401(k) · DOL Form 5500 · 2024

Billings Clinic 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
20
Participants Small participant base
26th
Percentile by assets National rank
$71,401
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Billings Clinic Money Maker Plan · Sponsored by Billings Clinic · Montana · Healthcare & Social Assistance

$1M in assets, 20 participants

Billings Clinic's Billings Clinic Money Maker Plan reported $1M in total assets and 20 participants in its 2024 DOL Form 5500 filing, ranking in the 26th 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.

  • #3,858 in Healthcare & Social Assistance (16,916 peers)

Billings Clinic multi-year trail

Billings Clinic's plans moved +31.9% in assets from 2022 to 2024; this filing shows Billings Clinic Money Maker Plan at $1M / 20 participants.

#3,858
in Healthcare & Social Assistance (16,916 peers)
-23.7%
assets change YoY

The plan reported a net loss of $444K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Billings Clinic Money Maker Plan among the smaller filed plans by assets

Billings Clinic Money Maker Plan vs every filed plan by assets

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

$1,428,012 26th percentile higher than 26% 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 Money Maker Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Billings Clinic Money Maker Plan is a small filing (20 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Billings Clinic Money Maker Plan reported net income fell from $150K in the plan year 2023 filing to -$444K in the plan year 2024 filing.
  • Billings Clinic Money Maker Plan end-of-year assets fell from $2M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Billings Clinic Money Maker Plan reported participants fell from 26 in the plan year 2023 filing to 20 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 810231784 · Billings Clinic PY 2024 · 401(k)

Billings Clinic Money Maker Plan · $1M · 20 · 26th

  • EOY $1M
  • 5500 20
  • ASSETS 26th
  • PCT 401(k)
  • EIN near Apple Steel Rule Die Inc 401(k) Profit Sharing Plan & Trust
  • RANK ind #3858

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 Money Maker Plan in the asset neighbourhood

Billings Clinic Money Maker PlanBillings Clinic Money Maker …$1MApple Steel Rule Die Inc 401(k) Profit Sharing Plan & TrustApple Steel Rule Die Inc 401…$1MFtc, Inc. 401(k) Plan$1MSteff's Company Deferred Savings Plan (401-K Savings Plan)Steff's Company Deferred Sav…$1MAmvets Department of California Service Foundation 401(k) PlanAmvets Department of Califor…$1M
End-of-year total assets ($M) among Billings Clinic Money Maker Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Billings Clinic multi-year asset trail

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

Billings Clinic filing trail (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$1M
Net Income-$444K
Employer EIN810231784
Plan Effective Date1990-07-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Montana

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Billings Clinic Money Maker Plan vs. nearby 401(k) plans in Montana, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -2000200400600800 Total assets ($M) Participants Billings Clinic Money Maker Plan, Total assets ($M): 1.428012 · Participants: 20Billings Clinic Money Maker PlanD.a. Davidson Companies Retirement Savings and Profit Sharing Plan, Total assets ($M): 622.672637 · Participants: 1619D.a. Davidson Companies Retirement Savings and Profit Sharing PlanGlacier Bancorp, Inc. Profit Sharing and 401(k) Plan, Total assets ($M): 537.940129 · Participants: 3215Glacier Bancorp, Inc. Profit Sharing and 401(k) PlanNorthwestern Energy 401(k) Retirement Savings Plan, Total assets ($M): 512.769387 · Participants: 1571Northwestern Energy 401(k) Retirement Savings PlanLogan Health Retirement Savings Plan, Total assets ($M): 500.352847 · Participants: 4288Logan Health Retirement Savings PlanFirst Interstate Bancsystem, Inc. 401(k) Plan, Total assets ($M): 481.734557 · Participants: 3530First Interstate Bancsystem, Inc. 401(k) Plan
Billings Clinic Money Maker Plan vs. nearby 401(k) plans in Montana, assets vs. participants
Compare Billings Clinic Money Maker Plan side-by-side with 3 peers →

Billings Clinic Money Maker Plan's out-of-state 401(k) peers by assets and headcount

Outside Montana, the nearest 401(k) by assets is Apple Steel Rule Die Inc 401(k) Profit Sharing Plan & Trust in WI ($1M); by covered participants it is Aae 401(k) Retirement Plan in MN (20 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (20 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 Money Maker Plan assets move in 2024? ▼
Billings Clinic Money Maker Plan declined sharply - down 23.7% during 2024, from $2M to $1M. Reported net income was -$444K.
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.
Which 401(k) plans are similar in size to Billings Clinic Money Maker Plan? ▼
Among 401(k) plans in other states, the closest by assets is Apple Steel Rule Die Inc 401(k) Profit Sharing Plan & Trust in WI ($1M, 44 participants).
Which 401(k) plans cover a similar participant headcount to Billings Clinic Money Maker Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Aae 401(k) Retirement Plan in MN (20 participants, N/A 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.