86th

  • RANK $57M
  • RANK 811
  • RANK 86th
  • RANK 401(k)
  • RANK near Dmc Global Inc. 401(k) Plan
  • RANK ind #14818

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 →

Bitterroot Health 401(k) Plan in the asset neighbourhood

Alpha Industries Management, Inc. 401(k) PlanAlpha Industries Management,…$57MBitterroot Health 401(k) Plan$57MDmc Global Inc. 401(k) Plan$57MThe National Football League Capital Accumulation PlanThe National Football League…$57MKiss Nail Products 401(k) PlanKiss Nail Products 401(k) Pl…$57M
End-of-year total assets ($M) among Bitterroot Health 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Montana filing particulars

Total Assets (Beginning of Year)$45M
Net Assets (End of Year)$57M
Net Income$12M
Employer EIN810240726
Plan Effective Date2013-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Marcus Daly Memorial Hospital Corporation)

Sponsor-wide plan assets over time

All Marcus Daly Memorial Hospital Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$57M 62.18732343689225% vs 2022
2024 filing year
$30M$40M$50M$60M 202220232024 $35M $56.8M ▲ +62.2%
Year Plans Participants Total Assets
2022 1 560 $35M
2023 1 706 $45M
2024 1 811 $57M

Nearby 401(k) Plans in Montana

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Bitterroot Health 401(k) Plan vs. nearby 401(k) plans in Montana, assets vs. participants Scatter plot of 6 data points. 010002000300040005000 0200400600800 Total assets ($M) Participants Bitterroot Health 401(k) Plan, Total assets ($M): 56.751015 · Participants: 811Bitterroot Health 401(k) PlanD.a. Davidson Companies Retirement Savings and Profit Sharing Plan, Total assets ($M): 622.672637 · Participants: 1619D.a. Davidson Companies Retirement Savings and Profit Sharing PlanGlacier Bancorp, Inc. Profit Sharing and 401(k) Plan, Total assets ($M): 537.940129 · Participants: 3215Glacier Bancorp, Inc. Profit Sharing and 401(k) PlanNorthwestern Energy 401(k) Retirement Savings Plan, Total assets ($M): 512.769387 · Participants: 1571Northwestern Energy 401(k) Retirement Savings PlanLogan Health Retirement Savings Plan, Total assets ($M): 500.352847 · Participants: 4288Logan Health Retirement Savings PlanFirst Interstate Bancsystem, Inc. 401(k) Plan, Total assets ($M): 481.734557 · Participants: 3530First Interstate Bancsystem, Inc. 401(k) Plan
Bitterroot Health 401(k) Plan vs. nearby 401(k) plans in Montana, assets vs. participants
Compare Bitterroot Health 401(k) Plan side-by-side with 3 peers →

Bitterroot Health 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Montana, the nearest 401(k) by assets is Dmc Global Inc. 401(k) Plan in CO ($57M); by covered participants it is Milbank Companies 401(k) Profit Sharing Retirement Plan in MO (811 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($57M here).

Similar participant headcount

Nearest other-state filings by covered participants (811 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Bitterroot Health 401(k) Plan assets move in 2024? ▼
Bitterroot Health 401(k) Plan grew sharply - up 25.5% during 2024, from $45M to $57M. Reported net income was $12M.
How have Marcus Daly Memorial Hospital Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Marcus Daly Memorial Hospital Corporation's sponsor-wide assets grew 62.2%, from $35M to $57M.
Where does Bitterroot Health 401(k) Plan rank by assets among Form 5500 filers? ▼
Bitterroot Health 401(k) Plan ranks in the 86th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Bitterroot Health 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Dmc Global Inc. 401(k) Plan in CO ($57M, 1,544 participants).
Which 401(k) plans cover a similar participant headcount to Bitterroot Health 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Milbank Companies 401(k) Profit Sharing Retirement Plan in MO (811 participants, $74M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 810240726.

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.