401(k) · DOL Form 5500 · 2022

Ballad Health 401(k) Plan

Data updated 2026-08-11

$103M
Total assets
916
Participants
93rd
Percentile by assets
$112,822
Avg per participant
PlainRetire home → About this data

Official DOL plan name: Ballad Health 401(k) Plan · Sponsored by Ballad Health · Tennessee · Healthcare & Social Assistance

$103M in assets, 916 participants

Ballad Health's Ballad Health 401(k) Plan reported $103M in total assets and 916 participants in its 2022 DOL Form 5500 filing, ranking in the 93rd 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.

  • 93rd percentile by assets (of 139,126 plans)
  • #18,839 in Healthcare & Social Assistance (20,060 peers)

Where Ballad Health 401(k) Plan sits by assets

Ballad Health 401(k) Plan sits in the top 10% of all filed plans by assets, $103M for 916 participants (~$112,822/participant), up 7.2% in 2022.

$103M
total plan assets (2022 EOY)
916
covered participants
93rd
percentile by assets (of 139,126 plans)
$112,822
avg assets per participant

Where Ballad Health 401(k) Plan sits by total assets

Ballad Health 401(k) Plan vs every filed plan by assets

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

$103,344,550 Top 7% higher than 93% of 139,123 filed plans

This plan $0 $2,010,000,000 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

Ballad Health 401(k) Plan vs the 2022 asset distribution

By assets, Ballad Health 401(k) Plan outranks 93% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 1.0x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$96M
Net Assets (End of Year)$103M
Net Income$7M
Employer EIN611771290
Plan Effective Date1998-11-22
Filing StatusFILING RECEIVED

Sponsor Plan History (Ballad Health)

$1B$1.1B$1.2B$1.3B$1.4B 202220232024 $1.08B $1.34B ▲ +24.1%
Total plan assets by year, all Ballad Health plans on file
Year Plans Participants Total Assets
2022 3 18,330 $1.1B
2023 3 18,139 $1.2B
2024 3 18,077 $1.3B

Nearby 401(k) Plans in Tennessee

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

Ballad Health 401(k) Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -50510152025 Total assets ($B) Participants Ballad Health 401(k)…, Total assets ($B): 0.10334455 · Participants: 916Ballad Health 401(k)…Fedex Corporation Re…, Total assets ($B): 21.031401128 · Participants: 220835Fedex Corporation Re…Hca 401(k) Plan, Total assets ($B): 18.669830548 · Participants: 280576Hca 401(k) PlanInternational Paper …, Total assets ($B): 4.178827147 · Participants: 11839International Paper …Federal Express Corp…, Total assets ($B): 4.035859621 · Participants: 5305Federal Express Corp…Chs/Community Health…, Total assets ($B): 4.015461486 · Participants: 62485Chs/Community Health…
Ballad Health 401(k) Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Ballad Health 401(k) Plan by total assets, not by location.

Frequently Asked Questions

How did Ballad Health 401(k) Plan assets move in 2022?
Ballad Health 401(k) Plan grew at a solid clip - up 7.2% during 2022, from $96M to $103M. Reported net income was $7M.
How have Ballad Health plan assets changed over time?
Across 3 plan years on file (2022-2024), Ballad Health's sponsor-wide assets grew 24.0%, from $1.1B to $1.3B.
Where does Ballad Health 401(k) Plan rank by assets among Form 5500 filers?
Ballad Health 401(k) Plan ranks in the 93rd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Ballad Health 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Tosoh America, Inc. Savings and Retirement Plan in OH ($103M, 784 participants).

Scale reading

Ways to act on Ballad Health 401(k) Plan's numbers.