Other · DOL Form 5500 · 2024

Montana Childrens Home & Hospital Retirement Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
318
Participants Below avg headcount
66th
Percentile by assets National rank
$51,781
Avg per participant Low balance/head
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Official DOL plan name: Shodair Hospital Employees Tax Deferred Annuity Plan · Sponsored by Montana Childrens Home & Hospital · Montana · Healthcare & Social Assistance

$16M in assets, 318 participants

Montana Childrens Home & Hospital's Shodair Hospital Employees Tax Deferred Annuity Plan reported $16M in total assets and 318 participants in its 2024 DOL Form 5500 filing, ranking in the 66th 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.

  • #12,066 in Healthcare & Social Assistance (16,916 peers)

Montana Childrens Home & Hospital multi-year trail

Montana Childrens Home & Hospital's plans moved +12.4% in assets from 2022 to 2024; this filing shows Shodair Hospital Employees Tax Deferred Annuity Plan at $16M / 318 participants.

#12,066
in Healthcare & Social Assistance (16,916 peers)
+13.4%
assets growth YoY

Shodair Hospital Employees Tax Deferred Annuity Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Shodair Hospital Employees Tax Deferred Annuity Plan vs every filed plan by assets

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

$16,466,441 Top 34% higher than 66% 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

Shodair Hospital Employees Tax Deferred Annuity 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. Shodair Hospital Employees Tax Deferred Annuity Plan sits mid-pack in the medium band (318 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Shodair Hospital Employees Tax Deferred Annuity Plan reported net income rose from -$126K in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Shodair Hospital Employees Tax Deferred Annuity Plan end-of-year assets rose from $15M in the plan year 2023 filing to $16M in the plan year 2024 filing.
  • Shodair Hospital Employees Tax Deferred Annuity Plan reported participants fell from 353 in the plan year 2023 filing to 318 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 810231789 · Montana Childrens Home & Hospital PY 2024 · Other

Shodair Hospital Employees Tax Deferred Annuity Plan · $16M · 318 · 66th

  • PART $16M
  • PART 318
  • PART 66th
  • PART Other
  • PART near Phillips Brooks School 403(b) DC Plan
  • PART ind #12066

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 →

Shodair Hospital Employees Tax Deferred Annuity Plan in the asset neighbourhood

Boston Ballet 403(b) Retirement PlanBoston Ballet 403(b) Retirem…$16MCommunity Hospital Tax Deferred Annuity PlanCommunity Hospital Tax Defer…$16MShodair Hospital Employees Tax Deferred Annuity PlanShodair Hospital Employees T…$16MPhillips Brooks School 403(b) DC PlanPhillips Brooks School 403(b…$16MLucile Salter Packard Children's Hospital at Stanford Tax-Sheltered Annuity PlanLucile Salter Packard Childr…$16M
End-of-year total assets ($M) among Shodair Hospital Employees Tax Deferred Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Montana Childrens Home & Hospital multi-year asset trail

Sponsor-wide plan assets over time

All Montana Childrens Home & Hospital plans reported in each filing year

Latest sponsor-wide plan assets
$16M 12.389164052729623% vs 2022
2024 filing year
$14M$15M$16M$17M 202220232024 $14.7M $16.5M ▲ +12.4%
Year Plans Participants Total Assets
2022 1 326 $15M
2023 1 353 $15M
2024 1 318 $16M

Montana Childrens Home & Hospital filing trail (2024)

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$16M
Net Income$2M
Employer EIN810231789
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Montana

Peer Other plans, same state, same plan type, ranked by total assets.

Shodair Hospital Employees Tax Deferred Annuity Plan vs. nearby Other plans in Montana, assets vs. participants Scatter plot of 6 data points. 010002000300040005000 -2000200400600800 Total assets ($M) Participants Shodair Hospital Employees Tax Deferred Annuity Plan, Total assets ($M): 16.466441 · Participants: 318Shodair Hospital Employees Tax Deferred Annuity PlanBillings Clinic 403b Plan, Total assets ($M): 594.804761 · Participants: 4184Billings Clinic 403b PlanSt. Peter's Hospital 403(b) Tax Deferred Savings Plan, Total assets ($M): 130.115869 · Participants: 1777St. Peter's Hospital 403(b) Tax Deferred Savings PlanBozeman Health 403(b) Plan, Total assets ($M): 75.788206 · Participants: 2593Bozeman Health 403(b) PlanBozeman Health 403(b) Plan, Total assets ($M): 58.186052 · Participants: 2373Bozeman Health 403(b) PlanCarroll College 403(b) Plan, Total assets ($M): 55.338547 · Participants: 280Carroll College 403(b) Plan
Shodair Hospital Employees Tax Deferred Annuity Plan vs. nearby Other plans in Montana, assets vs. participants
Compare Shodair Hospital Employees Tax Deferred Annuity Plan side-by-side with 3 peers →

Shodair Hospital Employees Tax Deferred Annuity Plan's out-of-state Other peers by assets and headcount

Outside Montana, the nearest Other by assets is Phillips Brooks School 403(b) DC Plan in CA ($16M); by covered participants it is The Infirmary 403(b) Plan in AL (318 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (318 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 Shodair Hospital Employees Tax Deferred Annuity Plan assets move in 2024? ▼
Shodair Hospital Employees Tax Deferred Annuity Plan grew at a solid clip - up 13.4% during 2024, from $15M to $16M. Reported net income was $2M.
How have Montana Childrens Home & Hospital plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Montana Childrens Home & Hospital's sponsor-wide assets grew 12.4%, from $15M to $16M.
Which Other plans are similar in size to Shodair Hospital Employees Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by assets is Phillips Brooks School 403(b) DC Plan in CA ($16M, 101 participants).
Which Other plans cover a similar participant headcount to Shodair Hospital Employees Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by covered participants is The Infirmary 403(b) Plan in AL (318 participants, $15M 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 810231789.

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.