401(k) · DOL Form 5500 · 2023
West Tennessee Bone & Joint Clinic, P.C. 401(k) Plan
Data updated 2026-08-25
- $33M
- Total assets Below avg plan size
- 215
- Participants Below avg headcount
- 80th
- Percentile by assets National rank
- $153,489
- Avg per participant Above avg balance/head
Official DOL plan name: West Tennessee Bone & Joint Clinic, P.C. Profit Sharing Plan · Sponsored by West Tennessee Bone & Joint Clinic, P.C. · Tennessee · Healthcare & Social Assistance
$33M in assets, 215 participants
West Tennessee Bone & Joint Clinic, P.C.'s West Tennessee Bone & Joint Clinic, P.C. Profit Sharing Plan reported $33M in total assets and 215 participants in its 2023 DOL Form 5500 filing, ranking in the 80th 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.
- #14,757 in Healthcare & Social Assistance (17,684 peers)
Coverage in Tennessee
West Tennessee Bone & Joint Clinic, P.C. Profit Sharing Plan covers 215 participants in Tennessee, about 19% of the average Tennessee filer (state average ~1,126 per filing). Assets: $33M.
- #14,757
- in Healthcare & Social Assistance (17,684 peers)
- +21.9%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
West Tennessee Bone & Joint Clinic, P.C. Profit Sharing Plan's outsized position by total assets
West Tennessee Bone & Joint Clinic, P.C. Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$33,000,134 Top 20% higher than 80% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
West Tennessee Bone & Joint Clinic, P.C. Profit Sharing Plan among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. West Tennessee Bone & Joint Clinic, P.C. Profit Sharing Plan sits mid-pack in the medium band (215 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- West Tennessee Bone & Joint Clinic, P.C. Profit Sharing Plan reported net income rose from -$3M in the plan year 2022 filing to $6M in the plan year 2023 filing.
- West Tennessee Bone & Joint Clinic, P.C. Profit Sharing Plan end-of-year assets rose from $27M in the plan year 2022 filing to $33M in the plan year 2023 filing.
- West Tennessee Bone & Joint Clinic, P.C. Profit Sharing Plan reported participants rose from 185 in the plan year 2022 filing to 215 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 620913372 · West Tennessee Bone & Joint Clinic, P.C. PY 2023 · 401(k)
West Tennessee Bone & Joint Clinic, P.C. Profit Sharing Plan · $33M · 215 · 80th
- ASSETS $33M
- PCT 215
- EIN 80th
- RANK 401(k)
- PHOTO near Prolec-GE Waukesha, Inc. Retirement Savings Plan
- IND ind #14757
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 →
West Tennessee Bone & Joint Clinic, P.C. Profit Sharing Plan in the asset neighbourhood
Tennessee filing particulars
| Total Assets (Beginning of Year) | $27M |
|---|---|
| Net Assets (End of Year) | $33M |
| Net Income | $6M |
| Employer EIN | 620913372 |
| Plan Effective Date | 1974-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (West Tennessee Bone & Joint Clinic, P.C.)
Sponsor-wide plan assets over time
All West Tennessee Bone & Joint Clinic, P.C. plans reported in each filing year
- Latest sponsor-wide plan assets
- $39M 44.289530753442236% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 185 | $27M |
| 2023 | 1 | 215 | $33M |
| 2024 | 1 | 216 | $39M |
Nearby 401(k) Plans in Tennessee
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fedex Corporation Retirement Savings Plan $23.9B · 127,010
- Hca 401(k) Plan $21.5B · 291,649
- Federal Express Corporation Pilots Retirement Savings Plan $4.7B · 5,728
- International Paper Company Salaried Savings Plan $4.6B · 12,153
- Chs/Community Health Systems, Inc. Retirement Savings Plan $4.5B · 62,487
West Tennessee Bone & Joint Clinic, P.C. Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Tennessee, the nearest 401(k) by assets is Prolec-GE Waukesha, Inc. Retirement Savings Plan in WI ($33M); by covered participants it is Demand Science Group 401(k) Plan in MA (215 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($33M here).
- Prolec-GE Waukesha, Inc. Retirement Savings Plan (WI) $33M · 1,160
- Seatec Consulting Inc. 401(k) Plan (GA) $33M · 197
- Psi 401(k) Plan (IL) $33M · 725
- Southern Development Resources, LLC Retirement Plan (MS) $33M · 203
Similar participant headcount
Nearest other-state filings by covered participants (215 participants); asset peers above are excluded.
- Demand Science Group 401(k) Plan (MA) 215 · 0 off
- Wilbanks Trucking Services, LLC 401(k) Profit Sharing Plan (NM) 215 · 0 off
- The Michael J. Fox Foundation for Parkinson's Research 401(k) Plan (NY) 215 · 0 off
- Northwire, Inc. 401(k) Plan (WI) 215 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.