Profit Sharing · DOL Form 5500 · 2024
Barrett Hospital & Healthcare Profit Sharing Plan
Data updated 2026-07-24
- $19M
- Total assets
- 227
- Participants
- 70th
- Percentile by assets
- $85,567
- Avg per participant
Official DOL plan name: Barrett Hospital Development Corporation 403(b) Plan · Sponsored by Barrett Hospital & Healthcare · Montana · Healthcare & Social Assistance
$19M in assets, 227 participants
Barrett Hospital & Healthcare's Barrett Hospital Development Corporation 403(b) Plan reported $19M in total assets and 227 participants in its 2024 DOL Form 5500 filing, ranking in the 70th 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.
- 70th percentile by assets (of 116,472 plans)
Barrett Hospital & Healthcare multi-year trail
Barrett Hospital & Healthcare's plans moved +16.8% in assets from 2022 to 2024; this filing shows Barrett Hospital Development Corporation 403(b) Plan at $19M / 227 participants.
- $19M
- total plan assets (2024 EOY)
- 227
- covered participants
- 70th
- percentile by assets (of 116,472 plans)
- $85,567
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Barrett Hospital Development Corporation 403(b) Plan reported net income fell from $2M in the plan year 2023 filing to $1M in the plan year 2024 filing.
- Barrett Hospital Development Corporation 403(b) Plan end-of-year assets rose from $18M in the plan year 2023 filing to $19M in the plan year 2024 filing.
Barrett Hospital & Healthcare across 3 plan years on file
Across the 3 plan years Barrett Hospital & Healthcare has on file (2022-2024), sponsor-wide plan assets have moved from $17M to $19M, a gain of 16.8%, while reported participants moved from 244 to 227 (-7.0%). Peak year by sponsor assets: 2024 ($19M); trough: 2022 ($17M).
Barrett Hospital & Healthcare multi-year asset trail
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 244 | $17M |
| 2023 | 1 | 226 | $18M |
| 2024 | 1 | 227 | $19M |
Barrett Hospital & Healthcare filing trail (2024)
| Total Assets (Beginning of Year) | $18M |
|---|---|
| Net Assets (End of Year) | $19M |
| Net Income | $1M |
| Employer EIN | 264230898 |
| Plan Effective Date | 2016-07-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Montana
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
Barrett Hospital Development Corporation 403(b) Plan vs. nearby Profit Sharing plans in Montana, assets vs. participants
- Rocky Mountain Elk Foundation, Inc. Tax Sheltered Annuity Plan $30M · 147
- Okeefe Drilling Company Profit-Sharing Trust $18M · 24
- Langlas & Associates, Inc. Profit Sharing Plan $18M · 194
- Cabinet Peaks Medical Center Personal Retirement Plan $15M · 296
- Blue Rock Products Company Profit Sharing Plan $13M · 72
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Barrett Hospital Development Corporation 403(b) Plan by total assets, not by location.
- Qvi Profit Sharing Retirement Plan (NY) $19M · 321
- S.W. Management LLC Profit Sharing Plan (NY) $19M · 132
- Keystone USA Corporation Profit Sharing Plan & Trust (NV) $19M · 3
- Northwest Human Services 403(b) Plan (OR) $20M · 235
Frequently Asked Questions
How did Barrett Hospital Development Corporation 403(b) Plan assets move in 2024? ▼
How have Barrett Hospital & Healthcare plan assets changed over time? ▼
Which Profit Sharing plans are similar in size to Barrett Hospital Development Corporation 403(b) Plan? ▼
Next read for Barrett Hospital Development Corporation…
Multi-year trail
Ways to act on Barrett Hospital Development Corporation 403(b) Plan's numbers.
- By total assets, Barrett Hospital Development Corporation 403(b) Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in Montana. Compare plans
- Barrett Hospital & Healthcare's sponsor-wide assets have grown 16.8% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans
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 264230898.
Read our methodology - how this data is sourced, computed, and verified.