Profit Sharing · DOL Form 5500 · 2022
Ballad Health Profit Sharing Plan
Data updated 2026-08-25
- $463M
- Total assets Above avg plan size
- 5,937
- Participants Above avg headcount
- 98th
- Percentile by assets National rank
- $78,017
- Avg per participant Below avg balance/head
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.
- #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.
- #19,653
- in Healthcare & Social Assistance (20,060 peers)
- +2.2%
- assets growth YoY
- 4.6×
- vs typical plan assets (national mean)
Ballad Health 401(a) Plan's outsized position 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
Ballad Health 401(a) Plan's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ballad Health 401(a) Plan lands in the large band (5,937 participants).
Published 5500 schedule card
Filing strip 611771290 · Ballad Health PY 2022 · Profit Sharing
Ballad Health 401(a) Plan · $463M · 5,937 · 98th
- SCH $463M
- EBSA 5,937
- PART 98th
- TYPE Profit Sharing
- NET near Nfl Player Capital Accumulation Plan
- BOOK ind #19653
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 →
Ballad Health 401(a) Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Ballad Health plans reported in each filing year
- Latest sponsor-wide plan assets
- $1.3B 24.009065784843845% vs 2022
- 2024 filing year
| 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.
- 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)
Ballad Health 401(a) Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Tennessee, the nearest Profit Sharing by assets is Nfl Player Capital Accumulation Plan in MD ($460M); by covered participants it is Pih Health, Inc. 401(a) Plan in CA (5,919 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($463M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (5,937 participants); asset peers above are excluded.
- Pih Health, Inc. 401(a) Plan (CA) 5,919 · 18 off
- Luminis Health Retirement Plan (Employer Contributions) (MD) 5,916 · 21 off
- The Northwestern Mutual Life Insurance Company Agents Persistency Fee Guarantee Fund (WI) 5,909 · 28 off
- West Virginia Laborers Profit Sharing Plan (WV) 5,881 · 56 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.