401(k) · DOL Form 5500 · 2022

Jackson Clinic, P.a. 401(k) Plan

Data updated 2026-08-25

$152M
Total assets Near avg plan size
591
Participants Below avg headcount
95th
Percentile by assets National rank
$257,046
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: The Jackson Clinic Professional Association Revised Profit Sharing Plan · Sponsored by Jackson Clinic, P.a. · Tennessee · Healthcare & Social Assistance

$152M in assets, 591 participants

Jackson Clinic, P.a.'s The Jackson Clinic Professional Association Revised Profit Sharing Plan reported $152M in total assets and 591 participants in its 2022 DOL Form 5500 filing, ranking in the 95th 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.

  • #19,123 in Healthcare & Social Assistance (20,060 peers)

Where The Jackson Clinic Professional Association Revised Profit Sharing Plan sits by assets

The Jackson Clinic Professional Association Revised Profit Sharing Plan sits in the top 5% of all filed plans by assets, $152M for 591 participants (~$257,046/participant), down 20.3% in 2022.

#19,123
in Healthcare & Social Assistance (20,060 peers)
-20.3%
assets change YoY
1.5×
vs typical plan assets (national mean)

The plan reported a net loss of $39M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Jackson Clinic Professional Association Revised Profit Sharing Plan's outsized position by total assets

The Jackson Clinic Professional Association Revised Profit Sharing Plan vs every filed plan by assets

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

$151,914,423 Top 5% higher than 95% 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

The Jackson Clinic Professional Association Revised Profit Sharing 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. The Jackson Clinic Professional Association Revised Profit Sharing Plan sits mid-pack in the medium band (591 participants).

DOL schedule card

Filing strip 620555660 · Jackson Clinic, P.a. PY 2022 · 401(k)

The Jackson Clinic Professional Association Revised Profit Sharing Plan · $152M · 591 · 95th

  • NET $152M
  • NET 591
  • NET 95th
  • NET 401(k)
  • NET near Henderson Engineers, Inc. 401(k) Profit Sharing Plan and Trust
  • NET ind #19123

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 →

The Jackson Clinic Professional Association Revised Profit Sharing Plan in the asset neighbourhood

Osi Restaurant Partners, LLC Salaried Employees 401(k) Plan and TrustOsi Restaurant Partners, LLC…$152MOsmose 401(k) Plan$152MVeterans United Home Loans 401(k) PlanVeterans United Home Loans 4…$152MThe Jackson Clinic Professional Association Revised Profit Sharing PlanThe Jackson Clinic Professio…$152MHenderson Engineers, Inc. 401(k) Profit Sharing Plan and TrustHenderson Engineers, Inc. 40…$152M
End-of-year total assets ($M) among The Jackson Clinic Professional Association Revised 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)$191M
Net Assets (End of Year)$152M
Net Income-$39M
Employer EIN620555660
Plan Effective Date1970-12-04
Filing StatusFILING RECEIVED

Sponsor Plan History (Jackson Clinic, P.a.)

Sponsor-wide plan assets over time

All Jackson Clinic, P.a. plans reported in each filing year

Latest sponsor-wide plan assets
$169M 11.306582127491607% vs 2022
2024 filing year
$150M$160M$170M$180M 202220232024 $152M $169M ▲ +11.3%
Year Plans Participants Total Assets
2022 1 591 $152M
2023 1 643 $165M
2024 1 629 $169M

Nearby 401(k) Plans in Tennessee

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

The Jackson Clinic Professional Association Revised Profit Sharing Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -50510152025 Total assets ($B) Participants The Jackson Clinic Professional Association Revised Profit Sharing Plan, Total assets ($B): 0.151914423 · Participants: 591The Jackson Clinic Professional Association Revised 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
The Jackson Clinic Professional Association Revised Profit Sharing Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants

The Jackson Clinic Professional Association Revised Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Tennessee, the nearest 401(k) by assets is Henderson Engineers, Inc. 401(k) Profit Sharing Plan and Trust in KS ($152M); by covered participants it is Daisy Brand Retirement Plan in TX (591 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (591 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 The Jackson Clinic Professional Association Revised Profit Sharing Plan assets move in 2022? ▼
The Jackson Clinic Professional Association Revised Profit Sharing Plan declined sharply - down 20.3% during 2022, from $191M to $152M. Reported net income was -$39M.
How have Jackson Clinic, P.a. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jackson Clinic, P.a.'s sponsor-wide assets grew 11.3%, from $152M to $169M.
Where does The Jackson Clinic Professional Association Revised Profit Sharing Plan rank by assets among Form 5500 filers? ▼
The Jackson Clinic Professional Association Revised Profit Sharing Plan ranks in the 95th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to The Jackson Clinic Professional Association Revised Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Henderson Engineers, Inc. 401(k) Profit Sharing Plan and Trust in KS ($152M, 948 participants).
Which 401(k) plans cover a similar participant headcount to The Jackson Clinic Professional Association Revised Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Daisy Brand Retirement Plan in TX (591 participants, $111M in assets).