Other · DOL Form 5500 · 2024

Rimrock Foundation Retirement Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
173
Participants Small participant base
39th
Percentile by assets National rank
$24,735
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Rimrock Foundation 403(b) Plan · Sponsored by Rimrock Foundation · Montana · Healthcare & Social Assistance

$4M in assets, 173 participants

Rimrock Foundation's Rimrock Foundation 403(b) Plan reported $4M in total assets and 173 participants in its 2024 DOL Form 5500 filing, ranking in the 39th 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.

  • #7,004 in Healthcare & Social Assistance (16,916 peers)

Rimrock Foundation multi-year trail

Rimrock Foundation's plans moved +12.5% in assets from 2022 to 2024; this filing shows Rimrock Foundation 403(b) Plan at $4M / 173 participants.

#7,004
in Healthcare & Social Assistance (16,916 peers)
-9.7%
assets change YoY

The plan reported a net loss of $461K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Rimrock Foundation 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Rimrock Foundation 403(b) Plan vs every filed plan by assets

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

$4,279,080 39th percentile higher than 39% 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

Rimrock Foundation 403(b) 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. Rimrock Foundation 403(b) Plan sits mid-pack in the medium band (173 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Rimrock Foundation 403(b) Plan reported net income fell from $937K in the plan year 2023 filing to -$461K in the plan year 2024 filing.
  • Rimrock Foundation 403(b) Plan end-of-year assets fell from $5M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Rimrock Foundation 403(b) Plan reported participants fell from 185 in the plan year 2023 filing to 173 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 810302870 · Rimrock Foundation PY 2024 · Other

Rimrock Foundation 403(b) Plan · $4M · 173 · 39th

  • BOY $4M
  • BOY 173
  • BOY 39th
  • BOY Other
  • BOY near Comanche County Medical Center 403(b) Plan
  • BOY ind #7004

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 →

Rimrock Foundation 403(b) Plan in the asset neighbourhood

Huntington Aligned Medical Group, Inc. 401(k) PlanHuntington Aligned Medical G…$4MDenver Waldorf School 403b PlanDenver Waldorf School 403b P…$4MRimrock Foundation 403(b) PlanRimrock Foundation 403(b) Pl…$4MComanche County Medical Center 403(b) PlanComanche County Medical Cent…$4MLaborers District Council Defined Contribution Retirement PlanLaborers District Council De…$4M
End-of-year total assets ($M) among Rimrock Foundation 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Rimrock Foundation multi-year asset trail

Sponsor-wide plan assets over time

All Rimrock Foundation plans reported in each filing year

Latest sponsor-wide plan assets
$4M 12.527296365954331% vs 2022
2024 filing year
$3.5M$4M$4.5M$5M 202220232024 $3.8M $4.28M ▲ +12.6%
Year Plans Participants Total Assets
2022 1 194 $4M
2023 1 185 $5M
2024 1 173 $4M

Rimrock Foundation filing trail (2024)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$4M
Net Income-$461K
Employer EIN810302870
Plan Effective Date1999-04-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Montana

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

Rimrock Foundation 403(b) Plan vs. nearby Other plans in Montana, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -2000200400600800 Total assets ($M) Participants Rimrock Foundation 403(b) Plan, Total assets ($M): 4.27908 · Participants: 173Rimrock Foundation 403(b) 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
Rimrock Foundation 403(b) Plan vs. nearby Other plans in Montana, assets vs. participants
Compare Rimrock Foundation 403(b) Plan side-by-side with 3 peers →

Rimrock Foundation 403(b) Plan's out-of-state Other peers by assets and headcount

Outside Montana, the nearest Other by assets is Comanche County Medical Center 403(b) Plan in TX ($4M); by covered participants it is American Society for Microbiology DC Retirement Plan in DC (173 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (173 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 Rimrock Foundation 403(b) Plan assets move in 2024? ▼
Rimrock Foundation 403(b) Plan pulled back noticeably - down 9.7% during 2024, from $5M to $4M. Reported net income was -$461K.
How have Rimrock Foundation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Rimrock Foundation's sponsor-wide assets grew 12.5%, from $4M to $4M.
Which Other plans are similar in size to Rimrock Foundation 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is Comanche County Medical Center 403(b) Plan in TX ($4M, 267 participants).
Which Other plans cover a similar participant headcount to Rimrock Foundation 403(b) Plan? ▼
Among Other plans in other states, the closest by covered participants is American Society for Microbiology DC Retirement Plan in DC (173 participants, $74M 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 810302870.

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.