Other · DOL Form 5500 · 2024
University of Providence Retirement Plan
Data updated 2026-08-25
- $16M
- Total assets Small plan by assets
- 262
- Participants Below avg headcount
- 66th
- Percentile by assets National rank
- $61,721
- Avg per participant Low balance/head
Official DOL plan name: University of Providence 403(b) DC Plan · Sponsored by University of Providence · Montana · Educational Services
$16M in assets, 262 participants
University of Providence's University of Providence 403(b) DC Plan reported $16M in total assets and 262 participants in its 2024 DOL Form 5500 filing, ranking in the 66th 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.
- #1,767 in Educational Services (3,638 peers)
University of Providence multi-year trail
University of Providence's plans moved -39.7% in assets from 2022 to 2024; this filing shows University of Providence 403(b) DC Plan at $16M / 262 participants.
- #1,767
- in Educational Services (3,638 peers)
- +8.3%
- assets growth YoY
University of Providence 403(b) DC Plan's mid-pack asset rank among Educational Services and all filers
University of Providence 403(b) DC Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$16,170,805 Top 34% higher than 66% 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
University of Providence 403(b) DC 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. University of Providence 403(b) DC Plan sits mid-pack in the medium band (262 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- University of Providence 403(b) DC Plan end-of-year assets rose from $15M in the plan year 2023 filing to $16M in the plan year 2024 filing.
- University of Providence 403(b) DC Plan reported participants rose from 252 in the plan year 2023 filing to 262 in the plan year 2024 filing.
DOL schedule card
Filing strip 810231777 · University of Providence PY 2024 · Other
University of Providence 403(b) DC Plan · $16M · 262 · 66th
- IND $16M
- IND 262
- IND 66th
- IND Other
- IND near Brownsville Community Health Center Pension Plan
- IND ind #1767
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 Educational Services retirement plans → · Plans in Montana →
University of Providence 403(b) DC Plan in the asset neighbourhood
University of Providence multi-year asset trail
Sponsor-wide plan assets over time
All University of Providence plans reported in each filing year
- Latest sponsor-wide plan assets
- $16M 39.67012130365445% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 444 | $27M |
| 2023 | 1 | 252 | $15M |
| 2024 | 1 | 262 | $16M |
University of Providence filing trail (2024)
| Total Assets (Beginning of Year) | $15M |
|---|---|
| Net Assets (End of Year) | $16M |
| Net Income | $1M |
| Employer EIN | 810231777 |
| Plan Effective Date | 1985-07-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Montana
Peer Other plans, same state, same plan type, ranked by total assets.
- Billings Clinic 403b Plan $595M · 4,184
- 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
University of Providence 403(b) DC Plan's out-of-state Other peers by assets and headcount
Outside Montana, the nearest Other by assets is Brownsville Community Health Center Pension Plan in TX ($16M); by covered participants it is Epsi 403(b) Plan in TX (262 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($16M here).
Similar participant headcount
Nearest other-state filings by covered participants (262 participants); asset peers above are excluded.
- Epsi 403(b) Plan (TX) 262 · 0 off
- Center for Family Health 403(b) Employer Retirement Plan (MI) 262 · 0 off
- Centro De Salud Familiar La Fe, Inc. 403(b) Plan (TX) 262 · 0 off
- Westminster Christian School 403(b) Plan (FL) 262 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.