Defined Benefit (Pension) · DOL Form 5500 · 2024

Tamarack Management Inc. Pension Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
147
Participants Small participant base
57th
Percentile by assets National rank
$73,285
Avg per participant Below avg balance/head
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Official DOL plan name: Tamarack Management Inc. Pension Plan · Sponsored by Tamarack Management Inc. · Montana · Professional & Technical Services

$11M in assets, 147 participants

Tamarack Management Inc.'s Tamarack Management Inc. Pension Plan reported $11M in total assets and 147 participants in its 2024 DOL Form 5500 filing, ranking in the 57th 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.

  • #11,231 in Professional & Technical Services (20,173 peers)

What the 2024 filing shows

Tamarack Management Inc. Pension Plan holds $11M for 147 participants - about $73,285 per participant, above the median plan by assets.

#11,231
in Professional & Technical Services (20,173 peers)
-1.8%
assets change YoY

The plan reported a net loss of $128K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Tamarack Management Inc. Pension Plan's mid-pack asset rank among Professional & Technical Services and all filers

Tamarack Management Inc. Pension Plan vs every filed plan by assets

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

$10,772,871 Top 43% higher than 57% 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

Tamarack Management Inc. Pension 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. Pension Plan sits mid-pack in the medium band (147 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Tamarack Management Inc. Pension Plan reported net income fell from $407K in the plan year 2023 filing to -$128K in the plan year 2024 filing.
  • Tamarack Management Inc. Pension Plan reported participants rose from 134 in the plan year 2023 filing to 147 in the plan year 2024 filing.
  • Tamarack Management Inc. Pension Plan end-of-year assets fell from $11M in the plan year 2023 filing to $11M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 810513898 · Tamarack Management Inc. PY 2024 · Defined Benefit (Pension)

Tamarack Management Inc. Pension Plan · $11M · 147 · 57th

  • BOOK $11M
  • VS-ST 147
  • BOY 57th
  • SCH Defined Benefit (Pension)
  • EBSA near F. Eugene Dixon, Jr. Pension Plan
  • PART ind #11231

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 Professional & Technical Services retirement plans → · Plans in Montana →

Tamarack Management Inc. Pension Plan in the asset neighbourhood

Ametek, Inc. Monthly Formula Pension PlanAmetek, Inc. Monthly Formula…$11MF. Eugene Dixon, Jr. Pension PlanF. Eugene Dixon, Jr. Pension…$11MTamarack Management Inc. Pension PlanTamarack Management Inc. Pen…$11MGeneral Wire Spring Company Pension Plan for Bargaining Unit EmployeesGeneral Wire Spring Company …$11MRetirement Plan of Doncasters Inc. Applicable to Employees Paid in United States DollarsRetirement Plan of Doncaster…$11M
End-of-year total assets ($M) among Tamarack Management Inc. Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$10M
Net Income-$128K
Employer EIN810513898
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Tamarack Management Inc.)

Sponsor-wide plan assets over time

All Tamarack Management Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$11M 2.6045368263550044% vs 2022
2024 filing year
$10.4M$10.6M$10.8M$11M$11.2M 202220232024 $10.5M $10.8M ▲ +2.6%
Year Plans Participants Total Assets
2022 1 128 $10M
2023 1 134 $11M
2024 1 147 $11M

Nearby Defined Benefit (Pension) Plans in Montana

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

Tamarack Management Inc. Pension Plan vs. nearby Defined Benefit (Pension) plans in Montana, assets vs. participants Scatter plot of 6 data points. 0100200300400 -1000100200300400 Total assets ($M) Participants Tamarack Management Inc. Pension Plan, Total assets ($M): 10.772871 · Participants: 147Tamarack Management Inc. Pension PlanNorthwestern Energy Mt Pension Plan, Total assets ($M): 345.755066 · Participants: 349Northwestern Energy Mt Pension PlanSt. Peter's Health Cashplus Retirement Plan, Total assets ($M): 60.721939 · Participants: 206St. Peter's Health Cashplus Retirement PlanNorthwestern Energy Sd/Ne Pension Plan, Total assets ($M): 52.584691 · Participants: 117Northwestern Energy Sd/Ne Pension PlanRetirement Plan for Employees of Northern Montana Hospital, Total assets ($M): 31.808856 · Participants: 102Retirement Plan for Employees of Northern Montana HospitalPension Plan for Employees of Advanced Silicon Materials, LLC, Total assets ($M): 28.407335 · Participants: 60Pension Plan for Employees of Advanced Silicon Materials, LLC
Tamarack Management Inc. Pension Plan vs. nearby Defined Benefit (Pension) plans in Montana, assets vs. participants
Compare Tamarack Management Inc. Pension Plan side-by-side with 3 peers →

Tamarack Management Inc. Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Montana, the nearest Defined Benefit (Pension) by assets is F. Eugene Dixon, Jr. Pension Plan in PA ($11M); by covered participants it is Shamrock Foods Company Retirement Plan in AZ (147 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (147 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 Tamarack Management Inc. Pension Plan assets move in 2024? ▼
Tamarack Management Inc. Pension Plan edged down modestly - down 1.8% during 2024, from $11M to $11M. Reported net income was -$128K.
How have Tamarack Management Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Tamarack Management Inc.'s sponsor-wide assets grew 2.6%, from $10M to $11M.
Which Defined Benefit (Pension) plans are similar in size to Tamarack Management Inc. Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is F. Eugene Dixon, Jr. Pension Plan in PA ($11M, 14 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Tamarack Management Inc. Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Shamrock Foods Company Retirement Plan in AZ (147 participants, N/A 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 810513898.

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.