Defined Benefit (Pension) · DOL Form 5500 · 2024
St. Peter's Health Pension Plan
Data updated 2026-08-11
- $61M
- Total assets
- 206
- Participants
- 86th
- Percentile by assets
- $294,767
- Avg per participant
Official DOL plan name: St. Peter's Health Cashplus Retirement Plan · Sponsored by St. Peter's Health · Montana · Healthcare & Social Assistance
$61M in assets, 206 participants
St. Peter's Health's St. Peter's Health Cashplus Retirement Plan reported $61M in total assets and 206 participants in its 2024 DOL Form 5500 filing, ranking in the 86th 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.
- 86th percentile by assets (of 123,622 plans)
- #14,919 in Healthcare & Social Assistance (16,916 peers)
Where St. Peter's Health Cashplus Retirement Plan sits by assets
St. Peter's Health Cashplus Retirement Plan sits in the top quartile of all filed plans by assets, $61M for 206 participants (~$294,767/participant), up 6.9% in 2024.
- $61M
- total plan assets (2024 EOY)
- 206
- covered participants
- 86th
- percentile by assets (of 123,622 plans)
- $294,767
- avg assets per participant
Where St. Peter's Health Cashplus Retirement Plan sits by total assets
St. Peter's Health Cashplus Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$60,721,939 Top 14% higher than 86% 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
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- St. Peter's Health Cashplus Retirement Plan reported net income fell from $7M in the plan year 2023 filing to $4M in the plan year 2024 filing.
- St. Peter's Health Cashplus Retirement Plan reported participants fell from 285 in the plan year 2023 filing to 206 in the plan year 2024 filing.
- St. Peter's Health Cashplus Retirement Plan end-of-year assets rose from $57M in the plan year 2023 filing to $61M in the plan year 2024 filing.
St. Peter's Health Cashplus Retirement Plan vs the 2024 asset distribution
By assets, St. Peter's Health Cashplus Retirement Plan outranks 86% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.6x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $57M |
|---|---|
| Net Assets (End of Year) | $61M |
| Net Income | $4M |
| Employer EIN | 810233121 |
| Plan Effective Date | 1967-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (St. Peter's Health)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 2,097 | $141M |
| 2023 | 2 | 2,219 | $173M |
| 2024 | 2 | 1,983 | $191M |
Nearby Defined Benefit (Pension) Plans in Montana
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
St. Peter's Health Cashplus Retirement Plan vs. nearby Defined Benefit (Pension) plans in Montana, assets vs. participants
- Northwestern Energy Mt Pension Plan $346M · 349
- Northwestern Energy Sd/Ne Pension Plan $53M · 117
- Retirement Plan for Employees of Northern Montana Hospital $32M · 102
- Pension Plan for Employees of Advanced Silicon Materials, LLC $28M · 60
- American Chemet Corporation Retirement Income Plan $16M · 48
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to St. Peter's Health Cashplus Retirement Plan by total assets, not by location.
Frequently Asked Questions
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Next read for St. Peter's Health Cashplus Retirement P…
Scale reading
Ways to act on St. Peter's Health Cashplus Retirement Plan's numbers.
- By total assets, St. Peter's Health Cashplus Retirement Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Montana. Compare plans
- St. Peter's Health's sponsor-wide assets have grown 35.1% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans