Other · DOL Form 5500 · 2024

St. Peters Health Retirement Plan

Data updated 2026-08-25

$130M
Total assets Near avg plan size
1,777
Participants Near avg headcount
92nd
Percentile by assets National rank
$73,222
Avg per participant Below avg balance/head
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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.

  • #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.

#15,764
in Healthcare & Social Assistance (16,916 peers)
+12.4%
assets growth YoY
1.3×
vs typical plan assets (national mean)

St. Peter's Hospital 403(b) Tax Deferred Savings Plan's outsized position by total assets

St. Peter's Hospital 403(b) Tax Deferred Savings Plan vs every filed plan by assets

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

$130,115,869 Top 8% higher than 92% 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

St. Peter's Hospital 403(b) Tax Deferred Savings 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. St. Peter's Hospital 403(b) Tax Deferred Savings Plan lands in the large band (1,777 participants).

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.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 810233121 · St. Peters Health PY 2024 · Other

St. Peter's Hospital 403(b) Tax Deferred Savings Plan · $130M · 1,777 · 92nd

  • ASSETS $130M
  • ASSETS 1,777
  • ASSETS 92nd
  • ASSETS Other
  • ASSETS near The Principia Corporation Retirement Plan for Faculty & Staff
  • ASSETS ind #15764

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 →

St. Peter's Hospital 403(b) Tax Deferred Savings Plan in the asset neighbourhood

The Legal Services Nyc Tax Deferred Annuity PlanThe Legal Services Nyc Tax D…$131MUniversities Space Research Association 403(b) Retirement PlanUniversities Space Research …$130MSt. Peter's Hospital 403(b) Tax Deferred Savings PlanSt. Peter's Hospital 403(b) …$130MThe Principia Corporation Retirement Plan for Faculty & StaffThe Principia Corporation Re…$130MHannibal Regional Hospital Retirement Savings PlanHannibal Regional Hospital R…$130M
End-of-year total assets ($M) among St. Peter's Hospital 403(b) Tax Deferred Savings Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Montana filing particulars

Total Assets (Beginning of Year)$116M
Net Assets (End of Year)$130M
Net Income$14M
Employer EIN810233121
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (St. Peters Health)

Sponsor-wide plan assets over time

All St. Peters Health plans reported in each filing year

Latest sponsor-wide plan assets
$191M 35.05747556349157% vs 2022
2024 filing year
$120M$140M$160M$180M$200M 202220232024 $141M $191M ▲ +35.1%
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 Scatter plot of 6 data points. 010002000300040005000 0200400600800 Total assets ($M) Participants St. Peter's Hospital 403(b) Tax Deferred Savings Plan, Total assets ($M): 130.115869 · Participants: 1777St. Peter's Hospital 403(b) Tax Deferred Savings PlanBillings Clinic 403b Plan, Total assets ($M): 594.804761 · Participants: 4184Billings Clinic 403b PlanBozeman Health 403(b) Plan, Total assets ($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) PlanBozeman Health 403(b) Plan, Total assets ($M): 49.231823 · Participants: 2220Bozeman Health 403(b) Plan
St. Peter's Hospital 403(b) Tax Deferred Savings Plan vs. nearby Other plans in Montana, assets vs. participants
Compare St. Peter's Hospital 403(b) Tax Deferred Savings Plan side-by-side with 3 peers →

St. Peter's Hospital 403(b) Tax Deferred Savings Plan's out-of-state Other peers by assets and headcount

Outside Montana, the nearest Other by assets is The Principia Corporation Retirement Plan for Faculty & Staff in MO ($130M); by covered participants it is 401(k) Profit-Sharing Plan for Employees of Mclarty Automotive Group, LLC in AR (1,782 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,777 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 St. Peter's Hospital 403(b) Tax Deferred Savings Plan assets move in 2024? ▼
St. Peter's Hospital 403(b) Tax Deferred Savings Plan grew at a solid clip - up 12.4% during 2024, from $116M to $130M. Reported net income was $14M.
How have St. Peters Health plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), St. Peters Health's sponsor-wide assets grew 35.1%, from $141M to $191M.
Where does St. Peter's Hospital 403(b) Tax Deferred Savings Plan rank by assets among Form 5500 filers? ▼
St. Peter's Hospital 403(b) Tax Deferred Savings Plan ranks in the 92nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which Other plans are similar in size to St. Peter's Hospital 403(b) Tax Deferred Savings Plan? ▼
Among Other plans in other states, the closest by assets is The Principia Corporation Retirement Plan for Faculty & Staff in MO ($130M, 563 participants).
Which Other plans cover a similar participant headcount to St. Peter's Hospital 403(b) Tax Deferred Savings Plan? ▼
Among Other plans in other states, the closest by covered participants is 401(k) Profit-Sharing Plan for Employees of Mclarty Automotive Group, LLC in AR (1,782 participants, $68M 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 810233121.

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.