Other · DOL Form 5500 · 2024
Bozeman Deaconess Health Services Dba Bozeman Health Retirement Plan
Data updated 2026-08-25
- $76M
- Total assets Below avg plan size
- 2,593
- Participants Above avg headcount
- 88th
- Percentile by assets National rank
- $29,228
- Avg per participant Low balance/head
Official DOL plan name: Bozeman Health 403(b) Plan · Sponsored by Bozeman Deaconess Health Services Dba Bozeman Health · Montana · Healthcare & Social Assistance
$76M in assets, 2,593 participants
Bozeman Deaconess Health Services Dba Bozeman Health's Bozeman Health 403(b) Plan reported $76M in total assets and 2,593 participants in its 2024 DOL Form 5500 filing, ranking in the 88th 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.
- #15,206 in Healthcare & Social Assistance (16,916 peers)
Coverage in Montana
Bozeman Health 403(b) Plan covers 2,593 participants in Montana, 9.6x the typical Montana plan (state average ~271 per filing). Assets: $76M.
- #15,206
- in Healthcare & Social Assistance (16,916 peers)
- +19.9%
- assets growth YoY
- 0.8×
- vs typical plan assets (national mean)
Bozeman Health 403(b) Plan's outsized position by total assets
Bozeman Health 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$75,788,206 Top 12% higher than 88% 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
Bozeman Health 403(b) Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bozeman Health 403(b) Plan lands in the large band (2,593 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Bozeman Health 403(b) Plan end-of-year assets rose from $63M in the plan year 2023 filing to $76M in the plan year 2024 filing.
- Bozeman Health 403(b) Plan reported participants rose from 2,524 in the plan year 2023 filing to 2,593 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 810232121 · Bozeman Deaconess Health Services Dba Bozeman Health PY 2024 · Other
Bozeman Health 403(b) Plan · $76M · 2,593 · 88th
- PART $76M
- TYPE 2,593
- NET 88th
- BOOK Other
- VS-ST near Washington International School Defined Contribution Retirement Plan
- BOY ind #15206
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 →
Bozeman Health 403(b) Plan in the asset neighbourhood
Montana filing particulars
| Total Assets (Beginning of Year) | $63M |
|---|---|
| Net Assets (End of Year) | $76M |
| Net Income | $13M |
| Employer EIN | 810232121 |
| Plan Effective Date | 1983-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Bozeman Deaconess Health Services Dba Bozeman Health)
Sponsor-wide plan assets over time
All Bozeman Deaconess Health Services Dba Bozeman Health plans reported in each filing year
- Latest sponsor-wide plan assets
- $390M 219.32937379868324% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 4,386 | $122M |
| 2023 | 2 | 4,274 | $148M |
| 2024 | 7 | 15,291 | $390M |
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 $58M · 2,373
- Carroll College 403(b) Plan $55M · 280
- Bozeman Health 403(b) Plan $49M · 2,220
Bozeman Health 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Montana, the nearest Other by assets is Washington International School Defined Contribution Retirement Plan in DC ($76M); by covered participants it is Oneblood 403(b) Retirement Plan in FL (2,592 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($76M here).
Similar participant headcount
Nearest other-state filings by covered participants (2,593 participants); asset peers above are excluded.
- Oneblood 403(b) Retirement Plan (FL) 2,592 · 1 off
- Heritage Valley Health System 403(b) Plan (PA) 2,601 · 8 off
- Servicesource, Inc. 403(b) Tax Deferred Thrift Retirement Plan (VA) 2,582 · 11 off
- Lakeview Center Inc Retirement Savings 403(b) Plan (FL) 2,580 · 13 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.