Plan5500

Dillon, MT Form 5500 retirement and benefit plan filings

City Form 5500 summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Dillon, MT has 5 loaded benefit plan(s) reported by 4 plan sponsor(s), with $24,877,145 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
5
Plan sponsors
4
Latest filing year
2023

What stands out in Dillon

  • 5 loaded plans hold $24.9M in reported assets across 4 sponsors.
  • The largest, Barrett Hospital Development Corporation 403(B) Plan, holds 73% of reported Dillon plan assets.
  • Plans cover 476 participants — about 95 per plan.
  • 80% of loaded plans report full Schedule H/I financial statements.
  • 20% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$24.9MSummed across loaded plans$24,877,145
Total reported assets$24.9M$24,877,145
Total reported participants476
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$24.9M total assets
Net assets$24.9MLiabilities$0
Contributions & income
Employer contributions$690.1K
Participant contributions$1.1M
Total income / additions$5.6M
Expenses & distributions
Benefits paid / distributions$3M
Total expenses$3.1M
Net increase / (decrease)$2.5M

Data coverage

Plans with financial statements4 / 5 (80%)
Plans with provider compensation1 / 5 (20%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Dillon, MT plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Dillon market comparison

Largest plan share of assets73%Barrett Hospital Development Corporation 403(B) Plan
Participants per plan95Average across loaded plans
Plan sponsors4
Ranked by reported assets

Largest loaded plans in Dillon

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Barrett Hospital Development Corporation 403(B) Plan$18.2M
    Barrett Hospital & Healthcare · 2023
  2. 2
    Great Harvest Franchising Inc. K-Sop Retirement Plan$6.4M
    Great Harvest Franchising, Inc. · 2023
  3. 3
    Intermountain Management Company, Inc. Profit Sharing Trust$358.1K
    Intermountain Management Company, Inc. · 2023
  4. 4
    Bearpaw Inc. Retirement Plan$0
    Bearpaw Inc. · 2023
  5. 5
    Barrett Hospital Development Corporation Health And Welfare Plannot reported in the loaded dataset
    Barrett Hospital Development Corporation · 2023

Largest plans in Dillon → · Dillon plans by participants → · Dillon plans with financial data → · Dillon plans with provider compensation → · $1B+ plans in Dillon →

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Dillon, MT?
5 plan(s) reported by 4 sponsor(s) are loaded for Dillon, MT.

Related Form 5500 pages