Defined Benefit (Pension) · DOL Form 5500 · 2024
Northern Montana Hospital Pension Plan
Data updated 2026-08-25
- $32M
- Total assets Below avg plan size
- 102
- Participants Small participant base
- 78th
- Percentile by assets National rank
- $311,852
- Avg per participant High balance/head
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.
- #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.
- #13,782
- in Healthcare & Social Assistance (16,916 peers)
- -6.6%
- assets change YoY
- 0.3×
- vs typical plan assets (national mean)
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.
Retirement Plan for Employees of Northern Montana Hospital's outsized position 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
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Retirement Plan for Employees of Northern Montana Hospital 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. Retirement Plan for Employees of Northern Montana Hospital sits mid-pack in the medium band (102 participants).
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.
Plan-year Form 5500 strip
Filing strip 810231787 · Northern Montana Hospital PY 2024 · Defined Benefit (Pension)
Retirement Plan for Employees of Northern Montana Hospital · $32M · 102 · 78th
- EBSA $32M
- PART 102
- TYPE 78th
- NET Defined Benefit (Pension)
- BOOK near Avon Products Inc Personal Retirement Account Plan
- VS-ST ind #13782
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 →
Retirement Plan for Employees of Northern Montana Hospital in the asset neighbourhood
Montana filing particulars
| Total Assets (Beginning of Year) | $34M |
|---|---|
| Net Assets (End of Year) | $32M |
| Net Income | -$2M |
| Employer EIN | 810231787 |
| Plan Effective Date | 1979-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Northern Montana Hospital)
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
| 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.
- Northwestern Energy Mt Pension Plan $346M · 349
- St. Peter's Health Cashplus Retirement Plan $61M · 206
- Northwestern Energy Sd/Ne Pension Plan $53M · 117
- Pension Plan for Employees of Advanced Silicon Materials, LLC $28M · 60
- American Chemet Corporation Retirement Income Plan $16M · 48
Retirement Plan for Employees of Northern Montana Hospital's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Montana, the nearest Defined Benefit (Pension) by assets is Avon Products Inc Personal Retirement Account Plan in ($32M); by covered participants it is Kewaunee Scientific Corporation Combined Re-Established Retirement Plan in NC (102 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($32M here).
Similar participant headcount
Nearest other-state filings by covered participants (102 participants); asset peers above are excluded.
- Kewaunee Scientific Corporation Combined Re-Established Retirement Plan (NC) 102 · 0 off
- Winsouth Credit Union Cash Balance Defined Benefit Plan and Trust (AL) 102 · 0 off
- Scholle Corporation Employees' Retirement Plan (IL) 102 · 0 off
- Dayton Superior Corporation Master Pension Plan (OH) 102 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.