Defined Benefit (Pension) · DOL Form 5500 · 2024

St. Peter's Health Pension Plan

Data updated 2026-08-25

$61M
Total assets Below avg plan size
206
Participants Below avg headcount
86th
Percentile by assets National rank
$294,767
Avg per participant High balance/head
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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.

  • #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.

#14,919
in Healthcare & Social Assistance (16,916 peers)
+6.9%
assets growth YoY
0.6×
vs typical plan assets (national mean)

St. Peter's Health Cashplus Retirement Plan's outsized position 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

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 Health Cashplus Retirement 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. St. Peter's Health Cashplus Retirement Plan sits mid-pack in the medium band (206 participants).

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.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 810233121 · St. Peter's Health PY 2024 · Defined Benefit (Pension)

St. Peter's Health Cashplus Retirement Plan · $61M · 206 · 86th

  • EBSA $61M
  • PART 206
  • TYPE 86th
  • NET Defined Benefit (Pension)
  • BOOK near Cleary Gottlieb Steen & Hamilton LLP 2013 Cash Balance Plan
  • VS-ST ind #14919

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 Health Cashplus Retirement Plan in the asset neighbourhood

Brandenburg Telephone Company Retirement PlanBrandenburg Telephone Compan…$61MPerini Corporation Pension PlanPerini Corporation Pension P…$61MSt. Peter's Health Cashplus Retirement PlanSt. Peter's Health Cashplus …$61MCleary Gottlieb Steen & Hamilton LLP 2013 Cash Balance PlanCleary Gottlieb Steen & Hami…$61MInsulators Local No. 27 Pension PlanInsulators Local No. 27 Pens…$61M
End-of-year total assets ($M) among St. Peter's Health Cashplus Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$57M
Net Assets (End of Year)$61M
Net Income$4M
Employer EIN810233121
Plan Effective Date1967-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (St. Peter's Health)

Sponsor-wide plan assets over time

All St. Peter's 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 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 Scatter plot of 6 data points. 0100200300400 0100200300400 Total assets ($M) Participants St. Peter's Health Cashplus Retirement Plan, Total assets ($M): 60.721939 · Participants: 206St. Peter's Health Cashplus Retirement PlanNorthwestern Energy Mt Pension Plan, Total assets ($M): 345.755066 · Participants: 349Northwestern Energy Mt Pension PlanNorthwestern Energy Sd/Ne Pension Plan, Total assets ($M): 52.584691 · Participants: 117Northwestern Energy Sd/Ne Pension PlanRetirement Plan for Employees of Northern Montana Hospital, Total assets ($M): 31.808856 · Participants: 102Retirement Plan for Employees of Northern Montana HospitalPension Plan for Employees of Advanced Silicon Materials, LLC, Total assets ($M): 28.407335 · Participants: 60Pension Plan for Employees of Advanced Silicon Materials, LLCAmerican Chemet Corporation Retirement Income Plan, Total assets ($M): 16.495665 · Participants: 48American Chemet Corporation Retirement Income Plan
St. Peter's Health Cashplus Retirement Plan vs. nearby Defined Benefit (Pension) plans in Montana, assets vs. participants
Compare St. Peter's Health Cashplus Retirement Plan side-by-side with 3 peers →

St. Peter's Health Cashplus Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Montana, the nearest Defined Benefit (Pension) by assets is Cleary Gottlieb Steen & Hamilton LLP 2013 Cash Balance Plan in NY ($61M); by covered participants it is Swift Pension Plan in VA (206 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (206 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 Health Cashplus Retirement Plan assets move in 2024? ▼
St. Peter's Health Cashplus Retirement Plan grew at a solid clip - up 6.9% during 2024, from $57M to $61M. Reported net income was $4M.
How have St. Peter's Health plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), St. Peter's Health's sponsor-wide assets grew 35.1%, from $141M to $191M.
Where does St. Peter's Health Cashplus Retirement Plan rank by assets among Form 5500 filers? ▼
St. Peter's Health Cashplus Retirement Plan ranks in the 86th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to St. Peter's Health Cashplus Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Cleary Gottlieb Steen & Hamilton LLP 2013 Cash Balance Plan in NY ($61M, 168 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to St. Peter's Health Cashplus Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Swift Pension Plan in VA (206 participants, $216M 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.