401(k) · DOL Form 5500 · 2024
Western Montana Clinic, P.C. 401(k) Plan
Data updated 2026-08-25
- $47M
- Total assets Below avg plan size
- 218
- Participants Below avg headcount
- 83rd
- Percentile by assets National rank
- $214,831
- Avg per participant Above avg balance/head
Official DOL plan name: Tamarack Management Inc. 401(k) Profit Sharing Plan · Sponsored by Western Montana Clinic, P.C. · Montana · Healthcare & Social Assistance
$47M in assets, 218 participants
Western Montana Clinic, P.C.'s Tamarack Management Inc. 401(k) Profit Sharing Plan reported $47M in total assets and 218 participants in its 2024 DOL Form 5500 filing, ranking in the 83rd 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.
- #14,495 in Healthcare & Social Assistance (16,916 peers)
Where Tamarack Management Inc. 401(k) Profit Sharing Plan sits by assets
Tamarack Management Inc. 401(k) Profit Sharing Plan sits in the top quartile of all filed plans by assets, $47M for 218 participants (~$214,831/participant), up 9.0% in 2024.
- #14,495
- in Healthcare & Social Assistance (16,916 peers)
- +9.0%
- assets growth YoY
- 0.5×
- vs typical plan assets (national mean)
Tamarack Management Inc. 401(k) Profit Sharing Plan's outsized position by total assets
Tamarack Management Inc. 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$46,833,186 Top 17% higher than 83% 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
Tamarack Management Inc. 401(k) Profit Sharing 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. Tamarack Management Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (218 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Tamarack Management Inc. 401(k) Profit Sharing Plan reported net income fell from $6M in the plan year 2023 filing to $4M in the plan year 2024 filing.
- Tamarack Management Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $43M in the plan year 2023 filing to $47M in the plan year 2024 filing.
- Tamarack Management Inc. 401(k) Profit Sharing Plan reported participants rose from 214 in the plan year 2023 filing to 218 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 810226415 · Western Montana Clinic, P.C. PY 2024 · 401(k)
Tamarack Management Inc. 401(k) Profit Sharing Plan · $47M · 218 · 83rd
- BOOK $47M
- BOOK 218
- BOOK 83rd
- BOOK 401(k)
- BOOK near Jacksonville Jaguars 401(k) Plan
- BOOK ind #14495
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 →
Tamarack Management Inc. 401(k) Profit Sharing Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $43M |
|---|---|
| Net Assets (End of Year) | $47M |
| Net Income | $4M |
| Employer EIN | 810226415 |
| Plan Effective Date | 1984-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Western Montana Clinic, P.C.)
Sponsor-wide plan assets over time
All Western Montana Clinic, P.C. plans reported in each filing year
- Latest sponsor-wide plan assets
- $47M 25.177599507684306% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 205 | $37M |
| 2023 | 1 | 214 | $43M |
| 2024 | 1 | 218 | $47M |
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
Tamarack Management Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Montana, the nearest 401(k) by assets is Jacksonville Jaguars 401(k) Plan in FL ($47M); by covered participants it is Crisis Text Line 403(b) Tax Sheltered Annuity in NY (218 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($47M here).
Similar participant headcount
Nearest other-state filings by covered participants (218 participants); asset peers above are excluded.
- Crisis Text Line 403(b) Tax Sheltered Annuity (NY) 218 · 0 off
- Contexture LLC 401(k) Plan (CO) 218 · 0 off
- Mars Electric Company 401(k) Savings Plan (OH) 218 · 0 off
- Meadowland Farmers Coop 401(k) Plan (MN) 218 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.