Western Montana Mental Health Center403(b)
WESTERN MONTANA MENTAL HEALTH CENTER 403(B) RETIREMENT PLAN · MISSOULA, MT · plan year 2023
Peer grade: B+ · admin costs + employer contributions vs same-size plans · how grading works
Western Montana Mental Health Center reported $3,220 in plan administrative expenses for 2023: 0.05% of average plan assets, lower than ~75% of peers. Employer contributions averaged $665 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.
Across the 1 year on file its reported administrative ratio fell from 0.06% to 0.05%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Montana (151st of 229), and 6,804th of 11,911 in health care & social assistance. In 2023, employees put in $1.93 for every $1.00 the employer contributed.
Western Montana Mental Health Center's 2023 employer contribution ran below the $1,308 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.
Annual cost at the plan's reported 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.
Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.
Why are you looking at this plan?
Source: U.S. Department of Labor, Form 5500 series, EIN 810307814 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.