401(k) · DOL Form 5500 · 2024
Montrose Memorial Hospital, Inc. 401(k) Plan
Data updated 2026-08-25
- $40M
- Total assets Below avg plan size
- 775
- Participants Near avg headcount
- 81st
- Percentile by assets National rank
- $51,704
- Avg per participant Low balance/head
Official DOL plan name: Montrose Regional Health Retirement Savings Plan · Sponsored by Montrose Memorial Hospital, Inc. · Colorado · Healthcare & Social Assistance
$40M in assets, 775 participants
Montrose Memorial Hospital, Inc.'s Montrose Regional Health Retirement Savings Plan reported $40M in total assets and 775 participants in its 2024 DOL Form 5500 filing, ranking in the 81st 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.
- #14,224 in Healthcare & Social Assistance (16,916 peers)
Coverage in Colorado
Montrose Regional Health Retirement Savings Plan covers 775 participants in Colorado, 2.1x the typical Colorado plan (state average ~376 per filing). Assets: $40M.
- #14,224
- in Healthcare & Social Assistance (16,916 peers)
- +14.9%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Montrose Regional Health Retirement Savings Plan's outsized position by total assets
Montrose Regional Health Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$40,070,486 Top 19% higher than 81% 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
Montrose Regional Health Retirement Savings 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. Montrose Regional Health Retirement Savings Plan sits mid-pack in the medium band (775 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Montrose Regional Health Retirement Savings Plan end-of-year assets rose from $35M in the plan year 2023 filing to $40M in the plan year 2024 filing.
- Montrose Regional Health Retirement Savings Plan reported participants rose from 707 in the plan year 2023 filing to 775 in the plan year 2024 filing.
- Montrose Regional Health Retirement Savings Plan reported net income fell from $5M in the plan year 2023 filing to $5M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 846002707 · Montrose Memorial Hospital, Inc. PY 2024 · 401(k)
Montrose Regional Health Retirement Savings Plan · $40M · 775 · 81st
- EBSA $40M
- EBSA 775
- EBSA 81st
- EBSA 401(k)
- EBSA near Delta Dental of Missouri 401(k) Plan
- EBSA ind #14224
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 Colorado →
Montrose Regional Health Retirement Savings Plan in the asset neighbourhood
Colorado filing particulars
| Total Assets (Beginning of Year) | $35M |
|---|---|
| Net Assets (End of Year) | $40M |
| Net Income | $5M |
| Employer EIN | 846002707 |
| Plan Effective Date | 2011-11-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Montrose Memorial Hospital, Inc.)
Sponsor-wide plan assets over time
All Montrose Memorial Hospital, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $40M 36.27372437421039% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 656 | $29M |
| 2023 | 1 | 707 | $35M |
| 2024 | 1 | 775 | $40M |
Nearby 401(k) Plans in Colorado
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Davita Retirement Savings Plan $3.8B · 57,900
- Ball Corporation 401(k) and Employee Stock Ownership Plan $2.3B · 9,935
- Arcadis U.S., Inc. Retirement Savings Plan $2.3B · 7,607
- Empower Retirement, LLC 401(k) Savings Plan $2.2B · 10,185
- Woodward Retirement Savings Plan $2.0B · 6,210
Montrose Regional Health Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Colorado, the nearest 401(k) by assets is Delta Dental of Missouri 401(k) Plan in MO ($40M); by covered participants it is Dental Associates 401(k) Plan in WI (775 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($40M here).
- Delta Dental of Missouri 401(k) Plan (MO) $40M · 256
- Sak 401(k) Plan (MO) $40M · 540
- Orora Visual Retirement Savings Plan (TX) $40M · 476
- Lessen 401(k) Plan (IL) $40M · 1,080
Similar participant headcount
Nearest other-state filings by covered participants (775 participants); asset peers above are excluded.
- Dental Associates 401(k) Plan (WI) 775 · 0 off
- O & a Inc. and Affiliates 401(k) Plan (AL) 775 · 0 off
- Arizona Tile 401(k) Retirement Plan (AZ) 775 · 0 off
- Subs Island Development Inc. Retirement Savings Plan (PR) 775 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.