Back to filter
Original filing (PDF)20250708154539NAL0006589552001
ASCENSION PHYSICAL THERAPY
Form 5500-SF
FILING_RECEIVED
ASCENSION PHYSICAL THERAPY 401(K) PLAN
401(k) retirement plan
Active participants
8
Accounts w/ balance
9
Plan assets (EOY)
$1.6M
Net assets (EOY)
$1.6M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ASCENSION PHYSICAL THERAPY.
Plan sponsor
Name
ASCENSION PHYSICAL THERAPY
EIN
47-4751637
Address
3345 COLTON DR. STE A · HELENA, MT · 59602
Phone
(406) 513-1422
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-08
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Health Care & Social Assistance plans
IRONWOOD DRIVE PHYSICAL THERAPY
IRONWOOD DRIVE PHYSICAL THERAPY 401(K) PLAN
$1.6M · 19 participants
MEGAN CARRICK, LLC
KIDS IN SYNC 401(K) PROFIT SHARING PLAN
$1.6M · 10 participants
PEAK PERFORMANCE SPORTS & SPINE
PEAK PERFORMANCE SPORTS & SPINE CASH BALANCE PLAN AND TRUST
$1.6M · 4 participants
YOUNG PHYSICAL THERAPY, INC.
YOUNG PHYSICAL THERAPY, INC. 401(K) PLAN
$1.6M · 9 participants
KATHLEEN J. GRACE, R.P.T., APC
KATHLEEN J. GRACE, R.P.T., APC 401K PROFIT SHARING PLAN
$1.6M · 6 participants
THERAPY MANAGEMENT CONSULTING SERVICES, LLC
TMCS 401(K) PROFIT SHARING PLAN
$1.6M · 2 participants
Large plans in Montana
BILLINGS CLINIC
BILLINGS CLINIC 403B PLAN
$594.8M · 4,247 participants
D.A. DAVIDSON COMPANIES
D.A. DAVIDSON COMPANIES RETIREMENT SAVINGS AND PROFIT SHARING PLAN
$543.1M · 1,609 participants
GLACIER BANCORP, INC.
GLACIER BANCORP, INC. PROFIT SHARING AND 401(K) PLAN
$537.9M · 3,535 participants
NORTHWESTERN CORPORATION
NORTHWESTERN ENERGY 401(K) RETIREMENT SAVINGS PLAN
$512.8M · 1,590 participants
LOGAN HEALTH
LOGAN HEALTH RETIREMENT SAVINGS PLAN
$500.4M · 4,345 participants
FIRST INTERSTATE BANCSYSTEM, INC.
FIRST INTERSTATE BANCSYSTEM, INC. 401(K) PLAN
$481.7M · 3,478 participants