Other · DOL Form 5500 · 2024
Montana State University Foundation, Inc. Retirement Plan
Data updated 2026-08-25
- $18M
- Total assets Small plan by assets
- 70
- Participants Small participant base
- 69th
- Percentile by assets National rank
- $261,569
- Avg per participant Above avg balance/head
Official DOL plan name: Montana State University Foundation 403(b) DC Plan · Sponsored by Montana State University Foundation, Inc. · Montana · Educational Services
$18M in assets, 70 participants
Montana State University Foundation, Inc.'s Montana State University Foundation 403(b) DC Plan reported $18M in total assets and 70 participants in its 2024 DOL Form 5500 filing, ranking in the 69th 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.
- #1,872 in Educational Services (3,638 peers)
Montana State University Foundation, Inc. multi-year trail
Montana State University Foundation, Inc.'s plans moved +101.4% in assets from 2022 to 2024; this filing shows Montana State University Foundation 403(b) DC Plan at $18M / 70 participants.
- #1,872
- in Educational Services (3,638 peers)
- +68.0%
- assets growth YoY
Montana State University Foundation 403(b) DC Plan's outsized position by total assets
Montana State University Foundation 403(b) DC Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$18,309,813 Top 31% higher than 69% 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
Montana State University Foundation 403(b) DC Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Montana State University Foundation 403(b) DC Plan is a small filing (70 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Montana State University Foundation 403(b) DC Plan reported net income rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Montana State University Foundation 403(b) DC Plan end-of-year assets rose from $11M in the plan year 2023 filing to $18M in the plan year 2024 filing.
- Montana State University Foundation 403(b) DC Plan reported participants rose from 66 in the plan year 2023 filing to 70 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 816001649 · Montana State University Foundation, Inc. PY 2024 · Other
Montana State University Foundation 403(b) DC Plan · $18M · 70 · 69th
- BOOK $18M
- VS-ST 70
- BOY 69th
- SCH Other
- EBSA near Oswego County Opportunities, Inc. Employees' Deferred Annuity Plan
- PART ind #1872
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 Educational Services retirement plans → · Plans in Montana →
Montana State University Foundation 403(b) DC Plan in the asset neighbourhood
Montana State University Foundation, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Montana State University Foundation, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $18M 101.36946934918613% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 62 | $9M |
| 2023 | 1 | 66 | $11M |
| 2024 | 1 | 70 | $18M |
Montana State University Foundation, Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $11M |
|---|---|
| Net Assets (End of Year) | $18M |
| Net Income | $3M |
| Employer EIN | 816001649 |
| Plan Effective Date | 1985-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Montana
Peer Other plans, same state, same plan type, ranked by total assets.
- Billings Clinic 403b Plan $595M · 4,184
- St. Peter's Hospital 403(b) Tax Deferred Savings Plan $130M · 1,777
- Bozeman Health 403(b) Plan $76M · 2,593
- Bozeman Health 403(b) Plan $58M · 2,373
- Carroll College 403(b) Plan $55M · 280
Montana State University Foundation 403(b) DC Plan's out-of-state Other peers by assets and headcount
Outside Montana, the nearest Other by assets is Oswego County Opportunities, Inc. Employees' Deferred Annuity Plan in NY ($18M); by covered participants it is Central Christian College 403(b) DC Plan in KS (70 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($18M here).
Similar participant headcount
Nearest other-state filings by covered participants (70 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.