Other · DOL Form 5500 · 2022

Hillcrest Healthcare Communities, I Nc. Retirement Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
373
Participants Below avg headcount
36th
Percentile by assets National rank
$6,184
Avg per participant Low balance/head
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Official DOL plan name: Hillcrest Healthcare Communities 403(b) Plan · Sponsored by Hillcrest Healthcare Communities, I Nc. · Tennessee · Healthcare & Social Assistance

$2M in assets, 373 participants

Hillcrest Healthcare Communities, I Nc.'s Hillcrest Healthcare Communities 403(b) Plan reported $2M in total assets and 373 participants in its 2022 DOL Form 5500 filing, ranking in the 36th 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.

  • #7,612 in Healthcare & Social Assistance (20,060 peers)

Coverage in Tennessee

Hillcrest Healthcare Communities 403(b) Plan covers 373 participants in Tennessee, about 33% of the average Tennessee filer (state average ~1,126 per filing). Assets: $2M.

#7,612
in Healthcare & Social Assistance (20,060 peers)
-17.8%
assets change YoY

The plan reported a net loss of $499K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Hillcrest Healthcare Communities 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Hillcrest Healthcare Communities 403(b) Plan vs every filed plan by assets

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

$2,306,722 36th percentile higher than 36% 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

Hillcrest Healthcare Communities 403(b) 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. Hillcrest Healthcare Communities 403(b) Plan sits mid-pack in the medium band (373 participants).

Form 5500 schedule snapshot

Filing strip 620641093 · Hillcrest Healthcare Communities, I Nc. PY 2022 · Other

Hillcrest Healthcare Communities 403(b) Plan · $2M · 373 · 36th

  • SCH $2M
  • EBSA 373
  • PART 36th
  • TYPE Other
  • NET near National Science Teachers Association Tax-Deferred Annuity Plan
  • BOOK ind #7612

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 →

Hillcrest Healthcare Communities 403(b) Plan in the asset neighbourhood

Hillcrest Healthcare Communities 403(b) PlanHillcrest Healthcare Communi…$2MSmjhc Employee Retirement PlanSmjhc Employee Retirement Pl…$2MNational Science Teachers Association Tax-Deferred Annuity PlanNational Science Teachers As…$2MPark Lawn School & Activity Center Retirement PlanPark Lawn School & Activity …$2MSt. Charles Youth & Family Services, Inc. 403(b) PlanSt. Charles Youth & Family S…$2M
End-of-year total assets ($M) among Hillcrest Healthcare Communities 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Tennessee filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$2M
Net Income-$499K
Employer EIN620641093
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Hillcrest Healthcare Communities, I Nc.)

Sponsor-wide plan assets over time

All Hillcrest Healthcare Communities, I Nc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 59.751023313602595% vs 2022
2024 filing year
$2M$2.5M$3M$3.5M$4M 202220232024 $2.31M $3.69M ▲ +59.7%
Year Plans Participants Total Assets
2022 1 373 $2M
2023 1 315 $3M
2024 1 316 $4M

Nearby Other Plans in Tennessee

Peer Other plans, same state, same plan type, ranked by total assets.

Hillcrest Healthcare Communities 403(b) Plan vs. nearby Other plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -101234 Total assets ($B) Participants Hillcrest Healthcare Communities 403(b) Plan, Total assets ($B): 0.002306722 · Participants: 373Hillcrest Healthcare Communities 403(b) PlanVanderbilt University Medical Center Retirement Plan, Total assets ($B): 3.400218103 · Participants: 28507Vanderbilt University Medical Center Retirement PlanVanderbilt University Retirement Plan, Total assets ($B): 2.06995117 · Participants: 6874Vanderbilt University Retirement PlanSt. Jude Children's Research Hospital Defined Contribution Retirement Plan, Total assets ($B): 0.918824939 · Participants: 4892St. Jude Children's Research Hospital Defined Contribution Retirement PlanBallad Health 403(b) Plan, Total assets ($B): 0.517250441 · Participants: 11477Ballad Health 403(b) PlanSoutheastern Carpenters and Millwrights Pension Plan, Total assets ($B): 0.467821735 · Participants: 9451Southeastern Carpenters and Millwrights Pension Plan
Hillcrest Healthcare Communities 403(b) Plan vs. nearby Other plans in Tennessee, assets vs. participants
Compare Hillcrest Healthcare Communities 403(b) Plan side-by-side with 3 peers →

Hillcrest Healthcare Communities 403(b) Plan's out-of-state Other peers by assets and headcount

Outside Tennessee, the nearest Other by assets is National Science Teachers Association Tax-Deferred Annuity Plan in VA ($2M); by covered participants it is New York Institute of Technology Tax Deferred Annuity Plan in NY (373 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (373 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 Hillcrest Healthcare Communities 403(b) Plan assets move in 2022? ▼
Hillcrest Healthcare Communities 403(b) Plan declined sharply - down 17.8% during 2022, from $3M to $2M. Reported net income was -$499K.
How have Hillcrest Healthcare Communities, I Nc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hillcrest Healthcare Communities, I Nc.'s sponsor-wide assets grew 59.8%, from $2M to $4M.
Which Other plans are similar in size to Hillcrest Healthcare Communities 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is National Science Teachers Association Tax-Deferred Annuity Plan in VA ($2M, 15 participants).
Which Other plans cover a similar participant headcount to Hillcrest Healthcare Communities 403(b) Plan? ▼
Among Other plans in other states, the closest by covered participants is New York Institute of Technology Tax Deferred Annuity Plan in NY (373 participants, $123M 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 620641093.

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.