Other · DOL Form 5500 · 2024
The University of Montana Foundation Retirement Plan
Data updated 2026-08-25
- $8M
- Total assets Small plan by assets
- 62
- Participants Small participant base
- 51st
- Percentile by assets National rank
- $131,457
- Avg per participant Near avg balance/head
Official DOL plan name: The University of Montana Foundation Defined Contribution Retirement Plan · Sponsored by The University of Montana Foundation · Montana · Other Services
$8M in assets, 62 participants
The University of Montana Foundation's The University of Montana Foundation Defined Contribution Retirement Plan reported $8M in total assets and 62 participants in its 2024 DOL Form 5500 filing, ranking in the 51st 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.
- #5,518 in Other Services (7,719 peers)
Other Services sector rank
Within Other Services, The University of Montana Foundation Defined Contribution Retirement Plan ranks #5,518 of 7,719 2024 filers by assets (246% of the sector average)-$8M for 62 participants.
- #5,518
- in Other Services (7,719 peers)
- +19.5%
- assets growth YoY
The University of Montana Foundation Defined Contribution Retirement Plan's mid-pack asset rank among Other Services and all filers
The University of Montana Foundation Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$8,150,356 Top 49% higher than 51% 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
The University of Montana Foundation Defined Contribution Retirement Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The University of Montana Foundation Defined Contribution Retirement Plan is a small filing (62 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The University of Montana Foundation Defined Contribution Retirement Plan end-of-year assets rose from $7M in the plan year 2023 filing to $8M in the plan year 2024 filing.
- The University of Montana Foundation Defined Contribution Retirement Plan reported participants rose from 58 in the plan year 2023 filing to 62 in the plan year 2024 filing.
DOL schedule card
Filing strip 810362989 · The University of Montana Foundation PY 2024 · Other
The University of Montana Foundation Defined Contribution Retirement Plan · $8M · 62 · 51st
- NET $8M
- NET 62
- NET 51st
- NET Other
- NET near Residential Services of Ne Mn, Inc. 403b Plan
- NET ind #5518
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 →
The University of Montana Foundation Defined Contribution Retirement Plan in the asset neighbourhood
Other Services filing particulars
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | $8M |
| Net Income | $1M |
| Employer EIN | 810362989 |
| Plan Effective Date | 1988-02-22 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The University of Montana Foundation)
Sponsor-wide plan assets over time
All The University of Montana Foundation plans reported in each filing year
- Latest sponsor-wide plan assets
- $8M 19.5032518127045% vs 2023
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2023 | 1 | 58 | $7M |
| 2024 | 1 | 62 | $8M |
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
The University of Montana Foundation Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside Montana, the nearest Other by assets is Residential Services of Ne Mn, Inc. 403b Plan in MN ($8M); by covered participants it is Kaboom! Inc. 403(b) Retirement Plan in MD (62 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($8M here).
Similar participant headcount
Nearest other-state filings by covered participants (62 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.