Money Purchase · DOL Form 5500 · 2024
Billings Clinic Money Purchase Plan
Data updated 2026-08-11
- $262M
- Total assets
- 5,580
- Participants
- 95th
- Percentile by assets
- $46,983
- Avg per participant
Official DOL plan name: Billings Clinic Pension Plan · Sponsored by Billings Clinic · Montana · Healthcare & Social Assistance
$262M in assets, 5,580 participants
Billings Clinic's Billings Clinic Pension Plan reported $262M in total assets and 5,580 participants in its 2024 DOL Form 5500 filing, ranking in the 95th 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.
- 95th percentile by assets (of 123,622 plans)
- #16,187 in Healthcare & Social Assistance (16,916 peers)
Coverage in Montana
Billings Clinic Pension Plan covers 5,580 participants in Montana, 21x the typical Montana plan (state average ~271 per filing). Assets: $262M.
- $262M
- total plan assets (2024 EOY)
- 5,580
- covered participants
- 95th
- percentile by assets (of 123,622 plans)
- $46,983
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Billings Clinic Pension Plan reported participants rose from 3,355 in the plan year 2023 filing to 5,580 in the plan year 2024 filing.
- Billings Clinic Pension Plan reported net income fell from $31M in the plan year 2023 filing to $26M in the plan year 2024 filing.
- Billings Clinic Pension Plan end-of-year assets rose from $237M in the plan year 2023 filing to $262M in the plan year 2024 filing.
Participants vs Montana filers
In Montana, the average filing covers about 271 participants across 404 plans. Billings Clinic Pension Plan reports 5,580 participants - 21x that state average ($262M EOY assets).
Montana filing particulars
| Total Assets (Beginning of Year) | $237M |
|---|---|
| Net Assets (End of Year) | $262M |
| Net Income | $26M |
| Employer EIN | 810231784 |
| Plan Effective Date | 1968-07-01 |
| 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 Money Purchase Plans in Montana
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
Billings Clinic Pension Plan vs. nearby Money Purchase plans in Montana, assets vs. participants
- Bozeman Health Retirement Plan $99M · 1,879
- Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust $42M · 621
- Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust $22M · 270
- Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust $21M · 327
- Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust $19M · 175
Scale composition for Billings Clinic Pension Plan
Billings Clinic Pension Plan reports $262M in end-of-year assets across 5,580 participants (0.002% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.006% of 93,925,755 covered participants) - about $46,983 per participant (34% of the national average assets-per-participant) . Net income for plan year 2024 was $26M.
This plan identity (EIN 810231784, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $205M to $262M (+27.7%) while covered participants moved from 3,408 to 5,580 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 3,408 | $205M | Open filing |
| 2023 | 3,355 | $237M | Open filing |
| 2024 · index core | 5,580 | $262M | This page |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Billings Clinic 403b Plan (Other, $595M, 4,184 participants)
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Billings Clinic Pension Plan by total assets, not by location.
- Fhi 360 Employees' Pension Plan (NC) $258M · 1,192
- Ufcw No. California Food Employers Joint Individual Account Plan (CA) $267M · 24,156
- Children's University Medical Group Pension Plan (WA) $256M · 874
- Rhode Island Laborers Annuity Fund (RI) $255M · 9,172
Frequently Asked Questions
How did Billings Clinic Pension Plan assets move in 2024? ▼
How have Billings Clinic plan assets changed over time? ▼
Where does Billings Clinic Pension Plan rank by assets among Form 5500 filers? ▼
Which Money Purchase plans are similar in size to Billings Clinic Pension Plan? ▼
Next read for Billings Clinic Pension Plan
Filing takeaways
Ways to act on Billings Clinic Pension Plan's numbers.
- By total assets, Billings Clinic Pension Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase 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