401(k) · DOL Form 5500 · 2024

Great Falls Clinic 401(k) Plan

Data updated 2026-08-25

$41M
Total assets Below avg plan size
769
Participants Near avg headcount
82nd
Percentile by assets National rank
$53,246
Avg per participant Low balance/head
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Official DOL plan name: Great Falls Clinic Retirement Plan · Sponsored by Great Falls Clinic · Montana · Healthcare & Social Assistance

$41M in assets, 769 participants

Great Falls Clinic's Great Falls Clinic Retirement Plan reported $41M in total assets and 769 participants in its 2024 DOL Form 5500 filing, ranking in the 82nd 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.

  • #14,262 in Healthcare & Social Assistance (16,916 peers)

Coverage in Montana

Great Falls Clinic Retirement Plan covers 769 participants in Montana, 2.8x the typical Montana plan (state average ~271 per filing). Assets: $41M.

#14,262
in Healthcare & Social Assistance (16,916 peers)
+11.5%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Great Falls Clinic Retirement Plan's outsized position by total assets

Great Falls Clinic Retirement Plan vs every filed plan by assets

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

$40,946,163 Top 18% higher than 82% 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

Great Falls Clinic Retirement 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. Great Falls Clinic Retirement Plan sits mid-pack in the medium band (769 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Great Falls Clinic Retirement Plan reported participants rose from 605 in the plan year 2023 filing to 769 in the plan year 2024 filing.
  • Great Falls Clinic Retirement Plan reported net income fell from $5M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Great Falls Clinic Retirement Plan end-of-year assets rose from $37M in the plan year 2023 filing to $41M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 810141660 · Great Falls Clinic PY 2024 · 401(k)

Great Falls Clinic Retirement Plan · $41M · 769 · 82nd

  • PHOTO $41M
  • IND 769
  • EOY 82nd
  • 5500 401(k)
  • ASSETS near Aj Antunes & Co Ps & Ee Savings Plan & Trust
  • PCT ind #14262

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 →

Great Falls Clinic Retirement Plan in the asset neighbourhood

Great Falls Clinic Retirement PlanGreat Falls Clinic Retiremen…$41MAj Antunes & Co Ps & Ee Savings Plan & TrustAj Antunes & Co Ps & Ee Savi…$41MDancker 401(k) Plan$41ML & B Realty Advisors, LLP Employees' Salary Reduction Thrift Savings Plan and TrustL & B Realty Advisors, LLP E…$41MSitime 401(k) Plan$41M
End-of-year total assets ($M) among Great Falls Clinic Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Montana filing particulars

Total Assets (Beginning of Year)$37M
Net Assets (End of Year)$41M
Net Income$4M
Employer EIN810141660
Plan Effective Date1968-12-31
Filing StatusFILING RECEIVED

Sponsor Plan History (Great Falls Clinic)

Sponsor-wide plan assets over time

All Great Falls Clinic plans reported in each filing year

Latest sponsor-wide plan assets
$41M 28.56486233782936% vs 2022
2024 filing year
$30M$35M$40M$45M 202220232024 $31.9M $41M ▲ +28.6%
Year Plans Participants Total Assets
2022 1 731 $32M
2023 1 605 $37M
2024 2 1,433 $41M

Nearby 401(k) Plans in Montana

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Great Falls Clinic Retirement Plan vs. nearby 401(k) plans in Montana, assets vs. participants Scatter plot of 6 data points. 010002000300040005000 0200400600800 Total assets ($M) Participants Great Falls Clinic Retirement Plan, Total assets ($M): 40.946163 · Participants: 769Great Falls Clinic Retirement PlanD.a. Davidson Companies Retirement Savings and Profit Sharing Plan, Total assets ($M): 622.672637 · Participants: 1619D.a. Davidson Companies Retirement Savings and Profit Sharing PlanGlacier Bancorp, Inc. Profit Sharing and 401(k) Plan, Total assets ($M): 537.940129 · Participants: 3215Glacier Bancorp, Inc. Profit Sharing and 401(k) PlanNorthwestern Energy 401(k) Retirement Savings Plan, Total assets ($M): 512.769387 · Participants: 1571Northwestern Energy 401(k) Retirement Savings PlanLogan Health Retirement Savings Plan, Total assets ($M): 500.352847 · Participants: 4288Logan Health Retirement Savings PlanFirst Interstate Bancsystem, Inc. 401(k) Plan, Total assets ($M): 481.734557 · Participants: 3530First Interstate Bancsystem, Inc. 401(k) Plan
Great Falls Clinic Retirement Plan vs. nearby 401(k) plans in Montana, assets vs. participants
Compare Great Falls Clinic Retirement Plan side-by-side with 3 peers →

Great Falls Clinic Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Montana, the nearest 401(k) by assets is Aj Antunes & Co Ps & Ee Savings Plan & Trust in IL ($41M); by covered participants it is Alpha & Omega Semiconductor, Inc. 401(k) Plan in CA (769 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (769 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 Great Falls Clinic Retirement Plan assets move in 2024? ▼
Great Falls Clinic Retirement Plan grew at a solid clip - up 11.5% during 2024, from $37M to $41M. Reported net income was $4M.
How have Great Falls Clinic plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Great Falls Clinic's sponsor-wide assets grew 28.6%, from $32M to $41M.
Where does Great Falls Clinic Retirement Plan rank by assets among Form 5500 filers? ▼
Great Falls Clinic Retirement Plan ranks in the 82nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Great Falls Clinic Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Aj Antunes & Co Ps & Ee Savings Plan & Trust in IL ($41M, 280 participants).
Which 401(k) plans cover a similar participant headcount to Great Falls Clinic Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Alpha & Omega Semiconductor, Inc. 401(k) Plan in CA (769 participants, $105M 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 810141660.

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.