401(k) · DOL Form 5500 · 2022

Holston Medical Group, Inc. 401(k) Plan

Data updated 2026-08-25

$104M
Total assets Near avg plan size
976
Participants Near avg headcount
93rd
Percentile by assets National rank
$106,550
Avg per participant Below avg balance/head
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Official DOL plan name: Holston Medical Group Retirement Plan · Sponsored by Holston Medical Group, Inc. · Tennessee · Healthcare & Social Assistance

$104M in assets, 976 participants

Holston Medical Group, Inc.'s Holston Medical Group Retirement Plan reported $104M in total assets and 976 participants in its 2022 DOL Form 5500 filing, ranking in the 93rd 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.

  • #18,848 in Healthcare & Social Assistance (20,060 peers)

Where Holston Medical Group Retirement Plan sits by assets

Holston Medical Group Retirement Plan sits in the top 10% of all filed plans by assets, $104M for 976 participants (~$106,550/participant), down 9.7% in 2022.

#18,848
in Healthcare & Social Assistance (20,060 peers)
-9.7%
assets change YoY
1.0×
vs typical plan assets (national mean)

The plan reported a net loss of $11M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Holston Medical Group Retirement Plan's outsized position by total assets

Holston Medical Group Retirement Plan vs every filed plan by assets

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

$103,992,827 Top 7% higher than 93% 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

Holston Medical Group Retirement 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. Holston Medical Group Retirement Plan sits mid-pack in the medium band (976 participants).

Plan-year Form 5500 strip

Filing strip 621388079 · Holston Medical Group, Inc. PY 2022 · 401(k)

Holston Medical Group Retirement Plan · $104M · 976 · 93rd

  • EOY $104M
  • 5500 976
  • ASSETS 93rd
  • PCT 401(k)
  • EIN near Orthopedic Care Partners 401(k) and Profit Sharing Plan
  • RANK ind #18848

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 →

Holston Medical Group Retirement Plan in the asset neighbourhood

Creative Planning Companies Employer Retirement Contribution PlanCreative Planning Companies …$104MHuntsworth Group, Inc. USA 401(k) PlanHuntsworth Group, Inc. USA 4…$104MOrthopedic Care Partners 401(k) and Profit Sharing PlanOrthopedic Care Partners 401…$104MHolston Medical Group Retirement PlanHolston Medical Group Retire…$104MEmployee Savings Incentive Thrift Plan of Forbes Media LLCEmployee Savings Incentive T…$104M
End-of-year total assets ($M) among Holston Medical Group Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$115M
Net Assets (End of Year)$104M
Net Income-$11M
Employer EIN621388079
Plan Effective Date1999-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Holston Medical Group, Inc.)

Sponsor-wide plan assets over time

All Holston Medical Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$147M 41.462623186501126% vs 2022
2024 filing year
$80M$100M$120M$140M$160M 202220232024 $104M $147M ▲ +41.5%
Year Plans Participants Total Assets
2022 1 976 $104M
2023 1 1,081 $133M
2024 1 1,172 $147M

Nearby 401(k) Plans in Tennessee

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

Holston Medical Group Retirement Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -50510152025 Total assets ($B) Participants Holston Medical Group Retirement Plan, Total assets ($B): 0.103992827 · Participants: 976Holston Medical Group Retirement 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
Holston Medical Group Retirement Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants
Compare Holston Medical Group Retirement Plan side-by-side with 3 peers →

Holston Medical Group Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Tennessee, the nearest 401(k) by assets is Orthopedic Care Partners 401(k) and Profit Sharing Plan in FL ($104M); by covered participants it is Frontier Yarns Inc. 401(k) Plan in NC (976 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (976 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 Holston Medical Group Retirement Plan assets move in 2022? ▼
Holston Medical Group Retirement Plan pulled back noticeably - down 9.7% during 2022, from $115M to $104M. Reported net income was -$11M.
How have Holston Medical Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Holston Medical Group, Inc.'s sponsor-wide assets grew 41.5%, from $104M to $147M.
Where does Holston Medical Group Retirement Plan rank by assets among Form 5500 filers? ▼
Holston Medical Group Retirement Plan ranks in the 93rd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Holston Medical Group Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Orthopedic Care Partners 401(k) and Profit Sharing Plan in FL ($104M, 939 participants).
Which 401(k) plans cover a similar participant headcount to Holston Medical Group Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Frontier Yarns Inc. 401(k) Plan in NC (976 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 621388079.

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.