401(k) · DOL Form 5500 · 2022

Beacon Health Alliance, P.C. 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
23
Participants Small participant base
75th
Percentile by assets National rank
$769,319
Avg per participant High balance/head
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Official DOL plan name: Beacon Health Alliance Profit Sharing Plan · Sponsored by Beacon Health Alliance, P.C. · Tennessee · Healthcare & Social Assistance

$18M in assets, 23 participants

Beacon Health Alliance, P.C.'s Beacon Health Alliance Profit Sharing Plan reported $18M in total assets and 23 participants in its 2022 DOL Form 5500 filing, ranking in the 75th 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.

  • #15,938 in Healthcare & Social Assistance (20,060 peers)

Where Beacon Health Alliance Profit Sharing Plan sits by assets

Beacon Health Alliance Profit Sharing Plan sits in the top quartile of all filed plans by assets, $18M for 23 participants (~$769,319/participant), down 18.6% in 2022.

#15,938
in Healthcare & Social Assistance (20,060 peers)
-18.6%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Beacon Health Alliance Profit Sharing Plan's outsized position by total assets

Beacon Health Alliance Profit Sharing Plan vs every filed plan by assets

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

$17,694,338 Top 25% higher than 75% 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

Beacon Health Alliance Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Beacon Health Alliance Profit Sharing Plan is a small filing (23 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 621587901 · Beacon Health Alliance, P.C. PY 2022 · 401(k)

Beacon Health Alliance Profit Sharing Plan · $18M · 23 · 75th

  • SCH $18M
  • SCH 23
  • SCH 75th
  • SCH 401(k)
  • SCH near Neurosurgical Associates of New Jersey P.C. Retirement Plan
  • SCH ind #15938

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 Tennessee →

Beacon Health Alliance Profit Sharing Plan in the asset neighbourhood

Beacon Health Alliance Profit Sharing PlanBeacon Health Alliance Profi…$18MNeurosurgical Associates of New Jersey P.C. Retirement PlanNeurosurgical Associates of …$18MPillen Family Farms, Inc. 401(k) PlanPillen Family Farms, Inc. 40…$18MPersistent Systems LLC 401(k) PlanPersistent Systems LLC 401(k…$18MSterling-Rice Group, Inc. 401(k) Profit Sharing PlanSterling-Rice Group, Inc. 40…$18M
End-of-year total assets ($M) among Beacon Health Alliance Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$18M
Net Income-$4M
Employer EIN621587901
Plan Effective Date1995-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Beacon Health Alliance, P.C.)

Sponsor-wide plan assets over time

All Beacon Health Alliance, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$24M 37.018497103423705% vs 2022
2024 filing year
$16M$18M$20M$22M$24M$26M 202220232024 $17.7M $24.2M ▲ +37.0%
Year Plans Participants Total Assets
2022 1 23 $18M
2023 1 24 $21M
2024 1 23 $24M

Nearby 401(k) Plans in Tennessee

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Beacon Health Alliance Profit Sharing Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -50510152025 Total assets ($B) Participants Beacon Health Alliance Profit Sharing Plan, Total assets ($B): 0.017694338 · Participants: 23Beacon Health Alliance Profit Sharing PlanFedex Corporation Retirement Savings Plan, Total assets ($B): 21.031401128 · Participants: 220835Fedex Corporation Retirement Savings PlanHca 401(k) Plan, Total assets ($B): 18.669830548 · Participants: 280576Hca 401(k) PlanInternational Paper Company Salaried Savings Plan, Total assets ($B): 4.178827147 · Participants: 11839International Paper Company Salaried Savings PlanFederal Express Corporation Pilots Retirement Savings Plan, Total assets ($B): 4.035859621 · Participants: 5305Federal Express Corporation Pilots Retirement Savings PlanChs/Community Health Systems, Inc. Retirement Savings Plan, Total assets ($B): 4.015461486 · Participants: 62485Chs/Community Health Systems, Inc. Retirement Savings Plan
Beacon Health Alliance Profit Sharing Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants
Compare Beacon Health Alliance Profit Sharing Plan side-by-side with 3 peers →

Beacon Health Alliance Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Tennessee, the nearest 401(k) by assets is Neurosurgical Associates of New Jersey P.C. Retirement Plan in NJ ($18M); by covered participants it is Dudley Ventures, LLC 401(k) Plan in AZ (23 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (23 participants); asset peers above are excluded.

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 Beacon Health Alliance Profit Sharing Plan assets move in 2022? ▼
Beacon Health Alliance Profit Sharing Plan declined sharply - down 18.6% during 2022, from $22M to $18M. Reported net income was -$4M.
How have Beacon Health Alliance, P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Beacon Health Alliance, P.C.'s sponsor-wide assets grew 37.0%, from $18M to $24M.
Where does Beacon Health Alliance Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Beacon Health Alliance Profit Sharing Plan ranks in the 75th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Beacon Health Alliance Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Neurosurgical Associates of New Jersey P.C. Retirement Plan in NJ ($18M, 89 participants).
Which 401(k) plans cover a similar participant headcount to Beacon Health Alliance Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Dudley Ventures, LLC 401(k) Plan in AZ (23 participants, N/A 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 621587901.

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.