Profit Sharing · DOL Form 5500 · 2022
Ballad Health Profit Sharing Plan
Data updated 2026-08-11
- $463M
- Total assets
- 5,937
- Participants
- 98th
- Percentile by assets
- $78,017
- Avg per participant
Official DOL plan name: Ballad Health 401(a) Plan · Sponsored by Ballad Health · Tennessee · Healthcare & Social Assistance
$463M in assets, 5,937 participants
Ballad Health's Ballad Health 401(a) Plan reported $463M in total assets and 5,937 participants in its 2022 DOL Form 5500 filing, ranking in the 98th 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.
- 98th percentile by assets (of 139,126 plans)
- #19,653 in Healthcare & Social Assistance (20,060 peers)
Coverage in Tennessee
Ballad Health 401(a) Plan covers 5,937 participants in Tennessee, 5.3x the typical Tennessee plan (state average ~1,126 per filing). Assets: $463M.
- $463M
- total plan assets (2022 EOY)
- 5,937
- covered participants
- 98th
- percentile by assets (of 139,126 plans)
- $78,017
- avg assets per participant
Where Ballad Health 401(a) Plan sits by total assets
Ballad Health 401(a) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$463,186,741 Top 2% higher than 98% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Participants vs Tennessee filers
In Tennessee, the average filing covers about 1,126 participants across 2,384 plans. Ballad Health 401(a) Plan reports 5,937 participants - 5.3x that state average ($463M EOY assets).
Tennessee filing particulars
| Total Assets (Beginning of Year) | $453M |
|---|---|
| Net Assets (End of Year) | $463M |
| Net Income | $10M |
| Employer EIN | 611771290 |
| Plan Effective Date | 2010-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Ballad Health)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 18,330 | $1.1B |
| 2023 | 3 | 18,139 | $1.2B |
| 2024 | 3 | 18,077 | $1.3B |
Nearby Profit Sharing Plans in Tennessee
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
Ballad Health 401(a) Plan vs. nearby Profit Sharing plans in Tennessee, assets vs. participants
- Shreveport Electrical Industry Profit Sharing Plan $77M · 740
- New Orleans Electrical Annuity Plan $66M · 1,451
- Ulps Employee Savings Plan $54M · 236
- University School of Nashville Retirement Plan $34M · 209
- Iron Workers District Council of Tennessee Valley and Vicinity Annuity Plan $33M · 4,009
Scale composition for Ballad Health 401(a) Plan
Ballad Health 401(a) Plan reports $463M in end-of-year assets across 5,937 participants (0.004% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.006% of 93,925,755 covered participants) - about $78,017 per participant (56% of the national average assets-per-participant) . Net income for plan year 2022 was $10M.
This plan identity (EIN 611771290, plan #003) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $463M to $486M (+5.0%) while covered participants moved from 5,937 to 4,963 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 5,937 | $463M | This page |
| 2023 | 5,420 | $478M | Open filing |
| 2024 · index core | 4,963 | $486M | Open filing |
The same sponsor also keeps 3 other index-core plans on PlainRetire:
- Ballad Health 403(b) Plan (Other, $731M, 12,134 participants)
- Ballad Health 401(a) Plan (Profit Sharing, $486M, 4,963 participants)
- Ballad Health 401(k) Plan (401(k), $126M, 980 participants)
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Ballad Health 401(a) Plan by total assets, not by location.
- Nfl Player Capital Accumulation Plan (MD) $460M · 2,732
- Bill & Melinda Gates Foundation Sharing Retirement Plan (WA) $468M · 1,613
- Southwest Carpenters Annuity Fund (CA) $469M · 45,399
- College Entrance Examination Board Retirement Plan (NY) $474M · 812
Frequently Asked Questions
How did Ballad Health 401(a) Plan assets move in 2022? ▼
How have Ballad Health plan assets changed over time? ▼
Where does Ballad Health 401(a) Plan rank by assets among Form 5500 filers? ▼
Which Profit Sharing plans are similar in size to Ballad Health 401(a) Plan? ▼
Next read for Ballad Health 401(a) Plan
Filing takeaways
Ways to act on Ballad Health 401(a) Plan's numbers.
- By total assets, Ballad Health 401(a) Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in Tennessee. Compare plans
- Ballad Health's sponsor-wide assets have grown 24.0% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans