Defined Benefit (Pension) · DOL Form 5500 · 2022

Wellmont Health System Pension Plan

Data updated 2026-08-25

$41M
Total assets Below avg plan size
228
Participants Below avg headcount
86th
Percentile by assets National rank
$181,563
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Wellmont Health System Defined Benefit Plan · Sponsored by Wellmont Health System · Tennessee · Healthcare & Social Assistance

$41M in assets, 228 participants

Wellmont Health System's Wellmont Health System Defined Benefit Plan reported $41M in total assets and 228 participants in its 2022 DOL Form 5500 filing, ranking in the 86th 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.

  • #17,745 in Healthcare & Social Assistance (20,060 peers)

Coverage in Tennessee

Wellmont Health System Defined Benefit Plan covers 228 participants in Tennessee, about 20% of the average Tennessee filer (state average ~1,126 per filing). Assets: $41M.

#17,745
in Healthcare & Social Assistance (20,060 peers)
-4.7%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Wellmont Health System Defined Benefit Plan's outsized position by total assets

Wellmont Health System Defined Benefit Plan vs every filed plan by assets

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

$41,396,336 Top 14% higher than 86% 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

Wellmont Health System Defined Benefit 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. Wellmont Health System Defined Benefit Plan sits mid-pack in the medium band (228 participants).

Plan-year Form 5500 strip

Filing strip 621636465 · Wellmont Health System PY 2022 · Defined Benefit (Pension)

Wellmont Health System Defined Benefit Plan · $41M · 228 · 86th

  • TYPE $41M
  • NET 228
  • BOOK 86th
  • VS-ST Defined Benefit (Pension)
  • BOY near Oakwood Healthcare, Inc. Union Cash Balance Plan
  • SCH ind #17745

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 →

Wellmont Health System Defined Benefit Plan in the asset neighbourhood

Sharp Rees-Stealy Medical Group, Inc. Cash Balance Pension PlanSharp Rees-Stealy Medical Gr…$41MSteamfitters Local 439 Pension PlanSteamfitters Local 439 Pensi…$41MSouthern Star Retirement Plan (Non-Union)Southern Star Retirement Pla…$41MWellmont Health System Defined Benefit PlanWellmont Health System Defin…$41MOakwood Healthcare, Inc. Union Cash Balance PlanOakwood Healthcare, Inc. Uni…$41M
End-of-year total assets ($M) among Wellmont Health System Defined Benefit Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Tennessee filing particulars

Total Assets (Beginning of Year)$43M
Net Assets (End of Year)$41M
Net Income-$2M
Employer EIN621636465
Plan Effective Date1982-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Wellmont Health System)

Sponsor-wide plan assets over time

All Wellmont Health System plans reported in each filing year

Latest sponsor-wide plan assets
$40M 4.042642807807918% vs 2022
2024 filing year
$39M$40M$41M$42M 202220232024 $41.4M $39.7M ▼ -4.1%
Year Plans Participants Total Assets
2022 1 228 $41M
2023 1 205 $40M
2024 1 192 $40M

Nearby Defined Benefit (Pension) Plans in Tennessee

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

Wellmont Health System Defined Benefit Plan vs. nearby Defined Benefit (Pension) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants Wellmont Health System Defined Benefit Plan, Total assets ($B): 0.041396336 · Participants: 228Wellmont Health System Defined Benefit 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
Wellmont Health System Defined Benefit Plan vs. nearby Defined Benefit (Pension) plans in Tennessee, assets vs. participants
Compare Wellmont Health System Defined Benefit Plan side-by-side with 3 peers →

Wellmont Health System Defined Benefit Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Tennessee, the nearest Defined Benefit (Pension) by assets is Oakwood Healthcare, Inc. Union Cash Balance Plan in MI ($41M); by covered participants it is Stellar Solutions, Inc. Defined Benefit Plan & Trust in CA (228 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (228 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 Wellmont Health System Defined Benefit Plan assets move in 2022? ▼
Wellmont Health System Defined Benefit Plan edged down modestly - down 4.7% during 2022, from $43M to $41M. Reported net income was -$2M.
How have Wellmont Health System plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wellmont Health System's sponsor-wide assets declined 4.0%, from $41M to $40M.
Where does Wellmont Health System Defined Benefit Plan rank by assets among Form 5500 filers? ▼
Wellmont Health System Defined Benefit Plan ranks in the 86th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Wellmont Health System Defined Benefit Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Oakwood Healthcare, Inc. Union Cash Balance Plan in MI ($41M, 941 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Wellmont Health System Defined Benefit Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Stellar Solutions, Inc. Defined Benefit Plan & Trust in CA (228 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 621636465.

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.