Other · DOL Form 5500 · 2024
Billings Clinic Retirement Plan
Data updated 2026-08-11
- $595M
- Total assets
- 4,184
- Participants
- 98th
- Percentile by assets
- $142,162
- Avg per participant
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.
- 98th percentile by assets (of 123,622 plans)
- #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.
- $595M
- total plan assets (2024 EOY)
- 4,184
- covered participants
- 98th
- percentile by assets (of 123,622 plans)
- $142,162
- avg assets per participant
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.
Participants vs Montana filers
In Montana, the average filing covers about 271 participants across 404 plans. Billings Clinic 403b Plan reports 4,184 participants - 15x that state average ($595M EOY assets).
Montana filing particulars
| Total Assets (Beginning of Year) | $522M |
|---|---|
| Net Assets (End of Year) | $595M |
| Net Income | $73M |
| Employer EIN | 810231784 |
| Plan Effective Date | 1993-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Billings Clinic)
| 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
- St. Peter's Hospital 403(b) Tax Deferred Savings Plan $130M · 1,777
- Bozeman Health 403(b) Plan $76M · 2,593
- Bozeman Health 403(b) Plan $58M · 2,373
- Carroll College 403(b) Plan $55M · 280
- Bozeman Health 403(b) Plan $49M · 2,220
Similar-Sized Other Plans Nationally
Other plans in other states closest to Billings Clinic 403b Plan by total assets, not by location.
- Devereux Defined Contribution Retirement Plan (PA) $595M · 5,720
- Pomona Valley Hospital Medical Center Retirement Savings Plan (CA) $594M · 4,023
- Ironworkers District Council of the Pacific Nw Field Ironworkers Annuity Trust Fund (WA) $594M · 7,427
- Children's Hospital of Orange County Retirement Accumulation Plan (CA) $593M · 5,676
Frequently Asked Questions
How did Billings Clinic 403b Plan assets move in 2024? ▼
How have Billings Clinic plan assets changed over time? ▼
Where does Billings Clinic 403b Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Billings Clinic 403b Plan? ▼
Next read for Billings Clinic 403b Plan
Filing takeaways
Ways to act on Billings Clinic 403b Plan's numbers.
- By total assets, Billings Clinic 403b Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Montana. Compare plans
- Billings Clinic's sponsor-wide assets have grown 31.9% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans