401(k) · DOL Form 5500 · 2024
Livingston Healthcare 401(k) Plan
Data updated 2026-08-25
- $33M
- Total assets Below avg plan size
- 467
- Participants Below avg headcount
- 78th
- Percentile by assets National rank
- $69,675
- Avg per participant Below avg balance/head
Official DOL plan name: Livingston Healthcare 401(k) Plan · Sponsored by Livingston Healthcare · Montana · Healthcare & Social Assistance
$33M in assets, 467 participants
Livingston Healthcare's Livingston Healthcare 401(k) Plan reported $33M in total assets and 467 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.
- #13,829 in Healthcare & Social Assistance (16,916 peers)
Where Livingston Healthcare 401(k) Plan sits by assets
Livingston Healthcare 401(k) Plan sits in the top quartile of all filed plans by assets, $33M for 467 participants (~$69,675/participant), up 23.4% in 2024.
- #13,829
- in Healthcare & Social Assistance (16,916 peers)
- +23.4%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Livingston Healthcare 401(k) Plan's outsized position by total assets
Livingston Healthcare 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$32,538,042 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
Livingston Healthcare 401(k) 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. Livingston Healthcare 401(k) Plan sits mid-pack in the medium band (467 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Livingston Healthcare 401(k) Plan reported net income rose from $5M in the plan year 2023 filing to $6M in the plan year 2024 filing.
- Livingston Healthcare 401(k) Plan end-of-year assets rose from $26M in the plan year 2023 filing to $33M in the plan year 2024 filing.
- Livingston Healthcare 401(k) Plan reported participants rose from 414 in the plan year 2023 filing to 467 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 810378200 · Livingston Healthcare PY 2024 · 401(k)
Livingston Healthcare 401(k) Plan · $33M · 467 · 78th
- EOY $33M
- EOY 467
- EOY 78th
- EOY 401(k)
- EOY near Strata G Profit Sharing Plan
- EOY ind #13829
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 →
Livingston Healthcare 401(k) Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $26M |
|---|---|
| Net Assets (End of Year) | $33M |
| Net Income | $6M |
| Employer EIN | 810378200 |
| Plan Effective Date | 1997-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Livingston Healthcare)
Sponsor-wide plan assets over time
All Livingston Healthcare plans reported in each filing year
- Latest sponsor-wide plan assets
- $33M 51.05054922527156% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 405 | $22M |
| 2023 | 1 | 414 | $26M |
| 2024 | 1 | 467 | $33M |
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
- Logan Health Retirement Savings Plan $500M · 4,288
- First Interstate Bancsystem, Inc. 401(k) Plan $482M · 3,530
Livingston Healthcare 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Montana, the nearest 401(k) by assets is Strata G Profit Sharing Plan in TN ($33M); by covered participants it is Flogistix, LP 401(k) Plan in OK (467 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($33M here).
- Strata G Profit Sharing Plan (TN) $33M · 287
- Air T, Inc. 401(k) Retirement Plan (NC) $33M · 545
- Keany Produce & Gourmet and Related Entities 401(k) Plan (MD) $33M · 484
- Isp Private Schools 401(k) Profit Sharing Plan (CA) $33M · 409
Similar participant headcount
Nearest other-state filings by covered participants (467 participants); asset peers above are excluded.
- Flogistix, LP 401(k) Plan (OK) 467 · 0 off
- Rapid City Medical Center 401(k) Plan (SD) 467 · 0 off
- Slakey Brothers, Inc. Profit Sharing 401(k) Plan (CA) 467 · 0 off
- Itr Industries, Inc. & Affiliates 401(k) Profit Sharing Plan (NY) 467 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.