Defined Benefit (Pension) · DOL Form 5500 · 2024

Northern Montana Hospital Pension Plan

Data updated 2026-08-11

$32M
Total assets
102
Participants
78th
Percentile by assets
$311,852
Avg per participant
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Official DOL plan name: Retirement Plan for Employees of Northern Montana Hospital · Sponsored by Northern Montana Hospital · Montana · Healthcare & Social Assistance

$32M in assets, 102 participants

Northern Montana Hospital's Retirement Plan for Employees of Northern Montana Hospital reported $32M in total assets and 102 participants in its 2024 DOL Form 5500 filing, ranking in the 78th 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.

  • 78th percentile by assets (of 123,622 plans)
  • #13,782 in Healthcare & Social Assistance (16,916 peers)

Coverage in Montana

Retirement Plan for Employees of Northern Montana Hospital covers 102 participants in Montana, about 38% of the average Montana filer (state average ~271 per filing). Assets: $32M.

$32M
total plan assets (2024 EOY)
102
covered participants
78th
percentile by assets (of 123,622 plans)
$311,852
avg assets per participant

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Where Retirement Plan for Employees of Northern Montana Hospital sits by total assets

Retirement Plan for Employees of Northern Montana Hospital vs every filed plan by assets

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

$31,808,856 Top 22% higher than 78% of 123,620 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Retirement Plan for Employees of Northern Montana Hospital reported net income fell from $2M in the plan year 2023 filing to -$2M in the plan year 2024 filing.
  • Retirement Plan for Employees of Northern Montana Hospital reported participants fell from 111 in the plan year 2023 filing to 102 in the plan year 2024 filing.
  • Retirement Plan for Employees of Northern Montana Hospital end-of-year assets fell from $34M in the plan year 2023 filing to $32M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Participants vs Montana filers

In Montana, the average filing covers about 271 participants across 404 plans. Retirement Plan for Employees of Northern Montana Hospital reports 102 participants - about 38% of that state average ($32M EOY assets).

Montana filing particulars

Total Assets (Beginning of Year)$34M
Net Assets (End of Year)$32M
Net Income-$2M
Employer EIN810231787
Plan Effective Date1979-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Northern Montana Hospital)

$44M$46M$48M$50M$52M 202220232024 $45.4M $50.3M ▲ +10.7%
Total plan assets by year, all Northern Montana Hospital plans on file
Year Plans Participants Total Assets
2022 2 629 $45M
2023 2 627 $50M
2024 2 625 $50M

Nearby Defined Benefit (Pension) Plans in Montana

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Retirement Plan for Employees of Northern Montana Hospital vs. nearby Defined Benefit (Pension) plans in Montana, assets vs. participants

Retirement Plan for Employees of Northern Montana Hospital vs. nearby Defined Benefit (Pension) plans in Montana, assets vs. participants Scatter plot of 6 data points. 0100200300400 0100200300400 Total assets ($M) Participants Retirement Plan for …Northwestern Energy …St. Peter's Health C…Northwestern Energy …Pension Plan for Emp…American Chemet Corp…
Retirement Plan for Employees of Northern Montana Hospital vs. nearby Defined Benefit (Pension) plans in Montana, assets vs. participants

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Retirement Plan for Employees of Northern Montana Hospital by total assets, not by location.

Frequently Asked Questions

How did Retirement Plan for Employees of Northern Montana Hospital assets move in 2024?
Retirement Plan for Employees of Northern Montana Hospital pulled back noticeably - down 6.6% during 2024, from $34M to $32M. 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.
Where does Retirement Plan for Employees of Northern Montana Hospital rank by assets among Form 5500 filers?
Retirement Plan for Employees of Northern Montana Hospital ranks in the 78th 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 Defined Benefit (Pension) plans are similar in size to Retirement Plan for Employees of Northern Montana Hospital?
Among Defined Benefit (Pension) plans in other states, the closest by assets is Avon Products Inc Personal Retirement Account Plan in ($32M, 87 participants).

Next read for Retirement Plan for Employees of Norther…

Filing takeaways

Ways to act on Retirement Plan for Employees of Northern Montana Hospital's numbers.