Money Purchase · DOL Form 5500 · 2024

Bozeman Deaconess Health Services Dba Bozeman Health Money Purchase Plan

Data updated 2026-08-25

$99M
Total assets Below avg plan size
1,879
Participants Near avg headcount
90th
Percentile by assets National rank
$52,760
Avg per participant Low balance/head
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Official DOL plan name: Bozeman Health Retirement Plan · Sponsored by Bozeman Deaconess Health Services Dba Bozeman Health · Montana · Healthcare & Social Assistance

$99M in assets, 1,879 participants

Bozeman Deaconess Health Services Dba Bozeman Health's Bozeman Health Retirement Plan reported $99M in total assets and 1,879 participants in its 2024 DOL Form 5500 filing, ranking in the 90th 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.

  • #15,483 in Healthcare & Social Assistance (16,916 peers)

Coverage in Montana

Bozeman Health Retirement Plan covers 1,879 participants in Montana, 6.9x the typical Montana plan (state average ~271 per filing). Assets: $99M.

#15,483
in Healthcare & Social Assistance (16,916 peers)
+17.0%
assets growth YoY
1.0×
vs typical plan assets (national mean)

Bozeman Health Retirement Plan's outsized position by total assets

Bozeman Health Retirement Plan vs every filed plan by assets

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

$99,136,925 Top 10% higher than 90% 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

Bozeman Health Retirement Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bozeman Health Retirement Plan lands in the large band (1,879 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Bozeman Health Retirement Plan end-of-year assets rose from $85M in the plan year 2023 filing to $99M in the plan year 2024 filing.
  • Bozeman Health Retirement Plan reported participants rose from 1,750 in the plan year 2023 filing to 1,879 in the plan year 2024 filing.
  • Bozeman Health Retirement Plan reported net income fell from $15M in the plan year 2023 filing to $14M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 810232121 · Bozeman Deaconess Health Services Dba Bozeman Health PY 2024 · Money Purchase

Bozeman Health Retirement Plan · $99M · 1,879 · 90th

  • TYPE $99M
  • NET 1,879
  • BOOK 90th
  • VS-ST Money Purchase
  • BOY near Lifelink Foundation, Inc. Retirement Plan
  • SCH ind #15483

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 Retirement Plan in the asset neighbourhood

Oklahoma Medical Research Foundation for Full-Time EmployeesOklahoma Medical Research Fo…$100MBozeman Health Retirement PlanBozeman Health Retirement Pl…$99MLifelink Foundation, Inc. Retirement PlanLifelink Foundation, Inc. Re…$99MRetirement Plan for Employees of Whitehead Insti- Tute for Biomedical ResearchRetirement Plan for Employee…$99MIBEW Local No. 82 Defined Contribution PlanIBEW Local No. 82 Defined Co…$98M
End-of-year total assets ($M) among Bozeman Health Retirement Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2024.

Montana filing particulars

Total Assets (Beginning of Year)$85M
Net Assets (End of Year)$99M
Net Income$14M
Employer EIN810232121
Plan Effective Date1987-01-01
Filing StatusFILING 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
$0M$100M$200M$300M$400M$500M 202220232024 $122M $390M ▲ +219.3%
Year Plans Participants Total Assets
2022 2 4,386 $122M
2023 2 4,274 $148M
2024 7 15,291 $390M

Nearby Money Purchase Plans in Montana

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Bozeman Health Retirement Plan vs. nearby Money Purchase plans in Montana, assets vs. participants Scatter plot of 6 data points. -20000200040006000 0100200300 Total assets ($M) Participants Bozeman Health Retirement Plan, Total assets ($M): 99.136925 · Participants: 1879Bozeman Health Retirement PlanBillings Clinic Pension Plan, Total assets ($M): 262.166655 · Participants: 5580Billings Clinic Pension PlanMontana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust, Total assets ($M): 42.288194 · Participants: 621Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & TrustMontana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust, Total assets ($M): 21.504968 · Participants: 270Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & TrustMontana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust, Total assets ($M): 21.191017 · Participants: 327Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & TrustMontana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust, Total assets ($M): 18.775115 · Participants: 175Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust
Bozeman Health Retirement Plan vs. nearby Money Purchase plans in Montana, assets vs. participants
Compare Bozeman Health Retirement Plan side-by-side with 3 peers →

Bozeman Health Retirement Plan's out-of-state Money Purchase peers by assets and headcount

Outside Montana, the nearest Money Purchase by assets is Lifelink Foundation, Inc. Retirement Plan in FL ($99M); by covered participants it is Annuity Fund of Wardrobe Attendants Union Local 764 in NY (1,879 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,879 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 Bozeman Health Retirement Plan assets move in 2024? ▼
Bozeman Health Retirement Plan grew sharply - up 17.0% during 2024, from $85M to $99M. Reported net income was $14M.
How have Bozeman Deaconess Health Services Dba Bozeman Health plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bozeman Deaconess Health Services Dba Bozeman Health's sponsor-wide assets grew 219.3%, from $122M to $390M.
Where does Bozeman Health Retirement Plan rank by assets among Form 5500 filers? ▼
Bozeman Health Retirement Plan ranks in the 90th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which Money Purchase plans are similar in size to Bozeman Health Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Lifelink Foundation, Inc. Retirement Plan in FL ($99M, 471 participants).
Which Money Purchase plans cover a similar participant headcount to Bozeman Health Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Annuity Fund of Wardrobe Attendants Union Local 764 in NY (1,879 participants, $177M 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 810232121.

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.