401(k) · DOL Form 5500 · 2024
Logan Health 401(k) Plan
Data updated 2026-08-25
- $500M
- Total assets Above avg plan size
- 4,288
- Participants Above avg headcount
- 97th
- Percentile by assets National rank
- $116,687
- Avg per participant Below avg balance/head
Official DOL plan name: Logan Health Retirement Savings Plan · Sponsored by Logan Health · Montana · Healthcare & Social Assistance
$500M in assets, 4,288 participants
Logan Health's Logan Health Retirement Savings Plan reported $500M in total assets and 4,288 participants in its 2024 DOL Form 5500 filing, ranking in the 97th 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.
- #16,453 in Healthcare & Social Assistance (16,916 peers)
Coverage in Montana
Logan Health Retirement Savings Plan covers 4,288 participants in Montana, 16x the typical Montana plan (state average ~271 per filing). Assets: $500M.
- #16,453
- in Healthcare & Social Assistance (16,916 peers)
- +14.6%
- assets growth YoY
- 5.0×
- vs typical plan assets (national mean)
Logan Health Retirement Savings Plan's outsized position by total assets
Logan Health Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$500,352,847 Top 3% higher than 97% 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
Logan Health Retirement Savings 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. Logan Health Retirement Savings Plan lands in the large band (4,288 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Logan Health Retirement Savings Plan reported net income fell from $75M in the plan year 2023 filing to $64M in the plan year 2024 filing.
- Logan Health Retirement Savings Plan end-of-year assets rose from $437M in the plan year 2023 filing to $500M in the plan year 2024 filing.
- Logan Health Retirement Savings Plan reported participants rose from 4,232 in the plan year 2023 filing to 4,288 in the plan year 2024 filing.
DOL schedule card
Filing strip 810406485 · Logan Health PY 2024 · 401(k)
Logan Health Retirement Savings Plan · $500M · 4,288 · 97th
- VS-ST $500M
- VS-ST 4,288
- VS-ST 97th
- VS-ST 401(k)
- VS-ST near Core & Main 401(k) Retirement Plan
- VS-ST ind #16453
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 →
Logan Health Retirement Savings Plan in the asset neighbourhood
Montana filing particulars
| Total Assets (Beginning of Year) | $437M |
|---|---|
| Net Assets (End of Year) | $500M |
| Net Income | $64M |
| Employer EIN | 810406485 |
| Plan Effective Date | 1991-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Logan Health)
Sponsor-wide plan assets over time
All Logan Health plans reported in each filing year
- Latest sponsor-wide plan assets
- $500M 39.47776138081323% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4,055 | $359M |
| 2023 | 1 | 4,232 | $437M |
| 2024 | 1 | 4,288 | $500M |
Nearby 401(k) Plans in Montana
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- D.a. Davidson Companies Retirement Savings and Profit Sharing Plan $623M · 1,619
- Glacier Bancorp, Inc. Profit Sharing and 401(k) Plan $538M · 3,215
- Northwestern Energy 401(k) Retirement Savings Plan $513M · 1,571
- First Interstate Bancsystem, Inc. 401(k) Plan $482M · 3,530
- Washington Companies 401(k) Retirement Savings Plan $313M · 2,112
Logan Health Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Montana, the nearest 401(k) by assets is Core & Main 401(k) Retirement Plan in MO ($500M); by covered participants it is Fleetpride Inc. Retirement & Savings Plan in TX (4,288 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($500M here).
- Core & Main 401(k) Retirement Plan (MO) $500M · 4,913
- Bcbsnd and Noridian Healthcare Solutions 401(k) Plan (ND) $500M · 2,963
- Edelman Financial Engines 401(k) Plan (CA) $501M · 1,532
- Tetra Pak Retirement Savings Plan (TX) $500M · 1,653
Similar participant headcount
Nearest other-state filings by covered participants (4,288 participants); asset peers above are excluded.
- Fleetpride Inc. Retirement & Savings Plan (TX) 4,288 · 0 off
- Blue Cross and Blue Shield of Al 401(k) Plan Salary Deferral Plan (AL) 4,291 · 3 off
- Independence Blue Cross Blue Chip Retirement Savings Plan (PA) 4,285 · 3 off
- Biogen 401(k) Savings Plan (MA) 4,292 · 4 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.