Defined Benefit (Pension) · DOL Form 5500 · 2022

Zhealth, LLC Pension Plan

Data updated 2026-08-25

$723K
Total assets Small plan by assets
12
Participants Small participant base
22nd
Percentile by assets National rank
$60,290
Avg per participant Low balance/head
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Official DOL plan name: Zhealth, LLC Cash Balance Plan · Sponsored by Zhealth, LLC · Tennessee · Professional & Technical Services

$723K in assets, 12 participants

Zhealth, LLC's Zhealth, LLC Cash Balance Plan reported $723K in total assets and 12 participants in its 2022 DOL Form 5500 filing, ranking in the 22nd 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.

  • #3,844 in Professional & Technical Services (21,562 peers)

2022 asset change

Zhealth, LLC Cash Balance Plan pulled back noticeably 12.3% in 2022 ($825K → $723K) for 12 participants.

#3,844
in Professional & Technical Services (21,562 peers)
-12.3%
assets change YoY

The plan reported a net loss of $101K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Zhealth, LLC Cash Balance Plan among the smaller filed plans by assets

Zhealth, LLC Cash Balance Plan vs every filed plan by assets

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

$723,477 22nd percentile higher than 22% 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

Zhealth, LLC Cash Balance 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. Zhealth, LLC Cash Balance Plan is a small filing (12 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 621838821 · Zhealth, LLC PY 2022 · Defined Benefit (Pension)

Zhealth, LLC Cash Balance Plan · $723K · 12 · 22nd

  • EOY $723K
  • 5500 12
  • ASSETS 22nd
  • PCT Defined Benefit (Pension)
  • EIN near Waheguru-Jatt, LLC Pension Plan
  • RANK ind #3844

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 Professional & Technical Services retirement plans → · Plans in Tennessee →

Zhealth, LLC Cash Balance Plan in the asset neighbourhood

Zhealth, LLC Cash Balance PlanZhealth, LLC Cash Balance Pl…$723KWaheguru-Jatt, LLC Pension PlanWaheguru-Jatt, LLC Pension P…$723KRivercap Holdings, LLC Cash Balance Pension Plan and TrustRivercap Holdings, LLC Cash …$725KHur Hardwood Flooring Co. Defined Benefit Pension PlanHur Hardwood Flooring Co. De…$722KCrackerpants Inc Defined Benefit Pension PlanCrackerpants Inc Defined Ben…$717K
End-of-year total assets ($M) among Zhealth, LLC Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Zhealth, LLC years around the 2022 move

Sponsor-wide plan assets over time

All Zhealth, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$6M 9.907471077085185% vs 2022
2024 filing year
$5M$5.5M$6M$6.5M 202220232024 $5.57M $6.12M ▲ +9.9%
Year Plans Participants Total Assets
2022 2 25 $6M
2023 2 23 $5M
2024 2 26 $6M

2022 asset-move particulars

Total Assets (Beginning of Year)$825K
Net Assets (End of Year)$723K
Net Income-$101K
Employer EIN621838821
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Tennessee

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

Zhealth, LLC Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants Zhealth, LLC Cash Balance Plan, Total assets ($B): 0.000723477 · Participants: 12Zhealth, LLC Cash Balance PlanFedex Corporation Employees' Pension Plan, Total assets ($B): 25.607567505 · Participants: 119742Fedex Corporation Employees' Pension PlanRetirement Plan of International Paper Company, Total assets ($B): 8.844607131 · Participants: 20914Retirement Plan of International Paper CompanyPension Plan for Employees at Ornl, Total assets ($B): 2.326549411 · Participants: 5460Pension Plan for Employees at OrnlRetirement Program Plan for Employees of Consolidated Nuclear Security, LLC at the U.S. Department of Energy at Oak Ridge, Tennessee, Total assets ($B): 2.039541449 · Participants: 2920Retirement Program Plan for Employees of Consolidated Nuclear Security, LLC at the U.S. Department of Energy at Oak Ridge, TennesseeNissan Employee Retirement Plan, Total assets ($B): 1.533696203 · Participants: 4575Nissan Employee Retirement Plan
Zhealth, LLC Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Tennessee, assets vs. participants
Compare Zhealth, LLC Cash Balance Plan side-by-side with 3 peers →

Zhealth, LLC Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Tennessee, the nearest Defined Benefit (Pension) by assets is Waheguru-Jatt, LLC Pension Plan in GA ($723K); by covered participants it is Seasonal Packaging, Inc. Pension Plan in NJ (12 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (12 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 Zhealth, LLC Cash Balance Plan assets move in 2022? ▼
Zhealth, LLC Cash Balance Plan pulled back noticeably - down 12.3% during 2022, from $825K to $723K. Reported net income was -$101K.
How have Zhealth, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Zhealth, LLC's sponsor-wide assets grew 9.9%, from $6M to $6M.
Where does Zhealth, LLC Cash Balance Plan rank by assets among Form 5500 filers? ▼
Zhealth, LLC Cash Balance Plan ranks in the 22nd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which Defined Benefit (Pension) plans are similar in size to Zhealth, LLC Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Waheguru-Jatt, LLC Pension Plan in GA ($723K, 7 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Zhealth, LLC Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Seasonal Packaging, Inc. Pension Plan in NJ (12 participants, $1M 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 621838821.

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.