Other · DOL Form 5500 · 2022
Ballad Health Retirement Plan
Data updated 2026-08-11
- $517M
- Total assets
- 11,477
- Participants
- 98th
- Percentile by assets
- $45,068
- Avg per participant
Official DOL plan name: Ballad Health 403(b) Plan · Sponsored by Ballad Health · Tennessee · Healthcare & Social Assistance
$517M in assets, 11,477 participants
Ballad Health's Ballad Health 403(b) Plan reported $517M in total assets and 11,477 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)
- #19,686 in Healthcare & Social Assistance (20,060 peers)
Coverage in Tennessee
Ballad Health 403(b) Plan covers 11,477 participants in Tennessee, 10x the typical Tennessee plan (state average ~1,126 per filing). Assets: $517M.
- $517M
- total plan assets (2022 EOY)
- 11,477
- covered participants
- 98th
- percentile by assets (of 139,126 plans)
- $45,068
- avg assets per participant
Participants vs Tennessee filers
In Tennessee, the average filing covers about 1,126 participants across 2,384 plans. Ballad Health 403(b) Plan reports 11,477 participants - 10x that state average ($517M EOY assets).
Tennessee filing particulars
| Total Assets (Beginning of Year) | $435M |
|---|---|
| Net Assets (End of Year) | $517M |
| Net Income | $82M |
| Employer EIN | 611771290 |
| Plan Effective Date | 1996-07-01 |
| 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 Other Plans in Tennessee
Peer Other plans, same state, same plan type, ranked by total assets.
Ballad Health 403(b) Plan vs. nearby Other plans in Tennessee, assets vs. participants
- Vanderbilt University Medical Center Retirement Plan $3.4B · 28,507
- Vanderbilt University Retirement Plan $2.1B · 6,874
- St. Jude Children's Research Hospital Defined Contribution Retirement Plan $919M · 4,892
- Southeastern Carpenters and Millwrights Pension Plan $468M · 9,451
- Dialysis Clinic, Inc. Thrift Plan $359M · 5,615
Scale composition for Ballad Health 403(b) Plan
Ballad Health 403(b) Plan reports $517M in end-of-year assets across 11,477 participants (0.004% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.012% of 93,925,755 covered participants) - about $45,068 per participant (33% of the national average assets-per-participant) . Net income for plan year 2022 was $82M.
This plan identity (EIN 611771290, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $517M to $731M (+41.4%) while covered participants moved from 11,477 to 12,134 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 11,477 | $517M | This page |
| 2023 | 11,769 | $616M | Open filing |
| 2024 · index core | 12,134 | $731M | 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 Other Plans Nationally
Other plans in other states closest to Ballad Health 403(b) Plan by total assets, not by location.
- Nebraska Medicine Retirement Plan - Employee Contributions (NE) $517M · 9,278
- Amherst College Defined Contribution Retirement Plan (MA) $516M · 1,788
- St. Charles Health System Retirement Plan (OR) $519M · 4,485
- IBEW Local 351 Surety Plan (NJ) $520M · 2,375
Frequently Asked Questions
How did Ballad Health 403(b) Plan assets move in 2022? ▼
How have Ballad Health plan assets changed over time? ▼
Where does Ballad Health 403(b) Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Ballad Health 403(b) Plan? ▼
Next read for Ballad Health 403(b) Plan
Filing takeaways
Ways to act on Ballad Health 403(b) Plan's numbers.
- By total assets, Ballad Health 403(b) Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other 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