CAMPBELL CLINIC, P.C. CASH BALANCE PENSION PLAN

Reviewed byPlainRetire Editorial, Retirement Plans Editorial Team · June 8, 2026

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

CAMPBELL CLINIC, P.C.

This Defined Benefit (Pension) plan holds $27M in total assets and serves 253 participants as of 2022. It is sponsored by CAMPBELL CLINIC, P.C. in Tennessee. The plan reported a net loss of $4M for the year.

Total Assets (2023)

$27M

Participants

253

State

Tennessee

Industry

Healthcare & Social Assistance

What the Filing Says About CAMPBELL CLINIC, P.C. CASH BALANCE PENSION PLAN

CAMPBELL CLINIC, P.C. CASH BALANCE PENSION PLAN is a Defined Benefit (Pension) retirement plan sponsored by CAMPBELL CLINIC, P.C., headquartered in Tennessee. As of the 2022 Form 5500 filing, the plan reports $27M in total end-of-year assets and covers 253 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 620811256, and the plan has been effective since 2005-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $31M at the beginning of 2022 to $27M at year-end — a decline of 11.9%. Net assets (after liabilities) closed the year at $27M, with reported net income of $-3,714,410 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)	$31M
Total Assets (End of Year)	$27M
Net Assets (End of Year)	$27M
Net Income	$-3,714,410
Plan Type	Defined Benefit (Pension)
Employer EIN	620811256
Plan Effective Date	2005-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (CAMPBELL CLINIC, P.C.)

Year	Plans	Participants	Total Assets
2022	2	694	$139M
2023	2	830	$160M
2024	2	869	$184M

Nearby Defined Benefit (Pension) Plans in Tennessee

Peer Defined Benefit (Pension) plans — same state, same plan type — ranked by total assets.

FEDEX CORPORATION EMPLOYEES' PENSION PLAN $26.6B · 139,031
RETIREMENT PLAN OF INTERNATIONAL PAPER COMPANY $8.8B · 20,164
PENSION PLAN FOR EMPLOYEES AT ORNL $2.5B · 5,801
RETIREMENT PROGRAM PLAN FOR EMPLOYEES OF CONSOLIDATED NUCLEAR SECURITY, LLC AT THE U.S. DEPARTMENT OF ENERGY AT OAK RIDGE, TENNESSEE $2.1B · 2,710
NISSAN EMPLOYEE RETIREMENT PLAN $1.7B · 4,300

Compare CAMPBELL CLINIC, P.C. CASH BALANCE PENSI… side-by-side with 3 peers →

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Frequently Asked Questions

How much money is in the CAMPBELL CLINIC, P.C. CASH BALANCE PENSION PLAN? ▼

As of the 2022 Form 5500 filing, CAMPBELL CLINIC, P.C. CASH BALANCE PENSION PLAN holds $27M in total assets with 253 participants. It is sponsored by CAMPBELL CLINIC, P.C..

What type of plan is CAMPBELL CLINIC, P.C. CASH BALANCE PENSION PLAN? ▼

CAMPBELL CLINIC, P.C. CASH BALANCE PENSION PLAN is a Defined Benefit (Pension) plan. It has been effective since 2005-01-01. The plan is filed with the U.S. Department of Labor under EIN 620811256.

Who sponsors the CAMPBELL CLINIC, P.C. CASH BALANCE PENSION PLAN? ▼

CAMPBELL CLINIC, P.C. CASH BALANCE PENSION PLAN is sponsored by CAMPBELL CLINIC, P.C., located in Tennessee. The sponsor's EIN is 620811256 and the plan operates in the Healthcare & Social Assistance industry.

How did CAMPBELL CLINIC, P.C. CASH BALANCE PENSION PLAN perform in 2022? ▼

CAMPBELL CLINIC, P.C. CASH BALANCE PENSION PLAN declined by 11.9% during 2022, moving from $31M to $27M in total assets. Net income was $-3,714,410.

Where can I find official filings for CAMPBELL CLINIC, P.C. CASH BALANCE PENSION PLAN? ▼

Official Form 5500 filings for CAMPBELL CLINIC, P.C. CASH BALANCE PENSION PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 620811256 or plan name at efast.dol.gov.

How does CAMPBELL CLINIC, P.C. CASH BALANCE PENSION PLAN compare to other plans? ▼

You can compare CAMPBELL CLINIC, P.C. CASH BALANCE PENSION PLAN against other Defined Benefit (Pension) plans on the plan type page, or view plans in Tennessee on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.