Other · DOL Form 5500 · 2022

Knoxville Hospital and Clinics Retirement Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
254
Participants Below avg headcount
68th
Percentile by assets National rank
$46,610
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Knoxville Hospital and Clinics Tax Sheltered Annuity Plan · Sponsored by Knoxville Hospital and Clinics · Iowa · Healthcare & Social Assistance

$12M in assets, 254 participants

Knoxville Hospital and Clinics's Knoxville Hospital and Clinics Tax Sheltered Annuity Plan reported $12M in total assets and 254 participants in its 2022 DOL Form 5500 filing, ranking in the 68th 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.

  • #14,722 in Healthcare & Social Assistance (20,060 peers)

Coverage in Iowa

Knoxville Hospital and Clinics Tax Sheltered Annuity Plan covers 254 participants in Iowa, about 42% of the average Iowa filer (state average ~609 per filing). Assets: $12M.

#14,722
in Healthcare & Social Assistance (20,060 peers)
-16.5%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Knoxville Hospital and Clinics Tax Sheltered Annuity Plan's outsized position by total assets

Knoxville Hospital and Clinics Tax Sheltered Annuity Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$11,838,850 Top 32% higher than 68% of 139,123 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 2022

Knoxville Hospital and Clinics Tax Sheltered Annuity Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Knoxville Hospital and Clinics Tax Sheltered Annuity Plan sits mid-pack in the medium band (254 participants).

Published 5500 schedule card

Filing strip 421087612 · Knoxville Hospital and Clinics PY 2022 · Other

Knoxville Hospital and Clinics Tax Sheltered Annuity Plan · $12M · 254 · 68th

  • IND $12M
  • IND 254
  • IND 68th
  • IND Other
  • IND near Section 403(b) Retirement Plan for National Council of Juvenile & Family
  • IND ind #14722

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 Iowa →

Knoxville Hospital and Clinics Tax Sheltered Annuity Plan in the asset neighbourhood

Coleman Professional Services Employees 403b PlanColeman Professional Service…$12MKnoxville Hospital and Clinics Tax Sheltered Annuity PlanKnoxville Hospital and Clini…$12MSection 403(b) Retirement Plan for National Council of Juvenile & FamilySection 403(b) Retirement Pl…$12MNew Vista of the Bluegrass, Inc. 403(b) PlanNew Vista of the Bluegrass, …$12MEmployee Benefit Plan of Jet Research Development, Inc.Employee Benefit Plan of Jet…$12M
End-of-year total assets ($M) among Knoxville Hospital and Clinics Tax Sheltered Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Iowa filing particulars

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$12M
Net Income-$2M
Employer EIN421087612
Plan Effective Date1989-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Knoxville Hospital and Clinics)

Sponsor-wide plan assets over time

All Knoxville Hospital and Clinics plans reported in each filing year

Latest sponsor-wide plan assets
$17M 46.445119247224184% vs 2022
2024 filing year
$10M$12M$14M$16M$18M 202220232024 $11.8M $17.3M ▲ +46.5%
Year Plans Participants Total Assets
2022 1 254 $12M
2023 1 271 $14M
2024 1 315 $17M

Nearby Other Plans in Iowa

Peer Other plans, same state, same plan type, ranked by total assets.

Knoxville Hospital and Clinics Tax Sheltered Annuity Plan vs. nearby Other plans in Iowa, assets vs. participants Scatter plot of 6 data points. 010002000300040005000 -2000200400600 Total assets ($M) Participants Knoxville Hospital and Clinics Tax Sheltered Annuity Plan, Total assets ($M): 11.83885 · Participants: 254Knoxville Hospital and Clinics Tax Sheltered Annuity PlanIaicu Multiple Employer Plan, Total assets ($M): 495.9823 · Participants: 2131Iaicu Multiple Employer PlanAct, Inc. Defined Contribution Retirement Plan, Total assets ($M): 387.931026 · Participants: 1012Act, Inc. Defined Contribution Retirement PlanGrinnell College Employees Retirement Savings Plan, Total assets ($M): 315.100984 · Participants: 758Grinnell College Employees Retirement Savings PlanGenesis Health System Retirement Savings Plan, Total assets ($M): 297.192368 · Participants: 4454Genesis Health System Retirement Savings PlanDrake University Mandatory Tax-Deferred Annuity Retirement Plan, Total assets ($M): 248.646529 · Participants: 1182Drake University Mandatory Tax-Deferred Annuity Retirement Plan
Knoxville Hospital and Clinics Tax Sheltered Annuity Plan vs. nearby Other plans in Iowa, assets vs. participants
Compare Knoxville Hospital and Clinics Tax Sheltered Annuity Plan side-by-side with 3 peers →

Knoxville Hospital and Clinics Tax Sheltered Annuity Plan's out-of-state Other peers by assets and headcount

Outside Iowa, the nearest Other by assets is Section 403(b) Retirement Plan for National Council of Juvenile & Family in NV ($12M); by covered participants it is Winston County Medical Foundation 403(b) Retirement Plan in MS (254 participants). Same-state nearby plans are listed separately above.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Knoxville Hospital and Clinics Tax Sheltered Annuity Plan assets move in 2022? ▼
Knoxville Hospital and Clinics Tax Sheltered Annuity Plan declined sharply - down 16.5% during 2022, from $14M to $12M. Reported net income was -$2M.
How have Knoxville Hospital and Clinics plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Knoxville Hospital and Clinics's sponsor-wide assets grew 46.4%, from $12M to $17M.
Which Other plans are similar in size to Knoxville Hospital and Clinics Tax Sheltered Annuity Plan? ▼
Among Other plans in other states, the closest by assets is Section 403(b) Retirement Plan for National Council of Juvenile & Family in NV ($12M, 58 participants).
Which Other plans cover a similar participant headcount to Knoxville Hospital and Clinics Tax Sheltered Annuity Plan? ▼
Among Other plans in other states, the closest by covered participants is Winston County Medical Foundation 403(b) Retirement Plan in MS (254 participants, $9M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 421087612.

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.