Other · DOL Form 5500 · 2024

Billings Clinic Retirement Plan

Data updated 2026-08-25

$595M
Total assets Above avg plan size
4,184
Participants Above avg headcount
98th
Percentile by assets National rank
$142,162
Avg per participant Near avg balance/head
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Official DOL plan name: Billings Clinic 403b Plan · Sponsored by Billings Clinic · Montana · Healthcare & Social Assistance

$595M in assets, 4,184 participants

Billings Clinic's Billings Clinic 403b Plan reported $595M in total assets and 4,184 participants in its 2024 DOL Form 5500 filing, ranking in the 98th 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.

  • #16,507 in Healthcare & Social Assistance (16,916 peers)

Coverage in Montana

Billings Clinic 403b Plan covers 4,184 participants in Montana, 15x the typical Montana plan (state average ~271 per filing). Assets: $595M.

#16,507
in Healthcare & Social Assistance (16,916 peers)
+14.0%
assets growth YoY
6.0×
vs typical plan assets (national mean)

Billings Clinic 403b Plan's outsized position by total assets

Billings Clinic 403b Plan vs every filed plan by assets

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

$594,804,761 Top 2% higher than 98% 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

Billings Clinic 403b 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. Billings Clinic 403b Plan lands in the large band (4,184 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Billings Clinic 403b Plan end-of-year assets rose from $522M in the plan year 2023 filing to $595M in the plan year 2024 filing.
  • Billings Clinic 403b Plan reported participants rose from 3,894 in the plan year 2023 filing to 4,184 in the plan year 2024 filing.
  • Billings Clinic 403b Plan reported net income fell from $78M in the plan year 2023 filing to $73M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 810231784 · Billings Clinic PY 2024 · Other

Billings Clinic 403b Plan · $595M · 4,184 · 98th

  • EIN $595M
  • RANK 4,184
  • PHOTO 98th
  • IND Other
  • EOY near Devereux Defined Contribution Retirement Plan
  • 5500 ind #16507

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 →

Billings Clinic 403b Plan in the asset neighbourhood

Devereux Defined Contribution Retirement PlanDevereux Defined Contributio…$595MBillings Clinic 403b Plan$595MPomona Valley Hospital Medical Center Retirement Savings PlanPomona Valley Hospital Medic…$594MIronworkers District Council of the Pacific Nw Field Ironworkers Annuity Trust FundIronworkers District Council…$594MChildren's Hospital of Orange County Retirement Accumulation PlanChildren's Hospital of Orang…$593M
End-of-year total assets ($M) among Billings Clinic 403b Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Montana filing particulars

Total Assets (Beginning of Year)$522M
Net Assets (End of Year)$595M
Net Income$73M
Employer EIN810231784
Plan Effective Date1993-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Billings Clinic)

Sponsor-wide plan assets over time

All Billings Clinic plans reported in each filing year

Latest sponsor-wide plan assets
$858M 31.889977866422427% vs 2022
2024 filing year
$600M$700M$800M$900M 202220232024 $651M $858M ▲ +31.9%
Year Plans Participants Total Assets
2022 3 7,844 $651M
2023 3 7,275 $760M
2024 3 9,784 $858M

Nearby Other Plans in Montana

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

Billings Clinic 403b Plan vs. nearby Other plans in Montana, assets vs. participants Scatter plot of 6 data points. 010002000300040005000 0200400600800 Total assets ($M) Participants Billings Clinic 403b Plan, Total assets ($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) PlanBozeman Health 403(b) Plan, Total assets ($M): 49.231823 · Participants: 2220Bozeman Health 403(b) Plan
Billings Clinic 403b Plan vs. nearby Other plans in Montana, assets vs. participants
Compare Billings Clinic 403b Plan side-by-side with 3 peers →

Billings Clinic 403b Plan's out-of-state Other peers by assets and headcount

Outside Montana, the nearest Other by assets is Devereux Defined Contribution Retirement Plan in PA ($595M); by covered participants it is Bhs Partnership 403b Pension Plan in MA (4,203 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4,184 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 Billings Clinic 403b Plan assets move in 2024? ▼
Billings Clinic 403b Plan grew at a solid clip - up 14.0% during 2024, from $522M to $595M. Reported net income was $73M.
How have Billings Clinic plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Billings Clinic's sponsor-wide assets grew 31.9%, from $651M to $858M.
Where does Billings Clinic 403b Plan rank by assets among Form 5500 filers? ▼
Billings Clinic 403b Plan ranks in the 98th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which Other plans are similar in size to Billings Clinic 403b Plan? ▼
Among Other plans in other states, the closest by assets is Devereux Defined Contribution Retirement Plan in PA ($595M, 5,720 participants).
Which Other plans cover a similar participant headcount to Billings Clinic 403b Plan? ▼
Among Other plans in other states, the closest by covered participants is Bhs Partnership 403b Pension Plan in MA (4,203 participants, $694M 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 810231784.

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.