Other · DOL Form 5500 · 2024

Northern Montana Hospital Retirement Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
523
Participants Below avg headcount
69th
Percentile by assets National rank
$35,290
Avg per participant Low balance/head
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Official DOL plan name: Northern Montana Hospital 403(b) Plan · Sponsored by Northern Montana Hospital · Montana · Healthcare & Social Assistance

$18M in assets, 523 participants

Northern Montana Hospital's Northern Montana Hospital 403(b) Plan reported $18M in total assets and 523 participants in its 2024 DOL Form 5500 filing, ranking in the 69th 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.

  • #12,438 in Healthcare & Social Assistance (16,916 peers)

Northern Montana Hospital multi-year trail

Northern Montana Hospital's plans moved +10.6% in assets from 2022 to 2024; this filing shows Northern Montana Hospital 403(b) Plan at $18M / 523 participants.

#12,438
in Healthcare & Social Assistance (16,916 peers)
+16.6%
assets growth YoY

Northern Montana Hospital 403(b) Plan's outsized position by total assets

Northern Montana Hospital 403(b) Plan vs every filed plan by assets

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

$18,456,745 Top 31% higher than 69% 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

Northern Montana Hospital 403(b) 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. Northern Montana Hospital 403(b) Plan sits mid-pack in the medium band (523 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Northern Montana Hospital 403(b) Plan end-of-year assets rose from $16M in the plan year 2023 filing to $18M in the plan year 2024 filing.
  • Northern Montana Hospital 403(b) Plan reported net income fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Northern Montana Hospital 403(b) Plan reported participants rose from 516 in the plan year 2023 filing to 523 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 810231787 · Northern Montana Hospital PY 2024 · Other

Northern Montana Hospital 403(b) Plan · $18M · 523 · 69th

  • BOY $18M
  • SCH 523
  • EBSA 69th
  • PART Other
  • TYPE near University Corporation for Advanced Internet Development Tda Plan
  • NET ind #12438

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 →

Northern Montana Hospital 403(b) Plan in the asset neighbourhood

Cottage Hospital Tax-Sheltered Annuity PlanCottage Hospital Tax-Shelter…$18MNorthern Montana Hospital 403(b) PlanNorthern Montana Hospital 40…$18MUniversity Corporation for Advanced Internet Development Tda PlanUniversity Corporation for A…$18MThe Ross School Defined Contribution RetiremeThe Ross School Defined Cont…$18MHealth Management Services Pension PlanHealth Management Services P…$18M
End-of-year total assets ($M) among Northern Montana Hospital 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Northern Montana Hospital multi-year asset trail

Sponsor-wide plan assets over time

All Northern Montana Hospital plans reported in each filing year

Latest sponsor-wide plan assets
$50M 10.6484881434623% vs 2022
2024 filing year
$44M$46M$48M$50M$52M 202220232024 $45.4M $50.3M ▲ +10.7%
Year Plans Participants Total Assets
2022 2 629 $45M
2023 2 627 $50M
2024 2 625 $50M

Northern Montana Hospital filing trail (2024)

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$18M
Net Income$2M
Employer EIN810231787
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Montana

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

Northern Montana Hospital 403(b) Plan vs. nearby Other plans in Montana, assets vs. participants Scatter plot of 6 data points. 010002000300040005000 -2000200400600800 Total assets ($M) Participants Northern Montana Hospital 403(b) Plan, Total assets ($M): 18.456745 · Participants: 523Northern Montana Hospital 403(b) PlanBillings Clinic 403b Plan, Total assets ($M): 594.804761 · Participants: 4184Billings Clinic 403b PlanSt. Peter's Hospital 403(b) Tax Deferred Savings Plan, Total assets ($M): 130.115869 · Participants: 1777St. Peter's Hospital 403(b) Tax Deferred Savings PlanBozeman Health 403(b) Plan, Total assets ($M): 75.788206 · Participants: 2593Bozeman Health 403(b) PlanBozeman Health 403(b) Plan, Total assets ($M): 58.186052 · Participants: 2373Bozeman Health 403(b) PlanCarroll College 403(b) Plan, Total assets ($M): 55.338547 · Participants: 280Carroll College 403(b) Plan
Northern Montana Hospital 403(b) Plan vs. nearby Other plans in Montana, assets vs. participants
Compare Northern Montana Hospital 403(b) Plan side-by-side with 3 peers →

Northern Montana Hospital 403(b) Plan's out-of-state Other peers by assets and headcount

Outside Montana, the nearest Other by assets is University Corporation for Advanced Internet Development Tda Plan in MI ($18M); by covered participants it is Retirement Plan for Scope Education Services in NY (523 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (523 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 Northern Montana Hospital 403(b) Plan assets move in 2024? ▼
Northern Montana Hospital 403(b) Plan grew sharply - up 16.6% during 2024, from $16M to $18M. Reported net income was $2M.
How have Northern Montana Hospital plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Northern Montana Hospital's sponsor-wide assets grew 10.6%, from $45M to $50M.
Which Other plans are similar in size to Northern Montana Hospital 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is University Corporation for Advanced Internet Development Tda Plan in MI ($18M, 108 participants).
Which Other plans cover a similar participant headcount to Northern Montana Hospital 403(b) Plan? ▼
Among Other plans in other states, the closest by covered participants is Retirement Plan for Scope Education Services in NY (523 participants, $9M 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 810231787.

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.