401(k) · DOL Form 5500 · 2022

Ballad Health 401(k) Plan

Data updated 2026-08-25

$103M
Total assets Near avg plan size
916
Participants Near avg headcount
93rd
Percentile by assets National rank
$112,822
Avg per participant Below avg balance/head
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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.

  • #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.

#18,839
in Healthcare & Social Assistance (20,060 peers)
+7.2%
assets growth YoY
1.0×
vs typical plan assets (national mean)

Ballad Health 401(k) Plan's outsized position 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 $2,050,000,000 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

Ballad Health 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. Ballad Health 401(k) Plan sits mid-pack in the medium band (916 participants).

Form 5500 schedule snapshot

Filing strip 611771290 · Ballad Health PY 2022 · 401(k)

Ballad Health 401(k) Plan · $103M · 916 · 93rd

  • RANK $103M
  • PHOTO 916
  • IND 93rd
  • EOY 401(k)
  • 5500 near Tosoh America, Inc. Savings and Retirement Plan
  • ASSETS ind #18839

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(k) Plan in the asset neighbourhood

Aspca 401(k) Retirement Plan$103MTosoh America, Inc. Savings and Retirement PlanTosoh America, Inc. Savings …$103MThe Vons Companies, Inc. Pharmacists 401(k) PlanThe Vons Companies, Inc. Pha…$103MBallad Health 401(k) Plan$103MAmcor 401(k) Plan for Bargaining Unit EmployeesAmcor 401(k) Plan for Bargai…$103M
End-of-year total assets ($M) among Ballad Health 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

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)

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
$1B$1.1B$1.2B$1.3B$1.4B 202220232024 $1.08B $1.34B ▲ +24.1%
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 ($B) Participants Ballad Health 401(k) Plan, Total assets ($B): 0.10334455 · Participants: 916Ballad Health 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
Ballad Health 401(k) Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants
Compare Ballad Health 401(k) Plan side-by-side with 3 peers →

Ballad Health 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Tennessee, the nearest 401(k) by assets is Tosoh America, Inc. Savings and Retirement Plan in OH ($103M); by covered participants it is Covert Auto Group 401(k) Plan in TX (916 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($103M here).

Similar participant headcount

Nearest other-state filings by covered participants (916 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 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).
Which 401(k) plans cover a similar participant headcount to Ballad Health 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Covert Auto Group 401(k) Plan in TX (916 participants, $26M 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 611771290.

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.