401(k) · DOL Form 5500 · 2022

Southern Health Partners 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
598
Participants Below avg headcount
52nd
Percentile by assets National rank
$9,188
Avg per participant Low balance/head
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Official DOL plan name: Southern Health Partners, Inc. 401(k) Plan · Sponsored by Southern Health Partners · Tennessee · Healthcare & Social Assistance

$5M in assets, 598 participants

Southern Health Partners's Southern Health Partners, Inc. 401(k) Plan reported $5M in total assets and 598 participants in its 2022 DOL Form 5500 filing, ranking in the 52nd 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.

  • #11,700 in Healthcare & Social Assistance (20,060 peers)

Southern Health Partners multi-year trail

Southern Health Partners's plans moved +40.5% in assets from 2022 to 2024; this filing shows Southern Health Partners, Inc. 401(k) Plan at $5M / 598 participants.

#11,700
in Healthcare & Social Assistance (20,060 peers)
+22.0%
assets growth YoY

Southern Health Partners, Inc. 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Southern Health Partners, Inc. 401(k) Plan vs every filed plan by assets

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

$5,494,688 Top 48% higher than 52% 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

Southern Health Partners, Inc. 401(k) 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. Southern Health Partners, Inc. 401(k) Plan sits mid-pack in the medium band (598 participants).

DOL schedule card

Filing strip 631130536 · Southern Health Partners PY 2022 · 401(k)

Southern Health Partners, Inc. 401(k) Plan · $5M · 598 · 52nd

  • EOY $5M
  • EOY 598
  • EOY 52nd
  • EOY 401(k)
  • EOY near Unipac Shipping Inc. 401(k) Profit Sharing Plan
  • EOY ind #11700

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 →

Southern Health Partners, Inc. 401(k) Plan in the asset neighbourhood

Custom Products Retirement PlanCustom Products Retirement P…$5MSouthern Health Partners, Inc. 401(k) PlanSouthern Health Partners, In…$5MUnipac Shipping Inc. 401(k) Profit Sharing PlanUnipac Shipping Inc. 401(k) …$5MHarris Originals of Ny, Inc. Savings and Investment PlanHarris Originals of Ny, Inc.…$5MMidwest Alarm Company Inc. 401(k) PlanMidwest Alarm Company Inc. 4…$5M
End-of-year total assets ($M) among Southern Health Partners, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Southern Health Partners multi-year asset trail

Sponsor-wide plan assets over time

All Southern Health Partners plans reported in each filing year

Latest sponsor-wide plan assets
$8M 40.504392606095195% vs 2022
2024 filing year
$5M$6M$7M$8M 202220232024 $5.49M $7.72M ▲ +40.6%
Year Plans Participants Total Assets
2022 1 598 $5M
2023 1 556 $7M
2024 1 1,051 $8M

Southern Health Partners filing trail (2022)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income$989K
Employer EIN631130536
Plan Effective Date2000-08-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Tennessee

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

Southern Health Partners, Inc. 401(k) Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -50510152025 Total assets ($B) Participants Southern Health Partners, Inc. 401(k) Plan, Total assets ($B): 0.005494688 · Participants: 598Southern Health Partners, Inc. 401(k) 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
Southern Health Partners, Inc. 401(k) Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants
Compare Southern Health Partners, Inc. 401(k) Plan side-by-side with 3 peers →

Southern Health Partners, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Tennessee, the nearest 401(k) by assets is Unipac Shipping Inc. 401(k) Profit Sharing Plan in CA ($5M); by covered participants it is Sac Wireless, LLC 401(k) Profit Sharing Plan in IL (598 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (598 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 Southern Health Partners, Inc. 401(k) Plan assets move in 2022? ▼
Southern Health Partners, Inc. 401(k) Plan grew sharply - up 22.0% during 2022, from $5M to $5M. Reported net income was $989K.
How have Southern Health Partners plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Southern Health Partners's sponsor-wide assets grew 40.5%, from $5M to $8M.
Which 401(k) plans are similar in size to Southern Health Partners, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Unipac Shipping Inc. 401(k) Profit Sharing Plan in CA ($5M, 106 participants).
Which 401(k) plans cover a similar participant headcount to Southern Health Partners, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Sac Wireless, LLC 401(k) Profit Sharing Plan in IL (598 participants, $32M 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 631130536.

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.