Money Purchase · DOL Form 5500 · 2024

Billings Clinic Money Purchase Plan

Data updated 2026-08-25

$262M
Total assets Near avg plan size
5,580
Participants Above avg headcount
95th
Percentile by assets National rank
$46,983
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

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.

  • #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.

#16,187
in Healthcare & Social Assistance (16,916 peers)
+10.8%
assets growth YoY
2.6×
vs typical plan assets (national mean)

Billings Clinic Pension Plan's outsized position by total assets

Billings Clinic Pension Plan vs every filed plan by assets

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

$262,166,655 Top 5% higher than 95% 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 Pension 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 Pension Plan lands in the large band (5,580 participants).

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.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 810231784 · Billings Clinic PY 2024 · Money Purchase

Billings Clinic Pension Plan · $262M · 5,580 · 95th

  • PART $262M
  • TYPE 5,580
  • NET 95th
  • BOOK Money Purchase
  • VS-ST near Fhi 360 Employees' Pension Plan
  • BOY ind #16187

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 Pension Plan in the asset neighbourhood

Ufcw No. California Food Employers Joint Individual Account PlanUfcw No. California Food Emp…$267MBillings Clinic Pension Plan$262MFhi 360 Employees' Pension PlanFhi 360 Employees' Pension P…$258MChildren's University Medical Group Pension PlanChildren's University Medica…$256MRhode Island Laborers Annuity FundRhode Island Laborers Annuit…$255M
End-of-year total assets ($M) among Billings Clinic Pension Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2024.

Montana filing particulars

Total Assets (Beginning of Year)$237M
Net Assets (End of Year)$262M
Net Income$26M
Employer EIN810231784
Plan Effective Date1968-07-01
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 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 Scatter plot of 6 data points. -20000200040006000 0100200300 Total assets ($M) Participants Billings Clinic Pension Plan, Total assets ($M): 262.166655 · Participants: 5580Billings Clinic Pension PlanBozeman Health Retirement Plan, Total assets ($M): 99.136925 · Participants: 1879Bozeman Health Retirement PlanMontana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust, Total assets ($M): 42.288194 · Participants: 621Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & TrustMontana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust, Total assets ($M): 21.504968 · Participants: 270Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & TrustMontana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust, Total assets ($M): 21.191017 · Participants: 327Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & TrustMontana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust, Total assets ($M): 18.775115 · Participants: 175Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust
Billings Clinic Pension Plan vs. nearby Money Purchase plans in Montana, assets vs. participants
Compare Billings Clinic Pension Plan side-by-side with 3 peers →

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 Pension Plan's out-of-state Money Purchase peers by assets and headcount

Outside Montana, the nearest Money Purchase by assets is Fhi 360 Employees' Pension Plan in NC ($258M); by covered participants it is Cement Masons Southern California Individual Retirement Account Defined Contribution Trust in CA (5,554 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($262M here).

Similar participant headcount

Nearest other-state filings by covered participants (5,580 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 Pension Plan assets move in 2024? ▼
Billings Clinic Pension Plan grew at a solid clip - up 10.8% during 2024, from $237M to $262M. Reported net income was $26M.
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 Pension Plan rank by assets among Form 5500 filers? ▼
Billings Clinic Pension Plan ranks in the 95th 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 Money Purchase plans are similar in size to Billings Clinic Pension Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Fhi 360 Employees' Pension Plan in NC ($258M, 1,192 participants).
Which Money Purchase plans cover a similar participant headcount to Billings Clinic Pension Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Cement Masons Southern California Individual Retirement Account Defined Contribution Trust in CA (5,554 participants, $224M 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.