Profit Sharing · DOL Form 5500 · 2024
Barrett Hospital & Healthcare Profit Sharing Plan
Data updated 2026-08-25
- $19M
- Total assets Small plan by assets
- 227
- Participants Below avg headcount
- 70th
- Percentile by assets National rank
- $85,567
- Avg per participant Below avg balance/head
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.
- #12,572 in Healthcare & Social Assistance (16,916 peers)
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.
- #12,572
- in Healthcare & Social Assistance (16,916 peers)
- +7.0%
- assets growth YoY
Barrett Hospital Development Corporation 403(b) Plan's outsized position by total assets
Barrett Hospital Development Corporation 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$19,423,785 Top 30% higher than 70% 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
Barrett Hospital Development Corporation 403(b) 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. Barrett Hospital Development Corporation 403(b) Plan sits mid-pack in the medium band (227 participants).
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.
DOL schedule card
Filing strip 264230898 · Barrett Hospital & Healthcare PY 2024 · Profit Sharing
Barrett Hospital Development Corporation 403(b) Plan · $19M · 227 · 70th
- PHOTO $19M
- IND 227
- EOY 70th
- 5500 Profit Sharing
- ASSETS near Qvi Profit Sharing Retirement Plan
- PCT ind #12572
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 →
Barrett Hospital Development Corporation 403(b) Plan in the asset neighbourhood
Barrett Hospital & Healthcare multi-year asset trail
Sponsor-wide plan assets over time
All Barrett Hospital & Healthcare plans reported in each filing year
- Latest sponsor-wide plan assets
- $19M 16.76890070217216% vs 2022
- 2024 filing year
| 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.
- 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
Barrett Hospital Development Corporation 403(b) Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Montana, the nearest Profit Sharing by assets is Qvi Profit Sharing Retirement Plan in NY ($19M); by covered participants it is Gursey Schneider LLP Retirement Savings Plan in CA (227 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($19M here).
- Qvi Profit Sharing Retirement Plan (NY) $19M · 321
- Weca Atc Retirement Plan and Trust (CA) $19M · 796
- S.W. Management LLC Profit Sharing Plan (NY) $19M · 132
- Keystone USA Corporation Profit Sharing Plan & Trust (NV) $19M · 3
Similar participant headcount
Nearest other-state filings by covered participants (227 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.