Other · DOL Form 5500 · 2024
St. Peters Health Retirement Plan
Data updated 2026-08-11
- $130M
- Total assets
- 1,777
- Participants
- 92nd
- Percentile by assets
- $73,222
- Avg per participant
Official DOL plan name: St. Peter's Hospital 403(b) Tax Deferred Savings Plan · Sponsored by St. Peters Health · Montana · Healthcare & Social Assistance
$130M in assets, 1,777 participants
St. Peters Health's St. Peter's Hospital 403(b) Tax Deferred Savings Plan reported $130M in total assets and 1,777 participants in its 2024 DOL Form 5500 filing, ranking in the 92nd 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.
- 92nd percentile by assets (of 123,622 plans)
- #15,764 in Healthcare & Social Assistance (16,916 peers)
Coverage in Montana
St. Peter's Hospital 403(b) Tax Deferred Savings Plan covers 1,777 participants in Montana, 6.6x the typical Montana plan (state average ~271 per filing). Assets: $130M.
- $130M
- total plan assets (2024 EOY)
- 1,777
- covered participants
- 92nd
- percentile by assets (of 123,622 plans)
- $73,222
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- St. Peter's Hospital 403(b) Tax Deferred Savings Plan reported net income fell from $24M in the plan year 2023 filing to $14M in the plan year 2024 filing.
- St. Peter's Hospital 403(b) Tax Deferred Savings Plan end-of-year assets rose from $116M in the plan year 2023 filing to $130M in the plan year 2024 filing.
- St. Peter's Hospital 403(b) Tax Deferred Savings Plan reported participants fell from 1,934 in the plan year 2023 filing to 1,777 in the plan year 2024 filing.
Participants vs Montana filers
In Montana, the average filing covers about 271 participants across 404 plans. St. Peter's Hospital 403(b) Tax Deferred Savings Plan reports 1,777 participants - 6.6x that state average ($130M EOY assets).
Montana filing particulars
| Total Assets (Beginning of Year) | $116M |
|---|---|
| Net Assets (End of Year) | $130M |
| Net Income | $14M |
| Employer EIN | 810233121 |
| Plan Effective Date | 1989-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (St. Peters Health)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 2,097 | $141M |
| 2023 | 2 | 2,219 | $173M |
| 2024 | 2 | 1,983 | $191M |
Nearby Other Plans in Montana
Peer Other plans, same state, same plan type, ranked by total assets.
St. Peter's Hospital 403(b) Tax Deferred Savings Plan vs. nearby Other plans in Montana, assets vs. participants
- Billings Clinic 403b Plan $595M · 4,184
- Bozeman Health 403(b) Plan $76M · 2,593
- Bozeman Health 403(b) Plan $58M · 2,373
- Carroll College 403(b) Plan $55M · 280
- Bozeman Health 403(b) Plan $49M · 2,220
Similar-Sized Other Plans Nationally
Other plans in other states closest to St. Peter's Hospital 403(b) Tax Deferred Savings Plan by total assets, not by location.
Frequently Asked Questions
How did St. Peter's Hospital 403(b) Tax Deferred Savings Plan assets move in 2024? ▼
How have St. Peters Health plan assets changed over time? ▼
Where does St. Peter's Hospital 403(b) Tax Deferred Savings Plan rank by assets among Form 5500 filers? ▼
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Next read for St. Peter's Hospital 403(b) Tax Deferred…
Filing takeaways
Ways to act on St. Peter's Hospital 403(b) Tax Deferred Savings Plan's numbers.
- By total assets, St. Peter's Hospital 403(b) Tax Deferred Savings Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Montana. Compare plans
- St. Peters Health's sponsor-wide assets have grown 35.1% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans