Plan5500

Hamilton, 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, Hamilton, MT has 4 loaded benefit plan(s) reported by 3 plan sponsor(s), with $47,814,543 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
4
Plan sponsors
3
Latest filing year
2023

What stands out in Hamilton

  • 4 loaded plans hold $47.8M in reported assets across 3 sponsors.
  • The largest, Bitterroot Health 401(K) Plan, holds 95% of reported Hamilton plan assets.
  • Plans cover 1,385 participants — about 346 per plan.
  • 75% of loaded plans report full Schedule H/I financial statements.
  • 25% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$47.8MSummed across loaded plans$47,814,543
Total reported assets$47.8M$47,814,543
Total reported participants1.4K1,385
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$47.8M total assets
Net assets$47.8MLiabilities$0
Contributions & income
Employer contributions$2.2M
Participant contributions$4.2M
Total income / additions$13.1M
Expenses & distributions
Benefits paid / distributions$3.3M
Total expenses$3.4M
Net increase / (decrease)$9.8M

Data coverage

Plans with financial statements3 / 4 (75%)
Plans with provider compensation1 / 4 (25%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Hamilton, 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

Hamilton market comparison

Largest plan share of assets95%Bitterroot Health 401(K) Plan
Participants per plan346Average across loaded plans
Plan sponsors3
Ranked by reported assets

Largest loaded plans in Hamilton

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

  1. 1
    Bitterroot Health 401(K) Plan$45.2M
    Marcus Daly Memorial Hospital Corporation · 2023
  2. 2
    Lee Land & Lumber, Inc. Standardized Pension Plan & Trust Agreement$2.6M
    Lee Land & Lumber, Inc. · 2023
  3. 3
    James H. Chandler, M.D.,P.C. 401 (K) Profit$7.2K
    James H. Chandler, M.D., P.C. · 2023
  4. 4
    Marcus Daly Memorial Hospitalnot reported in the loaded dataset
    Marcus Daly Memorial Hospital · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Hamilton, MT?
4 plan(s) reported by 3 sponsor(s) are loaded for Hamilton, MT.

Related Form 5500 pages